Events

Jean T. Adams

Womble Carlyle Sandridge & Rice, PLLC
One West Fourth Street
Winston-Salem, NC 27101

Jean T. Adams is a member of the Trusts & Estates Practice Group at Womble Carlyle Sandridge & Rice, PLLC. A graduate of Duke University and Duke University School of Law, Jean served on the Duke Law faculty for ten years before she entered private practice. She is a past Chair of the Estate Planning & Fiduciary Law Section of the North Carolina Bar Association, a fellow of the American College and Trust and Estate Counsel, and a Trustee of the Southern Federal Tax Institute.

Turney P. Berry

Wyatt, Tarrant & Combs, LLP
PNC Plaza, Suite 2800
500 West Jefferson Street
Louisville, KY 40202
 

Turney Berry concentrates his practice in the areas of estate planning, fiduciary matters, and charitable planning. He is listed in Woodward/White’s The Best Lawyers in America® and in the Kentucky Super Lawyer Magazine in the area of Trusts and Estates. He is a Regent of the American College of Trust and Estate Counsel (ACTEC) and is Chair of the Charitable Planning and Exempt Organization Committee, a member of the Estate and Gift Tax Committee, the Program Committee, and the State Laws Committee. He is a Uniform Law Commissioner from Kentucky and has served on committees dealing with the Uniform Probate Code and new biology, Transfer on Death Deeds, Insurable Interests for Trustees, and Marital Agreements. Mr. Berry is a member of the Louisville Estate Planning Council, Kentuckiana Planned Giving Council, an adjunct member of the American Association of Life Underwriters, and is a member of the Legal Advisory Committee of the Council on Foundations.

He has been an articles editor of The Tax Lawyer, a past chair of the Louisville Bar Association Probate and Estate Planning Section, adjunct professor at Vanderbilt University, the University of Missouri, and the University of Louisville. His articles have been published in The ACTEC Journal, Trusts and Estates, The Journal of Taxation, Business First of Louisville, and the Louisville Courier-Journal. Mr. Berry is the author or co-author of three Tax Management Portfolios: Estate Tax Deductions - Sections 2053 and 2054; Private Foundations - Self Dealing - Section 4941; and Taxable Expenditures - Section 4945.

Mr. Berry is Chair of the Center for Interfaith Relations, a Director of Actors Theatre of Louisville, a Director of Kentucky Opera, a Director of the Louisville Science Center, a member of Louisville Downtown Rotary, and past President of the Daily Bread Sunday School Class at Christ Church United Methodist in Louisville. He has previously served on a number of community boards including The Filson Historical Society, the Kentucky Derby Festival Foundation, the Louisville Bar Foundation, Children’s Hospital Foundation, Bellarmine University Board of Overseers, Arthritis Foundation, Louisville Third Century, Louisville Jaycees, and American Lung Association of Kentucky, He is a frequent speaker before civic, charitable, and community groups throughout Kentucky, Indiana, and Tennessee, and is a regular lecturer before lawyers, accountants, trust officers, and financial planners at institutes and seminars across the country. He received his B.A. and B.L.S. in 1983 from the University of Memphis and his J.D. in 1986 from Vanderbilt University.

Phillip H. Buchanan

Duke University, Office of Gift Planning
614 W. Main Street, Box 90600
Durham, NC 27708

Phil was named Assistant Vice President of Gift Planning on July 1, 2008 and has served as Senior Philanthropic Advisor since September 2004. He joined Duke in January 2002 as the Director of Planned Giving. Phil also serves as President of Duke University Philanthropies, Inc., having served as Vice President from 2004-2006. Prior to joining Duke, Phil worked nine years for Virginia Tech and held four different positions during that time, the most recent being Senior Director of Development. Phil is an attorney, and a primary focus of his work at Duke involves helping donors and their professional advisors understand and consider charitable gifts that require some measure of tax, legal, or financial planning. His work includes charitable gift and tax issues related to estates, trusts, life income gifts such as charitable gift annuities and charitable remainder trusts, real estate, closely held companies, partnerships, IRD assets, and other complex gift arrangements.

