Rudy L Ogburn

Rudy L. Ogburn focuses his practice on estate planning, wills, trusts, wealth transfer, estate administration, asset protection, charitable gifts, business planning, and premarital agreements. Rudy develops estate plans to meet the individual needs of each client and their heirs. He is skilled in designing plans that reduce taxes and often include planning for charitable gifts and family business succession. Rudy’s experience as a trust officer gives him unique insight into concerns associated with the use of trusts. He works with clients to address planning strategies for family members with special needs. Rudy also consults with clients on asset protection issues.

Rudy and the estates team that he leads place great emphasis on providing caring service to individuals who have lost loved ones. Rudy provides counsel to executors and trustees with the difficult tasks involved in estate and trust administration such as the interpretation of wills and trust agreements, will disputes, valuations, management of estate assets, probate court filings, preparation of tax returns and taking full advantage of the tax laws to reduce the impact of estate and income taxes on estates and trusts.

Rudy is currently serving as State Chair of the North Carolina Fellows of the American College of Trust and Estate Counsel. Prior to joining Young Moore and Henderson in 1989, Rudy was a regional trust manager for First-Citizens Bank. He is a North Carolina State Bar Certified Specialist in Estate Planning and Probate Law. Rudy has an AV Peer Review Rating from Martindale-Hubbell.

Practice Areas

Estate Planning, Wills, Estates and Trusts Tax-Exempt Organizations and Charitable Entities Business Law

Education

J.D., Wake Forest University School of Law, 1982 B.A., Wake Forest University, 1979

Bar Admissions

North Carolina, 1982

Awards & Achievements

North Carolina State Bar Board Certified Specialist in Estate Planning and Probate Law, 1996 North Carolina Bar Association Estate Planning and Fiduciary Law Section: Chair, 1997-98; Vice Chair, 1996-97; Council Member, 1993-96; Legislative Committee Chair, 1991-93 North Carolina State Bar Board of Legal Specialization Estate Planning and Probate Law Committee: Chair, 2004-05; Committee Member 2002-07 Elected Fellow of the American College of Trust and Estate Counsel (ACTEC), March 2000; North Carolina State Chair 2011- Wake County Estate Planning Council: President, 2006-07; Member of the Board, 2002-2008 Listed in North Carolina Super Lawyers ® 2006-2015 Listed in Top 100 of North Carolina Super Lawyers ® for 2014 Listed in Top 25 Raleigh of North Carolina Super Lawyers ® for 2015 Listed in The Best Lawyers in America © since 2007 in the field of Trusts and Estates Listed in Business North Carolina Legal Eliteâ„¢ in Tax/Estate Planning, 2002, 2003, 2005, 2006, 2008, 2009, 2010, 2011, 2012, 2014

Professional & Civic Activity

Fellow of the American College of Trust and Estate Counsel (ACTEC) Chair of the North Carolina Fellows of the American College of Trust and Estate Counsel, 2011- Chair of the Legislative Developments Subcommittee of ACTEC’s Employee Benefits in Estate Planning Committee, 2014- Member of the Employee Benefits in Estate Planning Committee of the American College of Trust and Estate Counsel, 2010- North Carolina Bar Association Estate Planning and Fiduciary Law Section Wake County Bar Association Wake County Estate Planning Council Make-A-Wish Foundation of Eastern North Carolina: Chairman of the Board, 2008-2010; Member of the Board of Directors, 2006-2012 Raleigh Jaycees: President, 1992-1993; Membership Vice President, 1991-1992; Chair of the Brookhill Steeplechase, 1993-1994 North Carolina Jaycees: Legal Counsel, 1993-1994 North Carolina Special Olympics: Member, Executive Committee of the 1998 Brookhill Gala and 1999 Brookhill Gala benefiting Special Olympics

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