Event Information

A native of Little Rock, Arkansas, Anne Kelley operates out of our Charleston office and offers clients throughout South Carolina and Georgia a wide range of estate planning and wealth transfer advice. Primarily, she provides counsel to business owners, individuals and families who want to ensure that their wishes are followed in the event of a serious illness or death.

With her Master of Tax Laws, Anne Kelley works with business owners, individuals and families to preserve, protect and transfer wealth to the next generation in the most tax efficient manner.

Anne Kelley has significant experience advising fiduciaries of estates and trusts on the probate and distribution of assets, the preparation and filing of fiduciary income and estate tax returns, and general estate and trust administration. Anne Kelley also represents beneficiaries and fiduciaries in will contests, spousal elective share petitions, breach of fiduciary duty claims, and trust modifications.

Her experience extends to representing private foundations, supporting organizations, public charities and other nonprofit organizations.

Anne Kelley is a Certified Specialist in Estate Planning and Probate Law in South Carolina.

Professional & Civic Engagement

American Bar Association Real Property Trust & Estates Section

Vice-Chair, Charitable Organizations Committee

Assistant Editor, e-Report

South Carolina Bar Probate Estate Planning and Trust Section

Current Chair, 2021 – 2022

Council Member, July 2015 – Present

Charleston Estate Planning Council, Member

Charleston Tax Council, Member

The National Society of The Colonial Dames of America

Honors & Awards

Recognized in The Best Lawyers in America (BL Rankings) in the field of Trusts and Estates, 2022

Recognized in Charleston Business Magazine's Legal Elite, Tax & Estate Planning, 2021

Education

L.L.M. Taxation, University of Florida Levin College of Law

J.D., University of Arkansas at Little Rock, Bowen School of Law

B.A., University of North Carolina at Chapel Hill

Admitted to Practice

Georgia

South Carolina

Arkansas

U.S. Tax Court

Wells Hall is a partner in Nelson Mullins Riley & Scarborough's Charlotte and Charleston offices where he advises clients on the federal, state and multi-state tax aspects of mergers, acquisitions, reorganizations, structuring of business entities, private equity transactions, pass-through entities, estate investment trusts (REITs), and estate and gift tax planning in connection with such transactions.  He represents taxpayers before the Internal Revenue Service and Tax Commissions of various states in individual and corporate tax audits and appeals. Wells participated in the preparation of comments by the ABA Section of Taxation on the proposed Treasury Regulations under Section 199A (qualified business income deduction) and Section 1411 (net investment income tax).  He is one of the original drafters of the North Carolina S Corporation Income Tax Act, and the Model S Corporation Income Tax Act endorsed by the American Bar Association and the Multi-State Tax Commission.  He was a member of the drafting committee for the original enactment and subsequent revision of the North Carolina Limited Liability Company Act.  Wells is currently Chair Elect of the ABA Section of Taxation and the Past President of the American College of Tax Counsel and a former Regent.  He has served as Vice Chair - Pro Bono and Outreach of the ABA Section of Taxation, a former Member of Council, and former Chair of the S Corporation Committee of the Section.  He is a former Chair of the North Carolina Bar Association Section of Taxation and a former Regent and North Carolina State Chair of the American College of Trust & Estate Counsel.  Wells is a frequent speaker at the NYU Institute on Federal Taxation and the NYU Summer Institute on Wealth Taxation, the Southern Federal Tax Institute, the UNC J. Nelson Young Tax Institute, the Tulane Tax Institute, and other national and regional tax programs.  He has been a contributor to numerous tax periodicals.  Wells received his B.S. from North Carolina State University and his J.D. from Duke University School of Law.   

Erik Doerring is a tax attorney with Burr & Forman in Columbia.  He has been practicing for over 35 years, and is a former attorney with the IRS Office of Chief Counsel and the U.S. Department of Justice, Tax Division.  In addition to his law degree from the University of South Carolina School of Law, Erik has a Masters in Tax Law (LLM) from New York University.  Erik is the leader of the Burr & Forman tax practice team.