Phil grew up on a farm near Blacksburg, Virginia. He earned his undergraduate degree from the Pamplin College of Business at Virginia Tech in 1983 and thereafter worked in sales, finance, and management positions with the Ralston-Purina Company of St. Louis, Missouri. In 1988, Phil graduated from Washington & Lee University's School of Law and practiced law with Willcox & Savage in Norfolk, Virginia prior to joining Virginia Tech's development program in 1992. He is a member of the Virginia bar and is admitted to practice before the Supreme Court of Virginia and lower state courts, Federal District Court, U.S. Fourth Circuit Court of Appeals, and the U.S. Supreme Court.

Phil has served as a guest lecturer in undergraduate and graduate level courses at Virginia Tech and Radford University and has done numerous presentations and CLE courses for boards, attorneys, and professional groups during his years at Duke University. He has spoken on legal, accounting, and campaign issues and financial topics related to charitable giving at numerous state, regional, and national conferences. Phil has been quoted in numerous publications, including BusinessWeek, Kiplinger's, Inside Higher Education, and the Chronicle of Higher Education.

Christopher P. Cline

Wells Fargo Bank
1300 S.W. Fifth Ave., Suite 1800
Portland, Oregon 97201
 

Christopher P. Cline is Wells Fargo Bank’s Regional Wealth Management Director for Oregon and Southwest Washington. Based in Portland, he leads a team of trust and wealth planning professionals. Chris is a fellow of the American College of Trust and Estate Counsel, a former adjunct professor at Lewis & Clark Law School, Portland, Oregon. Chris is the author of Trustee Investments, published by the American Bar Association, five Tax Management Portfolios (covering trustee investments, dynasty trusts, disclaimers and powers of appointment) and an upcoming volume on disclaimers, also for the ABA. Chris is the Past President of both the Portland Estate Planning Council and the Oregon State Bar’s Estate Planning and Administration Section.

Charles D. Fox, IV.

McGuireWoods LLP
Box 1288
Charlottesville, VA 22902-1288
 

Mr. Fox's extensive experience includes estate planning and administration, and charitable organizations. He works with clients regarding planning for families with closely held businesses, including ownership succession issues; the use of family limited partnerships, limited liability companies, and other techniques to transfer wealth at significantly reduced transfer tax costs; and counseling on the appropriate uses of family offices.

He works with groups interested in reforming the federal tax system, and advises and consults with other law firms on substantive estate planning issues and the administration of their practices. His experience also includes audits of estate tax returns involving unique assets such as art, trust and estate litigation, and the formation and operation of public and private charities, including the formation of charities after the sale of not-for-profit hospitals to for profit corporations.

Mr. Fox has contributed numerous articles to many publications including Trusts & Estates, Estate Planning, Trusts & Trustee, and the Journal of Asset Protection. He was a member of the editorial board of Trusts & Estates, and is currently chair of the editorial board of Trust & Investments. He also writes a bi-monthly column for Trust & Investments, and a semi-annual column for the CCH Estate Planning Corporate Library. He was a previous editor of the ACTEC Journal (2005-2006). He is a member of the CCH Estate Planning Advisory Committee and is the present chair of the Duke Estate Planning Council.

 

He is the co-editor of Estate Planning Strategies After Estate Tax Reform: Insights and Analysis (CCH, 2001). He is the author of the Estate Planning with Life Insurance volume of the CCH Financial Planning Library, and co-author of the books Estate Planning Manual (2001 edition), Fiduciary Law and Trust Activities Guide, and Tax Law Guide, all published by the American Bankers Association.

He lectures annually around the country at numerous seminars on estate planning and trust administration topics for banks, bar associations and other organizations, including the University of Miami Heckerling Estate Planning Institute and the Notre Dame Estate Planning Institute.

