Kelsey Wheaton

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...

Jerry H. Walters, Jr. is a top attorney recognized by Best Lawyers in the practice area(s) of Employment Law - Management and Labor Law - Management. Jerry H., who practices law in Charlotte, North Carolina, has been recognized since 2018. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Jerry H. is held by other top lawyers in the same geographic and legal practice area.

Patrick Hayden is a partner in the Global Finance & Debt Products Group. His practice focuses on mortgage-backed and asset-backed securitization, and he has represented global financial institutions as indenture trustee in negotiating and closing hundreds of CDO transactions, including CLOs, commercial real estate CDOs and synthetic CDOs. He currently represents indenture trustees in connection with the administration of CDO transactions and has extensive experience with questions and dis...

With over thirty years of experience and knowledge in business immigration matters, Steve Hader provides his diverse, global clients quick, responsive, and practical solutions to their U.S. visa and immigration concerns. Steve simplifies and accelerates the complex immigration and visa processes to help bring crucially needed international professionals—from biomedical researchers to noted athletes, from engineers to recording artists—into the U.S. for his pharmaceutical, biotech,...

Sara Page Waugh's practice is focused on estate planning, trust and estate administration, charitable planning, business succession planning, and tax planning for high net-worth individuals. As a member of the North Carolina and Florida state bars, Sara Page advises clients in both states with respect to their tax and estate planning needs. Her practice includes the preparation and implementation of wills, revocable trusts, and financial and health care powers of attorney. Sara Page also empl...

Matt Kain is a trusted advisor to families seeking advice on complex estate planning, trust and estate administration, and charitable planning matters. Matt also leads the firm’s efforts representing nonprofit organizations with respect to formation, tax compliance, and governance. As a North Carolina Board Certified Specialist in Estate Planning and Probate Law, Matt has substantial experience helping high-net-worth families and closely-held business owners achieve their estate, tax, b...

Hillary Crabtree brings considerable bankruptcy experience, corporate law and restructuring experience to her clients, which have been drawn from such areas as energy, airlines, auto, manufacturing, biopharmaceutical, and retail sales. A seasoned attorney with experience in bankruptcy, corporate law, and finance, Hillary Crabtree counsels high-profile clients in industries including energy, airlines, auto, manufacturing, restaurants, biopharmaceutical and retail sales. Hillary works across th...

Jitty Malik is a top attorney recognized by Best Lawyers in the practice area(s) of Litigation - Patent and Patent Law. Jitty, who practices law in Charlotte, North Carolina, has been recognized since 2025. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Jitty is held by other top lawyers in the same geographic and legal practice area.

Joshua R. Adams is a principal in the Charlotte, North Carolina, office of Jackson Lewis P.C. He exclusively represents employers in a broad range of employment-related litigation in both federal and state courts, as well before administrative agencies. In addition to providing employers with advice and counsel, Josh focuses his litigation practice on collective/class action wage and hour litigation and complex, single-plaintiff wage disputes across the country. He regularly advises employers...

In four decades of practice, Tom Myrick has been first chair trial counsel through verdict in dozens of civil jury trials, including months-long trials and litigation lasting nearly 15 years. He litigates matters ranging from business torts, contract and estate disputes, and wrongful terminations, to franchise class action and product liability claims, corporate governance issues, and much more. Clients appreciate Tom’s earnest demeanor, tenacity, and well-rounded approach that perpetua...