Jennifer M. Houti

A technically skilled, North Carolina State Bar certified specialist in estate planning and probate law and a frequent speaker on tax and estate planning topics, Mark Horn takes a comprehensive, proactive approach to his high net worth clients’ estate and tax planning situations, making recommendations in plain English and implementing the desired planning efficiently and responsively. Also serving many closely-held businesses, Mark often acts as the trusted adviser to multiple generati...

Janice L. Davies is the Founder of Davies Law PLLC in Charlotte, North Carolina. Ms. Davies’ practice areas include tax, wealth transfer and business succession planning for individuals and closely held businesses and probate and administration of estates and trusts. She received her B.S. degree from Pfeiffer University; her J.D. degree, law review , from Campbell University, Norman Adrian Wiggins School of Law; and her LL.M. degree in Estate Planning from the University of Miami School...

Mary Katherine Stukes is head of the firm’s Environmental practice. She advises clients on environmental issues involved in all types of business transactions, as well as regulatory compliance issues and environmental litigation. Ranked in Chambers Partners USA since 2017, clients describe her as a “zealous but practical advocate.” Mary Katherine helps manufacturers, real estate developers, lenders, local governments, and other clients find creative solutions in real estate,...

Caitlin Horne is a member of Moore & Van Allen’s Wealth Transfer group. She is a Fellow of the American College of Trust and Estate Counsel, a North Carolina Board Certified Specialist in estate planning and probate law, and holds an advanced degree in Taxation with a Certificate in Estate Planning from Georgetown University Law Center. Caitlin’s practice is focused on providing high-net-worth individuals and multigenerational families with sophisticated estate, tax, and busin...

Patrick H. Flanagan is a top attorney recognized by Best Lawyers in the practice area(s) of Civil Rights Law, Employment Law - Management, Litigation - Insurance, Litigation - Labor and Employment and Litigation - Municipal. Patrick H., who practices law in Charlotte, North Carolina, has been recognized since 2013. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Patrick H. is held by other top lawyers in the same geographic and legal practice...

Kobi K. Brinson is a top attorney recognized by Best Lawyers in the practice area(s) of Banking and Finance Law, Commercial Litigation and Litigation - Banking and Finance. Kobi K., who practices law in Charlotte, North Carolina, has been recognized since 2021. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Kobi K. is held by other top lawyers in the same geographic and legal practice area.

Brad Van Hoy brings more than 20 years of experience in advising high-net worth individuals, closely-held business owners, executives, and family offices with their estate, tax, business, and philanthropic planning needs. Brad builds long-term relationships with his clients, guiding them through their unique opportunities and challenges, and helping them to realize, protect, and leave a legacy with what they have worked so hard to build. Whether crafting an estate or tax plan, advising on est...

Kim Tyson is the founder of K. Tyson Law, PLLC in Charlotte, North Carolina. Kim represents clients nationwide in Federal Tax matters, focusing on administrative disputes with the IRS, litigation and litigation support, civil tax penalties, and charitable giving. Kim spent more than 20 years at the IRS, where she advised revenue agents in examinations of Fortune 20 companies and before IRS Appeals and supervising significant litigation in complex tax matters. While at the IRS, Kim was recogni...

Frank makes it a goal to close his complex deals on his client's desired timeline. To accomplish this, he keeps a rigorous focus on the end game. He emphasizes his client's key objectives without wasting time negotiating irrelevant provisions. That approach allowed him to close a large portfolio loan of 10 assets in just 15 business days for one of the world's largest banks. Executing the deal in such a short timeframe was all the more impressive because it was his client's first deal with th...

A member of the firm’s Financial Services group, Jim Hovis brings years of sophisticated, high-level experience to his finance and capital markets practice. For the majority of his career he managed the Financial Services group and served on the firm’s Management Committee from 1989 through 2015. He regularly represents national and regional financial institutions in complex financing transactions, including: Acquisition and leveraged buyout financing Subordinated debt facilities ...