Mr. Fox is on the faculty of The National Trust School and the National Graduate Trust School, and was an adjunct professor at Northwestern University Law School from 1983-2005. He is currently a lecturer in law at the University of Virginia School of Law. He serves or has served on the boards of several charities including the University of Virginia Law School Foundation and the Episcopal High School in Virginia, from which he received its Distinguished Service Award in 2001.

Timothy H. Guare

Timothy H. Guare, PLC
6802 Paragon Place, Suite 100
Henrico, VA 23230
 

Tim Guare practices in the areas of estate planning, estate administration, tax and corporate law with Timothy H. Guare, PLC in Richmond, Virginia. Tim has served as Chair of the Board of Governors of the Trust and Estates Section of the Virginia State Bar. He also belongs to the Virginia and American Bar Associations and several professional organizations in and around Richmond. Tim is an adjunct professor at The T.C. Williams School of Law at the University of Richmond, a member of the Board of Trustees of the New Community School in Richmond, and a Fellow in the American College of Trust and Estate Counsel.

Tim received his undergraduate degree in Chemistry from The University of Virginia in 1988, and he received his law degree from Harvard Law School in 1991. Before entering private practice, Tim served as law clerk to The Honorable James C. Turk, Chief Judge of the United States District Court for the Western District of Virginia.

Milford B. Hatcher, Jr.

Holland & Knight
50 North Laura Street
Suite 3900
Jacksonville, FL 32202
 

Milford ("Mil") Hatcher, Jr. handles all areas of U.S. tax law, including family limited partnerships, business succession and income tax planning, tax controversies, and partnership, corporate and transfer tax. He has specific knowledge regarding business-oriented estate planning and valuation and “freeze” planning, which is designed to shift appreciation in value to lower generations with minimal or no current gift tax liability.

Although he focuses on estate, gift and generation-skipping tax planning and related income taxation of individuals, trusts and estates, his extensive partnership and corporate tax experience and his business background give him a unique perspective which is especially suited to business-oriented estate planning and valuation-related tax controversy representations.

Mr. Hatcher is a Fellow of The American College of Trust and Estate Counsel and he currently serves as a member of the Executive Committee, as a Regent, as Chair of the Estate and Gift Tax Committees, and as Georgia State Chair. He previously served as lead counsel for the College in regard to the filing of amicus briefs in two high profile family limited partnership cases. During his tenure with a prior firm, he oversaw the Atlanta tax practice for eight years, and he has served as an adjunct professor of taxation and estate planning at the Walter F. George School of Law at Mercer University.

He is a frequent guest speaker, including seminars and educational presentations sponsored by the University of Miami Philip E. Heckerling Institute on Estate Planning, the Real Property, Probate and Trust Law Section of the American Bar Association, The American College of Trust and Estate Counsel, the AICPA, ALI-ABA, the National Association of Estate Planning Councils, the Tulane Tax Institute and the Notre Dame Tax and Estate Planning Institute. Mr. Hatcher has written articles appearing in the Journal of Taxation, Valuation Strategies, the University of Miami Philip E. Heckerling Institute on Estate Planning, West Group's Estate and Personal Financial Planning, the CLU Journal, Trusts & Estates, and Probate and Property. He received a B.A. from Washington and Lee University, LL.M from New York University, and his J.D. from the University of Georgia School of Law.

Tim Herbst

U.S. Trust,
Bank of America Private Wealth Management
NC1-002-22-22
101 S. Tryon Street
Charlotte, NC 28255

Tim is the southeast divisional manager of the Wealth Planning Solutions Group of U.S. Trust, Bank of America Private Wealth Management. He leads a dedicated team of professionals in the coordination and delivery of innovative tax-oriented strategies and solutions for high net worth individuals and their families in the areas of tax and estate planning, investments and philanthropy.

He joined the Private Bank of Bank of America in October 2000. Prior to joining Bank of America, Tim practiced law for approximately 10 years with firms in New York state and Charlotte, North Carolina. His practice concentrated in tax and estate planning, wealth transfer planning, and charitable planning for owners of public and closely held businesses.

