john mcmillen

Practice areas include wills, trusts, powers of attorney, advance directives, estate administration, taxation, elder law, business planning and business formation. Responsibilities for clients include in-depth research and analysis of Federal and North Carolina statutes, as well as handling simple and complex estate planning and estate administration issues.

Responsible for auditing estate and gift tax returns for the United States Department of Treasury throughout North Carolina. Assisted in the classification of returns for audit and in preparing cases for administrative appeal and for trial by District Counsel.

Duties included researching issues on science and technology, preparing position papers and organizing hearings before the Subcommittee on International Scientific Cooperation.

Practice areas include wills, trusts, estate administration, taxation and business law. Responsibilities for clients include in-depth research and analysis of Federal and North Carolina statutes, including tax, business planning, estate planning and estate administration issues; responsible for the firm website and library. Have developed a comprehensive roster of clients over a twenty year span. Joined the firm as a partner in 2006. Published an article in Trial Briefs for the North Carolina Academy of Trial Lawyers.

* Practice areas included wills, trusts and estates, probate, taxation & business law. Responsibilities included preparation of estate plans for estates of all sizes; probating wills; filing estate, gift, fiduciary and generation-skipping tax returns; representing taxpayers before the Internal Revenue Service, North Carolina Department of Revenue and United States Tax Court; organizing business entities with the North Carolina Secretary of State, conducting complex asset tracing and responsible for the firm’s information technology and library resources. Featured in an article in Today in the Triad magazine. Joined the firm as a shareholder in 2001. * Teaching experience includes the following continuing legal education seminars on estate planning and probate for the National Business Institute: * Defining Estate Administration * Probate Process from Start to Finish * Probate: Beyond the Basics * Ethical Issues in Estate Planning * Probate Process from Start to Finish * Estate Planning and Probate for the Paralegal / Legal Assistant * Basic Probate Procedures and Practice