Robert practices in the areas estate and gift tax planning, income tax planning and controversy (including IRS audit representation), estate planning, and business law.
Within his estate planning practice, Robert helps clients implement plans that range from simple wills and trusts up to sophisticated family wealth preservation strategies, such as the following:
- Revocable Trusts with a focus on maximum use of Gift and GST Exemption,
- Structuring and implementing wealth transfer strategies,
- Intentionally Defective Grantor Trusts,
- Grantor Retained Annuity Trusts,
- Family LLC and LP formation,
- Irrevocable Life Insurance Trusts, and
- Structuring of Charitable Lead or Charitable Remainder Trusts.
Within his business law practice, Robert works with clients over a range of business activities which include the following:
- Drafting Operating Agreements for operating businesses or investment entities,
- Drafting Shareholder Agreements,
- Representing buyers or sellers in a wide range of Merger and Acquisition structures, with a focus on planning for the maximum income tax benefits and savings available,
- Documents to raise and accept investment and capital,
- Non-Qualified Equity Compensation structures for key employees,
- Business Succession strategies, and
- Many types of general business contracts, such as Employment Agreements, Master Service Agreements and other forms of customer or vendor contracts, Independent Contractor Agreements.
Robert has practiced law since 2008 in the areas above, and is licensed to practice in North Carolina.
Robert lives in Charlotte, North Carolina, with his wonderful wife, Emily, and their two energetic children, Isla and Henry. Robert was raised in Kernersville, North Carolina, and has called Charlotte home since 2008. In his spare time, he enjoys reading, tinkering with old cars, and hoping one day to be half as proficient playing the guitar as Ryan Monk.
Education: Wofford College, graduated magna cum laude in 2005, B.S. with a major in Finance; University of South Carolina School of Law, graduated magna cum laude in 2008.