Serving North Carolina
Florida, New York and Tennessee
(800) 201-0413

Vicki Lynn Monroe, J.D., LL.M.

Vicki is a personable, forthright, and client oriented attorney that loves the law and its processes. 

Vicki focuses her practice on a broad range of trust and estate matters, including design, drafting and implementation of wills and trusts; federal wealth transfer taxes; federal income taxation of trusts and estates; fiduciary administration; wealth planning with life insurance; business succession planning; and fiduciary litigation. Vicki has extensive experience in the preparation of wills and trusts and all aspects of planning for the transfer of wealth between families and individuals. She regularly counsels clients on the basic principles of the federal transfer tax system, including estate tax, gift tax and the generation-skipping transfer tax. Her practice includes counseling clients on the income tax issues arising in the context of forming and administering trusts and estates, and simple and complex trusts.  Vicki also counsels clients on trust modifications and amendments.

Vicki has administered basic and complex estates. She advises individual trustees and executors in connection with the planning and administration of trusts and estates. Vicki has served as trustee and executor for substantial estates and assisted numerous families in the process of estate settlement and the efficient transfer of assets to beneficiaries. She has supervised probate court proceedings, the filing of tax returns, the sale of assets, portfolio management and the resolution of creditor’s claims.

Vicki also has experience with the issues that the owners of closely held businesses face in the operation and disposition of their business interests. She assists clients and their other professionals with the formation and reorganization of closely held corporations, partnerships, and limited liability companies.
 
Vicki’s practice also focuses on planning with life insurance, including funding buy/sell agreements, providing liquidity for the estate and restoration of capital used for taxes.
 
Prior to joining TrustCounsel, Vicki was a partner in the Trusts and Estate department at McLaughlin & Stern, a leading New York estate planning and administration firm.  In that capacity, she developed and prepared basic and sophisticated estate plans for diverse clients.  In addition, she administered large estates and trusts. 
 
Before transitioning her practice to Trusts and Estates in 2010, Vicki was a litigation partner at Hughes Hubbard & Reed, and Stearns Weaver Miller, in Miami, Florida. As a litigation partner, Vicki developed extensive experience in the banking industry.  She has handled cases involving consumer fraud, creditors’ rights, directors and officers liability, accountant’s liability, employee fidelity claims, money laundering, and right to financial privacy issues. She regularly counseled clients in connection with regulatory exams and represented clients in connection with third party grand jury investigations.
 
Vicki co-authored the article “Due Diligence For Prospective Board Members, What You Need To Know When You’ve Been Asked to Join a Board”.
 
In her spare time Vicki enjoys horseback riding, cooking, Pilates, and traveling. Vicki lived in Venezuela for five years as a child, where she learned to speak Spanish fluently.

Professional Highlights

 

Distinctions

Women Leaders in the Law (2015), AV Preeminent Peer Review Rating by Martindale-Hubbell, the highest rating from Martindale-Hubbell, given only to those attorneys recognized for their superior ethics and legal ability by their peers.
 
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