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.
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.
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.
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.
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)
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.
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.
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.
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.
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:
Mergers & Acquisitions Law
Securities/Capital Markets 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.
- Schell Bray’s Amy Kincaid Named NCBA Estate Planning and Fiduciary Law Section Vice Chair
- Schell Bray’s Dori Wiggen Named NCBA Elder and Special Needs Law Section Vice Chair
- Amy H. Kincaid panelist at the NC Bar Association Program
- What Does Portability of the Estate and Gift Tax Exemption Mean for You?
- The New NC Limited Liability Company Act
- Amy H. Kincaid speaks at NC Bar Association Program
- Garland G. Graham Named 2014 Citizen Lawyer by the North Carolina Bar Association
- William B. Aycock II Joins Schell Bray
- Eight Schell Bray Attorneys Recognized by North Carolina Super Lawyers
- Dori J. Wiggen Named Rising Star by North Carolina Super Lawyers 2014