October 22, 2020

Volume X, Number 296

Elie J. Foy

Elie Foy is a board-certified specialist in estate planning and probate law with extensive experience working with clients to effectively transfer wealth, whether during life or upon death.

With more than a decade of legal experience, Elie practices in the areas of estate planning, wealth preservation and estate and trust administration. She assists clients in a broad range estate planning matters, including wealth transfer strategies, business succession planning and charitable planning. In addition, she regularly counsels both public charities and private foundations on obtaining and maintaining tax-exempt status.

Elie is a frequent speaker and author on trust and estate topics, and recently completed a term as president of the Wake County Estate Planning Council.

Any result the lawyer or law firm may have achieved on behalf of clients in other matters does not necessarily indicate similar results can be obtained for other clients.

  • Advise clients on matter related to wealth preservation and transfer tax planning, including business succession planning

  • Advise on lifetime gifting strategy to minimize transfer tax consequences at client’s death

  • Modify irrevocable trusts to provide for more flexible administration

  • Representing executors and trustees in estate administration and preparation and filing of estate and gift tax returns

  • Obtain tax-exempt status for both public charities and private foundations and advise such entities on ongoing compliance matters 

Civic and Professional Activities

  • North Carolina Bar Association, Member Estate Planning and Fiduciary Law Section Council

  • Wake County Estate Planning Council, Former President

  • Faculty, Southeastern Trust School, sponsored by Trust Education Foundation and Campbell University

  • Estate Planning Instructor, New Homeowner Classes at Habitat for Humanity

Education

  • LL.M. in Taxation, 2009, Georgetown University Law Center

    • with distinction

  • J.D., 2005, Wake Forest University School of Law

    • Dean’s Merit Scholarship

  • B.A., 2002, University of North Carolina at Chapel Hill

Articles in the National Law Review database by Elie J. Foy

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