Search for "Estate Planning Law" in North Carolina

Board Certified Specialist in Estate Planning & Probate Law

Mr. Payne is the CEO & Managing Partner of Apple Payne Law, PLLC, which he co-founded with retired attorney Bill Apple after owning his own firm Payne Law, PLLC. Mr. Payne's practice areas are estate planning, probate & business advising, and the firm also has family law and real estate teams to serve the full family's needs. Mr. Payne started the practice of law when he founded Payne Law, PLLC after graduation from the Wake Forest University School of Law in 2011. Before attending Wake Forest University School of Law, Mr. Payne attended Florida Coastal School of Law, where he was...

Julia is a planner. She is very good at thinking through the logistics of how a plan will come together and is strategic in working to bring that plan to life. These qualities come to light as she guides families in strategic ways to provide for and protect their loved ones. “Family means so much to me. My family loves getting together when we can, and we always end up reminiscing over funny stories and memories. I cherish those get-togethers. Working here, I hope to help people realize Estate Planning does not have to be a solemn matter but rather it...

Kellie Corbett chose the University of South Carolina for her undergraduate degree for two reasons: the pageantry of big-time college football and the fact she hates snow. She got the pageantry but it came with snow – a freak storm, 8” of the stuff, her freshman year.

There’s a lesson there but we’re not exactly sure what it is — yet.

Kellie was accepted at the University of North Carolina School of Law where she became the first law student in the history of American law schools (that dates back to 1793) to fall in love with Trusts and Estates while taking...

Stephanie joined the Cary Estate Planning team in May of 2023 as an Estate Planning Lawyer. She spent a combined eight years as a solo estate planning practitioner and then pro bono attorney in Pittsboro, North Carolina. She believes in proactive planning at all stages of our lives and aims to provide client-centered service. Stephanie lived in Massachusetts, Wisconsin, West Virginia, and Ohio before attending Duke University in North Carolina, where she studied comparative religion. She relocated permanently to Chatham County after returning to Ohio briefly to study at Miami University. During law school at North Carolina Central University, Stephanie served as...

Dori J. Dixon focuses her practice in the areas of estate planning, elder law and special needs planning. Whether you are planning for your family’s future, navigating the world of disability benefits, looking into long-term care options, or grieving the loss of a loved one, Mrs. Dixon can help you every step of the way.

Letha Sgritta McDowell is a highly accomplished attorney and shareholder at Hook Law, specializing in various areas of elder law, including estate planning, special needs planning, estate and trust administration, asset protection planning, long-term care planning, personal injury settlement consulting, guardianships & conservatorships, and tax law. Her expertise ranges from assisting clients with complex estate planning for high-net-worth individuals with assets over $75 million to developing simple plans for families with limited assets. Ms. McDowell has a distinguished professional background. She served as the President of the National Academy of Elder Law Attorneys (NAELA), a notable position within the field. In...

Evan Lohr is an attorney in Raleigh, NC. He focuses his practice on estate and trust litigation. He has also represented hundreds of clients in estate planning, probate administration, and guardianship matters. Evan graduated with a B.A. in political science from the University of North Carolina at Wilmington in 2006 and received his law degree from the University of Tennessee. He is a past editor of The Administrative Lawyer, a publication of the North Carolina Bar Association. A Raleigh native, Evan is a graduate of Sanderson High School and is past president of Holy Trinity Lutheran Church.

Charlotte Wills, Trusts, Probate Law, Estate Planning; Guardianships, Elder Law, Special Needs Planning, Asset Protection; Business Succession Planning; Estate, Gift and Income Taxation; Estate Administration; Business Law Mecklenburg County (Member, Tax Section) and North Carolina (Citizen-Lawyer Task Force) Bar Associations; South Carolina Bar (Member, Tax Section); Charlotte Women's Bar Association (Board Member; Secretary; Treasurer; Vice President; President, Past Chair); American Institute of Certified Public Accountants; North Carolina Association of Certified Public Accountants (Member, Taxation Committee); Institute of Management Accountants; Charlotte Christian Chamber; Women's Initiative Network, Make-A-Wish Foundation of Western and Central North Carolina; Carolina Foster Kids Foundation Director. Order of the...

