Full service estate planning and tax attorneys for the North Carolina Sandhills.

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About Our Firm


Webb & Coyle, PLLC (“W&C”) is a boutique law firm located in the beautiful Sandhills of North Carolina (just south of Raleigh and in the heart of both one of the most prestigious golf communities in the country and also the unparalleled North Carolina horse country) that focuses on Estate Planning, Probate, Asset Protection and Taxation, as well as Business Planning, Tax Controversy, and Captive Insurance Companies. Mr. W. Y. Alex Webb and Mr. Jesse Thomas Coyle have over 45 years of experience handling all aspects of their areas of practice, from the most complex tax issue to the most basic Will. W&C strives to provide their clients with the finest and most refined legal services in North Carolina. We focus on comprehensive professional assistance to give our clients peace of mind and to foster an intimate professional relationship. We believe that you will never find a more devoted and enthusiastic advocate for any and all of your needs. Please feel free to contact us with any questions you may have.

Mr. Webb is an Attorney, a Certified Public Accountant with Webb & Smith, PLLC, Certified Public Accountants, a Personal Financial Specialist (AICPA), an Investment Advisor and Founding Member of Ascendor Wealth, a Board Certified Specialist in Estate Planning and Probate Law, and a Founding Member and first and current Chairman of the North Carolina Captive Insurance Association. As an attorney, he concentrates his practice in advanced estate planning and asset protection techniques (domestic and foreign), trusts and probate, taxation, corporate and business law, with an emphasis on family limited partnerships and captive insurance companies, as well as defending clients in audits and Tax Court proceedings. He was the first Board Certified Specialist in Estate  Planning and Probate Law in Moore County (1987). This also made him one of the first to hold this designation in the entire State of North Carolina. Mr. Webb is a long-term member  (over 24 years) of the North Carolina State Bar Association Tax Council and served as Chairman from 1994-1995. He also serves as the Liaison to Other Professionals for the Tax Section. Mr. Webb’s public service includes helping pass North Carolina’s state of the art Captive Insurance Company law (accomplished in 2013), working for the repeal of the NC gift tax (accomplished in 2009), and establishment of a new, independent tax adjudication forum for NC taxpayers (accomplished in 2008). Mr. Webb also participates with other tax professionals from approximately 10 states at the SouthEast Region Liaison (“SERL”) meetings with national level IRS personnel in Washington, DC once per year. SERL is often the best opportunity to quickly bring to national attention systemic problems with the Internal Revenue Code and how it is administered by the IRS. Currently, to provide a world-class level of asset protection, Mr. Webb heads the drafting team for creation of a new limited liability company statute for a Caribbean island nation (expected to be completed in 2013-14). Mr. Webb has created several innovations for inclusion in LLC operating agreements drafted in any jurisdiction, but the island nation’s statute would provide a firmer legal foundation for several additional protections for LLC members against claims by their creditors. When Mr. Webb isn’t working, he is an avid scuba diver. In fact, Mr. Webb has been diving since he was in high school when he constructed his first aqua-lung out of a fire extinguisher. He still dives a few times each year. Mr. Webb also plays racquetball regularly and takes long walks with his wife Dianne. Both love the beach and enjoy going to their townhouse near Carolina Beach as much as possible. Mr. Webb has one daughter, Johanna, and four grandchildren.

Licenses and Certifications:

  • Personal Financial Specialist (AICPA 2012)
  • Certified in Financial Forensics (AICPA 2012)
  • Licensed Life Insurance Agent (NCDOI 2008)
  • Licensed Investment Advisor (FINRA Series 66 2007)
  • North Carolina Certified Public Accountant (1975)
  • North Carolina Bar (1973)

Education:

  • J. D., University of North Carolina (1973)
  • B. A. Magna Cum Laude, Western Carolina University (1970)

Memberships and Admissions:

  • North Carolina State Bar Association and Committees
  • North Carolina Association of Certified Public Accountants and Committees
  • Moore County Bar Association
  • American Bar Association
  • North Carolina Captive Insurance Association (Founding Member)
  • Moore County Chamber of Commerce
  • First Health Professional Advisory Council
  • United States Tax Court
  • Super Lawyer (2007, 2009-present)

Publications/Presentations:

