Judy is excited to have joined the firm in February 2016. She is an accomplished attorney bringing over 20 years of experience helping clients in the areas of estate planning, trust and estate administration, elder law and tax and business law. She enjoys building long-lasting and personal relationships with her clients. Her philosophy of working closely with clients and their financial and/or tax advisors ensures our clients have a plan in place that fits their unique needs.
Judy began her legal career in 1991 in the corporate/tax department of Tuggle Duggins & Meschan, PA where she later became a shareholder. In 1999, she left Tuggle Duggins accepting a position as in-house counsel for one of the firm's clients. After moving to Charlotte in 2004, Judy took a sabbatical to spend time with her family. Judy returned to the practice of law in 2013 establishing her own firm, Linville Law, where she practiced until joining the firm.
Judy earned her undergraduate business degree from UNC Kenan-Flagler business school (1988) and her law degree from the UNC School of Law (1991). She is licensed to practice law in North Carolina and has passed all four parts of the CPA exam. She is a member of the Estate Planning and Elder Law sections of the North Carolina Bar Association. Judy is married and has 3 children.
With two locations in Charlotte and Huntersville NC The Elder Law & Estate Planning Firm of Jonathan S. Frank represent clients throughout North Carolina.