Estate Planning lawyers in North Carolina Daniel Umlauf to George Payne

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: Geico

140 Liberty St , Asheville , North Carolina 28803 Zip code: 28803

Practice Areas: Estate Planning

Firm: Marshall, Roth & Gregory

90 Southside Avenue , Asheville , North Carolina 28801 Zip code: 28801

Practice Areas: Estate Planning

225 Gateway Access Point, Suite 220 , Raleigh , North Carolina 27607 Zip code: 27607

Practice Areas: Estate Planning

806 Davie Rd , Carrboro , North Carolina 27510 Zip code: 27510

Practice Areas: Estate Planning

Firm: Mullen Holland & Cooper, P.A.

301 South York Street   Post Office Box 488 Nort , Gastonia , North Carolina 28016 Zip code: 28016

Practice Areas: Estate Planning

Firm: Kiger Waple Houk, PLLC

1336 Harding Place , Charlotte , North Carolina 28204 Zip code: 28204

Practice Areas: Estate Planning

Licensed as an attorney in both North and South Carolina, Elizabeth focuses her legal practice on estate planning, estate administration, and guardianships. Elizabeth developed a love for the law while growing up in her mother’s trusts and estates law firm in Jacksonville, Florida, but it was not until after she graduated from Northwestern University with a degree in music and earned a master’s degree in arts administration from Florida State University that she decided to pursue a career in law. Elizabeth graduated from the Charlotte School of Law magna cum laude, ranked third in her class. While a law student, she served as a legal intern for both the Office of Chief Counsel of the Internal Revenue Service and the Western North Carolina Low Income Taxpayer Clinic through Legal Services of Southern Piedmont.  Elizabeth also participated in the Pro Bono Wills Clinic and earned Pro Bono Leadership Awards from the North Carolina Bar Association and Charlotte School of Law for her work with Wills for Heroes and the Mecklenburg County Self-Serve Center. In addition to earning awards for the top grades in both of her legal research and writing courses as well as classes in elder law and federal income tax, Elizabeth was a research assistant for Professor Camille Davidson, a member of an award-winning Moot Court team, and Senior Editor of the Charlotte Law Review, which published her casenote, “A Post-Ahlborn Analysis of the Supreme Court of North Carolina’s Decision in Andrews v. Haygood.” The position of this casenote was adopted in 2012 by the 4th Circuit Court of Appeals in E.M.A. ex rel. Plyler v. Cansler. After earning her Juris Doctor degree and passing both the North and South Carolina bar examinations, Elizabeth completed her legal training by earning a Master of Laws (LL.M.) degree in Taxation from the prestigious graduate tax program at the University of Florida’s Levin College of Law. Even before earning a J.D. and LL.M., Elizabeth knew that her legal career would focus on trusts and estates. Growing up in her mother’s law firm, she learned first-hand how rewarding a career in estate planning and administration can be both personally and professionally. Her academic and professional experiences have only strengthened her enthusiasm for this area of the law, and she looks forward to sharing this passion with her clients.

Firm: Luminary Wills and Trusts

900 Hendersonville Rd , Asheville , North Carolina 28803 Zip code: 28803

Practice Areas: Estate Planning

At Luminary Wills and Trusts, we keep our focus on you and your family. We are a small, client-centered firm that believes estate planning should be clear and straightforward, not confusing or overwhelming. Our role is to guide you through the process with confidence and peace of mind.. Every plan begins with a complimentary two-hour planning session with an attorney. This gives us the time to understand your goals, answer your questions, and begin shaping a plan that reflects your values and priorities.. We offer flat fees for our services, so you will always know what to expect without worrying about hourly charges. Most importantly, we are here to walk with you step by step, helping you put plans in place that shine a light for the people who matter most in your life.

