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

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Jesse Thomas Coyle

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Jesse CoyleMr. 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 what 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, PLLC.

Mr. Coyle spends much of his time speaking and publishing on estate planning and probate topics, and has also worked as a Board Member (and in 2016 as the Chairman) of the NC Captive Insurance Association, as a Commissioner of the Sanford Housing Authority, and on various non-profit activities.

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 dogs, Homer and Clancy.

Mr. Coyle is planning on taking the CPA exam in 2017.

Licenses and Certifications:

  • Certified Financial Planner™ (2014)
  • 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:

  • North Carolina State Bar Association
    • Editor of The Will and The Way (the North Carolina Bar Association’s estate planning newsletter)(2015)
  • Illinois State Bar Association
  • Moore County Bar Association
  • American Bar Association
  • North Carolina Captive Insurance Association
    • Founding Member
    • Director (2013-present)
    • Secretary (2013-2015)
    • Treasurer (2014-2015)
    • Membership Committee Member (2014-2015)
    • Chairman (2016)
    • Conference Committee Chairman (2016-present)
    • Vice Chairman (2017)
  • Moore County Chamber of Commerce
  • First Health Professional Advisory Council
  • Moore Young Professionals
  • Pinehurst Rotary (2013-2015)
  • Commissioner of Sanford, North Carolina Historic Preservation Committee (2014-2015)
  • Commissioner of Sanford, North Carolina Housing Authority (2015-present)
    • Vice-Chairman (2017)
    • Chairman (2017-present)
  • United States Tax Court

Publications/Presentations:

  • Estate Planning & Asset Protection: How To Ensure That You Keep Your Assets and Get Them to Your Loved Ones.  Presentation at Moore Regional Hospital, November 10, 2017.
  • How Can [Doctors] Legally Save on Taxes.  Presentation at Moore Regional Hospital, April 27, 2017.
  • Estate Planning 101: The basics of estate planning for life, incapacity, and death.  Presentation at the Foundation for FirstHealth, November 11, 2016.
  • Estate Planning 101: The basics of estate planning for life, incapacity, and death.  Presentation at the Foundation for FirstHealth, November 7, 2016.
  • Interviewed & Quotes in Article “North Carolina Captive Statute Continues to Evolve”.  Captive Review, August 2016.
  • Interviewed & Quoted in Article “Strength in Diversity“.  Captive Insurance Times, Issue 103, August 2016.
  • Interviewed & Quoted in Article “PCCs expected to see growth in North Carolina”. Captive Review, Thursday, June 30, 2016.
  • The State of Captives (2015).  Presentation at the North Carolina Bar Association, October 29, 2015.
  • Intermediate Asset Protection Planning: LLCs, Dynasty Trusts, and Captive Insurance Companies. North Carolina State Bar Association Trusts & Estates Newsletter, Vol. 34, No. 2 (March 2015)
  • Post Kiawah Ruminations: Re-Examining the Fundamentals – Balancing Your Clients’ “Simple” Estate Planning Needs and Their Asset Protection Vulnerabilities. North Carolina State Bar Association Trusts & Estates Newsletter, Vol. 34, No. 1 (November 2014)
  • The Times They Are A-Changin’: Digital Assets and Your Estate Plan. North Carolina State Bar Association Trusts & Estates Newsletter, Vol. 34, No. 1 (November 2014)
  • 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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