Some of our working relationships span over 25 years. We are a family that trusts and values one another. And we share the common goal of producing the best client outcomes possible. At Webb & Morton, there is no pride in authorship – there is only the satisfaction of doing right by our clients.
Meet our loyal team –
Managing Partner Alex Webb
Alex is an Attorney/CPA with over 40 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. Alex is also a Personal Financial Specialist (AICPA), an Investment Advisor and a Founding Member (2012) and first Chairman of the North Carolina Captive Insurance Association.
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 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 30 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.
Alex’s Other Accomplishments –
- Recognized as a Super Lawyer for over 20 years
- Authored or co-authored nearly 30 publications and presentations
- Member of the First Health Medical Center Professional Advisory Council
- Public service – helped pass North Carolina’s state of the art Captive Insurance Company law (accomplished in 2013), worked to repeal of the NC gift tax (accomplished in 2009), and helped establish a new, independent tax adjudication forum for NC taxpayers (accomplished in 2008).
- Long-time participant in Southeast Region Liaison (“SERL”) meetings with national level IRS personnel in Washington
- Lead legal advisor in the creation of a new Limited Liability Company statute for a Caribbean island nation
When Alex isn’t working, he is an avid scuba diver. Alex has been diving since high school when he constructed his first Aqua-Lung out of a fire extinguisher. Alex also plays racquetball weekly, meditates daily and enjoys long walks with his wife Dianne. Because of their love for wine, he and Dianne have an affinity for France, and Italy having vacationed there several times. Diane is owner/operator of McPherson’s Store, an antique store in Cameron, NC. Alex has one daughter, Johanna, and four grandchildren.
Partner Jason A. Morton
Jason has practiced law for over 12 years (10 in NC). He most recently returned from a 2.5-year active duty tour with the NC Army National Guard in 2018. He focuses on tax defense (foreign and domestic), estate planning, business law and asset protection.
Jason has specific interests in special needs planning, foreign tax defense and the emerging taxation of cryptocurrencies. He received his JD from the University of Dayton School of Law and attended the LLM program at the George Washington University School of Law – where he is completing his thesis examining the intersection of taxation and government procurement.
Jason is also a Judge Advocate (JAG) with the North Carolina Army National Guard. He is assigned to Trial Defense Services, where he defends soldiers before Army Discharge Boards and defends against any adverse command action at any level. Jason has served over 10 years, 3 years active. He also served as a JAG within the Army’s Special Victims Counsel (SVC) program (an Army initiative to protect and defend soldiers who are victims of sexual assault). As an extension of his service, Jason also participated in IRS VITA tax training for soldiers at Fort Bragg through its nationally-renowned Fort Bragg Tax Center run by its site Manager, Mr. Terry Spearman. As a member of his community, Jason participates in various public education events.
Jason’s Other Interests –
- Presented 2 different special needs planning seminars through ARC of Moore County
- Taught seminars at Fayetteville State University on small business planning
- Currently working with the Autism Society of America to present at its 2020 annual conference
- Working with Sandhills Community College to build a small business tax curriculum
- Writes for various blogs, at one time publishing his own blog for several years, AskTaxJoe.com
- Published author, writing both for the North Carolina State Bar Tax Section and most recently, Autism Parenting Magazine
- Member of the NC State Bar, NC Bar Association Tax Section, Captive Com Comm of the NC Captive Insurance Association, and the ABA
Jason and his wife, Kris, and their son Jason Jr (“JJ”) currently live in Fairlington Village in Arlington, VA, where he maintains a second office. His two older step-boys (young men now) live in Pinehurst, NC, where both are avid golfers and aspiring fisherman. He enjoys time in the gym and eating loads of seafood at the beach with his family. He also faithfully supports the Catholic Charities, NAMI, various Autism organizations, Water.org and the Bill & Melinda Gates Foundation initiatives, among others.
Theresa Valliant, Lead Paralegal
Theresa graduated from Central Carolina Community College in 2000 with an Associate’s Degree in Paralegal Studies. She began working for our firm nearly 20 years ago as an intern in its estate planning and estate administration sections. Then, for 11 years she worked as the firm’s advanced estate planning and estate administration paralegal. In 2010, Theresa took some time away from the firm to raise her two daughters. Then, she worked for Jason, at that time a solo practitioner, in Southern Pines for 3 years – learning the ins and outs of tax law. When Jason was called active duty, she returned to the firm as a full-time lead paralegal for Webb & Morton.
Theresa’s nearly 20 years of experience with estate administration and estate planning is a great asset in assisting families and loved ones through the probate process with care and competence. Her tax experience offers a fresh and new perspective on our client’s tax needs. She is an invaluable team member and trusted professional to our clients.
Theresa lives in Hoke County with her husband of 25 years on a small farm. Her daughters are now young successful women. For fun (and sanity), Theresa cares for her horses and competes in equine endurance events and is active in her local community.
Beth Lingerfeldt , Administrative Assistant/Receptionist
Beth is the newest addition to our team. She is a great compliment to our staff and works diligently to meet the needs of our clients.
Jacky McNeill, Paralegal
Jacky is a paralegal at our firm with a wide range of knowledge and experience. Prior to working in the legal field, she worked in the international marine shipping industry for over 10 years. At our firm, she assists in estate planning, probate administration and other tax related matters. Jacky also speaks 3 languages, which is an invaluable additional asset to our firm.
Jacky and her husband of 20 years moved to Aberdeen in 2018. She's a pet lover with a rapidly growing family of pets. She enjoys traveling with her husband, exploring new places, and spending time outside with her dogs.
Peggie Brown, Office Manager
Peggie is the longest tenured staff member at the firm. She has worked with Alex for over 20 years. She has over 40 years’ experience in the legal profession, starting as a paralegal and then as an office manager in a large personal injury law firm in Florida.
Peggie manages all law firm administrative matters with flawless skill and thoroughness. She leads our firm in all financially-related matters, employment matters, attorney licensing and training requirements and a host of other firm and team member responsibilities. The efficiency of the firm rests on Peggie’s experience and administrative expertise.
Peggie’s hobbies and interests include spending time with friends and family, including her very proud support of her grandson – now a combat medic in the United States Army. Peggie adores her sister beagles, Stella and Lucy, and enjoys being involved with her church family and continuously working on her house and yard.