Harrison Lord

Harrison A. Lord is a managing member of Lord & Lindley, PLLC. His practice focuses on fiduciary litigation with an emphasis on closely held businesses, shareholder disputes, trust and estate litigation, and business law and commercial litigation. Harrison is also a certified Superior Court mediator and devotes a substantial portion of his practice to mediation and other forms of alternative dispute resolution. Harrison is a trial lawyer. In that role, he’s tried cases before judges and juries all over North Carolina. But first and foremost, Harrison is a problem solver. His focus is always on getting the best result for his clients and helping them find the solution that works for them and their business. Sometimes that means a trial. Oftentimes, though, the best result requires a more creative solution. Whenever possible, Harrison helps his clients make good business decisions, so they can avoid disputes in the first place.

Holly B. Norvell
Johnston, Allison & Hord, PA

Holly B. Norvell is Chair of the Trusts and Estates Practice of Johnston Allison Hord in Charlotte, North Carolina. Her principal areas of practice are estate planning and administration, taxation, charitable planning, business succession planning, and asset protection. Ms. Norvell is a Fellow of the American College of Trust & Estate Counsel. She is a North Carolina Board Certified Specialist in Estate Planning and Probate Law and a Certified Public Accountant. She is Vice Chair and past Council member of the Estate Planning & Fiduciary Law Section of the North Carolina Bar Association. Ms. Norvell also is a member of the American Bar Association; Mecklenburg Bar Association (past Treasurer; past member of the Board of Directors; past Chair of the Estate Planning & Probate Section); State Bar of Texas; and the Charlotte Estate Planning Council. Ms. Norvell interned for the Honorable James A. Baker, Supreme Court of Texas. She received her B.B.A. (Accounting) with high honors from the University of Texas; her M.P.A. (Taxation) from the University of Texas; and her J.D. with honors from the University of Texas School of Law.

Moderator: Andrea Chomakos
Pendleton Square Trust Company

Andrea is Managing Director, Charlotte, and Senior Trust Officer at Pendleton Square Trust Company. In these roles, she is responsible for managing and building relationships in Charlotte and across North and South Carolina.  Andrea works collaboratively with families and their advisors to understand and help define family goals and implement effective fiduciary services that meet those objectives. Andrea is a licensed (currently non-practicing) attorney who, prior to transitioning to fiduciary services, spent over two decades representing high net worth and ultra-high net worth clients providing comprehensive tax and estate planning advice, implementing sophisticated estate planning strategies and advising businesses owners on succession planning matters. Most recently, Andrea served as Chief Fiduciary Officer at a regional bank, overseeing the bank’s fiduciary department and execution of the bank’s administration of a variety of fiduciary accounts.

Register Now