Erik advises clients in federal and state tax matters, and represents clients in tax matters before the IRS, state departments of revenue, state employment tax agencies, and local property tax assessors and boards, in tax audits, appeals, disputed refunds, and tax collection matters, including bankruptcy cases and criminal tax investigations. Erik represents tax clients in United States Tax Court, United States District Court, United States Bankruptcy Court, Courts of Appeal, and before state Administrative Law Courts and administrative hearing officers.

Erik has been appointed as a mediator in federal tax cases between the IRS/United States Department of Justice and private litigants, and has also have been qualified and has testified as an expert witness in tax cases.

Erik is a frequent speaker on tax law topics before state bar, CPA/accounting associations, trade groups, business organizations.
 

As an attorney in Nexsen Pruet’s Tax Group, Jim focuses his practice in two distinct areas: employee benefits and state and local tax.  

In the area of state and local tax, Jim regularly represents both corporate and individual taxpayers through all stages of the audit process and resulting litigation before the Department of Revenue, Administrative Law Court, and state appellate courts. Jim has represented clients both challenging proposed assessments and seeking refunds in the areas of corporate tax, income tax, sales and use tax, admissions tax, state tax withholding, and property tax. Jim regularly represents both South Carolina and multinational corporations. 

Jim also works closely with businesses to find and take advantage of tax credits at both the state and federal level. He has experience with state infrastructure and other economic development incentives, as well as federal credits related to alternative energy and low -income housing. He has assisted in the representation of Fortune 500 companies at the Administrative Law Court, South Carolina Court of Appeals, and South Carolina Supreme Court. 

Jim handles matters related to 401(k), profit sharing, pension and other qualified retirement plan administration, as well as the administration of insurance and other fringe benefits. Jim also advises clients with respect to nonqualified plans, including deferred compensation and phantom stock plans. Jim has also helped clients navigate the extensive regulatory network created by Health Care Reform under the Patient Protection and Affordable Care Act. 

In addition to his primary focus, Jim regularly advises public charities, supporting organizations, private foundations, trade associations, social clubs, fraternal organizations, and cooperatives in applying for, receiving, and maintaining their exempt status. Additionally, Jim routinely works with exempt organizations regarding state property tax, admissions tax, and sales tax issues, and regularly assists clients in the sale and acquisition of exempt property to and from both for-profit and non-profit entities. Jim also has assisted in securing reinstatement of revoked and dissolved organizations at both the federal and state level.

Most recently, Jim has handled a number of appeals deriving from preliminary calculations of proposed  Employer Shared Responsibility Payments assessed under the Affordable Care Act. In many cases, Jim has been able to resolve these assessments with the IRS quickly and in an efficient and favorable manner. 

Civic & Professional Memberships

Board of directors, Cooperative Ministry 

Recognitions

Columbia Business Magazine's Legal Elite of the Midlands, 2019

Law School Recognitions include:

Order of the Coif, 2010

Order of the Wig and Robe, 2009-10

CALI Awards – Legal Writing, Veterans Rights Seminar (I) and Clinic  (II) 

Education

University of South Carolina, J.D., 2010

New York University, LL.M., 2011

Harvard University, B.A., 2004 

Bar Admissions

South Carolina

Areas of Experience

Nonprofit and Exempt Organizations Employee Compensation and Benefits Tax Law

Federal Taxation

State and Local Taxation ERISA and Employee Benefits Employment & Labor Law

Related Industries

Pharmaceuticals and Life Sciences 

Notable

Synovus Bank v. S.C. Dep't of Rev., 17-ALJ-17-0418-CC (April 17, 2020) (bank tax and net operating losses) 

McEntire Produce   v.  S.C.  Dep't of Rev., 17-ALJ-17-0060-CC (Sept.  6, 2019) (machine, pollution control, and clean room sales tax exemptions) 

Colonial Pipeline Company v. S.C. Dep't of Rev., 18-ALJ-17-0443-CC (pollution control property tax exemption) 

Books-a-Million, Inc. v. S.C. Dep't of Rev., 2020 WL 2050898 (S.C.  Ct. App.  Filed April 29, 2020) (sales taxation of membership fees) 

SunBelt Furniture Xpress, Inc., v.  S.C. Dep't of   Rev., 19-ALJ-17-0110-IJ (S.C Admin. Law Court filed June 11, 2019) (Order to Quash Subpoena) 

