Nicholas H. Lee

Banks and other financial institutions rely on Jason Solomon’s strategic advice on a wide variety of financing transactions. He has extensive experience in representing corporate trustees, administrative agents, and other service providers in connection with a vast range of financial transactions. Jason is the partner-in-charge of the Charlotte office. He focuses his practice on the representation of trustees and agents in financial transactions and related litigation, bankruptcies, and...

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...

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.

Wayne McKinzie is co-head of the firm’s Financial Services group, leveraging his years of experience to provide sophisticated, business-oriented counsel to client transactions. Wayne McKinzie is co-head of the firm's 100+ attorney Financial Services practice group. In his more than 25 years at the firm he has developed a broad base of experience representing financial institutions, investment firms, insurance companies and other institutional investors and corporate clients on complex f...

Ryan Smith is co-head of the Investment Team and a member of the Management Committee. For over 20 years, he has built a practice that represents clients on a variety of complex leveraged financings, senior and junior capital lending transactions, private equity and other equity investments, and corporate transactions. Ryan’s primary focus is in finance and equity investment transactions. As counselor to lenders and passive and controlling stakeholders, he represents a variety of financ...

Bernard Clark is experienced in all types of sophisticated tax planning and controversy work, representing large corporations and tax-exempt organizations mostly at the federal level. He has participated in obtaining numerous rulings from the Internal Revenue Service involving tax accounting and acquisition issues. Clients trust him to offer practical and creative solutions for a broad array of tax planning and controversy matters. Corporate mergers and recapitalizations Planning involving is...

M. Andrew Avram is a top attorney recognized by Best Lawyers in the practice area(s) of Workers' Compensation Law - Employers. M. Andrew, who practices law in Charlotte, North Carolina, has been recognized since 2006. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which M. Andrew is held by other top lawyers in the same geographic and legal practice area.

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...

Partner Matthew Cox heads the Columbia, South Carolina office of Smith Currie. He is Martindale-Hubbell AV rated among his peers, as well as the judiciary and has been practicing since 1999. Matthew focuses his practice in the areas of Construction Law, Commercial Law, and Government Contracts, with his emphasis in litigation and compliance. He represents a variety of private clientele in the construction industry from design professionals, to owners and developers, to general contractors and...

Jerri Simmons is a top attorney recognized by Best Lawyers in the practice area(s) of Workers' Compensation Law - Employers. Jerri, who practices law in Charlotte, North Carolina, has been recognized since 2024. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Jerri is held by other top lawyers in the same geographic and legal practice area.