Top Estate Planning Lawyers in ZIP 28203 | 4 available

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: Hull & Chandler, P.A.

1009 East Blvd , Charlotte , North Carolina 28203

Practice Areas: Business Formation, Corporate , Employment & Labor , Estate Planning, Intellectual Property , Mergers & Acquisitions, Non-Profit Corporations, Taxation - State & Federal, Business

I am a founding partner of the law firm of Hull & Chandler, P.A. Our firm handles a variety of legal issues for small businesses and individuals. My practice is focused primarily on business litigation and transactions while my firm has attorneys focusing on personal injury, estate planning, construction law, imigration and other areas of the law. We strive to offer high level personal service to our clients and will refer matters to highly qualified attorneys when our clients have legal matters that fall outside of our areas of focus.

Firm: Stewart Law, P.A.

909 East Boulevard , Charlotte , North Carolina 28203

Practice Areas: Estate Planning

Drawing on my skills as an Attorney and CPA, I have a passion for working with business owners who are looking to grow and improve their companies. Personal estate planning is a natural extension to ensure that the company’s growth benefits the entrepreneur and his family. I have been personally involved with Strategic Coach in Chicago and other entrepreneurial coaching and am a Board Certified Specialist in Estate Planning and Probate Law. I am admitted to practice law in Virginia, North Carolina and South Carolina and maintain active licenses in both of the Carolinas.

Firm: Waple & Houk

601 East Blvd , Charlotte , North Carolina 28203

Practice Areas: Divorce & Family, Workers Compensation, Estate Planning