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