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Beth A. WoodFounder and Managing MemberIn 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 Licenses: North Carolina, 1996 Georgia, 2021 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. |
Richard W. Fox
Associate*
*Not licensed in North Carolina
Associate*
*Not licensed in North Carolina
Education:
B.A. Boston University, 2006
J.D. Catholic University of America, 2013
License:
New York
Not licensed in North Carolina
Clerkships:
United States Marine Corps, 2006 - 2010
Background: After practicing as a litigator with several prominent firms in New York, Richard and his wife, along with his three young children, relocated to Charlotte during the spring of 2021. Shifting the focus of his practice from litigation to estate and tax planning, Richard's diverse and sophisticated skill set compliments and enhances the firm's practice.
B.A. Boston University, 2006
J.D. Catholic University of America, 2013
License:
New York
Not licensed in North Carolina
Clerkships:
- Honorable Reena Raggi, U.S. Court of Appeals for the Second Circuit
- Honorable Dora L. Irizarry, U.S. District Court for the Eastern District of New York
United States Marine Corps, 2006 - 2010
Background: After practicing as a litigator with several prominent firms in New York, Richard and his wife, along with his three young children, relocated to Charlotte during the spring of 2021. Shifting the focus of his practice from litigation to estate and tax planning, Richard's diverse and sophisticated skill set compliments and enhances the firm's practice.