Beth A. Wood

Founder and Managing Member

In her two decades of practice, Beth has worked with a full spectrum of clients and has come to one conclusion.  No two families are the same.  Some are moms and pops who she has advised on ways to make families secure, to appoint guardians for minor children, and to hold assets after death in a manner that offers protection from creditors and bad marriages.  Some are high net worth individuals and closely held businesses who she has advised in the development and implementation of sophisticated and comprehensive estate and tax planning strategies to minimize the impact of state and federal gift, estate and generation skipping transfer taxation.  She works closely with multiple generations of families, as well as their financial advisors, accountants and other professional advisors to ensure the efficient accomplishment of client objectives and seamless continuity of closely held businesses through creative, cutting edge solutions.  
Education:
B.S., Salisbury University, May 1992
J.D., Temple University School of Law, May 1996
LL.M. in Taxation, Temple University School of Law, January 1997
License:
North Carolina, 1996
Community:
Foundation For The Carolinas, Charlotte, North Carolina
Cabinet of Professional Advisors, Class of 2020-2022
Memberships:
Mecklenburg County Bar
-  Member of Estate Planning, Tax and Solo/Small Practice Sections
North Carolina Bar Association 
-  Tax Section Member
- Solo, Small Firm and General Practice Section Member
-  Estate Planning and Fiduciary Law Section Member
     -  Continuing Legal Education Committee, Co-Chair 2016 - 2017, Chair 2017 - 2018
American Bar Association
-   American Bar Foundation, Fellow
-   Solo/Small Practice Section Member
-   Real Property and Trust and Estate ("RPTE") Section
     -  Section Leadership Council , 2016 - 2019     
     -  Business Planning Group, Council Representative
    -  Future Practice and Guidance Task Force, Member, 2016 - 2019
     - Continuing Legal Education Committee, Division Chair, 2015 - 2017
     -  Planning Committee, 2015 - 2017

Prior Professional Practice:
Moore & Van Allen, PLLC, 1998 - 2017
Poyner & Spruill, 1997 - 1998
Personal:
Beth is a long-term resident of the Ballantyne area of Charlotte where she and her husband, Scott, share five children, a yellow Labrador and a Siberian cat.  In her spare time, Beth enjoys watching competitive soccer (go AKHS Lady Knights, CSA and Liverpool!), travel, reading a good book on any beach, and exploring the live music and craft beer offerings in the Carolinas.