Biography

Cheryl is the firm’s founder and has over 30 years of legal experience, and has helped over 4,500 clients in the areas of estate planning and elder law.

She is passionate about listening and learning exactly what her clients want to happen with their estates during disability and death and then organizing their estate documents to accomplish those goals.

Cheryl was drawn to the legal profession as a result of her growing up around lawyers. Her grandfather was a lawyer, her father is a lawyer, her uncle is a lawyer and three of her cousins are lawyers. As a result of watching and learning from her family, she understood what a difference she could make. Similarly, two of her children are now lawyers as well. Cheryl is married to her wonderful husband, Mark and they have three children together – Blaire, Jake, and Jennie.

Outside of the office, Cheryl is involved with nonprofits, children’s programs, and much more. She is very involved with her Rotary Group and loves to give back to the community and being around people that value helping those less fortunate. Cheryl is a huge UNC Basketball fan, in fact, she lived in the same dorm as Michael Jordan when she attended UNC Chapel Hill. You might also find her at her favorite restaurant, Phoenix, enjoying the Pink Kahuna Sushi Roll.

Cheryl David - Top Rated Attorney - Avvo Cheryl David Avvo Clients Choice Award

 

Education

University of North Carolina, Chapel Hill
B.A. – Bachelor of Arts

University of Baltimore School of Law
J.D. – Juris Doctor

Gerry Spence Trial Lawyers College
Certificate of Completion

Emory University School of Law
Certificate of Completion

The American Academy of Estate Planning Attorneys
36 Hours per Year of Estate Planning and Taxation Coursework

Associations & Memberships

The American College of Board Certified Attorneys
Fellow, 2013–present

Gate City Rotary
Membership Chairperson, 2012–present

Member Medicaid Planning Solutions
Attorney, 2011–2016

National Association of Estate Planners and Councils
Accredited Estate Planner, 2011–present

National Association of Estate Planners and Councils
Estate Planning Law Specialist, 2011–present

Legal Justice 4 All Campaign
Board Member, 2009–present

BJH Foundation for Senior Services
President, 2008–present

North Carolina Bar Association, Elder Law Section
Member, 1997–present

North Carolina Bar Association, Estate Planning and Fiduciary Law Section
Member, 1997–present

American Academy of Estate Planning Attorneys
Member, 1996–present

National Academy of Elder Law Attorneys
Member, 1996–present

American Bar Association
Member, 1992–present

Presentations & Publications

Estate Planning and Asset Protection
OWLS, 2015

Estate Planning for Winegrowers
NC Winegrowers Association, 2015

Estate Planning for Small Business
HR Group Educational Series, 2015

Estate Planning and Elder Law
Estate Planning Workshop, 2015

Estate Planning Practice
Estate Planning, 2015

Estate Planning for Bereaved Spouses
Estate Planning for Bereaved Spouses, 2014

Estate Planning and Asset Protection
Craft Insurance In-house Training, 2014

Law Practice in Today’s Economy
Starting and Maintaining a Successful Law Practice in Today’s Economy, 2011

Estate Planning Basics
Weekly Meeting Invited Speaker, 2009

The Economics of Estate Planning and Asset Protection
Senior Survival Workshop, 2009

Wills and Trusts 
Living Trust Seminar, 2009

Estate Planning and Elder Law
Grand Senior Group, 2009

Probate, Wills, Trusts, Powers of Attorney 
Estate Planning Seminar, 2009

Estate Planning for Young Families
Estate Planning for Families with Young Children, 2009

Estate Planning and Elder Law
Abbotswood Senior Living, 2009

How to get started

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There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.