Jean’s practice focuses on estate planning and administration, tax-exempt organizations and charitable giving. She also regularly handles North Carolina tax matters. She works with families and nonprofit organizations to create workable plans necessary to advance their economic and tax goals. For families this includes assisting with their estate planning and trusts, wealth transfers and estate administration needs. Further she works with tax-exempt, non-profit and charitable organizations, often as general counsel, but particularly with their tax and governance concerns, helping them handle effectively the complicated regulations and tax world they now face. She frequently handles North Carolina tax matters for individuals, corporations and other entities, often working with the North Carolina Department of Revenue.

Jean is a Certified Public Accountant and Board Certified Specialist in Estate Planning and Probate law.

She has been quoted in media outlets such as the Wall Street Journal, Forbes, Reuters/CNBC and Best’s Review regarding tax and estate planning issues.