It's 2025! Do You Know Where Your EP Is? -- WCEPC
WAKE COUNTY ESTATE PLANNING MEETING
TUESDAY, 1.21.2025 --- 6PM -- 8PM
NORTH CAROLINA STATE UNIVERSITY CLUB
4200 HILLSBOROUGH STREET
RALEIGH, NORTH CAROLINA 27606
SPEAKER: ELIZABETH ("LIZ") K. ARIAS
SPEAKER: LAWRENCE ("LARRY") A. MOYE, IV
PRESENTATION TOPIC:
IT'S 2025! DO YOU KNOW WHERE YOUR ESTATE PLANNING IS?
LIZ ARIAS
Liz provides a wide array of estate planning, fiduciary litigation, tax planning and private wealth services to clients who are seeking to strategically manage their wealth in a way that allows them achieve their estate planning goals and objectives and to do so as tax efficiently as possible. Areas in which she regularly advises clients include:
- Use of irrevocable trusts, including modification and termination of existing trusts
- Gifting strategies
- Complex estate planning
- Formation of limited liability companies (LLCs), family limited partnerships or other closely held family businesses
- Succession planning for family businesses · Formation of charitable trusts and charitable foundations
- International estate planning for US citizens, non-citizens and non-residents who own assets in the US
- Fiduciary litigation including will and trust disputes and caveats and breach of fiduciary duty claims
- Split-dollar life insurance
- Income and estate taxation
- Generational planning, including dynasty trusts
Liz is a member of the American College of Trusts and Estates Council (ACTEC). She is a past chair of the Estate Planning and Fiduciary Law section of the North Carolina Bar Association. She is an active member of the Legislative Committee for the Estate Planning and Fiduciary Law section with over 15 years of experience assisting in drafting North Carolina’s trusts and estate legislation. Liz is listed in Best Lawyers in America, including Lawyer of the Year in 2015 in “Litigation: Trusts and Estates”, was named one of the 100 Top lawyers in the State of North Carolina in Super Lawyers and was named by Business North Carolina as one of its Legal Elite.
LARRY MOYE
Larry is a Tax, Trusts, and Estates attorney based out of Womble Bond Dickinson’s Raleigh office.
Larry’s practice includes advising clients in a broad range of estate and trust matters, including estate planning and administration, gift and charitable contribution planning, the formation and usage of limited liability entities, and business succession planning. He also regularly represents clients in the modification and termination of irrevocable trusts.
In addition, Larry advises clients involved in will and trust disputes, breach of fiduciary duty claims, and other fiduciary litigation concerning the rights, duties and powers of trustees and beneficiaries under the terms of trust agreements. His fiduciary litigation clients include executors, individual and corporate trustees, and estate and trust beneficiaries.
Larry is a resource for clients making financial decisions. He often works across practices with his colleagues in the Business Litigation, Corporate, Intellectual Property, Bankruptcy, and Real Estate practice groups to deliver the highest quality, total package general representation for individuals and entities.