S.C.  Dep’t of Rev. v. Trader Joes East, Inc., d/b/a Trader Joes 752., 18-ALJ-17-0425-CC (S.C. Admin. Law Court Filed April 4, 2019) (alcohol licensing) 

InteliChart, LLC v. C. Dep’t of Rev., 18-ALJ-17-0457-IJ (S.C. Admin. Law Court Filed February 3, 2019) (procedural issues) 

Sodisetti v. Lexington Cnty. Assessor., 18-ALJ-17-0157-CC (S.C. Admin. Law Court Filed January 2, 2019) (application of legal residence property tax exemption to immigrants on work visas) 

Synovus Bank v. S.C. Dep’t of Rev., 17-ALJ-17-0418-CC (S.C. Admin. Law Court Filed October 22, 2018) (net operating loss carryforwards for banks) 

Dollar Tree Stores v. S.C. Dep’t of Rev., 17-ALJ-17-0414-CC (S.C. Admin. Law Court Filed February 16, 2018) (procedural issues) 

Retail Services & Systems, Inc. v. S.C. Dep’t of Rev., 419 S.C. 469, 799 S.E.2d 665 (2017) (constitutionality of liquor license ownership limitation) 

Books-A-Million v. S.C. Dep’t of Rev., 16-ALJ-17-0133 (S.C. Admin. Law Court filed June 6, 2017) (whether membership fees are subject to sales tax) 

Fairfield Waverly, LLC v. Dorchester Cnty. Assessor, 14-ALJ-17-0601-CC (S.C. Admin. Law Court filed Feb. 1, 2017) (ATI exemption) 

Windsor Club, LLC v. Dorchester Cnty. Assessor, 14-ALJ-17-0602-CC (S.C. Admin. Law Court filed Feb. 1, 2017) (ATI exemption) 

Bright-Meyers NA, LLC v. Aiken Cnty. Assessor, 16-ALJ-17-0253-CC (S.C. Admin. Law Court filed Jan. 23, 2017) (property valuation dispute) 

Mead v. S.C. Dep’t of Rev., Opinion No. 5460 (S.C. Ct. App. Dec. 21, 2016) (Homestead Exemption) 

Citigroup, Inc. and Subsidiaries v. S.C. Dep’t of Rev., 15-ALJ-17-0135-CC (S.C. Admin. Law Court Filed October 20, 2016) (corporate tax allocation and apportionment/forced combination) 

Dish DBS Corp. and Affiliates v. S.C. Dep't of Rev., 14-ALJ-17-0285 (S.C. Admin. Law Court filed May 20, 2016) (SC apportionment of service provider based on income producing activity) 

P.F. Chang's China Bistro, Inc. v. S.C. Dep't of Rev., 16-ALJ-17-0083-CC (S.C. Admin. Law Court filed May 23, 2016) (ABL license dispute) 

Hunter-Gatherer Brewery, LLC v. S.C. Dep't of Rev., 16-ALJ-17-0031-CC (S.C. Admin Law Court filed May 2, 2016) (application for brewery license) 

McInnis v. S.C. Dep't of Rev., 13-ALJ-17-04430-CC (S.C. Admin. Law Court filed January 22, 2016) (hobby loss case involving deductions for plane) 

CarMax Auto Superstores West Coast, Inc. v. S.C. Dep’t of Revenue, Opinion No.27474 (S.C. Dec. 23, 2014) (Amicus Curiae Brief filed on behalf of COST) 

Retail Services & Systems, Inc., dba Total Wine & More v. S.C.  Dep’t of Rev. and ABC Stores of South Carolina, Docket No. 2014-CP-02-00259 (constitutionality of South Carolina alcohol licensing statutes) 

Frank R. Mead III v. Beaufort Cnty. Assessor, 13-ALJ-17-0585-CC (S.C. Admin. Law Court filed Aug. 19, 2014) (Property Taxes, Homestead Exemption)

Speaking & Writing

often as possible.

