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Charlotte Trusts and Estates Lawyer Helps Clients Plan for the Future

Highly responsive North Carolina attorney drafts wills

I counsel clients in all will, trust, and estate planning areas. Everyone needs a will, but for those with minor children, real estate, or substantial assets, a will is critical. Larger estates may be subject to federal estate taxes. I clearly and concisely explain various methods of legally and ethically reducing or eliminating your tax burden so it does not pass to your beneficiaries.

Drafting simple wills, living wills and power of attorney letters

Wills concern the distribution of your estate. The term “simple will” refers to any will that does not involve estate planning. When minor children are involved, the crucial guardianship provisions and a minors’ trust are always included within the will. I will help you create a will that protects your heirs and your money.

Living wills and other documents determine what happens to you in case of emergency. We draft and explain to you all of the commonly used documents such as:

  • Durable power of attorney, which still applies in the event of incapacity
  • Living will, also known as a declaration of desire for natural death
  • Health care power of attorney for someone to make medical decisions for you in the event of incapacity

I work to ease the financial burden and capacity issues that often come with aging.

Using trusts to avoid public probate

Many clients prefer to place their assets in a revocable trust (a form of “living” trust), to avoid the time, hassle, and expense of probate. For many clients with moderate to larger estates, estate tax planning considerations overshadow the importance of probate avoidance. By using AB trusts and other tools, I am able to help some North Carolina families avoid or postpone the payment of certain taxes. I will help clients understand the type of trust that works best for their estate.

Utilizing advanced estate planning techniques to plan for the future

My philosophy is to keep the plan as simple as possible, but at the same time to accomplish your tax-saving objectives. However, for clients with larger estates who need more sophisticated estate planning, I draft Irrevocable Life Insurance Trusts (ILITs), Family Limited Partnerships, Charitable Remainder Trusts as well as other advanced trusts and estate planning documents. I provide thorough explanations as to how these instruments can be helpful to families. I also explain and implement various gifting and Charitable Trust options that are available.

Protect your financial legacy

I provide a full range of estate planning services to clients in the Charlotte area. I handle both large and small estates and create simple and complex estate plans. Please call 704-544-2500 or contact me online to discuss your estate planning needs.

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