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Key Considerations From New Tax Law - Wealth and Estate Planning

Significant changes to the U.S. tax system were made by the Tax Cuts and Jobs Act (TCJA), which was signed into law in late December 2017.  Several provisions of the TCJA will affect wealth and estate planning going forward and necessitate review of current planning.  

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New North Carolina Power of Attorney Statute

As of January 1, 2018, a new law is in effect that governs powers of attorney in North Carolina.  

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Dori J. Dixon Speaks at Duke University Osher Lifelong Learning Institute

Dori J. Dixon, a member of the Trusts and Estates Practice Group, will speak in Durham on November 28, 2017 at the Osher Lifelong Learning Institute at Duke. Ms. Dixon’s topic is “Estate and Long-Term Planning.”

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Dori J. Dixon Speaks at Duke University Osher Lifelong Learning Institute

Dori J. Dixon, a member of the Trusts and Estates Practice Group, will speak in Durham on November 28, 2017 at the Osher Lifelong Learning Institute at Duke. Ms. Dixon’s topic is “Estate and Long-Term Planning.”

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What We Practice
Business Real Estate Trusts and Estates

Our business lawyers serve as regular outside counsel to public and privately held businesses with diverse interests in local, national  and international markets.  » more

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At Schell Bray, our Elder Law and Special Needs Law practice encompasses many different fields of law providing for the unique legal and financial demands of senior citizens and people with disabilities. Our attorneys assist clients and their families with a variety of legal issues, from estate planning to long term care issues, with a primary emphasis on promoting quality of life for the client. Schell Bray takes a holistic approach to planning to ensure that each client’s plan addresses the legal, medical, financial, and social needs of the client.
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At Schell Bray, our Elder Law and Special Needs Law practice encompasses many different fields of law providing for the unique legal and financial demands of senior citizens and people with disabilities. Our attorneys assist clients and their families with a variety of legal issues, from estate planning to long term care issues, with a primary emphasis on promoting quality of life for the client. Schell Bray takes a holistic approach to planning to ensure that each client’s plan addresses the legal, medical, financial, and social needs of the client.
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Schell Bray’s philanthropy and tax-exempt organizations practice has the breadth of experience and depth of knowledge to help our charitable and other nonprofit clients innovate and achieve their missions while keeping compliant with applicable laws. Our attorneys provide high level and practical legal counsel that comes from decades of experience in - and a deep commitment to - the nonprofit sector and its component organizations. » more

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The lawyers in our Commercial Real Estate practice group have a broad range of experience and expertise. We offer sophisticated legal services often associated with large law firms combined with small-firm efficiencies, which we believe provide our clients with the best of both worlds. » more

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At Schell Bray, our Trusts and Estates practice group is involved in all aspects of estate and trust planning and administration, from preparing basic estate planning documents to planning and implementing the most cutting-edge planning techniques to transfer wealth and preserve assets. We provide a full range of estate and trust planning and administration services. We advise beneficiaries and fiduciaries of estates and trusts on their rights and duties, and we form and advise tax-exempt entities. » more

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Meet Our People
Thomas C. Watkins
Thomas C. Watkins

Tom Watkins’s practice focuses primarily on closely held businesses and investment vehicles. He has extensive experience in representing investors, borrowers and lenders in a broad range of complex transactions, including debt and equity investments, financings, mergers and acquisitions and restructurings. Mr.…» more

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