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CHARLIE D. BROWN is an attorney at Brown Estate Planning and Elder Law, where he is a board certified specialist in estate planning and probate law, focusing his practice on the transfer and protection of people's assets. His practice involves estate planning, Medicaid and elder law issues, business succession planning, individual, gift and estate taxation, trust and estate administration, the creation and administration of charitable foundations, and asset protection planning. Mr. Brown was named one of the Legal Elite in North Carolina for his work. He is a "triple-Deacon," graduating from three schools at Wake Forest University. Mr. Brown graduated, magna cum laude, from the undergraduate school, then earned both his MBA and J.D. degrees. During law school, he served as a business symposium editor on the Wake Forest University Law Review. Before joining the Brown Estate Planning and Elder Law, Mr. Brown was a trust officer with Wachovia Bank and a senior tax advisor with Arthur Andersen. (Raleigh and Greensboro locations) PHILLIP W. HEGG is a practicing attorney in Charlotte. He is president of PH Consulting Services, a U.S. based consulting practice and PWH Financial International, an international consulting practice. Mr. Hegg has substantial legal experience and expertise in the areas of U.S. and international estate planning, including planning for companies; mergers and acquisitions; reorganization of business operations and a variety of tax planning transactions affecting business; revocable trusts; insurance trusts, charitable remainder trusts; private and public foundations; and other trust planning concepts, including qualified personal residence trusts, grantor retained interest transactions, estate value reduction transactions, as well as international planning concepts. He was an adjunct professor at Wake Forest University School of Law and has been a guest lecturer at the New York University Federal Income Tax Institute; the Medical Group Management Association; and National Business Institute; as well as various estate planning counsels, bar associations and AICPA continuing education programs, including the North Carolina Association of Certified Public Accountants 61st Symposium. Mr. Hegg earned his J.D. degree, with honors, from Seattle University, University of Puget Sound School of Law, and his LL.M. degree from the University of Florida School of Law. Mr. Hegg also earned an LL.M. degree from the University of Leicester Center of International Law, Leicester, England. (Raleigh and Greensboro locations) MARC W. INGERSOLL is the managing partner of the law firm of Ingersoll & Hicks, PLLC, where he practices in the areas of wills and trusts, elder law, estate administration, business law, and tax law. He has lectured for National Business Institute and before the North Carolina State Bar on estate and estate administration. Mr. Ingersoll earned his B.S. degree in accounting from Bob Jones University and his J.D. degree from Wake Forest University. He is a member of the Forsyth County (past member, Legal Education Partnership Committee), the North Carolina (member, Business, Tax, Wills and Trusts, Elder Law sections) and the American bar associations; the National Academy of Elder Lawyers Association; and is an executive officer of the Winston-Salem Estate Planning Council. (Greensboro location) CHARLES L. STEEL IV is a partner in the law firm of Williams Mullen, A Professional Corporation, where his practice consists of tax controversy matters, estate planning and business transactions, with an emphasis on tax planning. He advises various business entities and start-up companies with an emphasis on tax planning issues. He also has experience in tax-exempt financing and is listed in the Red Book; of bond lawyers. Mr. Steel has been listed in The Best Lawyers in America and recognized by Business North Carolina Magazine as one of the Legal Elite. He is a member of the North Carolina State Bar and the North Carolina Bar Association, having served as chair of the NCBA Tax Section Council from 2002 to 2003. He is a past president of the Durham County Bar Association and a director and past president of the Fourteenth Judicial District Bar. Mr. Steel is a member of the Planning Committee of the J. Nelson Young Tax Institute at the University of North Carolina School of Law and the executive committee of the North Carolina Conference of Bar Presidents. Mr. Steel holds an A.B. degree from Davidson College; a J.D. degree from Vanderbilt University School of Law; and an LL.M. degree, in taxation, from New York University. (Raleigh location)
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