Designed by ConnectNC

Departments

Trusts and Estates.
Our trusts and estates lawyers handle estate planning, tax, and probate matters for individuals and fiduciaries. The estate planning process begins with a comprehensive review of a client's personal situation and assets and leads to recommendations to advance a client's estate planning objectives that address non-tax legal problems and advise families on wealth preservation and protection. We make every effort to assist a client in meeting his or her goals, which can be as diverse as providing for a special needs child, implementing generation skipping transfers, or establishing private foundations for charitable giving purposes. We work with clients in preparing the appropriate documents to accomplish their estate planning and tax goals. Our work include revocable trusts (also known as living trusts or inter vivos trusts), irrevocable trusts (including life insurance trusts and charitable remainder trusts), wills, durable powers of attorney (including financial and health care powers), living wills, and family limited partnerships. The firm is involved in all aspects of estate and trust administration. We also advise personal representatives, trustees, and beneficiaries concerning the administration of estates and trusts and, when necessary, represent them in probate litigation.