H. L. Stephenson, III
120 West Fire Tower Road
Greenville, North Carolina
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Mailing Address:
Post Office Box 8088
Greenville, North Carolina
  27835-8088

Phone: 252-215-4004
Fax: 252-215-4077
Email: hls@wardandsmith.com

Mr. Stephenson's practice experience encompasses business law (including formations, transfers and acquisitions), tax planning and controversies, estate planning, and business and corporate management counseling.  His practice is focused on advising business owners and the representation of their companies, negotiation of contracts and agreements, and advising high net worth individuals on complex matters including business succession planning.  Mr. Stephenson has lectured extensively in continuing legal education programs on business organizations and transactions and estate and tax planning, and has co-authored manuscripts including "Minimizing Estate and Gift Taxes While Transferring the Family Business" and "Estate Liquidity for the Owners of Closely Held Businesses."  He has been an officer and member of the boards of directors of numerous civic and charitable organizations.  Mr. Stephenson has been rated by his peers as being "preeminent" in his fields of law and is recognized in "Super Lawyers," a list of top North Carolina attorneys by North Carolina Super Lawyers.

Practice Groups
Business
Tax

Practice Specialties
Closely Held Businesses and Owners
High Net Worth Individuals
Mergers and Acquisitions

Bar Admission
North Carolina, 1982

Court Admissions
All state courts in North Carolina
United States Tax Court

Education
LL.M., Taxation, College of William and Mary, 1983
J.D., University of North Carolina at Chapel Hill, 1982
A.B., University of North Carolina at Chapel Hill, 1979

Memberships
American Bar Association — Sections: Business Law; Taxation
East Carolina Estate Planning Council (past president)
ECU Medical Foundation, Inc. (board member)
North Carolina Bar Association — Sections: Business Law; Estate Planning and Fiduciary Law; Tax Law
North Carolina Economic Developers Association

Publications
Business
Tax

 

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