What’s New


Jennifer L.J. Koenig speaks at NC Bar Association Program

Jennifer Koenig, a member of the Schell Bray Trusts and Estates Practice Group, spoke on September 27, 2013 at the NC Bar Association’s 2013 Estate Planning & Probate Law Survey Course, which was presented live and via webcast. Ms. Koenig’s topic was “Gift Tax”. 

Jennifer Koenig regularly counsels clients on a wide variety of estate planning, estate administration, and charitable giving issues. Ms. Koenig is a Board Certified Specialist in Estate Planning and Probate Law by the North Carolina State Bar Board of Legal Specialization. She received her A.B. degree with highest distinction from the University of North Carolina at Chapel Hill in 1994 and her J.D. degree from the University of North Carolina at Chapel Hill School of Law in 1997.

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Ten Schell Bray members named to the 2014 edition of the Best Lawyers in America©

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

Michael R. Abel - Corporate Law, Employee Benefits (ERISA) Law and Tax Law

Holly H. Alderman - Real Estate Law

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

Barbara R. Christy - Real Estate Law

Michael H. Godwin - Trusts and Estates

Garland G. Graham - Corporate Law

J. Craig Kiser - Real Estate Law

Jennifer L. J. Koenig - Trusts and Estates

Paul H. Livingston, Jr- Trusts and Estates

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

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Doris Bray and Michael Abel named the Best Lawyers® 2014 Greensboro “Lawyers of the Year”

Ms. Bray has been chosen as Lawyer of the Year in the area of Mergers & Acquisitions Law. She has been named to the Best Lawyers listing since 1989 in the areas of Corporate Law, Leveraged Buyouts and Private Equity Law, Mergers & Acquisitions Law, Securities/Capital Markets Law and Securities Regulation.

Mr. Abel has been chosen as Lawyer of the Year in the area of Tax Law. He has been named to the Best Lawyers listing since 1993 in the areas of Corporate Law, Employee Benefits Law and Tax Law.

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General Advertising Permitted: New Rules for Private Placement

The Triad Business Journal - Business of Law – August 2, 2013

Schell Bray attorney Jonathan L. Jenkins authors article on the General Advertising Permitted: New Rules for Private Placement.

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Amy H. Kincaid speaks at NC Bar Association Program

Amy H. Kincaid, a member of the Schell Bray Trusts and Estates Practice Group, and a partner in the firm, spoke at the NC Bar Association’s 34th Annual Estate Planning & Fiduciary Law Program in Kiawah Island, SC on July 19, 2013. Ms. Kincaid’s topic was “Estate Planning with Martial Trust: An Impossible Task”. 

Amy Kincaid regularly counsels clients on a wide variety of estate planning and tax issues, including simple and complex charitable giving techniques, formation and use of family limited liability companies, modification and terminations of trusts, and estate and income taxation of estates and trusts. Ms. Kincaid also advises individual and corporate fiduciaries, such as executors and trustees, with regard to estate and trust administration.

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Christina Freeman Pearsall becomes Partner in the firm

Schell Bray PLLC is pleased to announce that Christina Freeman Pearsall became a partner in the firm on July 1, 2013. Ms. Pearsall’s practice is concentrated in commercial real estate.

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Jennifer L.J. Koenig honored as Herb Falk Society Fellow

The Greensboro Bar Association’s Herb Falk Society honored Schell Bray attorney Jennifer L.J. Koenig at the Society’s third annual recognition dinner held May 22, 2013. Ms. Koenig was recognized for having performed over 75 pro bono hours in 2012. 

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 on her exceptional commitment to the practice of law and to making her services available without charge for the public good.

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Jennifer L. J. Koenig speaks at NC Bar Association Program

Jennifer Koenig, a member of the Schell Bray Trusts and Estates Practice Group, spoke on May 3, 2013 at the NC Bar Association’s live and webcast CLE program on Transfer Taxation, Transfer Tax Audits & Estate Administration. Ms. Koenig’s topic was “Gifting Techniques”. 

Ms. Koenig regularly counsels Schell Bray 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. 

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UNC-TV features animal rescue network founded by Schell Bray partner Garland Graham

The Red Dog Farm Animal Rescue Network, founded by Schell Bray partner Garland Graham and her husband in 2006, is a unique North Carolina nonprofit rescue network that is dedicated to the rehabilitation, fostering and adoption of abused and neglected animals. The organization has been established as a 501(c)(3) public charity.

Graham focuses her practice with Schell Bray on lending and finance and general corporate work. She is very proud of her success in finding the right balance between her busy law practice and her role as founder of a thriving charitable endeavor that has been successful beyond her dreams.

Click to view the video from Wednesday, March 13, 2013. (Courtesy of UNC-TV)

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New 2013 Medicare Surtax on Investment Income Affects Tax Planning

For the first time, as of January 1, 2013, a 3.8 percent Medicare surtax (the “Surtax”) is imposed by Internal Revenue Code Section 1411 on the investment income of taxpayers that exceeds certain thresholds.  Until now, Medicare taxes had been imposed on only earned income.  Under the new rules, for individuals, the Surtax is imposed on the lesser of:  (i) net investment income, or (ii) the excess of modified adjusted gross income above $200,000 for individuals, $250,000 for couples filing jointly and $125,000 for spouses filing separately. 

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