Representative Experience
Sandy has a diversified tax, business, estate planning and probate practice. She works with clients on matters involving complex tax-saving wealth transfer strategies including family limited partnerships and limited liability companies, generation skipping trusts, charitable trusts and various other estate freezing and discount valuation strategies. Sandy advises clients related to estate and trust administration and has experience with estate litigation including caveat actions and special proceedings.
In addition, Sandy counsels a number of private, closely held companies and has extensive experience in corporate and business matters. She represents clients regarding corporate business plans, mergers and acquisitions, partnerships and strategic alliances and corporate reorganizations. She advises clients on the tax and business implications of various business structures including entity formation, ongoing business operations, entity termination and international business and tax planning.
She also assists franchisors in developing nationwide systems that comply with federal and state franchise and business opportunity regulations. She advises both franchisors and franchisees in matters involving negotiating franchise agreement terms, acquiring or selling existing franchise locations and various other matters.
Specific Matters
- Represents individual clients in estate planning strategies, including wealth transfer, trust strategies and business succession planning
- Represents trusts and estates in administration and tax planning
- Represents estates, trusts and beneficiaries in various legal proceedings, including caveat actions and special proceedings
- Represents US citizens and resident aliens in international tax planning
- Represents corporations regarding business planning, including structuring and negotiating mergers and acquisitions
- Represents entities in forming partnerships, corporations, non-profit corporations and limited liability companies
- Represents business owners in drafting and negotiating shareholder agreements, partnership agreements, joint venture arrangements and employment contracts
- Counsels franchisors on compliance with federal and state franchise regulations and filing requirements
- Represents franchisees in multi-distribution locations
- Represents business owners in international ventures focusing on business and tax planning
- Represents franchisees in negotiations and operations under the terms of their franchise agreements
Professional Activities
- Licensed Certified Public Accountant
- North Carolina Bar Association
- Estate Planning Section, Secretary, Council Member
- Estate Administration Manual Committee, Past Co-Chair
- Estate Planning Newsletter Committee, Past Co-Chair
- Tax Section
- Business Section
- Board Certified Specialist in Estate Planning and Probate Law
- Recognized in North Carolina Super Lawyers (2010)
- Awarded Outstanding Woman Law Graduate for Campbell University by the National Association of Woman Lawyers
- Campbell Law Review, Business Editor
- Wake County Estate Planning Council (1999 to Present)
- North Carolina Association of Certified Public Accountants (1996 to Present)
- Speaker on franchise matters and estate planning and probate law for trade and professional groups
- Speaker at continuing education seminars for attorneys, CPAs and accountants
- American Institute of Certified Public Accountants
Community Activities
- Cary Chamber of Commerce (1999 to Present)
- Raleigh Chamber of Commerce, Executive Women's Task Force
- Cary United Methodist Church, Member
- Parent -Teacher Association, Board Member (2001 to Present)
- American Heart Association, Co-Chair (2003)
- YMCA "We Build People" Campaign (2000 to Present) - Chairperson (2005-Present)
- Impact Athletics Booster Association, Board Member (2002-Present)
- Apex Sports Authority, Treasurer, Non-profit (2006-Present)
- Builders of Hope (non-profit), Board Member
Associated News / Events
