Adam P.M. Tarleton

Adam P.M. Tarleton


Brooks, Pierce, McLendon, Humphrey & Leonard LLP

Recognized since 2018

Greensboro, North Carolina

Practice Areas

Tax Law

Trusts and Estates

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Lawyer of the Year Badge - 2019 - Trusts and Estates
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Working with a select group of entrepreneurs, family businesses, and nonprofits, Adam Tarleton provides counsel on tax, estate planning, and business matters to help clients protect and preserve their wealth and achieve their personal and financial goals. He is certified as a specialist in Estate Planning and Probate Law by the North Carolina Board of Legal Specialization.

Adam works with high net worth individuals to design and execute estate plans that minimize the tax and other costs of transferring wealth to younger generations, and helps develop succession plans to preserve the value of family-owned businesses through multiple generations. Adam also works with trustees and beneficiaries to modify existing trusts to adapt to changing laws and circumstances.

He helps families form private foundations, charitable trusts, and other nonprofit organizations, and provides advice on how to structure charitable gifts to maximize the tax benefits of philanthropic activity. Adam also helps nonprofits in compliance matters, with a particular focus on working within tax rules that limit the ways in which charities can participate in the political process.

He defends clients in IRS and state tax audits, and represents taxpayers in administrative appeals and litigation seeking the refund or abatement of taxes and penalties assessed in audit proceedings. Adam’s previous successes include obtaining favorable settlements or decisions in cases involving conservation easements, cigarette and tobacco taxes, real estate losses, and federal estate tax matters.

Adam helps clients understand the complicated federal and state tax laws impacting their businesses, and provides practical advice on how to structure business transactions – including start-ups, joint ventures, mergers and acquisitions, divisions, and liquidations – in the most tax-efficient way possible. He also helps clients negotiate terms of key governing documents for their businesses, such as operating agreements, bylaws, and shareholder or buy-sell agreements.

Location
  • Renaissance Plaza, Suite 2000
    230 North Elm Street
    P.O. Box 26000
    Greensboro, NC 27420
Education
  • The University of North Carolina at Chapel Hill, JD, graduated 2007
  • The University of North Carolina at Greensboro, MFA, graduated 2003
  • The University of North Carolina at Chapel Hill, BA, graduated 2001
Bar Admissions
  • North Carolina, North Carolina
Affiliations
  • Leadership Greensboro - Graduate, Class of 2016
  • Ready for School, Ready for Life - Member, Board of Directors
  • United Way of Greater Greensboro - Member, Board of Directors
Court Admissions
  • US District Court - Middle District of NC
  • US Tax Court

Lawyer of the Year Badge - 2019 - Trusts and Estates
Named "Lawyer of the Year" by Best Lawyers® for:
  • Trusts and Estates, Greensboro (2019)
Recognized in The Best Lawyers in America® 2024 for work in:
  • Tax Law
  • Trusts and Estates
Special Focus:
  • COVID-19
Awards:
  • Recognized in North Carolina Super Lawyers (Thomson Reuters) as a “Rising Star” in Estate and Probate Law (2014-2019)
  • Recognized by his peers for inclusion in Business North Carolina's "Legal Elite" in Tax and Estate Planning Law (2014-2023); Young Guns (2018)
  • Board Certified Specialist in Estate Planning by the North Carolina Board of Legal Specialization
  • Named to Triad Business Journal's "40 Leaders Under 40" (2017)
Additional Areas of Practice:
  • Litigation and Controversy - Tax

Publications

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