Rudy L. Ogburn

Background

Rudy handles estate planning, wills, trusts, wealth transfer, estate administration, asset protection, charitable gifts, business planning, 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 estates 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 administration such as the interpretation of wills and trust agreements, will disputes, valuations, management of estate assets, probate court filings, preparation of tax returns and taking full advantage of the tax laws to reduce the impact of estate and income taxes on estates.

Prior to joining Young Moore and Henderson in 1989, 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.

Practice Areas

• Estate Planning, Wills, Estates and Trusts
• Tax-Exempt Organizations and Charitable Entities
• Business Law

Education & Bar Admissions

• J.D., Wake Forest University School of Law, 1982
• B.A., Wake Forest University, 1979

Admitted in

• North Carolina, 1982

Awards & 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, March 2000
• Wake County Estate Planning Council: President, 2006-07; Member of the Board, 2002-2008
• Listed in North Carolina Super Lawyers™ 2006, 2007, 2008, 2009, 2010
• Listed in Business North Carolina Legal Elite™ in Tax/Estate Planning, 2002, 2003, 2005, 2006, 2008, 2009, 2010

Professional & Civic Activity

• Fellow of the American College of Trust and Estate Counsel
• Member of the Employee Benefits in Estate Planning Committee of the American College of Trust and Estate Counsel, 2010-
• North Carolina Bar Association Estate Planning and Fiduciary Law Section
• Wake County Bar Association
• Wake County Estate Planning Council
• Make-A-Wish Foundation of Eastern North Carolina: Chairman of the Board, 2008-2010; Member of the Board of Directors, 2006-
• 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: Member, Executive Committee of the 1998 Brookhill Gala and 1999 Brookhill Gala benefiting Special Olympics