Estate Planning Lawyer in Charlotte, North Carolina

Table Of Content

• Compare Top Criminal Attorneys
• Jim Hickmon Included in Super Lawyers for the 7th Consecutive Year
• Kimberly Saxton and Associates, PLLC
• Best Criminal Defense Attorneys in Charlotte, NC
• Complimentary Annual Review
• McGuireWoods’ Steve Murphy, Farhan Zarou Discuss Perils of GST Tax in Trusts & Estates
• New Developments in Tax and Wealth Planning

Maybe another relative, or you yourself, want to contest the deceased person’s will. The documents in an estate plan are highly customizable, and it is impossible to give one-size-fits-all advice for how to deal with these matters. This is why it is so important to have an experienced estate law attorney handle the process for you and your loved ones. While gifts made to charities are one way to lower your taxable estate, you should also consider making gifts to family members during your life. Utilizing the annual gift tax exclusion is another way to lower your taxable estate upon death, while also potentially reducing your exposure to annual income tax.

Compare Top Criminal Attorneys

Mark Edwards Obituary (1939 - 2023) - Charlotte, NC - Charlotte Observer - Legacy.com

Mark Edwards Obituary (1939 - - Charlotte, NC - Charlotte Observer.

Posted: Sun, 25 Jun 2023 07:00:00 GMT [source]

Jim is passionate about protecting family and closely held business owners through succession planning that protects family assets after the owner’s death keeping family businesses within families. He has counseled families with businesses across a spectrum of industries, from farming to real estate development and trucking to software engineering. He is the author of numerous articles surrounding this subject focusing on wealth transfer, tax, probate, and fiduciary responsibility. Jim’s work is published in both regional and national publications, including the Bureau of National Affairs’ Tax Management and Compensation Planning Journal.

Jim Hickmon Included in Super Lawyers for the 7th Consecutive Year

Jim and his entire staff are kind, caring, and thoroughly knowledgeable on what can be done. I always felt my case was important to them and that they were doing their best for me at all times. Develop a plan that achieves your goals now and protects your legacy for the future.

Kimberly Saxton and Associates, PLLC

But the City of Lancaster is about so much more than our geographic location. Jim Hickmon is certified by the North Carolina State Bar Board of Legal Specialization as a Board Certified Legal Specialist in Estate Planning and Probate Law and is a Certified Financial Planner®. In addition to Super Lawyers, he is recognized through peer review by Martindale Hubbell as an AV Preeminent Peer Rated Lawyer and at Business North Carolina Legal Elite. He serves as an adjunct professor of law at Wake Forest University teaching Wealth Transfer and Fiduciary Income Taxation of Trusts and Estates to upper-level law students.

Best Criminal Defense Attorneys in Charlotte, NC

In addition to arguing for you in court, a defense attorney will inform you of your rights as a charged person and give advice on your best course of action. If you have been charged with a crime in the Queen City, things can feel bleak. You might wonder about the viability of your career, how family and friends will perceive you and if you can find a lawyer to properly represent you. Please do not include any confidential or sensitive information in a contact form, text message, or voicemail.

Ryan emphasizes a tailored, personal approach to estate planning and believes working as a team is the best way to meet client goals — not some cookie-cutter solution. Operating from three locations across North Carolina, we’re driven by our deep commitment to our clients. We use our extensive knowledge in elder law, Medicaid crisis planning, and estate planning to protect your assets and your peace of mind. Our estate attorneys in Charlotte, NC have both personal and professional experience handling estate planning matters in North Carolina. Attorney Ryan Stump takes the time to work with you through a personalized approach that fits your wants and wishes. With his help and a thorough estate plan, your family can avoid probate — a long and expensive process to distribute your assets.

Everyone in North Carolina should have an estate plan, no matter the size of their estate or assets. Charlotte estate planning attorney Ryan Stump provides unparalleled service to ensure you control who manages your assets and how they are distributed. We believe a holistic, team-focused approach is vital to crafting an effective estate plan. We identify your objectives, help you focus on your specific needs and, when necessary, seek detailed guidance from our professional network of tax advisors, wealth managers, accountants, and those you have employed. We apply this tradition of excellence to creating custom estate plans that afford you peace of mind knowing your unique circumstance has been considered at every point.

Related Cities and Practices Areas

Rudolf previously taught trial advocacy at the UNC School of Law and criminal litigation at Duke University School of Law. Before working at her current firm, Kathleen C. Clary worked at Mecklenburg County’s Public Defender’s Office. With nearly all of her practice devoted to criminal defense, Clary has defended clients from all walks of life—including enforcement officers and members of the legal and business community. We help high-net worth individuals provide for the special needs of family members, and make appropriate decisions relating to premarital agreements and marital dissolution planning. The Client Review Rating score is determined through the aggregation of validated responses.

New Developments in Tax and Wealth Planning

If a person dies without a valid Will, state statutes and the court system will determine how your assets are distributed and who will care for any minor children. Whether you need help drafting a will or wish to update one you already have, we’ll ensure it’s valid, properly executed, and meets all North Carolina legal requirements. If you are seeking long-term nursing care for your elderly loved one, you may not want personal finances and assets to cover all of their expenses. We help clients structure plans to ensure qualification for Medicaid, which can help alleviate certain living expenses. Long-term nursing home care is expensive but if you qualify Medicaid can help cover these costs. Regardless of whether a loved one dies with or without an estate plan, we can assist you with both post-mortem planning and estate administration.

The affluent Ballantyne area is home to the Ballantyne Village shopping center, with chic clothing boutiques and jewelry stores, and Blakeney Village, an outdoor mall featuring major national brands. There are a number of casual Italian, Southern and Asian restaurants, as well as cafes and burger joints. Small parks and ponds dot the neighborhood and the Ballantyne hotel has a public 18-hole golf course. Catawba County is part of the “North Carolina Data Center Corridor” in western North Carolina. Maiden is home to theApple iCloud data center and the largest privately owned solar farm in the United States (operated by Apple). As of 2017, the Catawba County Economic Development Corporation controls a 55-acre business park in Conover designed for data centers and office use.

Here are some key qualities to watch out for to ensure you find the best lawyer to represent you well. Thankfully, our deeply researched list of the 10 best criminal defense lawyers in Charlotte will help you find the best legal representation in the state. We’ve also included a guide to criminal law in North Carolina, detailed attorney profiles and frequently asked questions to keep you well informed.

We use data-driven methodologies to evaluate legal products and attorneys in markets around the country, so all are measured equally. You can read more about our editorial guidelines and our legal ranking methodology for the ratings below. McGuireWoods serves clients who seek to transfer assets efficiently to their chosen beneficiaries. We listen to our clients to understand who their beneficiaries are and what their desires as to how property should pass to their beneficiaries during life and at death. In this form we ask for general information about you, your family, your finances, and your preferences.

He is a contributing author to the North Carolina Bar Association’s Estate Administration Manual and Fiduciary Litigation Manual. When you’ve worked hard to build a thriving business, you want to ensure its seamless transfer and success after your death. To achieve that, our estate planning attorneys work with you to understand your goals and expectations, then reach the best way to transfer your business.