Tom Lenfestey - Attorney, CPA

Tom LenfesteyTom Lenfestey

Tom Lenfestey, Attorney and CPA, has been assisting business and individual clients in North Carolina since 2004. Tom is the founder of NC Planning, a pro-active legal practice focused on ongoing planning relationships between the attorneys and their clients. A different approach to the attorney-client relationship, the practice has been built on a foundation of open-communication, known fixed fee structures, and becoming part of the client’s advisory team through strategic coordination with other trusted resources, CPAs, and financial advisors. As a result, Tom and the NC Planning Team are able to make ongoing and strategic legal planning actually work for business owners and individuals alike.

Tom’s role with NC Planning’s clients is focused on ongoing, strategic planning in the areas of taxation, corporate, and estate matters. Tom specifically assists in proactive and ongoing corporate structure planning, tax planning and elections, strategic gifting and wealth transfer, and estate tax structure planning, to name a few, while other NC Planning attorneys each have their own specific knowledge niche, as well as providing the core practice area services to clients. 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.

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 6 a.m. emails with a 5:00 a.m. jog, swim, or bike ride. However, Tom will be the first to tell you that his family is his true passion in life. Father, husband, son, brother, and uncle – Tom lives a full and enriching family life. And with two young boys waiting for him at home, the pace of life just speeds 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

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

Certifications

  • NC Certified Public Accountant
  • License Number: #32239

Civic Involvement

  • Cary Central Rotary Club; Past President, (2007-2008)
  • ALS Association – Walk to Defeat ALS
  • Cary Lazy Daze Volunteer
  • NCSU’s Entrepreneurship Initiative

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

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.)

Awards and Recognitions

  • Business NC Legal Elite Award