Quarterly Meeting
Topic:
Succession Planning, The Estate Planner’s Design Elements
Speakers:
Harris has extensive experience in estate planning and probate matters, including estate tax reduction techniques, succession planning involving owners of closely-held businesses and various post-mortem strategies. Harris also has experience in representing individuals and business entities before the Internal Revenue Service and the North Carolina Department of Revenue.
Richard's experience encompasses wealth management, estate planning, taxation, and commercial and business transactions. He guides clients in coordinating financial advisors and preparing estate planning documents, and his experience also includes settlement and administration of trusts and estates and organization of business and non-profit entities.
