What’s New


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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Paul Livingston spoke at the 2013 Triad Non-Profit Conference

Paul Livingston, a member of the Schell Bray Trusts and Estates Practice Group, was a presenter at the 2013 Triad Non-Profit Conference on February 14, 2013, held in High Point, North Carolina.  Mr. Livingston’s topic was “When and Why Charitable Planning Becomes Part of an Estate Plan and What Difference Will the Recent Tax Reform Make.”  The Conference was hosted by High Point Bank. 

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Holly H. Alderman appointed to the Board of Directors of SECU Family House

Holly H. Alderman was recently appointed to the Board of Directors for SECU Family House at UNC Hospitals www.secufamilyhouse.org.  SECU Family House provides housing, healing, and hope to families with an adult patient being treated for a critical illness or injury at UNC Hospitals or its affiliated clinics.

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Eight Schell Bray Attorneys named to Legal Elite for 2013

We are proud to announce that eight of our attorneys have been named as members of the North Carolina Legal Elite for 2013.  Business North Carolina magazine’s Legal Elite is compiled annually based upon a poll of North Carolina attorneys.  The attorneys selected  are considered by their peers to be the best practitioners in their respective fields. The following Schell Bray attorneys have been named as 2013 Legal Elite members: Michael R. Abel for Business Law; Doris R. Bray, as a member of the Legal Elite Hall of Fame for Business Law; Barbara R. Christy for Real Estate Law; Michael H. Godwin as a member of the Legal Elite Hall of Fame for Tax/Estate Planning; Garland G. Graham for Business Law and as a Young Gun; Jennifer L.J. Koenig for Tax/Estate Planning; Paul H. Livingston, Jr. for Tax/Estate Planning; and Thomas C. Watkins for Business Law.

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Schell Bray named in “Best Law Firms” by U.S. News and Best Lawyers® for 2013

Schell Bray PLLC has been named in ten practice areas in the Greensboro metropolitan area and one in the Raleigh metropolitan area by U.S. News and Best Lawyers® in its 2012 – 2013 rankings of “Best Law Firms,” the third edition of this national survey.

Schell Bray received a Best Lawyers® Best Law Firms Tier 1 ranking in the Greensboro market for the following practice areas:

Corporate Law

Mergers & Acquisitions Law

Securities/Capital Markets Law

Securities Regulation

Tax Law

Trusts & Estates Law

Schell Bray received a Best Lawyers® Best Law Firms Tier 2 ranking in the Greensboro market for the following practice areas: 

Banking and Finance Law

Employee Benefits (ERISA) Law

Private Equity Law

Real Estate Law

The firm received a Best Lawyers® Tier 2 ranking in the Real Estate Law practice area for the Raleigh market.

Rankings by Best Lawyers® are based on nationally conducted client and lawyer evaluations, peer reviews from leading attorneys in their fields and the review of additional information provided by participating law firms.

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Managing Member Tom Watkins recently completed a year as President of the Greensboro Sports Council

The Sports Council was formed in 1959 as a support organization for the Greensboro Coliseum, but its role has grown in recent years and the organization now serves as Greensboro’s primary voluntary resource providing support and hospitality for sports events in the Greensboro area.  Mr. Watkins will serve as Chairman of the Greensboro Sports Council in 2012-2013.

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Ten Schell Bray members named to the 2013 edition of The Best Lawyers in America®

J. Craig Kiser, a partner in our real estate group, was named to the Best Lawyers® listing for the first time this year.

 

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 for Corporate Law, Employee Benefits (ERISA) Law and Tax Law;

Holly H. Alderman for Real Estate Law;

Barbara R. Christy for Real Estate Law;

Michael H. Godwin for Trusts and Estates;

Garland G. Graham for Corporate Law;

Jennifer L. J. Koenig forTrusts and Estates;

Paul H. Livingston, Jr. for Trusts and Estates;

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

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

Best Lawyers compiles its lists of outstanding attorneys by conducting exhaustive peer-review surveys in which thousands of leading lawyers confidentially evaluate their professional peers. The current, 19th edition of The Best Lawyers in America® (2013) is based on more than four million detailed evaluations of lawyers by other lawyers.

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