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Doris Loomis brings clients extensive experience in estate planning and probate law as she advises on options available to ensure efficient management of an estate during incapacity and to structure an estate plan which promotes the orderly disposition of the estate at death. She places a particular focus on the reduction or elimination of federal estate taxes through lifetime gifts, credit-shelter trusts and inter vivos or testamentary charitable trusts. In estate and trust administration, she strives to provide supportive and knowledgeable counsel to personal representatives and trustees.
Doris is mayor pro tem of the Town of Biltmore Forest and is a member of the Board of Trustees of UNC-TV. She is Secretary of the Board of Directors of the Asheville Symphony Orchestra and Vice Chairman of the board of Givens Estates. She also serves on the board of MemoryCare.
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|Award name||Grantor||Date granted|
|Specialization in Estate Planning and Probate Law||North Carolina State Bar Board of Legal Specialization||1988|
|Association name||Position name||Duration|
|Town of Biltmore Forest||Mayor pro tem||N/A|
|Board of Trustees of Givens Estates, Inc.||Vice Chairman||N/A|
|Wake Forest University||Law||JD - Juris Doctor||1981|
|Davidson College||N/A||BS - Bachelor of Science||1978|