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.
University of North Carolina, B.S. in Business Administration (Accounting Major)
Wake Forest University J.D., cum laude, Notes Editor, Wake Forest Law Review
North Carolina Bar Association, Tax Section, past Chair
Fellow, American College of Trust and Estate Counsel
Greensboro Estate Planning Council, past President
Member of the Board of Directors of the Mebane Charitable Foundation, Inc.
Former Member of the Board of Directors of Well Spring Retirement Community, Inc.
Former Member of the Board of Directors of Well Spring Services, 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
Woodward/White, Inc., The Best Lawyers in America, trusts and estates, 1993-2023
Business North Carolina, Legal Elite, tax/estate planning, 2003- 2018, 2020
North Carolina Super Lawyers, estate planning and probate, 2006-2022
Martindale-Hubbell AV Preeminent™ Peer Review Rated