A member of Manning Fulton’s corporate practice, John works with clients in the areas of ERISA and employee benefits, corporations (including professional corporations), estate planning and administration, and tax. His ERISA experience includes advising clients on the selection and administration of qualified and non-qualified retirement plans and other employee benefit plans. He is experienced in working with profit sharing plans, 401(k) plans, 403(b) plans, employee stock ownership plans (ESOPs), individual retirement accounts (IRAs), simplified employee pensions (SEPs), defined benefit pension plans, and non-qualified deferred compensation plans.
John advises many companies and professional corporations on corporate, tax, and regulatory compliance matters. He represents individuals in estate planning matters, from preparing wills and trusts for clients with modest assets to implementing complex estate plans addressing estate tax and other issues. John is also experienced in estate and trust administration matters and has litigated estate tax matters before the United States Tax Court and the United States Court of Appeals for the Fourth Circuit.
He also provides technical support to litigation attorneys in the firm in the areas of ERISA and employee benefits and tax.
John has been recognized by Business North Carolina magazine’s Legal Elite (2006, 2007, 2009, 2010 and 2012-2013) in the area of Tax and Estate Planning and in Best Lawyers in America in the area of Employee Benefits (ERISA) Law (2017).