Representative Experience
John counsels clients in estate and business planning matters. He prepares estate planning documents, including wills, revocable trusts, minors trusts, irrevocable life insurance trusts, and charitable trusts, and advises clients on the income, estate, gift, and generation-skipping transfer tax consequences of wealth transfers to individuals, trusts, and charitable organizations. He also works with executors and trustees in estate and trust administration matters. With respect to business planning, John assists clients in entity selection, limited liability company formation and maintenance, closely-held business succession matters (including the creation and maintenance of ESOPs), and compensation arrangements for owners and key employees.
John’s practice includes planning for retirement plan and IRA distributions, nonqualified deferred compensation, and equity compensation. His background in employee benefits and compensation is useful when counseling clients on the income and estate tax aspects of distributions, rollovers, and trustee-to-trustee transfers from qualified retirement plans and/or IRAs. As part of the estate planning process for clients with substantial retirement plan assets, John customizes beneficiary designations in accordance with clients’ personal and tax objectives.
Professional Activities
- North Carolina Bar Association
- Estate Planning and Fiduciary Law Section
- Strategic Planning & Emerging Trends Committee (2004 - present)
- Trends Subcommittee, Co-chair (2005-06)
- Momentum 2010 Information Technology Subcommittee, Chair (2006-08)
- Technology Advisory Committee (2007-08)
- South Carolina Bar
- Wake County Bar Association
- Triangle Benefits Forum
Community Activities
- Aldert Root Elementary Educational Foundation, Board of Directors
- White Memorial Presbyterian Church
- Church School Teacher
- Colony Care Leader
- Community Service Committee
- Confirmation Partner
- Friends of Joel Lane Museum House, Inc.
- Wake Education Partnership
- Institute for Wake County School Leaders
- School Finance Committee (2003-04, 2004-05)
- Quality Matters Committee (2005-06)
- Needham B. Broughton High School Alumni Association
- North Carolina Citizens for Business and Industry
- Health Care Committee (2004-05)
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