Stephen Taylor earned his Juris Doctor, magna cum laude, from the University of Richmond School of Law, where he served as Allen Chair Editor of the University of Richmond Law Review. He was a member of the John Marshall Inn of Court and was inducted into the Omicron Delta Kappa leadership honor society. Stephen's primary practice areas include Elder Law, Estate Planning, Business Planning, Estate and Trust Administration, and litigation in support of these practice areas. Stephen is licensed to practice in Virginia and North Carolina.

Melissa Duncan is a member of the family run Duncan Law, PLLC. Our firm is family run and we do all that we can to treat our clients as if they were part of our own family. Duncan Law's Commitment To You: Free Consultation: The first time that you come to our office to talk with an attorney it will be completely free. You deserve to have your case heard without having to pay. Your free consultation will allow you to explain your situation to an attorney so that he can best explain your legal options. Personal Attention: We treat you as a...

Kevin's practice consists of transactional law involving corporations, partnerships, and secured transactions, as well as real estate transactions, contract law, and elder law. He joined the firm in 1993. Since then, Kevin has helped hundreds of businesses and individuals throughout Catawba County and western North Carolina form corporate entities that are right for their needs and to successfully navigate through various legal and business issues. Kevin has extensive experience with drafting corporate and business agreements for small businesses and expansive corporate entities. Kevin also has extensive experience in representing healthcare entities including nursing homes and medical...

Jim Hickmon assists clients with wealth transfer, estate planning, trust, tax, and probate law issues. He also works with clients to resolve trust and estate related disputes, including representing beneficiaries and fiduciaries in litigated matters. He is a member of the American Bar Association’s Committees on Estate Planning and Employee Benefits and is Vice Chair of the ABA’s Probate & Real Property Section’s Uniform Acts Committee for Trusts and Estates. He is a Council member of the North Carolina Bar Association’s Section on Estate Planning and Fiduciary Law and also sits on the Section’s Legislative and Fiduciary...

Marjorie Brown is a solo practitioner with Elder Law & Estate Planning Solutions of the Piedmont providing Estate Planning, Estate Administration, Elder Law and Veteran’s Aid and Attendance for the residents of the Piedmont area of North Carolina.

There are many issues that we face as we and our family members face aging, potential illness and death. There are many questions that you have to ensure that your family is cared for. There are also many issues which could potentially impair the ones you love that you do not know to ask about. Ms. Brown has the knowledge,...

As a partner at Estate Planning NC, I provide a holistic approach to estate planning aimed at keeping your family out of court and out of conflict. We provide parents of minor children a comprehensive Minor Child Protection Package and as a mom myself, we decided to offer our Guardian Nomination free of charge on our website. We do not want legal fees to stand between a parent and this valuable estate planning tool. We also conduct legacy interviews for all of our clients because you are more than your stuff! Your stories, advice and wisdom will be captured for...

Abbey Hudson first joined Carolina Family Estate Planning as a Law Clerk before passing the bar exam and joining the firm as an Estate Planning and Elder Law Attorney. Abbey attended North Carolina State University for her undergraduate degree (Go Pack!). She has always loved the Raleigh area, so attending NC State was a no-brainer. Abbey decided to stick around Raleigh after graduation to attend law school at Campbell University School of Law. Probably the most frequently asked question a law student gets is "What type of law do you want to practice after graduation?" During her first year of law school,...

David has been a trusted advisor to businesses, individuals and families since 1990 in a wide range of legal practice areas. This breadth of experience brings depth and to his advice and informs his decision making across all his areas of practice. David spent 10 years practicing business, family law, estate planning and probate in Seattle, WA and then attended the Georgetown School of Law where he obtained a Master of Laws Degree (LL.M) in Taxation with honors. He is included in Best Lawyers in America Trust and Estates Section.

