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Doris Phillips Loomis

Doris brings extensive experience and her personal attention to her clients in the area of estate planning and probate law. She will work closely with you and your family to ensure the efficient management of your affairs during an incapacity and will help you structure an estate plan to promote the orderly distribution of your estate to the beneficiaries you choose. She will understand your goals of eliminating federal estate taxes and of providing for your beneficiaries in the manner best for them. She will assist you with any philanthropic goals you may have and advise you regarding charitable gifts during life or at your death. Doris is a Board Certified Specialist in Estate Planning and Probate Law.

CLIENT SUCCESSES

  • Assisted clients in establishing educational trusts for grandchildren
  • Provided peace of mind to clients by tailoring trust provisions to address challenges of trust beneficiaries
  • Worked with clients’ investment and tax advisors to assure charitable lifetime and planned gifts were in keeping with the clients’ goals

EDUCATION

Wake Forest University School of Law (J.D., 1981)
Davidson College (B.S. Mathematics, 1978)

BAR

North Carolina State Bar (1981)
N.C. State Bar Board Certified Specialist in Estate Planning and Probate Law

U.S. District Court for the Western District of North Carolina
U.S. Tax Court

COMMUNITY INVOLVEMENT

In the community, Doris is on the board of a number of organizations, including:

  • Town of Biltmore Forest, North Carolina – Mayor pro tem
  • Christ School – Board of Trustees
  • MemoryCare, Inc.- Board Member

HONORS

Pisgah Legal Outstanding Volunteer Lawyer Award,  2023

Best Lawyers in America ® (2018 – 2024)

Super Lawyers®, Estate & Probate (2020 – 2024)

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