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Johnston Allison & Hord Attorneys
Johnston Allison & Hord Attorneys
Johnston Allison & Hord Attorneys
MERITAS Law Firms Worldwide

Johnston, Allison & Hord
1065 East Morehead Street
Charlotte, NC 28204
704.332.1181    Fax: 704.376.1628
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David T Lewis PARTNER
Tel: 704-998-2208 | Fax: 704-376-1628
Email: dlewis@jahlaw.com
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Areas

  • Corporate
  • Trust and Estate Planning
  • Estate Administration
  • Fiduciary and Probate Litigation
  • Business and Tax Planning
  • Nonprofit Entities & Tax-Exempt Organizations

Education

  • University of Alabama (LLM in Taxation, 1996)
  • Cumberland School of Law (J.D. cum laude, 1992)
  • University of Richmond (B.S. B.A., 1988)

Admissions

  • North Carolina, 2000
  • Virginia, 1996
  • Mississippi, 1994 (currently inactive)
  • Alabama, 1993 (currently inactive)

Representative Transactions

  • Representation of individual and corporate fiduciaries in the administration of trusts and estates, including issues arising from alleged breaches offiduciary duties, allocations of principal and income, interpretations of will and trust language and caveats to wills.
  • Representation of business owners with creation and implementation of plans for transferring the business to children or key employees, including drafting wills, trusts, buy-sell agreements, and shareholder agreements.
  • Representation of numerous high net worth individuals and families with complex transfer and income tax planning strategies and transactions.
  • Former Chief Operating Officer and General Counsel for multi-strategy hedge fund responsible for all legal, compliance, financing, risk, accounting, and trade settlement operations.

Honors and Awards

  • Named Charlotte Best Lawyers Lawyer of the Year, Trusts and Estates Law (2016)
  • Named Charlotte Best Lawyers Lawyer of the Year, Tax Law (2013)
  • Selected to The Best Lawyers in America - Tax Law and Trust and Estates Law (2007 -2017)
  • Business North Carolina "Legal Elite" (Tax and Estate Planning)
  • North Carolina Super Lawyers - Estate Planning and Probate (2006 - 2007, 2012 - 2016)
  • United States Marine Corps, Reserve, Commissioned Officer, 1988-1993
  • Law Clerk, Honorable Robert R. Merhige, Jr., United States District Court, Eastern District of Virginia
  • Phi Kappa Phi, Honor Society
  • Editor in Chief, Cumberland Law Review

Publications & Presentations

  • Speaker, "Asset Protection for Business Owners," Business Law Section, NCBA, Pinehurst, NC, February 2016.
  • "Analysis of Recent Valuation Developments and Trends: Making the Best of the Relationship with your Valuation Expert," 36th Annual Duke University Estate Planning Conference, Durham, NC, October 2014.
  • Co-Author, "Fiduciary Litigation Update: Mandatory Arbitration Provisions in Trust," The Will and the Way, May 2014
  • "Asset Protection for Estate Planners," 33rd Annual Estate Planning and Fiduciary Law Section, Asheville, North Carolina, July 2012.
  • "Ten Years Later - Another Tax Act and Many of the Same Drafting Questions," 32nd Annual Estate Planning and Fiduciary Law Section, Kiawah, North Carolina, July 2011.
  • Co-Author, "Asset Protection Planning for Estate Planning," The Will and the Way, September 2011
  • "Leaping Borders in a Single Bound - Practicing Law Across State Borders," The Will and the Way, May 2005.
  • "The Family Limited Partnership Deskbook: Forming and Funding FLPs and other Closely Held Business Entities," (co-authored with Andrea C. Chomakos), ABA Books, 2003.
  • "Limited Liability Companies as Trust Substitutes," Probate and Property, November- December 2003.
  • Full List of All Publications and Speaking Engagements  Available on the Website

Professional Affiliations

  • American College of Trust and Estate Counsel, North Carolina State Chair, Member, Fiduciary Litigation and Asset Protection Committees
  • American Bar Association, Real Property, Trust and Estate Law Section, Multiple committe membership and leadership roles 
  • North Carolina Bar Association, Estate Planning and Fiduciary Law Section, Council Member