In her trusts and estates practice, Courtney counsels individuals, couples, families, and businesses with a wide variety of lifetime planning and business succession matters and helps administer all sizes and types of estates. She assists in preparing estate plans including, wills, revocable trusts, powers of attorney, living wills, and more complex trusts for gift and related purposes.
Courtney has a background in banking, giving her unique insights into providing both technical and practical advice. She joined Ward and Smith after working for several years at Wells Fargo, where she helped clients set up, administer, terminate, and distribute irrevocable trusts, including life insurance trusts; provided fiduciary and life insurance administration guidance to mitigate risk; and, worked with outside advisors for various financial and estate and tax planning projects. As a result, Courtney has a unique perspective that should be very helpful to the firm's estate planning clients.
- J.D., cum laude, Campbell University School of Law, 2014; Campbell Law Review, Managing Editor; Richard A. Lord Intramural Moot Court Competition
- B.A. University of North Carolina at Chapel Hill, 2011
Professional and Community Affiliations
- The National Society of The Colonial Dames of America in The State of North Carolina, Albemarle Committee
- North Carolina Bar Association — Section: Estate Planning & Fiduciary Law
- Wake County Bar Association
- Certified Trust and Fiduciary Advisor (CTFA) – American Bankers Association
Admitted to Practice
- North Carolina, 2014
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