48 Patton Avenue , Asheville , North Carolina 28801 Zip code: 28801

Practice Areas: Estate Planning

Doris Loomis brings clients extensive experience in estate planning and probate law as she advises on options available to ensure efficient management of an estate during incapacity and to structure an estate plan which promotes the orderly disposition of the estate at death. She places a particular focus on the reduction or elimination of federal estate taxes through lifetime gifts, credit-shelter trusts and inter vivos or testamentary charitable trusts. In estate and trust administration, she strives to provide supportive and knowledgeable counsel to personal representatives and trustees.. Doris is mayor pro tem of the Town of Biltmore Forest and is a member of the Board of Trustees of UNC-TV. She is Secretary of the Board of Directors of the Asheville Symphony Orchestra and Vice Chairman of the board of Givens Estates. She also serves on the board of MemoryCare.

Firm: King Law Offices

1373 Westgate Center Drive , Winston-salem , North Carolina 27103 Zip code: 27103

Practice Areas: Estate Planning

Diane Ford is an Associate Attorney working in King Law’s Winston-Salem, North Carolina office. Diane primarily practices in the area of transactional law. Her practice areas include Elder Law and Estate Planning. Diane loved Campbell University so much she went twice and earned her bachelor’s in economics and her Juris- Doctorate from Campbell Law School.. As part of her legal education, Diane was a member of Campbell Law’s distinguished advocacy program. She competed in the National Civil Trial Competition and the Annual Duberstein Bankruptcy Moot Court Competition. As Campbell Law’s President of the Black Law’s Student Association, her chapter earned Chapter of the Year, a celebrated award among the southern region of black law students.. Diane is a native of Brooklyn, NY, but she calls many places home. Before moving to North Carolina, Diane attended The Milton Hershey Boarding School and lived in Hershey, Pennsylvania, also known as The Sweetest Place on Earth. In her free time Diane enjoys traveling to visit with her family, friends, and alumni nationwide.

Firm: Debra L. Foster, PLLC

6000 Fairview Road , Charlotte , North Carolina 28210 Zip code: 28210

Practice Areas: Estate Planning

Debra Foster is a fellow in the American College of Trust and Estate Counsel.  She focuses her practice on estate planning and estate administration matters.  Debra is certified by the North Carolina State Bar as a Specialist in Estate Planning and Probate Law and for seven years she served on the North Carolina State Bar committee charged with the certification of qualified attorneys in this area of practice.  In 2009-2010, Debra chaired the North Carolina State Bar Estate Planning and Probate Law Specialization Committee.  She is a past Chair of the Estate Planning and Fiduciary Law Section of the North Carolina Bar Association, having served as its Vice-Chair, its Secretary, and as the Chair of the Section's Continuing Legal Education Committee for two years.  She now serves on the Section's Ethics Committee.  Debra is a member of the Charlotte Estate Planning Council and has lectured and continues to lecture extensively on matters pertaining to estate planning and charitable giving.

Firm: Rasmussen Law, PLLC

115 Salem Towne Court , Apex , North Carolina 27502 Zip code: 27502

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: 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: Kasper & Payne, P.A.- Attorneys and Counsellors at Law

PO Box 687 , Clemmons , North Carolina 27012 Zip code: 27012

Practice Areas: Estate Planning

Kasper & Payne, PA is located next to the Clemmons Post Office, 3626 Clemmons Rd. Clemmons, NC 27012. Parking is in the rear, and the back entrance is the main lobby.

Firm: Pettis, Douglas A.

8 Beta Court Rhode  029113217 , North Providence , North Carolina 2860 Zip code: 2860

Practice Areas: Estate Planning

Firm: Williams Boger Grady Davis & Tuttle PA

2   708 Mclain Rd North  280820 , Kannapolis , North Carolina 28027 Zip code: 28027

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

1 Vance Gap Rd , Asheville , North Carolina 28805 Zip code: 28805

Practice Areas: Estate Planning

Firm: Eugene D. Grigg

206 North  280210206 , Cherryville , North Carolina 28021 Zip code: 28021

Practice Areas: Estate Planning