Logo of the American College of Trust and Estate Counsel (ACTEC)

Rudy focuses his practice on estate planning, wills, trusts, wealth transfer, estate administration, asset protection, charitable gifts, business planning, will and trust disputes and premarital agreements. Rudy develops estate plans to meet the individual needs of each client and their heirs. He is skilled in designing plans that reduce taxes and often include planning for charitable gifts and family business succession. Rudy’s experience as a trust officer gives him unique insight into concerns associated with the use of trusts. He works with clients to address planning strategies for family members with special needs. Rudy also consults with clients on asset protection issues.

Rudy and the estate and trust team that he leads place great emphasis on providing caring service to individuals who have lost loved ones. Rudy provides counsel to executors and trustees with the difficult tasks involved in estate and trust administration, interpretation of wills and trust agreements, valuations, management of estate assets, probate court filings, preparation of tax returns and taking full advantage of tax laws to reduce the impact of estate and income taxes on estates and trusts.

Rudy is currently serving as a member of the American College of Trust and Estate Counsel (ACTEC) Long Range Planning Committee and Membership Selection Committee and as Chair of the Legislative Developments Subcommittee of the ACTEC Employee Benefits in Estate Planning Committee. Prior to joining Young Moore and Henderson, Rudy was a regional trust manager for First Citizens Bank. He is a North Carolina State Bar Certified Specialist in Estate Planning and Probate Law. Rudy has an AV Peer Review Rating from Martindale-Hubbell.

Education & Bar Admissions

  • J.D., Wake Forest University School of Law
  • B.A., Wake Forest University

Admitted in

  • North Carolina

Achievements

  • North Carolina State Bar Board Certified Specialist in Estate Planning and Probate Law (1996)
  • North Carolina Bar Association Estate Planning and Fiduciary Law Section
    • Chair (1997-98)
    • Vice Chair (1996-97)
    • Council Member (1993-96)
    • Legislative Committee Chair (1991-93)
  • North Carolina State Bar Board of Legal Specialization Estate Planning and Probate Law Committee
    • Chair (2004-05)
    • Committee Member (2002-07)
  • Elected Fellow of the American College of Trust and Estate Counsel (ACTEC), (March 2000)
    • North Carolina State Chair (2011-2016)
  • Wake County Estate Planning Council
    • President (2006-2007)
    • Member of the Board (2002-2008)
  • Listed in North Carolina Super Lawyers® (2006-2018)
  • Listed in Top 100 of North Carolina Super Lawyers® (2014–2018)
  • Listed in Top 25 Raleigh of North Carolina Super Lawyers® (2015–2018)
  • Listed in The Best Lawyers in America © (since 2007) in the field of Trusts and Estates
  • Named Best Lawyers© Raleigh Trusts and Estates “Lawyer of the Year” (2017)
  • Listed in Business North Carolina Legal Elite in Tax/Estate Planning (2002, 2003, 2005, 2006, 2008, 2009, 2010, 2011, 2012, 2014, 2016, 2017, 2018)

Activities

  • Fellow of the American College of Trust and Estate Counsel (ACTEC)
    • North Carolina Fellows of ACTEC, Chair (2011-2016)
    • Legislative Developments Subcommittee of Employee Benefits in Estate Planning Committee, Chair (2014-present)
    • Employee Benefits in Estate Planning Committee (2010-present)
    • Long Range Planning Committee (2017-present)
    • Membership Selection Committee (2017-present)
  • North Carolina Bar Association Estate Planning and Fiduciary Law Section
    • Chair (1997-1998)
    • Vice Chair (1996-1997)
    • Council Member (1993-1996)
    • Legislative Committee Chair (1991-1993)
  • Wake County Bar Association
  • Wake County Estate Planning Council
  • Make-A-Wish Foundation of Eastern North Carolina
    • Chairman of the Board (2008-2010)
    • Board of Directors (2006-2012)
  • Raleigh Jaycees
    • President (1992-1993)
    • Membership Vice President (1991-1992)
    • Brookhill Steeplechase, Chair (1993-1994)
  • North Carolina Jaycees
    • Legal Counsel (1993-1994)
  • North Carolina Special Olympics
    • Executive Committee of the Brookhill Gala (1998, 1999) benefiting Special Olympics