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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.


Amy H. Kincaid Speaks at the 2016 Advanced Estate Planning Survey Course

Amy H. Kincaid, a member of the Schell Bray Trusts and Estates Practice Group, and a partner in the firm, was a program speaker for the 2016 Advanced Estate Planning Survey Course on Friday, May 6th at the NC Bar Center in Cary, NC. Ms. Kincaid’s topic was “Portability: Simplification or Complication?”

Amy Kincaid regularly counsels clients on a wide variety of estate planning, estate administration, and charitable giving issues. Ms. Kincaid is a Board Certified Specialist in Estate Planning and Probate Law by the North Carolina State Bar Board of Legal Specialization. She is a Fellow in the American College of Trust and Estate Counsel and a member of the North Carolina Association of Certified Public Accountants. She received her B.S. degree from Clemson University and her J.D. degree, with honors, from the University of North Carolina at Chapel Hill School of Law. 

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Edward T. Chaney Authors Article for Taxation of Exempts

Edward T. Chaney, a member of the Schell Bray Trusts and Estates Practice Group, authors article titled “Commerciality, Charter School of Management Organizations, and Social Enterprise.” The article appears in Taxation of Exempts, Volume 27/Issue 5 Copyright © 2016 Thomson/RIA.

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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Friends of the UNCG Libraries Elect Jennifer L.J. Koenig Vice-Chair/Chair Elect

Schell Bray is pleased to announce that Jennifer L.J. Koenig, a partner in the firm’s Trusts and Estates Practice Group, was recently elected by the Friends of UNCG Libraries as Vice-Chair/Chair Elect at their recent annual meeting. Koenig’s practice focuses 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 received her A.B. and J.D. degrees from the University of North Carolina at Chapel Hill.

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Jennifer L.J. Koenig and Barbara R. Christy Honored As Herb Falk Society Fellows

The Greensboro Bar Association recognized its 2015 Herb Falk Society Fellows at its March 17th luncheon. Schell Bray partners Jennifer Koenig and Barbara Christy were among those honored for having performed over 75 hours of pro bono service in 2015. 

The Society honors the life and work of the late Herbert S. Falk, Jr., a former Greensboro Bar Association president who was deeply committed to pro bono service.

The firm applauds Jennifer Koenig and Barbara Christy on their exceptional commitment to the practice of law and to making their professional services available without charge for the public good.

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Galina P. Petrova Authors Article Titled “The New Partnership Tax Audit Regime: 20 Takeaways”

Galina P. Petrova, a member of the Business Practice Group, authors an article titled “The New Partnership Tax Audit Regime: 20 Takeaways.” The article appears in Tax Assessments, a publication of the Tax Section of the North Carolina Bar Association.

Galina Petrova focuses her practice on advising businesses and investors on transactional taxation matters, entity formation, reorganizations, joint ventures, and mergers and acquisitions. She also assists clients with corporate law matters, including governance and compliance, and with advising tax-exempt organizations. Ms. Petrova received her J.D. degree from the Georgetown University Law Center, where she also obtained an LL.M. degree in Taxation. She holds an LL.M. degree in Global Economic Law from The Sorbonne in Paris.

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Jonathan L. Jenkins Presents at the NCBA Business Law Section Annual Meeting

Jonathan L. Jenkins, a member of the Schell Bray Business Practice Group, presented on February 19, 2016 at the NCBA Business Law & International Law Sections Joint Annual Meeting. The topic was “Anticipating Closely-Held Entity Owner Disputes: A Discussion From a Drafter’s and Litigator’s Perspective”, with an emphasis on buy-sell provisions and valuation considerations, employment matters, spousal ownership, and alternative dispute resolutions. Mr. Jenkins discussed issues to be considered by closely-held entities, their owners and their counsel when negotiating and drafting provisions in governing documents. The co-presenter for the presentation was Jeremy M. Falcone from Ellis & Winters LLP, who provided a litigator’s perspective.

Jonathan Jenkins focuses his practice on private equity, venture capital, mergers and acquisitions, and general business matters. He practices in both the firm’s Chapel Hill and Greensboro offices.

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Edward T. Chaney Speaks at the ABA 2016 Midyear Meeting

Edward T. Chaney, a member of the Schell Bray Trusts and Estates Practice Group, spoke at the American Bar Association’s Section of Taxation 2016 Midyear Meeting, held in Los Angeles, CA on January 29, 2016. Mr. Chaney was selected as a panelist for the Exempt Organizations Committee and spoke on the topic “Difficult Public Support Test Issues.”

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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Jonathan L. Jenkins Named North Carolina Super Lawyers Rising Star

We are proud to announce that Jonathan L. Jenkins, a member of the Schell Bray Business Practice Group, was recently selected to the North Carolina Super Lawyers Rising Stars 2016 list in the area of Business/Corporate Law. Mr. Jenkins focuses his practice on startups, mergers and acquisitions, venture capital and general business matters.

Rising Stars are chosen by their peers as being among the top up-and-coming lawyers who are under 40 years of age or have been practicing less than ten years. While up to five percent of the lawyers in the state are named to Super Lawyers, no more than 2.5 percent are named to the Rising Stars list.

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Edward T. Chaney Speaks at 33rd Annual Nonprofit Organizations Institute

Edward T. Chaney, a member of the Schell Bray Trusts and Estates Practice Group, spoke at the University of Texas School of Law’s 33rd Annual Nonprofit Organizations Institute, held in Austin, Texas. Nationally recognized experts from private foundations, public charities, law, finance and government discussed the essential characteristics, requirements, benefits and restrictions of being a tax-exempt organization. Mr. Chaney presented “Private Foundation Relationships with Businesses and Family Offices.”

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 Attorneys Recognized by North Carolina Super Lawyers 2016

We are pleased to announce that five of our members were recently selected to North Carolina Super Lawyers 2016. Schell Bray’s North Carolina Super Lawyers and the area for which each is recognized are:

Michael R. Abel – Business/Corporate Law              

Holly H. Alderman – Real Estate Law                                              

Michael H. Godwin – Estate Planning and Probate Law      

Jennifer L.J. Koenig – Estate Planning and Probate Law     

Paul H. Livingston, Jr. – Estate Planning and Probate Law

Super Lawyers is a rating service of outstanding lawyers from more than 70 practice areas who have attained a high-degree of peer recognition and professional achievement. The selection process includes independent research, peer nominations and peer evaluations.

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