Tim is a frequent speaker on topics involving tax and estate planning. Among other organizations, he has presented before the American College of Trust and Estate Counsel (ACTEC), the annual meeting of the Estate Planning and Fiduciary Law Section of the North Carolina Bar Association (NCBA), as well as several local estate planning councils. He has also authored several articles including the following: “Lifetime Funding of Reverse QTIP Trusts Enhances GST Planning”, Estate Planning Journal, vol. 32 (October, 2005), “Planning for the Executive with Restricted Stock”, The Will and the Way, (newsletter of the NCBA’s Estate Planning and Fiduciary Law Section), vol. 21, (February, 2002), and quoted in, “Getting Personal: Preparing for the Sale of Your Business”, Dow Jones News Service (August, 2004). Tim is a member of the North Carolina and New York state bars. He received his BA from Bucknell University, MBA and JD from the University of Richmond, Virginia.

Robert S. Keebler

Baker Tilly Virchow Krause, LLP
2201 East Enterprise Avenue, Suite 100
Appleton, WI 54931
 

Robert Keebler, CPA, MST, AEP (Distinguished) is a partner with Baker Tilly Virchow Krause, LLP and a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. Mr. Keebler was named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. He is the past Editor-in-Chief of CCH's magazine, Journal of Retirement Planning, and a member of CCH’s Financial and Estate Planning Advisory Board. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler represents clients before the National Office of the Internal Revenue Service in the private letter ruling process and in estate, gift and income tax examinations and appeals.

In the past 15 years, he has received over 150 favorable private letter rulings including several key rulings of “first impression.” Bob is nationally recognized as an expert in estate and retirement planning and works collaboratively with other experts on academic reviews and papers, and client matters. He is the author of over 75 articles and columns and editor, author, or co-author of many books and treatises on wealth transfer and taxation, including the Warren, Gorham & Lamont of RIA treatise Esperti Peterson and Keebler/Irrevocable Trusts: Analysis with Forms.

Mr. Keebler is a member of the editorial board of the Society of Financial Service Professionals “Keeping Current” series, and Co-author of the Warren, Gorham & Lamont Treatise "Irrevocable Trusts/Analysis With Forms." He is a featured columnist for CCH’s Taxes Magazine – “Family Tax Planning Forum,” Steve Leimberg’s “News of the Week Newsletter” and the Bureau of National Affairs Tax Division. Bob also had his article "Is That Your 'Final' Answer?" article published in Tax Management Compensation Planning Journal. Bob frequently is quoted in national publications such as New York Times, Chicago Tribune, Baltimore Sun, Barrons, Bloomberg Wealth Manager, Financial Advisor, Forbes, Kiplinger, Lawyer’s Weekly, On Wall Street, The Wall Street Journal, USA Today, Wealth Manager and Worth in addition to many local and regional newspapers.

He is a frequent speaker for legal, accounting and financial planning groups throughout the United States at seminars and conferences on advanced IRA distribution strategies, estate planning and trust administration topics including the AICPA's Advanced Estate Planning, Personal Financial Planning Conference and Tax Strategies for the High Income Individual Conference.

Mr. Keebler graduated (cum laude) from Lakeland College with a degree in Accountancy and the University of Wisconsin - Milwaukee with a Masters in Taxation. Before practicing in Northeastern Wisconsin, he practiced with Price Waterhouse where he concentrated in taxation.

Jerry J. McCoy

Law Office of Jerry J. McCoy
1050 Connecticut Avenue, N.W.
P.O. Box 66491
Washington, DC 20035-6491
 

Jerry J. McCoy is an independent attorney in Washington, D.C., specializing in charitable tax planning, tax-exempt organizations and estate planning. He holds law degrees from Duke University and New York University.

A Member of the American Law Institute and a Fellow of both the American College of Trust and Estate Counsel (“ACTEC”) and the American College of Tax Counsel, Mr. McCoy is listed in Who's Who in America, Who's Who in American Law, Washington DC Super Lawyers 2009, and (for more than ten years running) The Best Lawyers in America. A frequent presenter at planned giving, tax and estate planning seminars, he serves on the adjunct faculties at the Georgetown University Law Center and the University of Miami Law School. He is a former chairman of the Charitable Planning and Exempt Organizations Committee of ACTEC, and former Group Chair of the Charitable and Exempt Organizations Group of the ABA Section of Real Property, Probate and Trust Law.