  • Captive Insurance Companies- a New Law Creates a New Way for N.C. Businesses. North Carolina State Bar Association Business Law Section Newsletter, Vol. 35, No. 4 (June 2014)
  • Captive Insurance Companies- an Old Way of Insurance New to North Carolina.  North Carolina State Bar Association Insurance Section Newsletter, Vol. 1, No. 2 (April 2014)
  • 2013: The Birth of the N.C. Captive Insurance Industry.  North Carolina State Bar Association Corporate Council Section Newsletter, Vol. 26, No. 1 (February 2014)
  • NCBA Tax Section Tax Workshop, “Section 401(k) Plans” (Kiawah, South Carolina – May, 1984)
  • Triangle Chapter, International Association for Financial Planning, “Section 401(k) Plans” (Raleigh, North Carolina November 14, 1984)
  • Campbell University Estate Planning Conference, “The Uses of Trusts in Estate Planning” (Buies Creek, North Carolina – November 19, 1984)
  • Sandhills Community College, Series: “Tax and Financial Planning for the Life-Cycle of a Business” (Southern Pines, North Carolina – October, 1985 – April 1986)
  • Campbell University Estate Planning Conference, “Estate and Retirement Planning after TRA ‘86″ (Buies Creek, North Carolina – February 25, 1988)
  • Sandhills Community College, Series: “Estate Planning In-Depth” (Seven Lakes, North Carolina – September – November, 1988; college campus, April-May and September – November 1989; and April 24-May 29, 1990)
  • Sandhills Community College, Series: “Legal Problems of Business” (College campus, April 25 – May 30, 1990)
  • Hot Topics for the Business Lawyer, sponsored by N.C. Bar Foundation, Wrightsville Beach, North Carolina, July 14, 1990 Title: “Understanding Audited Financial Statements – What They Can Tell the Business Lawyer.”
  • Law and Aging Seminar, sponsored by N.C. Bar Foundation, Raleigh, North Carolina, May 10, 1991. Title: “Preventative Planning, Living Wills & Cruzan. “
  • Southeastern Trust School, “Fiduciary Law” (Campbell University Buies Creek, North Carolina (June 8 – June 11, 1992)
  • National Business Institute, “Estate Administration in N.C.” (Fayetteville, N.C. – October 15, 1992)
  • First Health Hospital Foundation, “How to Lower Estate and Gift Taxes” (Pinehurst Hotel, Pinehurst, N.C. – April 9, 1998)
  • Dean Witter Estate Planning Seminars, Landfall Hampton Inn, Wilmington, N.C.
  • Tax Law for the Rest of Us, sponsored by N.C. Bar Foundation, Greensboro, N.C., December 7, 2001.  Title: “What to do When the IRS Comes Knocking at Your Client’s Door”.
  • Trust Advisors Forum, sponsored by Campbell University, Pinehurst, N.C., March 1, 2005.  Title: “Fiduciary Income Tax Update”.
  • NCBA Foundation, Tax Section Workshops, May 2012; “Captive Insurance Companies: Swiss Army Knife of Tax Planning” Kiawah, SC

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Meet me here:
Alex

W. Y. Alex Webb

J.D., C.P.A., P.F.S.

Mr. Coyle was born and raised on the southside of Chicago and attended and received degrees from the prestigious Chicago institutions of DePaul University College of Liberal Arts & Sciences, DePaul University College of Law, and John Marshall Law School. Presently, he concentrates his work largely in estate planning, probate, business planning, and taxation. He was admitted to the Illinois Bar in 2007 and attained a LL.M. in Taxation in 2009. In 2009 he also began work at Credit Suisse as a Wealth Strategist for high net worth individuals. In 2011, he moved to North Carolina to begin work at was then Webb & Graves, PLLC, obtained insurance licenses in Life Insurance, Health Insurance, and Long Term Care Insurance, as well as passed the Series 65 investment advisor exam. In 2012, he passed and was admitted to the North Carolina Bar. Then in 2013, Mr. Coyle became partner and Webb & Graves was changed to Webb & Coyle.

Mr. Coyle also works as the Secretary of the NC Captive Insurance Association (and is a Founding Member) and devotes much of his time to the administration of the NCCIA, promoting NC Captive Insurance Companies (“CICs”), and creating awareness of CICs and their benefits.

When Mr. Coyle isn’t working, he enjoys spending his free with his wife Denise hiking, camping, and fishing, as well as relaxing with his dog, Homer.

Mr. Coyle is planning on taking the CFP exam in November 2014 and the CPA exam shortly thereafter.

