Estate Planning lawyers in North Carolina Charlie Brown to Deanna Lucille

Firm: Barnes, Grimes, Bunce & Fraley

South Main Street , Lexington , North Carolina 27292 Zip code: 27292

Practice Areas: Estate Planning

Firm: Oertel, Koonts & Oertel

3493 Forestdale Dr Apt 103 , Burlington , North Carolina 27215 Zip code: 27215

Practice Areas: Estate Planning

Firm: Law Office of Montgomery and Hart, PLLC

122 N. McDowell Street , Charlotte , North Carolina 28204 Zip code: 28204

Practice Areas: Estate Planning

The first step is for us to work together and come up with a plan to get the maximum results you need. Through my understanding of the law and your understanding of the circumstances, we will craft a path to success.

100 N Tryon St Ste 4700 , Charlotte , North Carolina 28202 Zip code: 28202

Practice Areas: Estate Planning

Firm: Heritage Law Firm

9140 Arrowpoint Blvd , Charlotte , North Carolina 28273 Zip code: 28273

Practice Areas: Estate Planning

Christopher J. Leddy, Jr. was born in the Catskill mountains of upstate New York. Chris moved to Stuart, Florida with his family at the age of 5. Growing up in the Sunshine State is what sparked his love and desire to practice in very focused areas of the law: Estate Planning & Elder Law. Prior to beginning his career, Chris worked diligently over a four year period to obtain the Gold Congressional Award Medal. During 2007, this honor was bestowed upon only 273 youth across the nation who completed over 400+ hours of community service, 200+ hours of physical fitness, 200+ hours of personal development, and a 4 night expedition. Chris learned valuable life lessons while completing these goals that he still uses to this day.. Chris attended the University of South Florida (USF) for his undergraduate studies. He received his Bachelor's Degree with a double-major in Political Science and History. This degree focus has fostered both a passion for civic engagement and a love for the United States military. Upon graduation from USF, Chris spent the beginning years of his professional career working for the Martin County Supervisor of Elections in Stuart, Florida. This experience fostered his love for elder law issues and it was after this experience that Chris decided to pursue a legal career.. During law school, Chris clerked for a private firm that focused on Estate Planning, Estate Administration and Elder Law issues such as Medicaid Pre-Planning, Medicaid Crisis Planning and Veterans Affairs Aid & Attendance. Chris was also a member of Moot Court Team during law school, where he competed in the Billings, Exum & Frye National Moot Court Competition. His passion for appellate advocacy and civil litigation stems from this experience. Upon graduation, Chris worked for a small Estate Planning firm in Fort Mill, SC while he studied for, sat for, and passed the South Carolina Bar Exam. The following July, Chris sat for, and passed, the North Carolina Bar Exam.. Chris takes pride is a "client-first" approach as well as his attention to detail. His main focus is to assist clients leverage their options to maximize their wealth, in order to preserve their heritage and legacy for future generations. These foundations have provided the Heritage Law Firm mission, "Your Life, Our Passion.". On a personal note, Chris is married to the love of his life, Macy. The two live in Indian Land, SC with their beautiful daughter, Kinsley, and their three dogs, Daisy, Bailey, & Kahlua. Chris & Macy are active parishioners at St. Matthews Church in Ballantyne.

Firm: Pope, Mcmillan, Kutteh Et Al

Po Box 1776 , Statesville , North Carolina 28687 Zip code: 28687

Practice Areas: Estate Planning

Mr. Kutteh has been engaged in the general practice of law in Statesville, North Carolina since 1976. He has always had an interest in the business aspects of law practice, choosing to focus his practice in the areas of estate planning and administration, business and corporate planning, tax planning and real estate. He also represents many clients in the areas of collections, personal injury, and workers’ compensation.Mr. Kutteh has provided consistent, competent and comprehensive services in these areas for clients for his entire legal career, going so far as to further his education by obtaining a Master’s Degree in Taxation from Emory University while remaining a full-time attorney at the firm.. In addition to his law practice, Mr. Kutteh has been a member of the Statesville City Council since 1989 and was elected mayor of Statesville in 2005, a position he still currently holds. He has found that his government experience informs and improves his law practice and is thankful to have been able to use that experience to serve the community in his civic capacities.. Mr. Kutteh places a high value on personal interaction with clients and the ability to grow with those clients as time passes. He anticipates practicing law well into the future and looks forward to continued opportunities in these areas.

Firm: Sodoma Law, P.C.

211 East Boulevard , Charlotte , North Carolina 28203 Zip code: 28203

Practice Areas: Estate Planning

“There is nothing so sinister in so arranging one’s affairs as to keep taxes as low as possible. Everybody does so, rich or poor, and all do right for nobody owes any public duty to pay more than the law demands; taxes are enforced exactions, not voluntary contributions. To demand more in the name of morals is mere cant.” Judge Learned Hand.. I had been practicing law for a number of years when I rediscovered this quote from Judge Hand. At the time, I was starting a program to obtain a Masters in Accountancy with the intention of using it to better serve my clients in estate planning and corporate transactions. Many years have passed since then but I am still struck by Judge Hand’s phrase “so arranging one’s affairs.” As both an estate planner and a corporate attorney, my primary focus is assisting my clients in so arranging their affairs to achieve their specific goals.. In estate planning, those goals often involve providing a legacy for a surviving spouse or child and making sure an appropriate person is named to serve as the guardian of a minor child. A will, durable power of attorney, and healthcare power of attorney with advanced directive are all necessary documents in an effective estate plan. Because everyone’s circumstances are different, certain estate plans can require the use of revocable or irrevocable trusts. In either case, the client is entitled to a comprehensive plan to achieve his, her or their goals. My role is to provide that plan as efficiently and effectively as possible. Doing so often involves teamwork. I’m committed to working with all my clients’ advisors to craft a plan, to arrange their affairs, to achieve that end.. Corporate transactions also require arranging one’s affairs, but instead of passing on a legacy, the business owner needs to ensure the continued operation and success of his business venture. From starting a new business to expanding an existing business to acquiring or merging a business, proper planning is imperative for continued success. I provide that planning to my clients by advising them on business structures, operating and shareholder agreements, and investigating the different options available to an expanding business. From start-up to winding-down, I help business owners with tools they need to succeed.. Judge Hand was talking specifically about taxes when he wrote the statement above, and taxes can play a key role in both estate planning and corporate transactions. My experience allows me to identify those tax implications in both estate and business planning. But whether taxes are the primary focus, or merely a secondary consideration, the purpose of good planning is the arranging of one’s affairs. I’m committed to providing my clients the highest level of service in handling their estate and corporate needs. From beginning to end, I will counsel and advise them as they plan for some of the most important decisions they will make.