Publications

In addition to the Insights above, Jim as also authored: 

Employment Law Update – Patient Protection and Affordable Care Act: Upcoming Deadlines Require Employer Action, August 20, 2012 

SALT Alert – Multi-state Taxpayers in South Carolina, Take Note, March16, 2012 (co-authored with Rick Reames) 

Federal Tax Consequences of State Economic Development Incentives, March 31, 2010 (co-authored with Burnet R. Maybank III) 

Letters of Inconsistency: Southeast Resource Recovery, Inc. v. South Carolina Department of Health and Environmental Control and Local Loss of Landfill Development, 17 Se. Envtl. L.J. 397 (2009)

Speaking

"Employee Benefits Compliance: Critical Steps to Take for Compliance and Risk Mitigation," Nexsen Pruet's Employment Law Certificate Series Webinar - August 14, 2019 

Presenter, Nexsen Pruet Nonprofit Symposium, "IRS Quid Pro Quo and Substantiation Rules" February  24, 2017 

Presenter, Nexsen Pruet Retail and Commercial Project Development Seminar, "ATI Exemption" February 17, 2017 

Webinar - "Implications of the Changing Administration on Employment and Labor Law" February 8, 2017 

"The Main Duties of a Plan Sponsor" - January 19, 2017 

Presenter at Oct. 2016 SALT Seminar - "Circular 230 Update" and "2016

Attorney General Opinion Update"  

Webinar - "Benefits and Executive Compensation" - October 12, 2016 

"401(k) Plans: A new Landscape Today" presentation - October 4-5, 2016 

Presenter, Nexsen Pruet Employment Law Quarterly Breakfast Briefing, Topic - PPACA: Lessons from Several Months of Full Implementation, May 3, 2016 (South Carolina) and May 10, 2016 (North Carolina) 

"Monetizing Tax Credits," Economic Development Fundamentals Seminar, April 8, 2016 

Presenter, Nexsen Pruet SALT Seminar, Topics: Attorney General Opinion Update, Ethics Circular 230, October 2, 2015 

"PPACA Reporting Requirements," Government Financial Officers Association of South Carolina, May 4, 2015 

"Wellness Programs and the ACA," McLaughlin, Smoak & Clarke InFORUM Presentation, April 16, 2015 

“Sales Tax Issues Related to Sales of Electricity," Annual Meeting of Electric Cooperative Office Managers & Accountants, March 13, 2015 

“Federal and State Quid Pro Quo & Substantiation Rules," SC Bar CLE – South Carolina Nonprofit Corporate Practice Manual, February 5, 2015 

"Federal & State Tax Issues for State Guard Members," South Carolina State Guard, January 10, 2015 

“PPACA Update – Entering 2015,” Government Financial Officers Association of South Carolina, October 15, 2014 

"Attorney General Opinion Update – 2013-14," SALT Seminar, October 3, 2014 

"Medicare Tax on Real Estate Professionals," Realtors Association Seminar, May 23, 2014 

“Effect of Affordable Care Act on Tax Exempt Entities,” Roundtable Discussion Presentation, March 2013 

“PPACA Update,” Greenwood County Chamber of Commerce HR Update, November 19, 2013 

“ Attorney General Opinion Update – 2012-13”, SALT Seminar, November 8, 2013 

“The Impact of Health Care Reform on Your Clients (and You),” South Carolina Association of CPAs (SCACPA), October 17, 2013 

“Incentives for Real Estate Developers: Commercial, Retail, Tourism, Multi-Family,” SALT Seminar, October 5, 2012 

“Selected Issues Regarding Spec Industrial Parks and Mega Sites,” Legal

Outside Nexsen Pruet

Here is the only time you are likely to see the movie "Deliverance" referenced in an attorney biography: 

Jim found his way to South Carolina by way of the Chattooga River (of Deliverance fame), where he worked as a whitewater rafting guide.  These days, he prefers the tranquility of the Midlands’ many blackwater rivers, where he can still be found many weekends. 

In addition, Jim remains active with the Harvard Alumni Association, conducting admission interviews for prospective students and making presentations on behalf of the university. In July 2014, Jim accepted a three-year appointment with the South Carolina State Guard to serve as Captain in the State Guard’s Judge Advocate program, where he provides legal advice regarding exempt organization and other tax issues. 

Prior to moving to South Carolina, Jim worked in the Public Affairs department of the Boston Red Sox for five years, and was lucky enough to be with the team for their World Series championship run in 2004. Stop by and ask to see his World Series ring!

