Richard A. Kort
Richard A. Kort represents individuals, families, business entities and charitable organizations in estate planning, administration of trusts and estates, planned giving, tax, employee benefits and contract matters. Representations include the coordination of care for elder and disabled individuals, the administration of estates and irrevocable trusts and the development and implementation of business succession and compensation plans. He has led and taken part in complex financing and asset transfer transactions.
CLIENT SUCCESSES
- Settled interfamily disputes through mediation
- Participated in financing transactions for issuance of tax exempt debt
- Disposed of fractional interests in real properties for professional trustee
- Formalized governance of charitable organizations and irrevocable trusts
- Structured transactions to dispose of substantially appreciated assets to defer income tax
- Transferred assets to family members to protect against creditors and for the allowance of public benefits
EDUCATION
University of North Carolina (J.D., 1991)
Emory University (B.B.A., 1987)
BAR
North Carolina (1991)
N.C. State Bar Board Certified Specialist in Estate Planning and Probate Law
Certified Public Accountant, North Carolina
COMMUNITY INVOLVEMENT
- Director and Treasurer of Board of Directors for Hanger Hall School
- Former President of the Western North Carolina Jewish Federation
- Former Board Member for the Health Adventure, Asheville
- Former Board Member of Mountain Area Chapter of the American Red Cross
- Former Board Member of McAuley Foundation
- Former President of Hanger Hall School
HONORS
Best Lawyers® in America (2018 – 2023)
Business North Carolina Magazine’s Legal Elite, Corporate (2020, 2022)