Mr. McCoy is co-founder and co-editor of two newsletters, Charitable Gift Planning News, and Family Foundation Advisor. He is co-author of The Family Foundation Handbook, published by CCH (2010).

Anne M. McKinney

Anne M. McKinney, PC
1019 Orchid Avenue
Knoxville, TN 37912
 

Anne M. McKinney is an attorney who concentrates her practice in matters of taxation, estate planning and probate. She has served as Adjunct Associate Professor of Law in Estate Planning and Wealth Transfer Tax at The University of Tennessee College of Law, and formerly served as Adjunct Professor in Business Law at The University of Tennessee Undergraduate School. She has also served as an instructor for the Law Portion of the Becker CPA Review Course. She is a member of the Duke University Estate Planning Council, the American College of Trust and Estate Counsel, the Knoxville Estate Planning Council, the Tennessee, North Carolina, and American Bar Associations, and the National Speakers Association.

In August of 2006, Knoxville’s City View magazine published the results of a poll of local attorneys in which Anne McKinney was voted the top wills and estates attorney in the Knoxville area. She and her associate attorney, Victoria Tillman, have started a weekly radio show, “McKinney & Tillman – Pass It On!” The show airs Mondays at five in the afternoon on AM 620 (Joy 620 Radio). Ms. McKinney has thirty years of legal and tax experience, and she has her own law firm, Anne M. McKinney, P.C. She previously served as an Estate and Gift Tax Attorney with the Internal Revenue Service for ten years. Ms. McKinney lectures frequently before professional and civic groups throughout the United States on the subjects of estate planning and taxation, personal motivation and success. She is listed in the Martindale-Hubbell Bar Register of Preeminent Lawyers TM in the category of Trusts and Estates, Wills and Probate, and in the Nationwide Register’s Who’s Who in Executives & Businesses in the legal services category. Ms. McKinney is also listed in The Best Lawyers in America in the Trusts and Estates category. In the spring of 1996, Ms. McKinney co-authored Estate Planning in Tennessee; the second edition was published in 2002. Ms. McKinney graduated from the University of North Carolina School of Law and received her undergraduate degree from Duke University, magna cum laude.

Cynda C. Ottaway

Crowe & Dunlevy
20 North Broadway
Suite 1800
Oklahoma City, OK 73102
 

Cynda Ottaway is a shareholder/director in the Oklahoma City office of Crowe & Dunlevy, A Professional Corporation, for which she serves on the Management Committee as Vice President of Economics. Her practice focuses on estate planning, trust and estate administration, planning for closely-held family businesses and litigation resolving business and family disputes. Ms. Ottaway is a Fellow in The American College of Trust and Estate Counsel. She has served on its Board of Regents, is a past Chair of the Professional Responsibility Committee and has served on numerous committees and task forces. She is presently serving as Vice President of The American College of Trust and Estate Counsel Foundation. She is a frequent speaker on the ethical rules for estate planning and trust lawyers. She was the Co-Reporter for the ACTEC Commentaries on the Model Rules of Professional Conduct, Fourth Edition, 2006, and co-author of an article on ethics for the Journal of the National Academy of Elder Law Attorneys.

Ms. Ottaway has served as President of the Oklahoma City Estate Planning Council and Chair of the Estate Planning and Probate Section for the Oklahoma Bar Association. She is listed in the Best Lawyer’s in America (Trusts and Estates), and has been recognized as an Oklahoma Super Lawyer. She enjoys taking an active role in volunteer work and currently serves on the Boards of United Way of Oklahoma City, Allied Arts of Oklahoma City, the Foundation for Oklahoma City Public Schools, Downtown Oklahoma City Rotary Club and the Oklahoma City Art Museum. She is also a graduate of Leadership Oklahoma City.

