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Practice Areas

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Charlotte, NC Estate Planning Attorney

We assist clients with wills, trusts, power of attorney, advance directives, and succession planning. We are licensed to practice in North Carolina and New York. We regularly assist clients with the development and implementation of estate planning and wealth succession strategies.  We offer solutions to meet each individual’s specific planning goals, focusing on tax, family and charitable giving issues.  We offer tailored estate plans aimed at personal and closely-held business planning areas, including:


  • Last Will & Testament
  • Revocable Trust
  • Irrevocable Trust
  • QTIP Trust
  • Power of Attorney
  • Health Care Power of Attorney
  • Digital Asset Management
  • Special needs trusts
  • Pet trusts
  • Guardianship matters
  • Advance Directive for Natural Death
  • Advance Instruction for Mental Health Treatment
  • Apportionment of Taxes
  • Planning advisement pertaining to each individual asset, including bank accounts, individual retirement accounts (IRA), life insurance, certificates of deposit (CD), and managed accounts (mutual funds, brokerage accounts, etc.).


We also provide guidance on tax implications with regard to estate planning and structure plans according to each client’s unique set of goals and expectations.  We provide advice as to the various planning options available and allow clients to choose which scenario best suits their individual needs.  To accomplish those goals, we draft a variety of asset-protection trusts, revocable trusts, irrevocable trusts, and pour-over wills. We also offer counsel on estate and trust procedures, including matters involving executors, trustees, court proceedings, court inventories and accountings, and information regarding private trust companies.  We'd be happy to meet with you to discuss your specific goals. Schedule an appointment today using the tab in the menu above.

other practice areas

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Charlotte, NC Landlord Representation


We represent landlords, property owners, manufactured home park owners, and property managers. We  advise landlord-owners on how to best navigate a tenant situation to avoid liability.  We also conduct litigation on behalf of landlord-owners. Do you have questions? Schedule a consultation in the Appointments tab in the menu above.

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Charlotte, NC Business Formation Attorney


Starting a new business?  You're in the right place. We have all the tools to help entrepreneurs achieve their goals. We set up limited liability companies (LLC), prepare Articles of Organization, and file them with the NC Secretary of State so that you can get to work. Schedule an appointment today using the Appointments tab in the menu above.