Tory I. Summey

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...

Rob Rust represents clients on a variety of transactional matters, with a focus on mergers and acquisitions, commercial contract work and joint ventures. Representation includes Fortune 150 companies, private equity clients and privately held entities operating across various industries and market segments, including manufacturing, professional services and digital consulting with the scope of such representation encompassing complex domestic and cross-border transactions.

Dana Lumsden is a strategic business litigator and trusted legal advisor. His practice focuses on business litigation, including intellectual property disputes, securities litigation, investigations and enforcement proceedings, and the resolution of regulatory controversies concerning the consumer financial services industry. Dana advises and represents domestic and international companies, including some of the world’s largest financial institutions and manufacturers. In class action m...

Brett Weber maintains a comprehensive financial services practice that focuses primarily on representing banks and other financial institutions in secured financing transactions, with a focus on credit facility providers and underwriters in tax-exempt financings. Brett’s practice includes extensive experience in commercial real estate financings, working capital financings, asset-based lending and other related finance transactions.

George Taulbee heads the firm’s Technology, Privacy & IP Transactions Group in North Carolina. He focuses on all intellectual property and transactional matters involving computer and Internet technology, electronic commerce, and sports and entertainment. Mr. Taulbee has more than 25 years of experience working in software licenses and development outsourcing, joint venture, website hosting, and content and linking agreements. He has extensive experience in patent, trade secret and ...

J. René Toadvine maintains a nationwide practice that focuses on representing management in all facets of employee benefits matters, including: Employee benefits tax issues The Employee Retirement Income Security Act (ERISA) and benefits planning Executive compensation Employee benefits in mergers and acquisitions Bank finance and ERISA issues in securitizations René designs and drafts all types of employee benefits and executive compensation plans with adherence to compliance r...

Marcus Lee is a business-oriented corporate attorney with extensive experience in advising companies on raising private and venture capital, licensing and protecting software, trademarks, patents, and other intellectual property, and structuring, negotiating, and documenting complex business contracts, acquisitions, and joint ventures. With over 20 years of experience advising his clients, Marcus is recognized by his clients as a business focused attorney who gets transactions completed in an...

Alan Pope primarily counsels financial institutions in corporate workouts and bankruptcies and in structuring intercreditor arrangements. Alan applies substantial experience to representing administrative agents and collateral agents in syndicated credit facilities and other financial institutions in secured lending transactions.

Richard L. Farley serves as deputy counsel to the firm. Richard helps businesses and their owners across industries avoid and solve the problems, disputes and controversies that can impact their bottom lines. He counsels clients on managing risk in the structuring of contracts and transactions to avoid disputes. When disputes arise, he works closely with his clients to develop appropriate strategies for litigation or voluntary resolution in light of their business goals and potential risks. R...

Tony Lathrop is a seasoned corporate trial lawyer experienced in complex commercial litigation, transportation, land use, zoning/development, planning, and condemnation law. As a recognized leader within legal, transportation, and planning communities in North Carolina and nationwide, Tony brings valuable industry and governmental perspectives to client matters, which he approaches with an eye towards maximizing value and reducing future risk. Tony utilizes his experience as a trial attorney ...