DEDICATED TO EXCELLENCE IN THE PRACTICE OF LAW

Timothy A. Nordgren

Special Counsel

PRACTICE AREAS
Trusts and Estates   |  Tax Exempt Organizations

For more than 25 years, Tim Nordgren has helped families by preparing comprehensive estate plans consisting of wills, trusts—both revocable and irrevocable—powers of attorney and advance health care directives tailored to meet their unique needs. Tim represents clients with legal needs ranging from straightforward to highly complex, including many with significant income, gift, estate and generation-skipping transfer tax exposure. Tim has a personal interest in assisting special needs individuals and their families, having grown up with a sibling who suffered from a significant disability.

Tim also represents executors and trustees by guiding them through their fiduciary duties in compliance with the terms of the legal documents in which they have been named, as well as state and federal law. Tim also assists businesses with formation and succession planning and non-profit organizations seeking tax-exempt status.

When he is not in the office, Tim enjoys spending quality family time with his wife, Melynn, their children, Tyler and Vivian, and their rescue beagle, Polly. He also loves to read as his schedule permits, which is less often than he would like.

 

Education

University of Iowa, BBA in Finance with Distinction, 1991

University of North Carolina, JD, 1994

Bar Admissions
North Carolina
Tennessee
Professional Activities

Board Certified Specialist in Estate Planning and Probate Law by the North Carolina State Board of Legal Specialization since 2000

Fellow, American College of Trust and Estate Counsel

North Carolina Bar Association, Estate Planning and Fiduciary Law Section: past Section Council and past Chair; Pro Bono Committee.

Awards and Publications

Business North Carolina, Legal Elite, tax/estate planning, 2015, 2018, 2021

North Carolina Super Lawyers Rising Star, 2009

Martindale-Hubbell AV Preeminent™ Peer Review Rated

Certificate of Achievement for Superior Commitment to Pro Bono Services, June 2013 by the NC Bar Association and Legal Aid of North Carolina.

Community and Civic Activities

Former member of Board of Directors, NAMI North Carolina and NAMI Wake County

Former member of Board of Directors, Frankie Lemmon Foundation.

Past Treasurer, St. Philip’s Episcopal Church, Durham, NC