Top Estate Planning Lawyers in Charlotte | 77 available

550 South Tryon Street , Charlotte , North Carolina 28208

Practice Areas: Business, Estate Planning, Litigation, Corporate, Employment

Adam J. Tan is an associate at Essex Richards, specializing in Business and Corporate Matters, Contracts, Labor and Employment, Estates and Probate, and General Civil Litigation Matters.Legal Background:Prior to joining Essex Richards, Adam practiced law in the United States Air Force Judge Advocate General’s (JAG) Corps as an Assistant Staff Judge Advocate with varied experience in Government Contracts and Acquisitions, Regulatory Compliance, Employment law, Estate Planning, and Criminal Litigation.  He also served as a Special Assistant United States Attorney for the district of South Carolina and the district of Idaho.  Adam is admitted to practice law in the State of North Carolina, the United States Court of Appeals for the Armed Forces, and the United States Air Force Court of Criminal Appeals.  He is also accredited by the Department of Veterans Affairs to represent claimants before the Board of Veterans’ Appeals and the Court of Appeals for Veterans Claims.. Adam continues to serve as a JAG, part-time, with the 145th Airlift Wing, North Carolina Air National Guard in Charlotte, North Carolina.. Behind the Resume:. Adam was born and raised in Baltimore, Maryland.  In August of 2000, he enlisted in the United States Air Force as an Aircraft Electrical and Environmental Systems Maintainer, deploying to the Persian Gulf in support of Operation Enduring Freedom and Operation Southern Watch in the wake of the September 11, 2001 attacks.  By July of 2003, he was selected for the prestigious SOAR program (Scholarships for Outstanding Airmen to ROTC) to pursue a commission as an Officer.  Adam attended the University of Florida in Gainesville, Florida, where he completed four years of ROTC and graduated Cum Laude with a Bachelor of Science degree in Business Administration.  Adam then moved to North Carolina, earning his law degree from the University of North Carolina at Chapel Hill.  While studying law at UNC, he was dually assigned to the Air Force Institute of Technology and UNC’s ROTC program.  He also served as a Carolina Law Ambassador and was a merit-based scholarship recipient. In his spare time, Adam enjoys spending time with friends and family, SEC football (Go Gators!), ACC basketball (Go Heels!) and his dogs, Parker and Spooky.  His wife, Kristen, is a native Charlottean and practicing Nurse Anesthetist.

Firm: Hickmon & Perrin, P.C.

5605 Carnegie Boulevard , Charlotte , North Carolina 28209

Practice Areas: Estate Planning, Probate, Trusts

Christian has practiced law in Charlotte for over 10 years and has substantial experience advising individuals, families and institutions on estate planning, business succession planning, asset protection, tax, and estate administration and probate law issues.  Christian also represents beneficiaries and fiduciaries in trust and estate related disputes, including breach of fiduciary duty claims, matters of will and trust construction, will caveats, actions for removal of trustees and executors, and actions for trust modification and termination.  He is licensed to practice law in North Carolina and South Carolina.

One Wachovia Center   3500 North , Charlotte , North Carolina 28105

Practice Areas: Estate Planning,Probate ,Trusts

Firm: Douglas K. Simmons & Associates, PLLC

8210 University Executive Park Dr   160 N , Charlotte , North Carolina 28105

Practice Areas: Adoption,Bankruptcy,Child Custody & Visitation,Child Support,Criminal Defense ,Divorce,Estate Planning,Family ,Probate ,Traffic Violations,Wills

Firm: Debra L. Foster, PLLC

6000 Fairview Road , Charlotte , North Carolina 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: Sodoma Law, P.C.

211 East Boulevard , Charlotte , North Carolina 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: Wishart, Norris, Henninger and Pittman, P.A.

6832 Morrison Boulevard North  28211 , Charlotte , North Carolina 28105

Practice Areas: Business & Commercial,Estate Planning,Taxation - State & Federal

Firm: Craig Morgan

6201 Fairview Rd , Charlotte , North Carolina 28210

Practice Areas: Estate Planning, Business, Real Estate

Firm: Heritage Law Firm

9140 Arrowpoint Blvd , Charlotte , North Carolina 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: Grier Furr and Crisp, P.A.

101 North Tryon Street   1240 North Caroli , Charlotte , North Carolina 28105

Practice Areas: Business & Commercial,Estate Planning,Probate

Firm: The Bain Group, PLLC

8301 University Executive Park Drive   120 , Charlotte , North Carolina 28105

Practice Areas: Civil ,Corporate ,Estate Planning,Real Estate

Firm: Warren & Kallianos, PLLC

301 South McDowell Stret , Charlotte , North Carolina 28204

Practice Areas: Business & Commercial, Elder , Estate Planning, Health Care & Hospitalization, Medical Malpractice, Personal Injury, Products Liability, Professional Malpractice, Transportation , Workers Compensation, Car Accidents

