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Bill is from Durham, North Carolina. He obtained his undergraduate degree at Duke University. After graduation, he served on active duty in the United States Navy, attaining the rank of Lieutenant. Following his honorable discharge from the armed services, Bill attended the University of North Carolina School of Law where he graduated with honors in Taxation.
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Closely-Held Businesses and Business Tax Planning
Nonprofit/Tax Exempt Organizations
Estate and Tax Planning
Estate and Trust Administration
Charitable Gift Planning
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North Carolina Bar Association
(Chairman, Retirement Plan Committee, 1981-1982
Member, Executive Council Estate Planning and Fiduciary
Law Section, 1998-2001)
American Bar Association
(Member, Exempt Organization Committee, 1983-Present)
American Counsel Association
American College of Trust and Estate Council
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St. Stephen's Episcopal Church
(Former Vestry Member and Senior Warden)
Hope Valley Country Club
(3 terms, Board of Governors, 2 terms as President)
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