Rudy L. Ogburn

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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 2006-07; Member of the Board 2002-2008)

    

 

 

Activities

  • Fellow of the American College of Trust and Estate Counsel (ACTEC)
    • Chair of the North Carolina Fellows of ACTEC, 2011-2016
    • Chair of the Legislative Developments Subcommittee of Employee Benefits in Estate Planning Committee, 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, 1997-98
    • Vice Chair, 1996-97
    • Council Member, 1993-96
    • Legislative Committee Chair, 1991-93
  • 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
    • Chair of the Brookhill Steeplechase, 1993-1994
  • North Carolina Jaycees
    • Legal Counsel, 1993-1994
  • North Carolina Special Olympics
    • Executive Committee of the 1998 Brookhill Gala and 1999 Brookhill Gala benefiting Special Olympics