Throughout his 28 year legal career, Chris’s passion has been to provide each of his clients with effective, aggressive and personalized legal representation. Chris brings a vast array of legal knowledge and experience to each and every case he handles, including  motor vehicle accidents, medical negligence, nursing home neglect, catastrophic injuries (severe burns, brain and spinal injuries, etc.), construction accidents,  workers’ compensation and wrongful death.. Chris’ extensive and diverse work history in the legal field provides him with a unique perspective on how to successfully litigation cases against large corporations and insurance companies to obtain maximum compensation for victims of negligence. Chris moved to Charlotte in 1987 and began his legal career at Parker, Poe, Adams & Bernstein, LLP, one of the state’s largest law firms, defending companies in litigation matters in both state and federal courts. In 1993, he accepted a position as in-house counsel at First Union Corporation (now Wells Fargo), handling complex litigation cases across the country. As Vice-President and Assistant General Counsel of First Union, Chris was also responsible for overseeing and defending the personal injury and risk management cases against the company.. In 1997, Chris joined with his law partner Jeff Warren to form Warren & Kallianos, a personal injury law firm exclusively focused on protecting the rights of those injured by the negligence of others. His skill, reputation and accomplishments as a trial attorney have been recognized by numerous state and national legal organizations and associations.. In addition to practicing law, Chris believes in public service and the need to support organizations that protect access to justice and the right to a jury trial. Chris has served on the Board of Governors for the North Carolina Advocates for Justice (NCAJ), an organization dedicated to protecting the legal rights of those injured by the negligence of others, as County Captain of the NCAJ, and as a member of the Mecklenburg County Bar Fee Dispute Committee and Public Information and Education Committee. For six years, Chris also served as a Commissioner and Mayor-Pro-Tem on the Matthews Town Council.. Chris is a lifelong native of North Carolina, having been born and raised in Durham, North Carolina. Chris attended the University of North Carolina at Chapel Hill (UNC) where he studied psychology and business.  He received his undergraduate degree and was awarded Phi Beta Kappa from UNC in 1984.  He also attended law school at UNC where he received his law degree with honors in 1987.  While in law school, Chris served as a member of the North Carolina Law Review and was appointed to the Board of Editors of the North Carolina Law Review.  Chris is a published author on topics ranging from bad faith insurance practices to medical negligence. He is admitted to practice in all North Carolina federal and state courts, the United States Court of Federal Claims, and is a Certified North Carolina Superior Court Mediator.. Chris has an active life outside of the practice of law. He has three wonderful daughters who are all married. He is a proud grandfather of three and enjoys spending as much time with his family as possible. Chris is an avid golfer and tennis player, having competed in various golf and tennis events throughout Charlotte.

Firm: Saunders Law, PLLC

319 S Sharon Amity Rd Ste 220 , Charlotte , North Carolina 28211

Practice Areas: Business & Commercial, Civil , Condemnation & Eminent Domain, Construction , Employment & Labor , Estate Planning, Technology and Science, Personal Injury

Firm: Grier Furr & Crisp,PA

101 N. Tryon St , Charlotte , North Carolina 28246

Practice Areas: Estate Planning

Firm: Crisp Cherry McCraw, PLLC

615 South College Street , Charlotte , North Carolina 28202

Practice Areas: Estate Planning

Unlike other attorneys who practice estate planning or elder law in addition to a multitude of other services, I view this area of law as my life calling. I obtained a Certificate of Concentration in Elder Law while attending law school and continue to focus my continuing education efforts in the areas of estate planning and elder law in order to provide a higher level of service for my clients.. I believe that everyone – no matter the income level and no matter the family situation – deserves access to the protections afforded to them by law. I view my estate planning and elder law practice as a tool belt that I wear for the benefit of my clients; I have access to a variety of legal tools and mechanisms that can be used alone, or in combination, to create a plan that fits each client’s individual needs. Few things in life excite me more than being able to use my “tools” to take weight off of my clients’ shoulders and give them peace of mind. It’s no exaggeration to say that I treat each and every one of my clients with the same respect and attention that I give my own family members in need of my services.. My husband and I are thrilled to have relocated back "home" to the Charlotte area in 2013 with our basset hound, Pierre. If I can be of any assistance to you at all, please don't hestitate to call me or drop by my office. I'm always happy to help or point you in the right direction.

Firm: Arnold & Smith, PLLC

200 North McDowell Street , Charlotte , North Carolina 28204

Practice Areas: Bankruptcy, Business , Collections, Estate Planning, Bankruptcy & Debt

Having lived in Charlotte for some time, it has been important for me to get involved in civic organizations like Leadership Charlotte, Arts and Science Council, and my church. In my legal practice, I strive to make the extra effort to grow my career, by giving seminars and volunteering for law articles.

Firm: Shuford & Bain, PLLC

1909 JN Pease Place. , Charlotte , North Carolina 28262

Practice Areas: Civil , Corporate , Estate Planning, Real Estate , Chapter 7 Bankruptcy

Firm: Dean & Gibson, L.L.P.

Cameron Brown Building   301 S McDowell Street , Charlotte , North Carolina 28105

Practice Areas: Bankruptcy,Estate Planning,Insurance

Firm: Baker and Blake, LLP

1061 Providence Road North  28207 , Charlotte , North Carolina 28105

Practice Areas: Business & Commercial,Business Formation,Civil ,Education ,Estate Planning,Non-Profit Corporations,Probate ,Public Finance,Wills

Firm: Kiger Waple Houk, PLLC

1336 Harding Place , Charlotte , North Carolina 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.