Diane B. Burks

Special Counsel
diane.burks@kattenlaw.com
Charlotte Office
p+1.704.344.3153
f+1.704.344.2276
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Overview

Diane B. Burks concentrates her practice in corporate and trusts and estates matters. Her practice focuses on estate planning, estate administration, and gift, estate and generation-skipping transfer tax planning for individuals and closely held businesses. Diane advises clients on wealth transfer strategies and counsels fiduciaries and beneficiaries in the probate and trust administration process. She also assists clients with their charitable objectives, including the creation and administration of public charities, private foundations and other tax-exempt organizations.

Shown below is a selection of Diane’s engagements.

Recognition

Katten Muchin Rosenman LLP Pro Bono Service Award, 2011
The Mecklenburg Times, 50 Most Influential Women, 2016

Business North Carolina

Business North Carolina, Legal Elite Young Gun, 2017
Advisories
Articles
December 2016
Co-author, Self-Settled Asset Protection Trusts, Thomson Reuters Practical Law Estate Planning
November 2016
Co-author, Understanding Grantor Trusts, Thomson Reuters Practical Law Estate Planning
2016 Supplement
Co-author, North Carolina Estate Administration Manual, Supplemented 8th Edition
January/February 2014
Author, IRA Rollovers: Practical Advice When Seeking a Waiver of the 60-Day Rollover Period, Probate & Property
March 16, 2012
Author, Structuring an Endowed Nonprofit, North Carolina Philanthropy Journal
January 1, 2012
Co-author, Senior Citizen Handbook: Laws and Programs Affecting Senior Citizens in North Carolina, North Carolina Bar Association
July 20, 2009
Author, Estate Tax Deferral May Be Beneficial for Real Estate Assets, North Carolina Lawyers Weekly

Education

  • JD, Wake Forest University School of Law, magna cum laude, Order of the Coif
  • BA, Duke University

Bar Admissions

  • North Carolina
  • South Carolina

Recognition

2011

Business North Carolina

Legal Elite Young Gun, 2017
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Memberships

  • Charlotte Estate Planning Council
  • Mecklenburg County Bar, Leadership Institute
  • North Carolina Bar Association
  • South Carolina Bar
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