Over 10 Years of Experience. Licensed to Practice in North Carolina & New York.

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.

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Charlotte, NC Personal Injury Attorney

We have over a decade of experience helping the injured get the compensation they deserve. We understand the importance of assertive representation for clients who have been injured due to the negligence of another. Negligence occurs when an individual owes a duty of care to another, and then breaches that duty, causing damages.  This can occur in any of the following situations:


  • Automobile accident
  • Boating accident
  • Dog bite
  • Injury on the property of another due to unsafe conditions (premises liability)


The damages that result from the harm caused may consist of personal injuries and economic losses, including loss of time from work and property damage.  We will assist you in all stages of your personal injury claim, from inception to settlement or trial. We work zealously to obtain compensation on your behalf so that you can focus on healing. Not sure whether you have a case? Give us a call for a free consultation.

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Charlotte, NC Social Security Disability Attorney

We assist clients in applying for Social Security Disability benefits.  Our office gathers medical evidence, work history, doctor's opinion letters, and prepares briefs on behalf of clients.  We file all appeals and attend hearings before  Administrative Law Judges.  We help disabled individuals in organizing their medical evidence and synthesizing the information for the benefit of the Social Security Administration. We strive to ensure our clients receive the benefits they deserve.  Call now for a free consultation.

other practice areas

Charlotte, NC Landlord Representation

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

Charlotte, NC Business Risk Management Consulting

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We consult businesses of all sizes with regard to risk management. We perform liability analysis and develop and manage best practices to avoid exposure. We advise businesses on litigation strategies and evaluate evidence and factual scenarios to project outcomes. Contact us today to see if we can assist your company.

Charlotte, NC Business Formation Attorney

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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.