Ms. Ottaway received her B.A. in English from the University of Oklahoma and her J.D. with honors from the University of Oklahoma. She and her husband, Larry, have a daughter, Lauren, who is attending law school at Boston University.

Charles L. Ratner

Ernst & Young LLP
925 Euclid Avenue
Suite 1300
Cleveland, OH 44115
 

Mr. Ratner is the National Director of Personal Insurance Counseling for Ernst & Young. Since joining the firm in 1989, his practice has been devoted to providing life insurance consulting services to corporations, financial institutions and individuals and estate and business succession planning services to closely held companies. Prior to joining Ernst & Young, Mr. Ratner served as director of the advanced estate and business planning group of a major life insurance company.

Mr. Ratner is a graduate of the University of Massachusetts and Emory University School of Law. He is an attorney, a chartered financial consultant (ChFC) and a chartered life underwriter (CLU). He is a member of the American Bar Association, and has served as the Vice-Chair of the Committee for Insurance of the Real Property, Probate and Trust Law Section of the American Bar Association.

Mr. Ratner is a frequent author and speaker on financial matters. His articles have appeared in Estate Planning, Probate & Property, Trusts & Estates, Best’s Review and National Underwriter. He is quoted in such publications as Business Week, Forbes and The Wall Street Journal. He is Vice Chair of the Editorial Advisory Board of Trusts & Estates and Chair of its Insurance Committee. He is a contributing editor to the American Bar Association’s Insurance Counselor Series and a co-author of Ernst & Young’s Personal Financial Planning Guide.

Mr. Ratner has spoken on life insurance and business succession topics to a wide range of audiences, including the Notre Dame Tax and Estate Planning Institute, the Philip E. Heckerling Institute on Estate Planning, the New York University Institute on Federal Taxation, the Society of Financial Service Professionals, the American Bar Association, the American Institute of Certified Public Accountants, the American Law Institute-American Bar Association (ALI-ABA), Association for Advanced Life Underwriting (AALU), Million Dollar Roundtable, Top of the Table, and numerous estate planning councils and professional societies across the nation. He is also a national instructor for Ernst & Young in the areas of life insurance and estate and business succession planning. He was recently selected to receive the National Association of Estate Planners & Councils’ Distinguished Accredited Estate Planner award and designation.

Elizabeth M. Schurig

Schurig Jetel Beckett Tackett
100 Congress Avenue, 22nd Floor
Austin, Texas 78701
 

Ms. Schurig represents a wide array of clients faced with multi-jurisdictional tax, estate, and business planning issues. She is experienced in the design of complex estate and business plans for U.S., non-U.S., and dual-citizen clients, and in assisting such clients with their pre-immigration and expatriation tax planning. Ms. Schurig frequently advises clients on the resolution of international tax and treaty issues in connection with their estate and business planning, and serves as outside counsel to several high net worth family offices. She has formulated and administered estate and business plans for individuals and entities with ties to Australia, the Bahamas, Canada, the Channel Islands of Jersey and Guernsey, China, Costa Rica, the Czech Republic, Dubai, France, Germany, India, the Isle of Man, Israel, Italy, Liechtenstein, Mexico, Nepal, the Netherlands, New Zealand, Oman, Panama, Portugal, Spain, Switzerland, and the United Kingdom.

In addition to her expertise in the design, administration, and tax compliance of both inbound and outbound foreign trust and business structures, she has an extensive background in traditional probate, trust, and estate administration. A frequent author and speaker in the areas of domestic and international estate planning, asset protection, and foreign trust planning and tax compliance, Ms. Schurig has been quoted in various publications, including Practical Accountant and Bloomberg Wealth Manager. She is a contributing author (since 1995) and co-editor (since 2000) of the four-volume treatise, Asset Protection: Domestic and International Law and Tactics (Thomson/West Group, updated quarterly). Ms. Schurig is Board Certified in Estate Planning and Probate Law (Texas Board of Legal Specialization), is a member of STEP (Society of Trust and Estate Practitioners), was named a Texas Super Lawyer in 2003 through 2009 by Texas Monthly and Law & Politics magazines, is listed in The Best Lawyers in America, and was named in Worth Magazine's Top 100 Attorneys list for 2006, 2007, 2008, and 2009.