Licenses and Certifications:

  • North Carolina Bar (2012)
  • Licensed Investment Advisor (FINRA Series 65 2011)
  • Licensed Insurance Agent:
    1. Life (NCDOI 2011)
    2. Accident & Health or Sickness (NCDOI 2011)
    3. Medicare Supplement Long-Term Care (NCDOI 2011)
  • Illinois Bar (2007)

Education:

  • Sandhills Community College for pre-CPA accounting classes (2013-present)
  • LL.M. in Taxation, John Marshall University (2009)
  • J.D., DePaul University (2007)
  • B.A. with Honors, DePaul University (2003)

Memberships and Admissions:

  • Illinois State Bar Association
  • North Carolina State Bar Association
  • Moore County Bar Association
  • American Bar Association
  • North Carolina Captive Insurance Association (Secretary and Founding Member)
  • Moore County Chamber of Commerce
  • First Health Professional Advisory Council
  • Moore Young Professionals
  • Pinehurst Rotary
  • Editor of The Will and The Way (the North Carolina Bar Association’s estate planning newsletter)
  • Sanford, North Carolina Historic Preservation Committee
  • United States Tax Court

Publications/Presentations:

  • Captive Insurance Companies- a New Law Creates a New Way for N.C. Businesses. North Carolina State Bar Association Business Law Section Newsletter, Vol. 35, No. 4 (June 2014)
  • Captive Insurance Companies- A Reassuring Way to Self-Insure. North Carolina State Bar Association Trusts & Estates Section Newsletter, Vol. 33, No. 2 (April 2014)
  • Captive Insurance Companies- an Old Way of Insurance New to North Carolina.  North Carolina State Bar Association Insurance Section Newsletter, Vol. 1, No. 2 (April 2014)
  • 2013: The Birth of the N.C. Captive Insurance Industry.  North Carolina State Bar Association Corporate Council Section Newsletter, Vol. 26, No. 1 (February 2014)
  • Captive Insurance Companies- A Reassuring Way to Self-Insure. Illinois State Bar Association Trusts & Estates Newsletter, Vol. 60, No. 1 (July 2013)
  • Say Bye-Bye to Passive Activity Losses: A Possible Past-Time for LLCs and LLPs. Illinois State Bar Association Trusts & Estates Newsletter, Vol. 55, No. 14 (January 2010)
  • Uncertain Times for Estate Planners: What Changes Loom for 2009. Illinois State Bar Association Trusts & Estates Newsletter, Vol. 55, No. 9 (July 2009)
  • A GRAT Way to Transfer Wealth. Well, at Least for Now... Illinois State Bar Association Trusts& Estates Newsletter, Vol. 55, No. 9 (July 2009)
  • Choosing a Roth IRA. Illinois State Bar Association Trusts & Estates Newsletter, Vol. 55, No. 9 (July 2009)
  • Private Annuities. Illinois State Bar Association Trusts & Estates Newsletter, Vol. 55, No. 7 (May 2009)
  • The Fine Art of Fine Art Investments. Illinois State Bar Association Trusts & Estates Newsletter,Vol. 55, No. 6 (April 2009)
  • Estate Planning in a Low Interest Rate Environment. Illinois State Bar Association Trusts & Estates Newsletter, Vol. 55, No. 6 (April 2009)
  • Ahoy, Ahoy: A Tax Bill on the Horizon. Illinois State Bar Association Trusts & Estates Newsletter, Vol. 55, No. 5 (March 2009)
  • SCINs, GRATs and IDGTs: Acronyms That Present Planning Opportunities in a Low Interest Rate Environment. Illinois State Bar Association Trusts & Estates Newsletter, Vol. 55, No. 4 (February 2009)
  • Bonds and the Original Issue Discount: Easy Does It. Illinois State Bar Association Trusts & Estates Newsletter, Vol. 55, No. 4 (February 2009)
  • Year-End Tax Tips. Illinois State Bar Association Trusts & Estates Newsletter, Vol. 55, No. 3 (January 2009)
  • A Year-End Opportunity to Wash Your Dirty Stocks: Harvesting Losses with Wash Sales. Illinois State Bar Association Trusts & Estates Newsletter, Vol. 55, No. 3 (January 2009)
  • Where to Begin: The High Price of Education. NIEW News Monthly Journal (August 2006)

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Meet me here:
JC

Jesse Thomas Coyle

J.D., LL.M.

Attorney Robert J. Gallagher (“Bob”) presently focuses his practice on tax controversy issues, representing taxpayers in disputes with the Internal Revenue Service and North Carolina Department of Revenue.  However, previously, Mr. Gallagher has litigated a wide range of legal areas, including employment law, personal injury, commercial litigation, land use, will contests, and professional licensing representation.

