Representative Experience
John works with clients in the areas of ERISA and employee benefits, corporations (including professional corporations), estate planning and administration, and tax. His ERISA experience includes advising clients on the selection and administration of qualified and non-qualified retirement plans and other employee benefit plans. John represents clients with plans as large as several thousand participants as well as plans for small and mid-size corporations. He is experienced in working with profit sharing plans, 401(k) plans, employee stock ownership plans (ESOPs), individual retirement accounts (IRAs), simplified employee pensions (SEPs), defined benefit pension plans, and non-qualified deferred compensation plans. He is also experienced in working with cafeteria plans, medical reimbursement plans, and other welfare benefit plans.
John advises many companies and professional medical corporations on corporate, tax and regulatory compliance matters. He also represents individuals in estate planning matters, from preparing wills and trusts for clients with modest assets to implementing complex estate plans addressing estate tax and other issues. John is also experienced in estate and trust administration matters and has litigated estate tax matters before the United States Tax Court and the United States Court of Appeals for the Fourth Circuit.
He also provides technical support to litigation attorneys in the firm in the areas of ERISA and employee benefits and tax.
John has been recognized by Business North Carolina's Legal Elite in the area of tax and estate planning in 2006, 2007 and 2009.
Professional Activities
- North Carolina Bar Association, (1986 to present)
- Council of the Taxation Section (1993-2002)
- Taxation Section Secretary (2002-2003)
- Employee Benefits Committee Chair (2002-2003)
- American Bar Association (1972 to present)
- Wake County Bar Association (1986 to present)
- Triangle Benefits Forum
- Founding Member (1990)
- Member (1990 to present)
- Past President
Community Activities
- The 200 Club of Wake County
- Charter Member (2000)
- Board of Trustees (2000 to present)
- Secretary / Treasurer (2002 to present)
- Youth sports coach for YMCA and Raleigh Parks and Recreation Department (1995 to present)
- Dance Associates of Raleigh
- Board of Trustees (1989-1994)
- Past President
Associated News / Events
