Diane Burks

Practice Areas

Diane Burks advises her clients on matters related to tax and wealth transfer planning, estate and trust administration, business succession planning and charitable giving. Diane creates comprehensive estate plans for her clients so they can preserve their family's wealth for successive generations, while minimizing transfer and income taxes, integrating the client's personal non-tax goals and striving to ensure that her clients understand their planning.

Diane uses her extensive knowledge of transfer tax planning and her understanding of a client's goals to create a comprehensive and tax-efficient estate plan that takes the family's personal circumstances into account. Diane’s clients appreciate how Diane can break down complicated tax and legal issues and her desire for her clients to understand their planning.

Diane works with her clients to create comprehensive estate plans, which may include wills, revocable trusts, irrevocable dynasty trusts, limited liability companies, shareholder agreements, marital agreements, irrevocable life insurance trusts (ILITs) and modification or reformation of existing irrevocable trusts. Diane also structures and implements lifetime and testamentary wealth transfer strategies such as grantor retained annuity trusts (GRATs), spousal lifetime access trusts (SLATs), and gifts and sales to dynasty trusts.

Professional Memberships

North Carolina Bar Association

Personal

Wake Forest University School of Law, JD, magna cum laude, Order of the Coif

Duke University, BA