Alan Guffy is a partner in the firm’s Guardianships, Estate & Trust Planning, Elder & Special Needs, and Business Transactions practice groups. He has a diverse practice focusing on the preparation and administration of trusts and estates and corporate transactions. Mr. Guffy is a member of both the North Carolina and South Carolina bars.
Mr. Guffy represents individual clients in matters of estate planning, estate administration, and real estate transactions. His estate planning and administration practice includes business succession planning, wills, durable and health care powers of attorney, competency & guardianship proceedings, and advising on and implementing revocable and irrevocable trusts. Mr. Guffy also advises clients on Medicaid planning matters, elder care, special needs trusts, and the modification of existing irrevocable trusts. Once planning is in place, Mr. Guffy advises clients on the proper way to administer trusts and estates and has experience representing fiduciaries in non-tax controversies including breach of fiduciary duty claims and family settlement agreements. Mr. Guffy’s real estate experience includes representing both residential and commercial clients in matters of lease preparation and negotiation, homeowner association representation, and land purchase agreements.
Mr. Guffy has represented corporate clients in a wide variety of matters including acquisitions, buyouts, and corporate structuring / formation. Mr. Guffy also advises clients in intellectual property protection matters. His clients span a broad spectrum of industries, including professional sports, automotive, aerospace, healthcare technologies, firearms, and commercial development companies. He has also advised employers in matters of policy development, employee contracts, risk management, and statutory compliance.
A native of Camden, South Carolina, Mr. Guffy graduated summa cum laude from Wofford College in 2009 and cum laude from Wake Forest University School of Law in 2012. In addition to his legal practice, Mr. Guffy serves as the President of the Board of Directors of Community Foundations, a community housing development organization focused on the development of affordable housing in the Mooresville area and assisting low-income families with home ownership.
PRACTICE AREAS
- Business Law, Contracts and Transactions
- Estates and Trust Planning, Elder Law, Estate Administration and Guardianships
- Intellectual Property
ADMISSIONS
North Carolina, 2012
South Carolina, 2013
U.S. District Court Western District of North Carolina, 2012
U.S. District Court for the District of South Carolina, 2013
Fourth Circuit Court of Appeals, 2013
EDUCATION
Wake Forest University School of Law, Winston-Salem, North Carolina, 2012 (J.D., cum laude)
Member of National Academy of Elder Law Attorneys
HONORS & PUBLICATIONS
Wake Forest Law Review
“Authorization Exceeded: How Overzealous Prosecutors Are Hurting The Tech Industry,” Wake Forest University Journal of Business and Intellectual Property Law Blog. April 1, 2013.
2019 Legal Elite- Tax/Estate Planning
PROFESSIONAL AFFILIATIONS
Iredell County Bar Association
North Carolina Bar Association
North Carolina State Bar
South Carolina State Bar
COMMUNITY INVOLVEMENT (Current)
NC Bar Association, Estate Planning and Elder & Special Needs Law Sections
Community Foundations, Inc., Board President
Mooresville-South Iredell Chamber of Commerce
Pharos Parenting (formerly SCAN of South Iredell), Member of Advisory Board
COMMUNITY INVOLVEMENT (Past)
Legal Aid of North Carolina: Lawyer on the Line (2012-2021)
Mooresville Young Professionals (2012-2019)
Evening Exchange Club of Greater Mooresville-Lake Norman, Charter Member and officer on the Board of Directors (2012-2019)
SCAN of South Iredell, Finance Committee Member, Board of Directors Member (2012-2022)
North Carolina Bar Association, Elder and Special Needs Law Counsel Member (2018-2020)