Whitaker B. Rose

Katie Duffy's practice is focused on estate planning, trust and estate administration, charitable planning, tax planning for high net-worth individuals, business succession, and transactional and business matters that arise in connection with the acquisition, ownership, and operation of closely held businesses. As a member of the North Carolina, South Carolina and Virginia bars, Katie advises clients in all three states with respect to their personal, financial, tax, business and estate plann...

An experienced intellectual property attorney, Kate Cole represents clients in connection with the acquisition, licensing, and enforcement of intellectual property across a range of industries and technologies. Kate provides strategic leadership and counsel on complex intellectual property matters for domestic and international clients, including start-ups, private equity groups, and large private and public companies. Her broad IP experience positions her to serve as a valued business partne...

James M. Dedman IV is a top attorney recognized by Best Lawyers in the practice area(s) of Litigation - Insurance. James M., who practices law in Charlotte, North Carolina, has been recognized since 2022. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which James M. is held by other top lawyers in the same geographic and legal practice area.

Mitchell Anderson is a top attorney recognized by Best Lawyers in the practice area(s) of Employment Law - Management and Litigation - Labor and Employment. Mitchell, 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 Mitchell is held by other top lawyers in the same geographic and legal practice area.

Chris Fowler practices in a broad range of finance-related areas, focusing on the representation of institutional investors, hedge funds, business development companies (BDCs), small business investment companies (SBICs), private equity groups and sponsors in their investment, buy-out and finance transactions. Chris’ primary focus is in debt and equity finance transactions as counsel to agents, lenders and passive and controlling stakeholders. Chris represents a variety of finance compa...

Mr. Carpenter's primary practice areas include tax, estate planning and probate law, IRS tax controversy, asset protection planning, business mergers and acquisitions, and commercial real estate law. He is a NC Board Certified Specialist in Estate Planning and Probate Law. Mr. Carpenter specializes in estate planning, estate administration, representing clients before the IRS, asset protection planning, and sophisticated real-estate tax-deferral strategies, including capital gain maximization...

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.

Michael Giovannini has established himself as a creative strategist in the fast-moving world of state tax and unclaimed property. Clients rely on Michael to provide practical planning advice and technical guidance on a wide variety of cutting-edge issues, including those impacting financial services and stored value card programs. As a member of the Unclaimed Property Team, Michael concentrates on providing comprehensive advice and guidance to clients regarding multistate unclaimed property p...

A frequent author and speaker on intellectual property law developments and a trained mechanical engineer, Henry Ward focuses his practice on preparing and negotiating technology and commercial agreements and counseling clients in connection with patent, trademark, copyright, advertising regulations and litigation matters. He counsels clients on obtaining, protecting, licensing and enforcing intellectual property in a variety of industries, including: Metallurgy Welding Telecommunications Com...

John Baron is the lead partner of the Charlotte office’s Federal and International Tax Group, partner-in-charge of the Charlotte office and chair of the partners committee. His practice is principally transactional in nature, and his clients include both domestic and foreign companies and financial institutions, as well as private equity firms, CDOs and hedge funds. He regularly provides tax structuring advice and renders tax opinions with respect to mergers and acquisitions, structured...