Jack Cummings is counsel in Alston & Bird’s Federal Tax Group in Raleigh and Washington, D.C. He served as IRS associate chief counsel (corporate) and chair of the Corporate Tax Committee of the ABA Section of Taxation. His books include The American Jobs Creation Act of 2004 (with Robert Hanson); The Supreme Court’s Federal Tax Jurisprudence, published by the American Bar Association in 2010, second edition in 2016; and The Supreme Court, Federal Taxation and the Constitution, published by the American Bar Association in 2013. In addition, he regularly authors a column in Tax Notes (“What Were They Thinking?”). During 2018 and 2019, Jack published 12 in-depth articles in Tax Notes explaining all the major international provisions of the Tax Cuts and Jobs Act of 2017. He is currently revising the BNA Portfolio on Lobbying and Political Expenditures. Jack is a graduate of Duke University, summa cum laude, Yale Law School, and the Graduate Tax Program of NYU Law School. He has also successfully argued a state tax case in the U.S. Supreme Court, Fulton Corp. v. Faulkner, 516 U.S. 325 (1996). Chambers USA recognized him as a senior statesperson in Tax Law in North Carolina. In 2019, The Best Lawyers in America recognized Jack as the “Lawyer of the Year” in Litigation and Controversy – Tax, in addition to being annually recognized in Tax Law.

Jonathan E. Spitz is a partner with the firm of Todd & Johnson, LLP, and represents clients in matters involving estate planning and administration, probate litigation; guardianship and conservatorship issues; and corporate formation. Jonathan graduated from Wofford College and received his Juris Doctor from the Charleston School of Law where he served as a research assistant to Professor Ginny Meeks. After law school, Jonathan clerked for the Honorable Amy W. McCulloch, Probate Judge for Richland County and has his Masters of Laws Degree in Taxation from the University of Alabama School of Law. Jonathan has been selected as a "Rising Star" in the area of Estate Planning and Probate in the in Super Lawyers as well a Member “Legal Elite of the Midlands” by the Columbia Business Monthly Magazine in the field of “Tax & Estate Planning Law.”

Jonathan is Certified by the Supreme Court of South Carolina as a Specialist in Estate Planning & Probate Law.

Currently, Jonathan is the Chair of the South Carolina Probate, Estate, and Trust Section of the South Carolina Bar and also serves as a member of the Wofford Alumni Association Board of Directors.

Jonathan grew up in Anderson, South Carolina, but now considers Columbia home along with his wife, Jescelyn, and their two sons, Tillman and William, and their Cavalier King Charles Spaniels.

Lindsay Joyner is a partner in Gallivan White Boyd’s Charleston and Columbia, South Carolina, offices.  She received a BBA cum laude, with honors in Economics from the University of Georgia, a J.D. from the University of South Carolina School of Law, and an I.M.B.A. from the University of South Carolina, Darla Moore School of Business. Following law school and before joining GWB, she enjoyed her time as a staff attorney for the Supreme Court of South Carolina. She recently celebrated ten years at GWB. Currently, her practice places an emphasis on probate and trust litigation and complex business and commercial litigation, including financial institution litigation and professional negligence. She regularly handles matters concerning contractual disputes, business torts, shareholder disputes, and other complex litigation arising out of business transactions. Lindsay also dedicates a portion of her practice to legal malpractice defense. Lindsay has presented matters in these practice areas before both state and federal courts. 

Lindsay appreciates that client service is equally as important as legal skills and knowledge. As a result, Lindsay makes client expectations and satisfaction a central point of her practice. She takes great effort to be accommodating and communicative with her clients at all times. 

Outside of her practice, Lindsay is very active with the South Carolina Bar and the American Bar Association Young Lawyers Division.  She was recently sworn in as the chair of the South Carolina Bar’s House of Delegates, a position she will hold until 2024, and she is the chair-elect of the Bar’s Trial and Appellate Advocacy Council. She is a past president of the South Carolina Bar’s Young Lawyers Division and past chair of the South Carolina Bar’s Wellness Committee. Lindsay also served as a Co-Vice Coordinator for ABA Young Lawyers Division’s Fit2Practice initiative during the 2018-2019 year. Lindsay has also held numerous positions with community organizations. For her work for the profession and for the community, Lindsay was honored to receive the ABA’s On The Rise, Top 40 Young Lawyers; the Columbia Metropolitan Magazine’s Capital Young Professional of the Year, and she was part of the Lawyers’ Weekly’s 2018 Leadership in the Law class. Lindsay has also been consistently recognized by Best Lawyers and as a Super Lawyers Rising Star.