Firm: Salem Law

1645 Westbrook Plaza Drive , Winston-salem , North Carolina 27103 Zip code: 27103

Practice Areas: Estate Planning

Attorney Daniel J. Umlauf is a noted speaker on estate planning and Principal of Salem Law a premier estate planning and elder law firm in Winston-Salem, North Carolina. Since 2010, we have helped individuals, families and business owners with their estate planning, elder law and probate matters, ranging from simple to complex.. Attorney Umlauf recognizes that estate, trust and probate matters are not only about assets; they are about protecting people and their rights and preserving family relationships. He understands the challenges, both personal and practical, that surround the death or incapacity of a loved one. Those challenges are often increased by the need to administer an estate or trust, obtain a guardianship or conservatorship, or deal with probate administration matters. Daniel is dedicated to presenting vision for the future, providing guidance, and pursuing justice for our clients after the loss of a loved one. He takes time to listen and understand his client’s concerns; and will recommend custom solutions to help his clients reach their desired goals. Attorney Umlauf provides comprehensive estate planning services that will guard against the unpredictable, help avoid probate, and leave instructions you feel confident about.. Daniel was born in Dallas, TX and began college at Texas A&M University before meeting his wife in Switzerland while spending a year abroad. Daniel was introduced to estate planning during law school at Wake Forest University while writing a grant to help prevent North Carolina farming families from losing their farms due to poor planning. He began Salem Law, in 2010, and practices exclusively in the areas of estate planning, wills, trusts, Medicaid planning, probate, powers of attorney, Veterans Benefits and elder law. He has 2 beautiful boys, lives downtown, attends Salem Presbyterian Church, serves as the President of the Stratford Rotary Club, does yoga and is active in the arts community of Winston-Salem.

Firm: Daniel A. Kuehnert

The Commerce Bldg   A North  2865 , Morganton , North Carolina 28655 Zip code: 28655

Practice Areas: Estate Planning

9128 Woodriver Ln , Charlotte , North Carolina 28277 Zip code: 28277

Practice Areas: Estate Planning

Firm: Wyrick Robbins Yates & Ponton LLP

4101 Lake Boone Trl Ste 300 , Raleigh , North Carolina 27607 Zip code: 27607

Practice Areas: Estate Planning

Po Box 920 , Graham , North Carolina 27253 Zip code: 27253

Practice Areas: Estate Planning

47 Union St N , Concord , North Carolina 28025 Zip code: 28025

Practice Areas: Estate Planning

Firm: Robbins & Hamby, P.A.

Main Street , Granite Falls , North Carolina 28630 Zip code: 28630

Practice Areas: Estate Planning

Po Box 182 , Mount Mourne , North Carolina 28123 Zip code: 28123

Practice Areas: Estate Planning

Firm: Stott, Hollowell, Palmer & Windham, L.L.P.

401 East Franklin Boulevard   PO Box 995 North , Gastonia , North Carolina 28016 Zip code: 28016

Practice Areas: Estate Planning

Firm: D. Floyd Osborne, Jr.

607   1011 Center Church Rd North Carolin , Eden , North Carolina 27288 Zip code: 27288

Practice Areas: Estate Planning

Firm: Viebrock + DeNittis

417 East Blvd. , Charlotte , North Carolina 28203 Zip code: 28203

Practice Areas: Estate Planning

Chris counsels both individual and corporate clients on a wide range of legal issues with a special focus on tax and estate planning. His background in real estate development has enabled him to effectively counsel clients on development, construction and sales of both land and building projects. He is dedicated to seeing his clients achieve their entrepreneurial goals and realizing their professional and familial visions.. Chris began his legal career at Pricewaterhouse Coopers after graduating from Georgetown University’s tax law program. At PwC, Chris worked as a tax associate charged with advising and assisting national companies with various jurisdictional tax compliance goals.. Wanting to bring this same level of expertise and attention to individual clients and their families, Chris joined a boutique estate planning and business law firm in Charlotte. There, he served high-net worth families by advising and implementing estate planning strategies designed with the twin goals of wealth preservation and generational planning. He also assisted entrepreneurs at all stages of their business development.. Chris then served as general counsel at a real estate development and investment partnership where he was able to combine his legal background with his prior experience as a real estate broker. There, he supervised and helped administer multiple sales and development campaigns in addition to managing both commercial and investment real estate portfolios. He also provided individual estate and tax planning services to partners and their families.. Prior to attending law school, Chris worked as a real estate broker and as an award winning newspaper journalist.

Firm: Stott, Hollowell, Palmer & Windham, L.L.P.

PO Box 995 , Gastonia , North Carolina 28053 Zip code: 28053

Practice Areas: Estate Planning

4317 Ramsey St , Fayetteville , North Carolina 28311 Zip code: 28311

Practice Areas: Estate Planning