Thomas L. Norris, Jr.

Thomas L. Norris Jr.

Of Counsel

Areas of Experience

Services
Business Law
Estates, Trusts & Exempt Organizations
Nonprofit Law
Tax Law
Industries
Banking
Government

Education

University of North Carolina, JD, 1960, cum laude

University of North Carolina, BS, 1955

Professional and Community Activities

Fellow, American College of Trust and Estate Counsel
Fellow, American College of Tax Counsel
Member, North Carolina Legislative Tax Study commission, 1977 - 1979
North Carolina Bar Association, Council Member, Tax Section, 1987 - 1989; Chairman, Committee on Taxation, 1970 - 1974; Chairman, Retirement Plan Committee, 1974 - 1979; Member, Board of Governors, 1976 - 1979
Past President and Member of Board of Directors, Wake County Estate Planning Council
Board of Directors, North Carolina Symphony Foundation
Member, Tryon Palace Commission
Member of the Board of Directors of Lawyers Mutual Liability Insurance Company of North Carolina, 1977 - 1994

Notable Accomplishments

Jurisdictions Licensed

301 Fayetteville Street, Suite 1900, Raleigh, NC 27601	t: 919.783.2894	\|	email
P.O. Box 1801, Raleigh, NC 27602-1801	f: 919.783.1075	\|	vcard

Tom practices in the areas of taxation, estate planning and corporate law. Tom has extensive experience representing clients in the development and preparation of documents relating to estate and tax planning as well as representing clients before the North Carolina Department of Revenue, the Internal Revenue Service and the Department of Labor.

Representative Experience

Represented clients before the Internal Revenue Service and Department of Labor
Succession management for closely held businesses
Exit strategies for shareholders in closely held businesses, including sales, redemptions and gifts
Charitable giving, including use of charitable remainder trusts, charitable lead trusts and private foundations
Life insurance trusts

read all representative experience