Liz provides a wide array of estate planning, fiduciary litigation, tax planning and private wealth services to clients who are seeking to strategically manage their wealth in a way that allows them achieve their estate planning goals and objectives and to do so as tax efficiently as possible. Areas in which she regularly advises clients include:
Use of irrevocable trusts, including modification and termination of existing trusts
Gifting strategies
Complex estate planning
Formation of limited liability companies (LLCs), family limited partnerships or other closely held family businesses
Succession planning for family businesses · Formation of charitable trusts and charitable foundations
International estate planning for US citizens, non-citizens and non-residents who own assets in the US
Fiduciary litigation including will and trust disputes and caveats and breach of fiduciary duty claims
Split-dollar life insurance
Income and estate taxation
Generational planning, including dynasty trusts
Liz is a member of the American College of Trusts and Estates Council (ACTEC). She is a past chair of the Estate Planning and Fiduciary Law section of the North Carolina Bar Association. She is an active member of the Legislative Committee for the Estate Planning and Fiduciary Law section with over 15 years of experience assisting in drafting North Carolina’s trusts and estate legislation. Liz is listed in Best Lawyers in America, including Lawyer of the Year in 2015 in “Litigation: Trusts and Estates”, was named one of the 100 Top lawyers in the State of North Carolina in Super Lawyers and was named by Business North Carolina as one of its Legal Elite.
