David E. Dean
Wendell
Summary
Dedicated legal professional offering expertise in estate law. Proven success in building trusting rapport with clients and offering sound legal advice in clear and universal terms. Hardworking and dedicated to client advocacy.
Overview
9
9
years of professional experience
Work History
Managing Attorney
Capital City Estate Planning
09.2023 - Current
- Managed complex caseloads effectively by prioritizing tasks and keeping organized records of case materials.
- Guided clients through complex trust planning processes to ensure optimal wealth preservation strategies were employed during the estate planning process.
- Managed complex probate cases, ensuring smooth administration and distribution of assets to beneficiaries.
- Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
Senior Associate
Brady Cobin Law Group, PLLC
01.2021 - 09.2023
- Assisted in the resolution of contested estate and special proceedings matters, including will caveats, guardianships, partitions, and other related issues.
- Fostered relationships with clients through direct contact throughout the lifespan of a matter, from the initial consultation until resolution.
- Developed practice of consistent referral revenue through networking and existing clients.
Managing Partner
Heritage Law Firm
05.2017 - 01.2021
- Transitioned solo practice to small firm with focus on estate planning, elder law, estate administration and litigation.
- Assisted clients with Medicaid applications, strategic individualized estate planning, and litigation representation.
- Directly involved in the day-to-day business decisions including marketing, payroll, benefits, employment and special events.
- Planned and provided public speaking engagements for educational purposes and business development.
Member/ Manager
The Law Office of David E. Dean
06.2016 - 06.2017
- Established solo practice focusing on criminal defense, estate planning, and family law.
- Assisted clients in a wide range of practice areas while managing firm and other business functions.
Education
J.D. -
Charlotte School of Law
Charlotte, NC12-2015
Master of Arts - Political Science & Sociology, Philosophy
University of North Carolina Greensboro
Greensboro, NC12-2012
Skills
- Westlaw and FastCase legal research
- Proficient in both PC and Mac operating systems
- Leadership and management
- Analytical reasoning
- Clear and concise messaging
- Meticulous attention to drafting details
- Workload prioritization
Accomplishments
- Super Lawyers Rising Star 2024 & 2025
Timeline
Managing Attorney
Capital City Estate Planning
09.2023 - Current
Senior Associate
Brady Cobin Law Group, PLLC
01.2021 - 09.2023
Managing Partner
Heritage Law Firm
05.2017 - 01.2021
Member/ Manager
The Law Office of David E. Dean
06.2016 - 06.2017
J.D. -
Charlotte School of Law
Master of Arts - Political Science & Sociology, Philosophy
University of North Carolina Greensboro
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