Featured Works
Speaking Engagements
- “A Primer on the Law of Trusts,” South Carolina Probate Bench Bar Seminar, September, 2020, Presenter
- “Decanting and the 643 Regulations," North Carolina Bar Association Estate Planning and Fiduciary Law program, July, 2018, Presenter)
- “The Smith Family Trusts: Comparing Unitrust Conversion and Decanting,” North Carolina Bar Association Estate Planning and Fiduciary Law program, July, 2015, Presenter
- "Unitrust Conversion of Grandfathered GST Trusts," American College of Trust and Estate Counsel Southeast Regional Meeting, November, 2014, Presenter
- “Decanting and the Power to Adjust in South Carolina and North Carolina “American College of Trust and Estate Counsel Southeast Regional Meeting, September, 2013, Presenter
- “Proposed South Carolina Probate Code Changes Affect Creditors Claims Against An Estate,” South Carolina Probate Bench Bar Seminar, September, 2011, Presenter
- “New Directions or the Well-Worn Path? Best Practices of North Carolina Trust and Estate Attorneys, “North Carolina Bar Advanced Planning and Drafting Seminar, September, 2007, Presenter
- “The Section 643 Regulations: Did the Treasury Throw A Bone Or An Anvil?”, Al Todd Estate Planning Seminar: South Carolina Bar, July, 2007, Presenter
- “Hot Topics: The North Carolina Principal and Income Act," North Carolina Bar Association CLE seminar, September, 2004, Presenter
- "The New Separate Share Regulations Under Section 663(c),” South Carolina Bar Association CLE Seminar, August, 2002, Presenter
Publications
- The South Carolina Trust Code, co-authored with USC Law Prof. S Alan Medlin, South Carolina Bar Publishers, 2006, second edition, 2018
- Chapter Author of Estate Planning in South Carolina, South Carolina Bar Publishers, 2002, second edition, 2017
- "Recent Estate Tax Changes About Which a CPA Should Be Aware," South Carolina Journal for Certified Public Accountants, 2011
- "The New Prudent Investor Act," South Carolina Lawyer magazine, Fall, 2003
- "Transfer of Real Estate at Death-Do Probate Code Changes Resolve the Issue?,” South Carolina Lawyer magazine, 2000
- Editor, Recent Developments Column, The Will and the Way, North Carolina Bar Association Probate Section newsletter, 1999
- “The Elective Share: A Right In Transition,” South Carolina Lawyer magazine,” 1998
