E. Graham McGoogan Jr.

Counsel

Related Content

Practices
Education
  • The University of North Carolina School of Law, JD, with honors, 1974
  • Davidson College, BA, cum laude, 1971
Admissions
  • North Carolina
Affiliations

Member, North Carolina Bar Association

Graham practices in the areas of tax services, as well as trust and estate planning and administration. Specifically, he has extensive experience with mergers and acquisitions of business entities, formation of entities, charitable gift planning, structuring tax-exemption organizations, sales and use tax matters, and retirement plan distribution planning.

Graham is certified by the North Carolina State Board of Legal Specialization as a specialist in estate planning and probate. He received a gold medal for the highest grade in North Carolina on the Uniform Exam for Certified Public Accountants

In the News

E Graham McGoogan Jr.
vCard
T: +1 704 343 2046F: +1 704 444 8754201 North Tryon Street
Suite 3000
Charlotte, NC 28202-2146

Selected for inclusion, Private Wealth Law, Band 1, North Carolina, Chambers HNW Guide, 2018

Named to "North Carolina Super Lawyers," Estate Planning & Probate, Tax, Super Lawyers, Thomson Reuters, 2007-2016

Selected for inclusion in The Best Lawyers in America, Tax Law, Trusts and Estates, Woodward/White, Inc., 2007, 2009-2018

Named to "Legal Elite," Tax/Estate Planning, Business North Carolina, 2007, 2010

AV Rated, Martindale-Hubbell

Recipient, Gold medal for highest grade in North Carolina for Uniform Certified Public Accounting Examination, November 1973

Contributor, "Making Sense of the 2010 Estate Tax Legislation," CCH Financial and Estate Planning, June 2011
Co-author, "Carryover Basis: The Essentials," CCH Financial and Estate Planning, March 2011
Co-author, "Estate Planning in Uncertain Times: The Impact of the Repeal of the Estate Tax," CCH Financial and Estate Planning, Report No. 362, Vol. 3, 33,351, February 2010
Co-author, "Estate Planning In Uncertain Times: The Impact of the Repeal of the Estate Tax and What You Need to Consider," January 1, 2010
Speaker, "What an Estate Planner (or Professional) Ought to Know about Tax Exempt Status," New Developments in Tax and Wealth Planning Seminar, April 25, 2017
Speaker, New Developments in Tax and Wealth Planning, McGuireWoods LLP Seminar, April 19, 2016
N.C. Supreme Court: Income Taxation of Out-of-State Trust Is Unconstitutional, June 18, 2018
New North Carolina Law Allows Fiduciaries Access to Digital Assets, but Only If ..., August 5, 2016
North Carolina Court of Appeals Affirms the Unconstitutionality of a State Income Tax on a Non-North Carolina Trust: Kimberly Rice Kaestner 1992 Family Trust vs. North Carolina Department of Revenue, July 8, 2016
North Carolina Changes Trust Code and Permits “Living Probate”, August 19, 2015
North Carolina Court Holds Statute Taxing Trust Income Unconstitutional: Kimberly Rice Kaestner 1992 Family Trust v. North Carolina Department of Revenue, May 1, 2015
North Carolina Ties Surviving Spouses’ Rights to the Length of the Marriage, November 20, 2013
IRS Publishes Partial Guidance for Executors of 2010 Decedents, August 8, 2011
Recent Fiduciary Cases of Interest to Corporate Fiduciaries, July 8, 2010
Recent Fiduciary Cases of Interest to Corporate Fiduciaries, June 1, 2010
Recent Fiduciary Cases of Interest to Corporate Fiduciaries, May 3, 2010
Crawford Supply Group, Inc. v. LaSalle Bank, N.A. 2010 U.S. Dist. LEXIS 4691 (N.D. Ill. 2010), March 11, 2010
California Trust Case: Steinhart v. County of Los Angeles, 2010 Cal. LEXIS 869 (Feb. 4, 2010), February 17, 2010
Recent Fiduciary Cases of Interest to Corporate Fiduciaries, February 16, 2010
California Guardianship Case: Suleman v. Superior Court of Orange County, 2010 Cal. App. LEXIS 8 (January 8, 2010), February 5, 2010
California Trust Case: Rudnick v. Rudnick, 179 Cal. App. 4th 1328 (December 2, 2009), February 5, 2010
California Trust Case: Chatard v. Oveross, 179 Cal. App. 4th 1098 (Nov. 30, 2009), February 4, 2010
Recent New York Fiduciary Cases, January 21, 2010
California Trust Case: King v. Johnston, 178 Cal. App. 4th 1488 (Nov. 9, 2009), January 20, 2010
California Trust Case: Presta v. Tepper, 179 Cal. App. 4th 909 (Oct. 28, 2009), January 20, 2010
Illinois Fiduciary Case: Citizens National Bank v. Kids Hope United, January 14, 2010
"Inadvertent" Repeal of the Estate Tax, December 18, 2009
Recent Virginia Fiduciary Case - Harbour v. SunTrust Bank, December 16, 2009
Trust Provision Mandating Drafting Attorney's Consent Prior to Modification Upheld, December 2, 2009
Recent Fiduciary Cases of Interest to Corporate Fiduciaries, October 22, 2009
FLPs & LLCs in Recent Cases, September 29, 2009
Estate Tax Proposals from the Chairman of the Senate Finance Committee, March 30, 2009
Stimulus Bill Reduces Tax Burden on Companies that Restructure Debt - But May Complicate Tax Planning, February 13, 2009