Memberships
The American College of Board Certified Attorneys
Fellow, 2013–present
Gate City Rotary
Membership Chairperson, 2012–present
Member Medicaid Planning Solutions
Attorney, 2011–2016
National Association of Estate Planners and Councils
Accredited Estate Planner, 2011–present
National Association of Estate Planners and Councils
Estate Planning Law Specialist, 2011–present
Legal Justice 4 All Campaign
Board Member, 2009–present
BJH Foundation for Senior Services
President, 2008–present
North Carolina Bar Association, Elder Law Section
Member, 1997–present
North Carolina Bar Association, Estate Planning and Fiduciary Law Section
Member, 1997–present
American Academy of Estate Planning Attorneys
Member, 1996–present
National Academy of Elder Law Attorneys
Member, 1996–present
American Bar Association
Member, 1992–present
PRESENTATIONS & PUBLICATIONS
Estate Planning and Asset Protection
OWLS, 2015
Estate Planning for Winegrowers
NC Winegrowers Association, 2015
Estate Planning for Small Business
HR Group Educational Series, 2015
Estate Planning and Elder Law
Estate Planning Workshop, 2015
Estate Planning Practice
Estate Planning, 2015
Estate Planning for Bereaved Spouses
Estate Planning for Bereaved Spouses, 2014
Estate Planning and Asset Protection
Craft Insurance In-house Training, 2014
Law Practice in Today’s Economy
Starting and Maintaining a Successful Law Practice in Today’s Economy, 2011
Estate Planning Basics
Weekly Meeting Invited Speaker, 2009
The Economics of Estate Planning and Asset Protection
Senior Survival Workshop, 2009
Wills and Trusts
Living Trust Seminar, 2009
Estate Planning and Elder Law
Grand Senior Group, 2009
Probate, Wills, Trusts, Powers of Attorney
Estate Planning Seminar, 2009
Estate Planning for Young Families
Estate Planning for Families with Young Children, 2009
Estate Planning and Elder Law
Abbotswood Senior Living, 2009