Lindsay is passionate about health and fitness, having taught a variety of group fitness classes for almost a decade prior to going into private practice. She remains a big proponent of group fitness, running, yoga, and Pilates as a means for mindfulness, stress management, and mental health as well as overall physical wellbeing. 

The Honorable Mary Blunt is a wife, mother and community leader who has served the residents of Dorchester County as Probate Judge since November 2008.
Mary graduated magna cum laude from the College of William and Mary and earned her Juris Doctorate degree from the University of Virginia School of Law. She is a member of the National College of Probate Judges, the South Carolina Association of Probate Judges, serving as president of the association in 2015, and the Dorchester County Bar Association. She is licensed to practice law in South Carolina, Maryland, and Washington.
Mary is most passionate about probate education and advocating for Alzheimer’s awareness, and support.
Mary’s commitment to the Alzheimer’s community is deeply personal as her own mother suffered from Alzheimer’s. Knowing how the disease touches everyone with a family member with dementia, Mary actively engages her local senior community by informing families of the importance of estate planning and their options in the Probate Court. But she doesn’t stop there. Mary spends her free time sponsoring and participating in events for The ARK of South Carolina – a Summerville based non-profit that provides respite care and education for caregivers of Alzheimer’s patients.
Getting old is hard, but having a plan makes it a little easier. Mary believes education about probate, matters. So much so that she frequently speaks on various probate topics to civic, religious, and community groups. She also presents seminars regularly to paralegals and fellow attorneys. 

Molly Edwards is the Associate Probate Judge for Dorchester County Probate Court. As the Associate Probate Judge, Molly works in all areas of the court. Prior to coming to the Court full-time in 2016, Molly was in private practice where she focused exclusively on estate planning, probate litigation and administration, and guardianships/conservatorships.
Molly has co-chaired local wills clinics for first responders as well as served as a presenter at many local educational probate seminars. Molly co-chaired the 2015 and 2016 Bench/Bar CLEs. She is also the co-chair of the SCAPJ Ad Hoc Mental Health/Chemical Dependency Forms Committee. She has also served as the Secretary/Treasurer of the South Carolina Association of Probate Judges since 2019.
Molly graduated magna cum laude from Winthrop University and cum laude from Charleston School of Law. During law school, she served as a Research Editor for the Charleston Law Review and was published in the Student Works edition of the publication. Following law school, she served as a law clerk for the Honorable Mary Blunt of the Dorchester County Probate Court.
When she’s not working, Molly and her husband, Andy, are chauffeuring their two children, Callie and Flinn, between their various extra-curricular activities! 

Investigate South Carolina’s largest economic development deals of the past 20 years, and chances are Stephanie Yarbrough played a role in making them happen. One of the biggest assets she brings to clients is her familiarity with local and state decision-makers throughout the Southeast, and particularly in South Carolina, where Stephanie had previously served as the City of Charleston’s Director of Economic Development. In fact, when the New York Times profiled Charleston’s economic development boom in 2017, Stephanie was one of the local leaders the Times turned to for insight.

Stephanie works closely with domestic and international companies seeking to expand or relocate operations to the Carolinas and the Southeastern United States. Her philosophy is to invest in her clients from the outset in order to build long-term partnerships for the future. She has extensive experience advising companies across a wide range of industries, including life sciences, retail & consumer, manufacturing and software/technology.

Her efforts on behalf of clients have led to the creation of thousands of new jobs and billions of dollars in new investments. During the recent COVID-19 economic downturn, she worked to help clients stabilize their businesses, including guiding them through the federal PPP loan process.

She works with new and expanding businesses in identifying and negotiating all aspects of a complete incentive package, advocating before the proper entities during all phases of the incentive approval process and drafting all related documentation for Fee-in-Lieu of Tax Agreements, state grants, job tax credits, job development credits, utility grants and many other economic development incentives and grants. She also advises clients in general tax and corporate matters.

