DEDICATED TO EXCELLENCE IN THE PRACTICE OF LAW

Paul H. Livingston Jr

Member

PRACTICE AREAS
Trusts and Estates | Tax-Exempt Organizations

Paul Livingston divides his time between advising nonprofits (public charities and private foundations) and estate planning.

In his work with nonprofits Mr. Livingston serves as counsel to a number of large, public charities advising them on tax and governance matters. He also assists families in the formation and qualification of private foundations, and advises private foundations, both grant-making and operating, on tax and governance matters. Mr. Livingston has a special interest in succession planning for private foundations.

In his work in estate planning, Mr. Livingston focuses his advice not only on the legal and tax aspects of transactions to implement estate plans, but draws on many years of experience to counsel families on their options to efficiently transition wealth to younger generations and to explore and achieve the family’s philanthropic goals. Mr. Livingston has advised a number of families in developing and implementing succession plans for family businesses that have preserved these businesses for succeeding generations at minimal transfer tax costs.

Mr. Livingston is married to Mary, has three children and five grandchildren. He enjoys golf, boating, hunting and fishing.

Education

University of North Carolina, B.S. in Business Administration (Accounting Major)

Wake Forest University J.D., cum laude, Notes Editor, Wake Forest Law Review

Bar Admissions
North Carolina
Professional Activities

Board Certified Specialist in Estate Planning and Probate Law by the North Carolina State Board of Legal Specialization

North Carolina Bar Association, Tax Section, past Chair

Fellow, American College of Trust and Estate Counsel

Greensboro Estate Planning Council, past President

North Carolina Planned Giving Council, past board member

Community and Civic Activities

Member of the Board of Directors of Well Spring Retirement Community, Inc.

Member of the Board of Directors of Well Spring Services, Inc.

Member of the Board of Directors of the Mebane Charitable Foundation, Inc.

Former member of the Board of Directors of Guilford Technical Community College Foundation, Inc.

Former officer and member of the Board of Directors, Greensboro Preservation Society

Former member of the Board of Directors, honorary director and former officer, Natural Science Center of Greensboro

Former president and member of the Board of Directors, Bell House, Inc.

Former president and member of the Board of Directors, Greensboro Cerebral Palsy and Orthopedic School

Former president and member of the Board of Directors, Presbyterian Homes of High Point Foundation

Former officer and member of the Board of Directors, Greensboro Day School

Former member of the Board of Directors and chair of the Professional Advisors Committee, Community Foundation of Greater Greensboro

Inactive Elder, First Presbyterian Church, Greensboro

Former officer and member of the Board of Directors, board member, Greensboro County Club

Awards and Publications

Woodward/White, Inc., The Best Lawyers in America, trusts and estates, 1993-2017

Business North Carolina, Legal Elite, tax/estate planning, 2003- 2018

North Carolina Super Lawyers, estate planning and probate 2006-2018

Martindale-Hubbell AV Preeminent™ Peer Review Rated