Representative Experience
- Provide counsel and advice to clients regarding estate and tax planning matters, including issues related to retirement plans and preparation of estate planning documents
- Provide advice regarding organization of business entities such as corporations, partnerships and limited liability companies
- Assist clients with the adoption and administration of retirement plans
- Represent clients with regard to matters before the Internal Revenue Service, including audits and appeals, compliance, and collection matters
- Assist clients with the organization of tax-exempt entities and other charitable organizations
- Provide counsel and advice regarding fiduciary matters in the administration of estates and trusts
Education
- West Virginia University, B.A. magna cum laude, 1968
- Harvard Law School, J.D., 1971
- University of Miami, Masters of Law in Taxation, LL.M., 1984
Admissions
- Florida State Bar
- Virginia State Bar
- West Virginia State Bar
- United States Tax Court
- United States District Court for the Southern District of Florida
- United States District Court for the Western District of Virginia
- United States District Court for the Southern District of West Virginia
Awards and Distinctions
- Listed in The Best Lawyers in America, Employee Benefits (ERISA) Law and Trusts and Estates
Affiliations
- Roanoke Bar Association, Member
- Virginia Bar Association, Member
- The Florida Bar, Tax Section, Member
- Roanoke Valley Estate Planning Council, Member
- National Association of Estate Planning, Member
- Ferrum College Estate Planning Council, Member
Other
- The Rescue Mission of Roanoke, Inc., Board of Directors