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News & Notes

Current events and annoucements within our firm are posted to this section and updated periodically. We encourage you to revisit this page at your convenience for the latest updates.


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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Barbara Christy Authors Article Regarding Proposed Ethics Opinion

Barbara R. Christy, a member of the Schell Bray Real Estate Practice Group, recently authored an article entitled “Gone to Carolina in My Mind”, discussing the varying approaches taken by states that have addressed ethical issues faced by attorneys contemplating participation in Avvo Legal Services or similar online platforms. The North Carolina State Bar has published for comment an ethics opinion that, if approved, may make North Carolina the first state to conditionally approve participation.  The article is published in the September 2017 edition of ACREL Notes.

Barbara Christy’s practice focuses on commercial real estate transactions. Ms. Christy assists clients in all aspects of the acquisition and disposition of commercial real property, including preparation of contracts, due diligence, review and negotiation of loan documents, examination of title, 1031 exchange issues and closing. She received her B.S. degree from Appalachian State University and her J.D. degree from the University of North Carolina at Chapel Hill School of Law.  She was a member of the Ethics Committee of the North Carolina State Bar for six years.

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Jennifer Koenig & Paul Livingston Speak with High Point Community Foundation Donors

Jennifer Koenig and Paul Livingston, members of the Schell Bray Trust and Estates Practice Group, spoke with the High Point Community Foundation donors on Wednesday night, September 20th.  Estate planning "Beyond the Numbers" was the topic.  The discussion focused on the decision making process families should follow with respect to several issues that are extremely important for an effective estate plan, yet are not driven by estate tax planning.

Jennifer Koenig counsels clients on issues ranging from simple wills and powers of attorney to very complex estate planning and wealth preservation techniques, including GRATs (grantor retained annuity trusts), limited liability companies (LLCs), complex charitable planning, and succession planning for family-owned businesses.  She enjoys helping her clients work through the estate planning process and the estate administration process after a loved one dies.  She also has extensive experience representing charitable organizations and corporate fiduciaries. 

Paul Livingston draws on many years of experience to counsel families on their estate planning options for efficiently transitioning wealth to younger generations and to explore and achieve the family's philanthropic goals.  He works extensively with nonprofits and serves as counsel to a number of public charities and private foundations, advising them on tax and governance matters.  Mr. Livingston has a special interest in succession planning for private foundations. 

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Ten Schell Bray Attorneys Named to the 2018 Edition of Best Lawyers in America®

We are pleased that Schell Bray has had members of the firm listed in Best Lawyers for more than thirty years. Our listed attorneys this year are:

Holly H. Alderman for Real Estate Law

Doris R. Bray for Corporate Law, Leveraged Buyouts and Private Equity Law, Mergers & Acquisitions Law, Securities/Capital Markets Law and Securities Regulation

Barbara R. Christy for Real Estate Law

Michael H. Godwin for Trusts and Estates

Garland G. Graham for Corporate Law

Jonathan L. Jenkins for Corporate Law

Amy H. Kincaid for Trusts and Estates

Jennifer L.J. Koenig for Trusts and Estates

Paul H. Livingston, Jr. for Trusts and Estates

Thomas C. Watkins for Banking and Finance Law, and Corporate Law

Best Lawyers is one of the oldest and most respected peer-review publications in the legal profession. A listing in Best Lawyers is widely regarded by both clients and legal professionals as a significant honor, conferred on a lawyer by his or her peers.

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Christina Pearsall Elected to NCBA Real Property Section Council

Schell Bray PLLC is pleased to announce that Christina Freeman Pearsall was recently elected to the Real Property Section Council of the North Carolina Bar Association for a three year term. Council members regularly address and vote on issues affecting Section members, such as legislative initiatives or items to be considered by the North Carolina Bar Association Board of Governors. The Council meets quarterly to assist in planning Section events, such as continuing legal education programs or pro bono projects. 

Ms. Pearsall’s practice focuses on commercial real estate. She assists developers, property managers, individual and corporate investors, and other businesses with the acquisition, development, financing, leasing and sale of real property. Ms. Pearsall received her J.D. degree, magna cum laude, from the North Carolina Central University School of Law and her LL.M. (Tax) from the Boston University School of Law.

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Edward T. Chaney Speaks at 16th Annual North Carolina/South Carolina/Georgia Tax Section Workshops

Edward T. Chaney, a member of the Schell Bray Trusts and Estates Practice Group, spoke at the 16th Annual North Carolina/South Carolina/Georgia Tax Section Workshops, held in Kiawah Island, South Carolina on May 27, 2017. Mr. Chaney presented “Trends and Developments for Exempt Organizations.”

Ed Chaney focuses his practice on advising tax-exempt organizations on key tax and corporate matters, including organization formation and governance, 501(c)(3) tax exemption and ongoing compliance, charitable giving, program-related and impact investing, and complex organizational structures, transactions, and transitions. He received his J.D. degree, with honors, from the University of North Carolina School of Law.

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Schell Bray Joins IR Global International Network

Schell Bray is pleased to announce its membership in the IR Global international professional services network. IR Global assists member firms in providing legal, accounting and financial advice to their clients with international interests and is one of the largest and fastest growing professional referral networks in the world, with operations across more than 150 jurisdictions. Schell Bray believes that the referral resources of IR Global will be a significant value added enhancement for our clients and, as a member of the network, we are available to assist other member firms with their North Carolina based legal matters. Schell Bray has been designated as IR Global’s exclusive member in North Carolina in the commercial law field. For more information, contact Schell Bray partner Thomas C. Watkins at tcwatkins@schellbray.com or any other member of our business practice group.   

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Dori J. Dixon Presents at the SBA of the Carolinas – Special Needs Law Workshop

Dori J. Dixon, a member of the Trusts and Estates Practice Group, presented on April 29, 2017 at the Spina Bifida Association of the Carolinas Special Needs Law Workshop. Ms. Dixon’s topics included ABLE Accounts, establishing special needs trusts, and other legal issues as relevant to the Spina Bifida community.

Dori Dixon’s practice concentrates on elder law, special needs, and trusts and estates. She counsels clients on issues including special needs planning, guardianships, Medicaid, Veterans benefits, wills, trusts, estate administration, probate, powers of attorney, healthcare powers of attorney and living wills.

In addition to her law practice, Ms. Dixon is an Adjunct Associate Professor of Law at the University of North Carolina at Chapel Hill School of Law, where she teaches in the area of elder law. She currently serves as President of the NC Chapter of National Academy of Elder Law Attorneys.

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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, spoke in Durham on March 14, 2017 at the Osher Lifelong Learning Institute at Duke. Ms. Dixon’s topic was “Preparing Your Estate Plan.”

Dori Dixon’s practice concentrates on elder law, special needs, and trusts and estates. She counsels clients on issues including special needs planning, guardianships, Medicaid, Veterans benefits, wills, trusts, estate administration, probate, powers of attorney, healthcare powers of attorney and living wills.

In addition to her law practice, Ms. Dixon is an Adjunct Associate Professor of Law at the University of North Carolina at Chapel Hill School of Law, where she teaches in the area of elder law. She currently serves as Presidentof the NC Chapter of National Academy of Elder Law Attorneys.

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