David has represented and is currently representing clients is a wide...

Mr. Spain was admitted to the State Bar in 2013 and practiced as an estates and business law attorney prior to joining BHSPA in 2018. Jason focuses on Estate Planning and Probate law, helping clients plan for their family’s future and to assist clients in administering the estate of a loved one. He also is proficient in helping small business owners set up business succession plans that will allow their companies to be passed on to the next generation and help provide financial security for their families in the event of retirement, death, or disability. ...

Growing up on a small farm in Central Iowa, I learned the importance of hard work, respecting my elders, and contributing locally. I graduated from Iowa State University, and eventually attended law school at the University of Wyoming. I have practiced law for several decades, focusing in recent years on estate planning, and I enjoy it. When my grandfather passed away without a will when I was a young man, my family was devastated, as the government took 70% of his estate. That lasting impression drove me to begin helping people avoid such difficult ends, and instead provide a soft...

Bill Alexander has practiced law for over 43 years in North Carolina and maintains the highest attorney ratings possible— ‘A-V Preeminent’ peer rating by Martindale-Hubbell and a “10-Superb Attorney” Avvo rating. He now manages an asset protection, estate and eldercare planning law practice as the founding attorney of W.G. Alexander & Associates, PLLC.

His law practice was heavily influenced by life circumstances; his older brother was severely injured, unconscious for two months and survived with traumatic brain injury. Hence Bill learned how to deal with special needs; eventually, he became his brother’s care manager and Trustee. He also...

The Law Office of Cheryl R. Watkins is a boutique estate law practice serving all 100 counties of North Carolina representing individuals, families, and small businesses in the provision of advice, counsel, and results in the following areas of law:

- Estate Administration (Probate Law)
- Estate Planning (Wills, Trusts, Powers of Attorney, Living Wills, etc.)
- Business Succession Planning
- Wrongful Death

Attorney Cheryl R. Watkins of The Law Office of Cheryl R. Watkins has a practice concentration in Estate Planning and Probate and has worked in those fields for over 20 years as a former CPA, auditor, Assistant Clerk,...

North Carolina native Ryan D. Stump is an accomplished Estate Planning lawyer with over 12 years of experience in the legal profession and a passion for helping clients achieve peace of mind knowing their family, wealth, and assets are protected for the future. Ryan handles a wide range of Estate Planning matters, from Wills and Trusts to Powers of Attorney and estate tax planning. Whether you want to create a comprehensive Estate plan, draft a Will to ensure your assets are disbursed per your wishes, establish a Trust for your loved ones, or ensure your affairs will be properly managed in...

With more than 30 years experience in private practice, Mark Costley has helped hundreds of North Carolinians with estate planning, trust and estate administration, planning for children and adults with special needs, business succession planning and business transactions, and family charitable and philanthropic counseling. Mark’s work involves elements of teaching, strategic analysis and planning, negotiation, documentation, and assisting clients in executing their plans. A Duke University Alumnus, Mark has given back to his alma mater in numerous capacities, including serving as a member of the Board of Trustees. He has devoted his considerable energies to the Servant Center, Inc., a...

Jackie Bedard’s estate and long term care planning practice is focused on guiding clients through the complicated, often confusing, maze of balancing family protection, long-term care planning, wealth preservation, and cherished family values in the planning process.

Jackie determined early on that traditional estate planning has primarily focused on what happens upon death, but a far more pressing concern for many families today is—what happens if you don’t die suddenly, but instead need long term care for several months or years? A comprehensive estate and long term care plan should address both of these concerns.

Jackie is a member of WealthCounsel...