Additionally, Stephanie works side by side with leading consulting firms and large law firms as local counsel on economic development deals where her local knowledge and tenacity can be critical to getting deals done.

As a recognized thought leader in the economic development space, she is frequently sought after to speak at local and national industry conferences and regularly publishes articles and insights for her clients and the community.

Professional & Civic Engagement

Board Member, Upstate Alliance

Capital Markets Conference Committee, Urban Land Institute - South Carolina

Board of Directors, South Carolina Economic Developer’s Association

Chair, SCEDA Legislative Committee

Member, SCEDA Annual Conference Committee

Board of Directors, South Carolina Aquarium

Former Board of Directors Member, South Carolina Biotechnology Innovation Organization

Board Vice-Chair

Executive Committee

Annual Conference Chair

Board of Directors, Charleston Regional Development Alliance

Member, Southern Economic Development Council

Former Board of Directors Member, South Carolina Venture Capital Authority

Former Board of Directors Member, College of Charleston Alumnae Association

Former Board of Directors Member, MUSC Children’s Hospital

Former Board of Directors Member, Dee Norton Lowcountry Children's Center

Graduate, Riley Diversity Leadership Institute of Furman University

North Carolina Bar Association

South Carolina Bar

Spoleto Festival USA Auction Committee

Strategic Plan Alumni Focus Group Member, College of Charleston

Honors & Awards

Recognized in The Best Lawyers in America (BL Rankings), Economic Development Law, 2012 – Present

Recognized in Charleston Business Magazine’s Legal Elite, Corporate Law, M&A and Government Relations, 2018 – Present

Martindale-Hubbell Client Champion, 2019 – Present

Named to South Carolina Legal Elite, 2020 – Present

Women in the Law, Best Lawyers, 2021

John Rivers’ List of Charleston’s Notable Women, Post & Courier, 2020

“40 Under 40” Award, Charleston Regional Business Journal, 2011

Education

J.D., Southern Methodist University School of Law, 2001

Dean’s List

Managing Editor of SMU Law Review

Barrister

Phi Delta Phi

Excellence in Advocacy Award

M.P.A., University of Charleston, 1998

Honor Society

B.A., College of Charleston, 1995

Student Body President

Admitted to Practice

South Carolina

North Carolina

Bill Sanderson is the co-chair of McGuireWoods' private wealth services group and a member of the firm’s fiduciary advisory services practice.

He represents both high-net worth individuals and families on a variety of sensitive and complex estate and business planning matters. His practice focuses on the areas of estate planning and estate and trust administration.

A frequent speaker, Bill has also taught Federal Taxation Practice and Procedure at Virginia Commonwealth University School of Business.

Prior to completing his law degree at the University of Virginia School of Law, Bill completed coursework at the University of South Carolina School of Law. While attending the University of Virginia, Bill was a member of the Raven Society and the Jefferson Literary and Debating Society.

Bill is a Fellow in the American College of Trust and Estate Counsel. Since March 2021, he has served as vice chair of its Washington Affairs Committee.

EDUCATION

University of Virginia, JD, 2006

University of Virginia, BA, 1998

ADMISSIONS

District of Columbia

Virginia

AFFILIATIONS

Member and Fellow; 2018-present; Vice Chair 2021-present, Washington Affairs Committee; The American College of Trust and Estate Counsel

Business Planning Group, Section of Real Property Trust and Estate Law, ABA, (Member; Chair 2017-2019)

Member, Trust and Estate Legislative Committee Member, Virginia Bar Association

Member, Board of Directors, Epilepsy Foundation of Virginia, 2000–2003

RECOGNITION

Selected for inclusion, Private Wealth Law, Band 3, District of Columbia, 2018, 2019; Private Wealth Law, Band 2, 2020, 2021, Chambers HNW GuideNamed to "Legal Elite," Taxes/Estates/Trusts/Elder Law, Virginia Business, 2016, 2021

Named to “Virginia Rising Stars,” Estate Planning and Probate, Closely Held Business, Super Lawyers, Thomson Reuters, 2012-2016