Mr. Gallagher is a former Trial Attorney in the Attorney General’s Honors Program at the United States Department of Justice – Civil Tax Division.  As part of the Tax Division, he represented the United States as both plaintiff and defendant in a variety of tax-related matters as well as in bankruptcy cases where the federal government was a creditor.  He appeared in Federal District and U.S. Bankruptcy Courts throughout the eastern United States including North Carolina, Kentucky, Tennessee, the District of Columbia, Maryland, Pennsylvania, New Jersey, and Puerto Rico.  Mr. Gallagher has experience litigating personal and business income tax issues, payroll tax assessments (including trust fund penalties assessed against individuals), penalty waivers, challenges to Captive Insurance Companies, FOIA requests, and other tax related matters.

Mr. Gallagher began his legal career as a Law Clerk to the Hon. Malcolm J. Howard, Senior United States District Judge for the Eastern District of North Carolina.

Mr. Gallagher’s family is a military family, and he is eager to help America’s men and women in uniform whenever possible.  Mr. Gallagher is on the Executive Committee of Moore Young Professionals and devotes time to furthering the development of that group.  When he is not at work Mr. Gallagher can frequently be seen running throughout the Sandhills area with his wife, Molly, and their vizsla, Celia.

Licenses and Certifications:

  • North Carolina (2012)
  • Massachusetts (2008)
  • Virginia (2007)

Education:

  • Juris Doctor, magna cum laude, University of Richmond T.C. Williams School of Law
  • Lead Article Editor, Richmond Journal of Law and the Public Interest
  • Winner, Carrico Moot Court Competition (appellate advocacy)
  • Winner, ABA Client Counseling Competition
  • Bachelor of Arts, Political Science, University of Richmond

Memberships and Admissions:

  • United States District Court for the Middle District of North Carolina
  • United States District Court for the Eastern District of North Carolina
  • United States District Court for the Eastern District of Virginia
  • Fourth Circuit Court of Appeals
  • Third Circuit Court of Appeals
  • North Carolina Bar Association
  • Moore County Bar Association
  • Moore Young Professionals

Publications/Presentations:

  • Civil Disobedience In the Jury Room: Give Juries the Right to Go With Their Power, RJOLPI, Volume IX, Issue 1, begins page 53
Bob Profile Pic

Robert J. Gallagher

J.D.

RoseMarie has twenty five years experience in corporate business management with an emphasis on customer service and distribution processes. She graduated from Bryant College, Smithfield, RI with a BS in Business Administration. She and her husband Ken relocated from New England to the Sandhills of North Carolina in 1999. RoseMarie has been with the firm since 2006 and manages many of the law office processes and Ascendor Wealth advisor support, as well as providing administrative and reception support. RoseMarie’s interests and hobbies include golf, skiing, walking with their family dog and enjoying a “southern” lifestyle.

RMG

RoseMarie Gagnon

Office Administrator

Peggie has 40 years experience in the legal profession, first starting as a paralegal and then as an office manager in Florida. Peggie had been the office manager with this firm since moving to North Carolina in 1999 with her husband Robert. She continues to provide the various support to the firm. Peggie enjoys spending time with her family and friends, is very involved with her church family, going to the fitness center, and recently doing more traveling

Peggie

Peggie Brown

Office Administrator

Vicky has over 10 years of experience in the legal field. She obtained her degree in Paralegal Studies from Kaplan University in 2007, with a concentration in litigation. She is a native of Nashville, Tennessee where she worked as a Civil Litigation paralegal in the area of Medical Malpractice. Vicky joined the firm in November of 2009 and works in the areas of estate planning, estate administration, tax law, litigation and corporation formation. She has been a member of the NC Bar Association since 2010. In her spare time, Vicky enjoys traveling and spending time with her husband, children, grandchildren and their two family dogs.

Meet me here:
VP

Vicky Payne

Paralegal

Ruth is a graduate of the American Institute of Paralegal Studies with a specialty certificate in Elder Law. In July 2008, Ruth passed a rigorous two-day exam to qualify as a National Association of Legal Assistants (NALA) Certified Paralegal. There are 504 NALA Certified Paralegals in NC and approximately 17,400 in the United States. In November 2013, she will
 complete her studies to become an IRS Enrolled Agent, allowing her to further assist the attorneys in representing tax clients, including with tax controversy work. Ruth joined the firm in late 2006 and works in the areas of tax law, business entity formation and operation, estate planning, and estate administration. She has been a member of the NC Bar Association since 2007. When not in the office, Ruth enjoys  volunteering to further educational opportunities for women. She loves travel (especially to visit family),reading, cross-stitch, crossword puzzles and spending time with her cats.

Meet me here:
Ruth

Ruth Schaudt

Paralegal

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