Ms. Schurig graduated from The University of Texas School of Law in 1988 after receiving her B.A. in English from Baylor University in 1984.

Albert W. Secor

CapitalMark Bank and Trust
P.O. Box 671
Chattanooga, TN 37401-0671
 

Albert W. Secor an attorney heading the Wealth & Trust Group of CapitalMark Bank & Trust in Chattanooga. For 29 years he was in private practice emphasizing probate and estate planning, state and federal taxation. In 1995 he left private practice to begin a career in banking. He is the author of Tennessee Probate, The West Group, 1979; second edition, 2002 and co-author of Elder Law, the West Group, 2009. Mr. Secor is a frequent speaker on estate planning and estate administration topics to the bar and other organizations. He is a member of the American, Tennessee and Chattanooga bar associations; a past president of the Estate Planning Council of Chattanooga; and a fellow of The American College of Trust and Estate Counsel and is also chairman of the Tennessee Probate Study Group. Mr. Secor received his JD from Emory University and his LLM in Taxation from New York University.

Julian W. Walker, Jr.

Law Office of Julian W. Walker, Jr.
P.O. Box 194
Columbia, SC 29202
 

Julian Walker, Jr. holds 27 years experience in trust banking after having practiced law in Norfolk, Virginia, with the firm of Breeden, Howard and MacMillan. He began his trust banking career with Southern Bank and Trust in Norfolk as head of its trust department. Later, he accepted an offer from First National Bank of South Carolina (FNB) as head of FNB’s Charleston trust department and then executive officer in charge of its statewide trust division. Mr. Walker retired from trust banking in 1994 as the South Carolina trust executive officer for Wachovia Trust Services. He is past president of the Trust Division of the South Carolina Bankers Association and served for eight years on the Executive Committee of the Trust and Investment Management Division of the American Bankers Association. After retiring from Wachovia, Mr. Walker practiced law in Columbia with Haynsworth, Marion, McKay & Guerard and then with Rogers, Townsend & Thomas. He is now engaged in the solo private practice of law in Columbia concentrating on trust and estate controversy matters as an attorney, consultant and expert witness.

Mr. Walker is a member of the South Carolina Bar, the Richland County Bar Association and the Virginia State Bar and has been admitted to practice before the Supreme Court of the United States and the United States Court of Appeals for the Fourth Circuit. He is a member of the American Bar Association and its Section of Real Property, Probate and Trust Law, and he formerly served as the South Carolina reporter on the Section’s Committee on Significant Current Legislation from 1972 to 1990. Mr. Walker is also a member of the South Carolina Bar’s Probate, Estate Planning and Trust Section and has served as a member of the Section’s Legislative Liaison Council and its Uniform Trust Code Study Committee. He currently is a member of the Section’s South Carolina [Uniform] Trust Code (SCTC) Technical Corrections Committee as well as its Committee considering substantive amendments to the SCTC. Mr. Walker also presents and conducts a regularly up-dated one-day Trust Law and Practice Workshop on Fiduciary Investment, Management and Discretionary Administration of Trust Assets in South Carolina. He is a member of the Columbia (SC) Estate Planning Council and a longtime active member of the Duke University Estate Planning Council.

Mr. Walker is a longstanding member of the Columbia Advisory Board of the Salvation Army, former chair of the board of the Epilepsy Foundation of South Carolina and a former member of the board of the Columbia Rotary Club. He is also co-chair of the Heathwood Hall Episcopal School Foundation and a former member of the vestry of Trinity Episcopal Cathedral in Columbia where he currently serves as a Lector. He attended The University of the South, Sewanee, Tennessee, was elected to Phi Beta Kappa, and graduated optime merens. He received his law degree from Duke University.