Alex represents clients in commercial transactions, including mergers, acquisitions, divestitures, financing transactions, and lending transactions. Alex brings a unique ability to approach commercial transactions with both a legal perspective and a business perspective to bear for his clients. As a former business consultant, he understands the complex needs of business owners and executives and tailors his counsel to best meet those needs.

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Alex counsels individuals and families on estate planning and administration, and drafts wills, trusts, and other estate planning documents. He provides guidance on minimizing the tax-related costs of transferring wealth to younger generations, and helps clients devise estate plans that are customized to their needs and the needs of their families.

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Alex advises clients on all matters relating to corporate taxes, including tax planning, structuring business entities, and structuring transactions such as mergers, acquisitions, and liquidations using tax effective strategies.

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My favorite virtues: Honesty and candor. I firmly believe that the vast majority of problems – in life and in law – can be resolved most effectively with a forthright attitude and honest, open communication. I focus my practice on transactional law because it allows me to practice and promote these virtues; while conflict and disagreements will inevitably arise, at the end of the day, the parties at the table mostly have the same goal. Being able to understand the position of adverse parties enables creative solutions that can address their concerns without compromising my own client’s desires, creating a transaction that works well for all sides and can serve as a foundation for a productive relationship well into the future.

I became a lawyer because: It gets me out of bed in the morning, eager to work; I love being presented with an interesting problem and figuring out the best way to solve it. Law gives me access to these problems, and being able to work with clients to meet their needs as efficiently and effectively as possible is a true joy.

My occupation if I weren't a lawyer: Social psychologist. I like understanding what makes people tick, on both a conscious and subconscious level, and figuring out why they do the things they do.

Where I'd most like to live: Right here in North Carolina. I’ve lived a lot of places in my life – Florida, Pennsylvania, Tokyo, Hawaii – but North Carolina tops the list because of the people and working style you find here. People here know how to be convivial and collegial – even when disagreeing – while still being wonderfully professional, exacting, and demanding of themselves. The great weather and amazing natural beauty don’t hurt, either.

My favorite activities away from work: Reading, racquetball, travelling, and playing with our dog.

Recent Publications & Media

Recent Publications & Media