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CHARLOTTE, NC (August 2, 2024) – Womble Bond Dickinson announced today that Carl L. King has joined the firm’s Charlotte office as a partner in the Private Wealth Sector. King has over 25 years of experience helping high-net-worth clients reach their family’s tax, estate planning, and philanthropic goals. A careful listener, he tailors sophisticated planning approaches to each family’s unique needs.

He regularly employs intergenerational wealth transfers using charitable entities, closely held business interests, and life insurance strategies. He has drafted and implemented hundreds of complex gift and estate tax strategies, including generation-skipping trusts, family limited liability companies, installment sales to grantor trusts, and grantor-retained annuity trusts.

“Carl is a well-known, well-respected, and credentialed trusts and estates partner with an extensive and sophisticated client base,” said Edward Griggs, leader of the firm’s Trusts and Estates Team. “He’s an important addition to our practice and will play a significant role as we continue to expand our capabilities and attract top talent in the Southeast.”

“Carl is a well-known, well-respected, and credentialed trusts and estates partner with an extensive and sophisticated client base. He’s an important addition to our practice and will play a significant role as we continue to expand our capabilities and attract top talent in the Southeast.”

Edward Griggs, Trusts and Estates Team Leader, Womble Bond Dickinson

Charlotte Office Managing Partner Sarah Motley Stone added: “Carl is a great fit for our culture, and we are excited to welcome him to our growing Charlotte office. His deep connections throughout the Carolinas will be tremendously beneficial for our firm and clients alike.”

“Carl is a great fit for our culture, and we are excited to welcome him to our growing Charlotte office. His deep connections throughout the Carolinas will be tremendously beneficial for our firm and clients alike.”

Sarah Motley Stone, Charlotte Office Managing Partner, Womble Bond Dickinson

King provides regular legal counsel to trusts and estates, advising on sophisticated tax-saving opportunities, including disclaimers, tax elections and allocations, and other related matters. He has in-depth experience advising philanthropists, employing sophisticated charitable transfers and with the formation and administration of public and private charitable entities. In addition to advising clients on tax-saving opportunities, King has successfully defended his clients in state and federal fiduciary income, gift, and estate tax audits, including before the IRS’s Large Business and International group.

An active member of the legal community, King is a fellow in the American College of Trust and Estate Counsel (ACTEC), serving on its Fiduciary Tax Committee. He holds leadership positions at ACTEC and the North Carolina Bar Association’s Estate Planning and Fiduciary Law Section, among others. He is an adjunct professor at the Heckerling Graduate Program in Estate Planning at the University of Miami College of Law.

After earning a bachelor’s degree in economics from Wheaton College, King graduated from the University of Utah S.J. Quinney College of Law. He also holds an LL.M. in estate planning from the University of Miami College of Law Heckerling Graduate Program and is a North Carolina State Bar Board Certified Specialist in Estate Planning and Probate Law.

King is the eleventh attorney to join the firm’s Charlotte office in as many months. Notable expansion during that time includes the addition of a trio of real estate attorneys – partner Kent Jones and of counsels Ellen Lloyd and Josh Stone – and business litigation attorney Erin Taylor.