Jeff is a highly dedicated and accomplished lawyer with a wealth of experience in various areas of law, particularly focusing on tax, estate planning, and administration. His expertise and genuine passion for charitable planning make him a sought-after advisor for families looking to structure their initiatives using trusts. Jeff's educational background showcases his commitment to excellence. He holds an Estate Planning Certificate and an LL.M in tax from the prestigious Georgetown University Law Center, which have equipped him with a deep understanding of the intricate legal nuances involved in estate planning. Combining his advanced education with practical experience, Jeff is well-equipped...

Michael Paul grew up in a Navy family who lived all over the country, returning to their home base of San Diego every two years. He graduated cum laude from the University of San Diego with a Bachelor’s Degree in Political Science and then earned his Juris Doctor degree from the National Law Center at George Washington University. As early as law school, he was involved in estate planning, working in clinics to assist low income families with their wills and probate administration. After graduation, Michael joined Reid & Priest, (a large DC law firm) as a corporate litigator and compliance...

Providence Wills and Trusts is an Estate Planning Law Firm located in Weddington, North Carolina. The managing attorney, Zachary Setzer, graduated cum laude from Washington and Lee University School of Law where he was Lead Articles Editor of the Washington and Lee Law Review and received the James C.C. Treadway Law Scholarship. Before attending law school, Zachary graduated from the University of North Carolina at Chapel Hill with a B.A. in Religious Studies and a B.A. in Political Science. Being a solo practice, Zachary takes pride in having the opportunity to work with every client personally,...

Originally from Grand Haven, Michigan, Andrew Bullard attended the University of Michigan, graduating with a Bachelor of Arts Degree in Political Science. He later attended Michigan State University College of Law and obtained his J.D. in 2010. Andrew Bullard primarily practices estate planning, estate administration, special needs law and guardianships at the firm. Andrew’s experience includes assisting individuals and families as they navigate the process of planning and administering estates and trusts. Additionally, he guides fiduciaries through their duties in the probate process and helps families plan for the care of loved ones with long-term special needs. Andrew takes...

Attorney Andrew Sabourin is the Owner of Lake Norman Wealth Counsel. Lake Norman Wealth Counsel, is a full-service estate planning law practice based in Huntersville, North Carolina. Lake Norman Wealth Counsel focuses exclusively on helping clients with estate planning matters. By concentrating on this single area of law, they have developed deep and broad knowledge to apply to every client need. They represent clients who seek to protect assets now and into the future, preserving their hard-earned legacy for their heirs.

Lake Norman Wealth Counsel can set up trusts for yourself, your spouse or your children so that your assets...

My name is Laura C. Rivers, and I assist families living in North Carolina and South Carolina to create their comprehensive estate planning documents. I also help families navigate through the probate process after a loved one passes away. The estate planning and probate can be a time-consuming and intimidating process. At the same time, you know you need to do it, and perhaps it is something that has been lingering on your to-do list for far too long. Planning for yourself and for your family is one of the most important steps you can take...

Larry J. Ford is an attorney with 47 years of experience whose practice provides legal services to business owners, families, individuals, and retired persons in the following areas: Asset Protection Planning, Business Planning, Corporations, Charitable Trusts, Estate Planning, Federal Tax Planning, Family Limited Partnerships, Limited Liability Companies, Living Trusts, Medicaid Planning, Real Estate, and Wills and Estates. Ford first practiced law in the Asheville/Hendersonville area, then was in the corporate business and legal arena in Charlotte, NC, prior to returning to Hayesville in 1991. In Charlotte, Ford served as Vice-President/Legal Counsel with two different title insurance companies, and as a...

Agatha “Aggie” Guy is a native of Haywood County, North Carolina. She attended the University of North Carolina at Chapel Hill where she graduated with a degree in Journalism. Aggie later earned a juris doctorate from Florida Coastal School of Law and an LL.M in Tax with a concentration in Estate Planning from the University of Alabama. Aggie has extensive experience in estate planning and estate administration. She has worked with the Jackson County Area Agency on Aging for the past four years, helping area seniors with their estate plans and currently serves as the Public Administrator of Jackson County....