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Carolyn is a partner in the tax and estates section of the business law department. She focuses her practice in the areas of estate planning, family business planning, and estate administration.
Representative Matters
Estate planning for estates with asset values up to $100 million.
Advised clients in connection with the use of private foundations, charitable supporting organizations, charitable remainder trusts, and charitable lead trusts.
Represented various estates in audit matters before the Internal Revenue Service.
Represented families in addressing wealth transfer issues, including the use of family limited partnerships and limited liability companies.
Professional, Civic and Community Involvement
Professional: Charlotte Estate Planning Council, Member
Civic/Community: Community Food Rescue, Board of Directors, 1994-2000
Kindermourn, Inc., Board of Directors, Chair, 1984-1988
Mary Baldwin College, Trustee, 1991-present
Mecklenburg Bar Foundation, Board of Directors, 1987-1998
North Carolina Bar Association, Estate Planning and Fiduciary Law Section, Member
Sharon Towers, Board of Directors, Advisory Board, 1998-present. | 