Serving clients in Central North Carolina since 1979.
My goal is to provide prompt, economic, high quality legal services. I bring over thirty years of experience to achieving this goal. This is a traditional law firm, with a focus on the relationship between me and my clients. We take advantage of some of the new technologies, but we do not let them interfere with the direct contact that is essential to accomplishing our clients' objectives. Most of my clients tend to be from Durham and the adjacent counties, although I also have handled cases in Alamance, Mecklenburg, Moore, Carteret, Wilson, Vance, and Guilford Counties. My offices are in a three story colonial in the Morehead Hill neighborhood, about five minutes from the Durham courthouse and four blocks from the Durham Expressway. Call 919 683 8441 or email me directly at firstname.lastname@example.org if you want more information or an appointment.
1007 Vickers Avenue
Durham NC 27707-1355
Estate planning, Estate and Trust Administration, Probate, and Guardianship
Estate planning is concerned with establishing an orderly plan for the disposition of property. This entails executing a will and a durable power of attorney; for some clients one or more trusts also may be appropriate. If you are interested in advance health care directives, you can sign them in conjunction with your estate planning documents. We often are able to complete this work with two visits. Estate and trust administration, including probate, involve transferring a deceased person"s assets in compliance with North Carolina law and Federal tax law. Administration may take from six to eighteen months, depending on the size and nature of the estate. More time may be necessary if a Federal estate tax return is required. We can handle all aspects of probate and also advise survivors regarding insurance and retirement plan claims. Unless it is held in trust or by a custodian, North Carolina requires that property of a minor or an incompetent be held by a Court-appointed guardian, who must be bonded. We can assist with competency hearings, bonding,and court accountings.
I received a B.A. in economics from Alfred University in 1971.
After serving as a lieutenant in the US Army Finance Corps, I enrolled in the Law School at the College of William and Mary, where I was an associate editor on the Law Review. While working on my Master's degree I was the Director of the Legal Research and Writing Program for first year law students.
I earned a J.D. and a Master of Law and Taxation degree at William and Mary and then moved to Durham in 1979, where I worked as an associate in a small firm for two years. I established my own firm in 1982, and I have been continuously engaged in private practice since then.
I have served on the Grievance Committee of the Durham Bar and as Treasurer of the Durham Bar Association and the Fourteenth Judicial District Bar. I have tried to make time to volunteer for local non-profits over the years, including the Urban Ministries Center and the Red Cross; I currently tutor GED candidates one morning a week.
I am grateful that so many individuals and businesses have relied on me during the last thirty years, and I look forward to meeting and helping new clients in the future.
-North Carolina, 1979
-U.S. District Court, Middle District of North Carolina and U.S. Tax Court, 1980
-U.S. Court of Appeals, Fourth Circuit and U.S. Claims Court, 1982
Law School at the College of William and Mary
Juris Doctorate, 1979
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