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Clients who need estate planning services are a diverse group. For some clients, minimizing gift and estate taxes is of paramount importance. Making things as easy as possible for their families to administer the plan, is of utmost importance to other clients. I am committed to understanding each clients' unique goal and tailoring a specific plan to ensure their needs are met and their investments protected. My goal is to customize a plan that will help you avoid conflict, provide for your heirs, and minimize taxes in a cost-effective manner.. .

Terri Sharp is a New Bern native and a trusted estate planning advisor to families and individuals seeking to safeguard their assets and plan for the future. As a leader of the firm’s estate administration practice, she works closely with executors and administrators of estates in carrying out their legal duties as fiduciaries, including inventories, accountings, and estate tax returns. She also handles both contested and uncontested guardianships.

Stephen Taylor earned his Juris Doctor, magna cum laude, from the University of Richmond School of Law, where he served as Allen Chair Editor of the University of Richmond Law Review. He was a member of the John Marshall Inn of Court and was inducted into the Omicron Delta Kappa leadership honor society. Stephen’s primary practice areas include Elder Law, Estate Planning, Business Planning, Estate and Trust Administration, and litigation in support of these practice areas. Stephen is licensed to practice in Virginia and North Carolina.

Ms. Spong joined the Roberson Law Firm in 2016 and practices principally in the areas of estate planning, estate administration and probate, wills and trusts, elder law, and taxation. She is especially interested and well-versed in estate planning for LGBTQ families, and is a trusted, responsive, and empathetic advisor to Executors as they navigate the difficult process of estate administration after the death of a loved one.. Ms. Spong is a native North Carolinian who has called Chapel Hill home since 2008. She earned her undergraduate degree, summa cum laude, from Vanderbilt University in 2003 and graduated with honors from the University of North Carolina School of Law in 2011. While a law student, Ms. Spong was twice named the Pro Bono Student of the Year for leadership in community service. She was also one of only seven 2011 UNC Law graduates named to the James E. and Carolyn B. Davis Society for “academic and personal excellence and willingness to serve.”. Ms. Spong was licensed and admitted to practice law in North Carolina in 2011 and is a member of the North Carolina Bar Association and its Estate Planning Section. In her spare time, she plays the viola with the Tchiakovsky Virtuosi and enjoys long-distance running. She also speaks frequently in the community about Wills, Trusts, and financial and health care Powers of Attorney and why these documents are important for everyone to have. Please contact Ms. Spong if you, your organization, or your faith community is interested in scheduling a free presentation.