W. Y. Alex Webb - President

Alex is an Attorney/CPA with over 53 years of practice experience. He is a graduate of the University of North Carolina School of Law and has dedicated his entire professional life to the practice of tax law and planning, business law and estate planning. Alex is also a leader in the world of Captive Insurance. He is a Founding Member of, and first Chairman of, the North Carolina Captive Insurance Association. Alex then went on to serve as Chair of the NCCIA Government Relations Committee for 10 years.

As an attorney, Alex 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/LLCs and captive insurance companies. He is also heavily involved in 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), making him one of the first to hold this designation in the State of North Carolina. Alex is a long-term member (over 35 years) of the North Carolina Bar Association Tax Council and served as Chairman from 1994-1995.

Professional Accomplishments

MAJOR LEGISLATION:

Helped pass North Carolina’s state of the art Captive Insurance Company law (accomplished in 2013).

Worked to repeal NC Gift Tax (accomplished in 2009).

Assisted in the establishment of a new, independent tax adjudication forum for NC taxpayers (accomplished in 2008).

MEMBERSHIPS:

Moore County Bar Association.

North Carolina Bar Association including Estate Planning and Tax sections.

NC Association of Certified Public Accountants.

American Institute of Certified Public Accountants.

First Health Foundation Center Professional Advisory Council, Pinehurst NC.

PUBLICATIONS:

Author or co-author of nearly 30 publications, lectures, and presentations on estate planning, taxation, and captive insurance.

30-year participant in Southeast Region Liaison (“SERL”) meeting with national level IRS personnel in Washington, DC.

Personal Activities

Alex and his wife, Diane are avid wine connoisseurs. Dianne owned the Carthage wine shop, Watering Can Wines. In 2024, they spent a month abroad in France touring the Loire Valley wineries and making connections as wholesalers for French vineyards and wineries to expand their wines to Moore County, NC. As a young and active 78 year old, Alex is an avid snorkeler and loves to travel to Key West (and other Caribbean Islands) to enjoy sun, sailing and beaches and still enjoys playing racquetball.

Fiduciary Management, Inc

Physical Address:

560 N. Ashe Street

Southern Pines, NC 28387

Mailing Address:

P.O. Box 890

Aberdeen, NC 28315

Tel: 910-215-4613

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W. Y. Alex Webb - President