Adam Tarleton, Brooks Pierce Photo

Adam P.M. Tarleton

Partner

Overview

Working with entrepreneurs, family businesses, and nonprofits, Adam Tarleton provides counsel on tax, estate planning, and business matters to help his clients protect and preserve their wealth and achieve their personal and financial goals. He is certified as a specialist in Estate Planning and Probate Law by the North Carolina Board of Legal Specialization.

My Practices

  • Adam works with high net worth individuals to design and execute estate plans that minimize the tax and other costs of transferring wealth to younger generations, and helps develop succession plans to preserve the value of family-owned businesses through multiple generations. Adam also works with trustees and beneficiaries to modify existing trusts to adapt to changing laws and circumstances. He is certified as a specialist in Estate Planning and Probate Law by the North Carolina Board of Legal Specialization.

    "The subjects I deal with every day – death, taxes, corporate structure – are foreign and frightening to most people. My role is to serve as an interpreter and a guide, helping people understand the laws that affect their lives, so they can make informed decisions about their businesses and their families."
  • Adam helps families form private foundations, charitable trusts, and other nonprofit organizations, and provides advice on how to structure charitable gifts to maximize the tax benefits of philanthropic activity. Adam also helps nonprofits in compliance matters, with a particular focus on working within tax rules that limit the ways in which charities can participate in the political process.

  • Adam defends clients in IRS and state tax audits, and represents taxpayers in administrative appeals and litigation seeking the refund or abatement of taxes and penalties assessed in audit proceedings. Adam’s previous successes include obtaining favorable settlements or decisions in cases involving conservation easements, cigarette and tobacco taxes, real estate losses, and federal estate tax matters.

  • Adam helps clients understand the complicated federal and state tax laws impacting their businesses, and provides practical advice on how to structure business transactions – including start-ups, joint ventures, mergers and acquisitions, divisions, and liquidations – in the most tax-efficient way possible. Adam also helps clients negotiate terms of key governing documents for their businesses, such as operating agreements, bylaws, and shareholder or buy-sell agreements.

Credentials

Honors & Recognitions

Selected by his peers for inclusion in The Best Lawyers in America© in Trusts and Estates (2018-2021); Greensboro "Lawyer of the Year" in Trusts and Estates (2019)

Recognized in North Carolina Super Lawyers (Thomson Reuters) as a “Rising Star” in Estate and Probate Law (2014-2019)

Recognized by his peers for inclusion in Business North Carolina's "Legal Elite" in Tax and Estate Planning Law (2014-2021); Young Guns (2018)

Named to Triad Business Journal's "40 Leaders Under 40" (2017)

Education

University of North Carolina School of Law, J.D., 2007, with highest honors; Order of the Coif; Editor-in-Chief, North Carolina Law Review

University of North Carolina at Greensboro, M.F.A., 2003

University of North Carolina at Chapel Hill, B.A., 2001, with distinction, with highest honors

Certifications

Board Certified Specialist in Estate Planning and Probate Law by the North Carolina Board of Legal Specialization 

Admissions

North Carolina

U.S. Tax Court

U.S. District Court for the Middle District of North Carolina

Newsroom

News

Professional & Civic

Professional & Civic Activities

Member, Board of Directors, Ready for School, Ready for Life (2020-present)

Member, Board of Directors, United Way of Greater Greensboro (2017-present)

Graduate, Leadership Greensboro (2016)

Member, Board of Directors, UNC Law Foundation (2015-2018)

Member, Board of Directors, Green Hill Center for North Carolina Art (2011-2017)

About Me

I am a lifelong North Carolinian, and love all parts of this state, from the flat lands Down East where I grew up, to the Triangle where I spent my high school and college years, and the Triad where I’ve made my home since 2001. The coast and the mountains are all right, too.

In my spare time, I enjoy reading, cooking, traveling, playing (poorly) the handful of musical instruments I’ve accumulated over the years, and spending time with my wife, our two teenage boys, and the menagerie of dogs and cats we’ve rescued. My third child is a sourdough starter I built from scratch in 2016.

  • 3
    3 stringed instruments I try to play: guitar, mandolin, and ukulele
  • 2
    2 dogs, cats, and children at home
  • 1
    1 percent of the population that needs a high-end estate planner like me
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