ABOUT


David

David McLean
David has been practicing in the areas of Elder Law, Medicaid, Guardianship, Probate and Estate Planning since 1999. He brings to this area of law a keen interest in issues surrounding the aging population and a desire to make complex issues easily understandable. The more a client understands the workings of the Medicaid system or how the Court handles a guardianship action, the better equipped the client is to make good decisions. David’s practice of law has also been greatly informed and enhanced by his experience in counseling courses, gained as he obtained a Masters of Divinity.

David obtained his Bachelor of Arts at Furman University in Greenville, SC, majoring in Political Science and French, and his Masters of Divinity at the Southern Baptist Theological Seminary in Louisville KY, emphases in higher education and world religions. He obtained Juris Doctor from Wake Forest University School of Law. He also participated in the Legal Clinic for the Elderly while at Wake Forest.

David has just been elected to serve a two-year term on the Board of Directors of The Arc of Greensboro, a 501(c)(3) nonprofit organization affiliated with a nationwide network of similar entities that promote and advocate for opportunities that empower people with developmental disabilities to have choices as they live their lives in the community. http://www.arcg.org/

Every attorney licensed to practice law in North Carolina is required to obtain Continuing Legal Education (CLE) credits every year. David has been an instructor at numerous CLE seminars, including guardianship law in such courses as Basics of Estate Administration, Estate Planning and Probate Law Survey Course, Practice Before the Clerk of Superior Court, and several Medicaid and Special Assistance seminars. He has also addressed small group seminars for the public sponsored by groups such as the National Alliance on Mental Illness (NAMI).


Tracy Kinney, Paralegal
Probate and Estate Settlement for 13+ years; graduate of Appalachian State University with a Bachelor of Science in Accounting; CPA Certification

Jeannie Hagaman, Office Administrator/Bookkeeper
Associate Degree in Science in Accounting from GTCC; experience in field of office manager and accounting with law firms for 5 years; furniture industry accounting manager for 3 years; construction field office manager and accountant for 5 years; and property office manager and accountant for 5 years

Barbara McLean, Receptionist/Legal Assistant
Doctoral studies in education and counseling at Xavier University in Cincinnati, OH; Masters in Guidance and Counseling from Xavier University; Bachelor of Arts in English and Speech and Debate from Georgetown College, Georgetown, KY; high school administrator in counseling, high school counselor, and English teacher for 44 years in Middletown, OH.

Cora Cora McLean, Intern, Client Relations and Customer Service
Australian Shepherd, dog- and sheep-herder, cat-avoider.

EVENTS

GroupDavid attended the 2010 Basics of Estate Administration CLE
seminar on January 26, 2010, and the Estate Planning and
Fiduciary Law Survey Course on October 5, 2010, both held at the NC Bar Association main office in Cary, NC. At both seminars, he gave the lecture on guardianship law and practice.

David lectured at the “Drafting Effective Wills and Trusts” seminar sponsored by the National Business Institute in Greensboro on November 15, 2010, where he lectured on the topics of “Using
Living Trusts and Powers of Attorney as Estate Planning Tools”
and “Planning Methods to Control Medical Treatment.”

David gave a lecture to lawyers, financial planners and trust officers on the topic of “Helping Your Client Choose the Right Option: Types of Special Needs Trusts” at a March 28, 2011 seminar on Special Needs Trusts in Raleigh, NC, sponsored by the National Business Institute.

 

 

 

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