Tom Lenfestey – Founding Attorney, CPA

Tom Lenfestey, Attorney, CPA

Tom Lenfestey, Attorney, CPA

 

 

Tom Lenfestey, Attorney and CPA, has been practicing law in North Carolina since 2004. As the managing partner of NC Planning, Tom leads his team in many ways. Tom sets the example and a high standard for NC Planning with his dedication, preparedness and responsiveness through his (should be) patented 5 a.m. matter reviews, task updates and client and team emails. Through insightful, analytical and detailed work, Tom provides the utmost in superior, skillful legal representation and services. His passionate and patient approach keeps him focused on meeting the daily needs of his clients while always looking for ways to improve, for himself, his work and his team.

This methodology has led to the development, growth and success of NC Planning, an innovative approach to the legal profession that focuses on maximizing the benefit of the attorney-client relationship. Through true open communication and an ongoing legal planning platform, Tom is able to provide his clients with open and worthwhile communications with their attorney, as well as customized and ongoing services designed to fulfill all of one’s planning needs from both a personal and business perspective. Tom’s method is embodied in the NC Planning model, one he works to instill in all of his team members. As a result, Tom and NC Planning are able to make ongoing and strategic legal planning actually work for business owners and individuals alike.

As for Tom’s personal life, he is a devout Catholic and Wolfpack fan, a native Michigander (who still believes in the Lions!), and a health nut who often precedes his 5 a.m. emails with a 4:30 a.m. jog, swim or bike ride. As impressive as that is, more impressive is his devotion to his family. Tom will be the first to tell you that his family is his true passion in life. Father, husband, son, brother, grandson and uncle – Tom lives a full and enriching family life. And with two young boys waiting for him at home, the pace of life actually picks up when he walks in the door, which is just the way he likes it (that is one area where the 5 a.m. work sessions come in handy). And in those other spare moments you also might find him at the local home improvement store checking off items on his honey-do list or spending time with his family up at Lake Gaston.

Law Licenses & Admissions

North Carolina

Certifications

NC Certified Public Accountant
License Number: #32239

Education

J.D., Campbell University, 2004

M.A.C. (Master of Accounting), North Carolina State University, 2001

B.S., North Carolina State University, Accounting, 2000
Minor, Spanish

Professional Affiliations & Honors

American Bar Association; Tax Section; Employment Section North Carolina Bar Association; Estates & Probate Section; Tax Section; Business Section

Wake County Bar Association

North Carolina Association of Certified Public Accountants (NCACPA)

American Institute of Certified Public Accountants (AICPA)

2014 Business NC’s Legal Elite-Estate/Tax Planning

Civic Involvement

Cary Central Rotary Club; Past President, (2007-2008)

ALS Association – Walk to Defeat ALS

Cary Lazy Daze Volunteer

NCSU’s Entrepreneurship Initiative

Publications

Contributing Author, Douglas Forms, Lexis Nexis, 2004-2009 Releases

Plan, and Plan Now: The Basics of Estate Planning, Legal Insights

A Simple Instrument For A Complex World, Legal Insights

Asset Protection for Physicians: Preparing for the Unnatural Disaster, Medical Mutual Insurance Company of North Carolina

Understanding Family Limited Partnerships in North Carolina as a Tool in Estate Planning and Asset Protection, National Business Institute

Co-Author, Homeowner Access to HOA Financial Records, Homeowner Association of North Carolina (HOA-NC, Inc.)

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Tom Lenfestey, Attorney, CPATom Lenfestey, Attorney, CPATom Lenfestey, Attorney, CPATom Lenfestey, Attorney, CPA