Trusts and Estates
J. Aaron Bennett
Recognized in Best Lawyers since 2018 Awarded Practice Areas
Biography
Aaron Bennett has a broad-based practice serving individuals, families, and business owners. He also represents corporate and individual fiduciaries in trust and estate administration matters. He especially focuses on estate and wealth transfer planning, estate and trust administration, and closely held business planning.
Aaron enjoys working with families to develop solutions to the multifaceted issues that arise in helping them achieve their goals and objectives in a tax efficient manner, whether in preparing estate planning instruments, facilitating charitable giving, administering estates, or modifying and restructuring irrevocable trusts.
In counseling clients, Aaron draws on his experience from working in the financial services field prior to law school, along with his educational background through earning a master’s degree in business administration and a bachelor’s degree with an emphasis on trust and wealth management. By blending that education and experience with his knowledge of the law, he provides skilled counsel on strategies appropriate to each client’s unique circumstances.
Overview
- Elon University, J.D., graduated 2009
- Campbell University, B.B.A./M.B.A., graduated 2005
- North Carolina, 2009
- American Bar Association - Member
- Greensboro Bar Association - Member
- Greensboro Estate Planning Council - Director
- Greensboro Society of Financial Service Professionals - Past President
- North Carolina Bar Association, both Business Law and the Estate Planning and Fiduciary Law Sections - Member
- North Carolina, 2009
- American Bar Association - Member
- Greensboro Bar Association - Member
- Greensboro Estate Planning Council - Director
- Greensboro Society of Financial Service Professionals - Past President
- North Carolina Bar Association, both Business Law and the Estate Planning and Fiduciary Law Sections - Member
- Elon University, J.D., graduated 2009
- Campbell University, B.B.A./M.B.A., graduated 2005
Client Testimonials
Awards & Focus
Recognized in The Best Lawyers in America® 2026 for work in:
- Trusts and Estates
Awards:
- Elon Law Review, Business Editor
- Best Lawyers in America, 2018-2022
- North Carolina Super Lawyers: Rising Star, 2019-2021
News & Media
Case History
Cases
- Representative Cases
- Helped local companies to correct retirement plan qualification errors, obtain Internal Revenue Service approval and avoid the adverse tax consequences associated with plan disqualification.
- Designed specialized estate plans for several high net worth families – providing wealth succession over multiple generations and minimizing probate fees and estate taxes. In addition to common wills, revocable trusts and powers of attorney, a variety of sophisticated estate planning techniques were used, including dynasty trusts, irrevocable life insurance trusts (ILITs), qualified personal residence trusts (QPRTs) and grantor retained trusts (GRATs and GRITs).
- Client Case Studies
Helping a Trucking Company Design New Owner-Operator Agreements with Drivers- A major local trucking company asked attorney Aaron Bennett to design an agreement that would transition company truck drivers to a new status as independent owner-operators. The successful transition required significant legal research on issues and rulings involving worker classification compliance, as well as a thorough understanding of the trucking company's unique customer requirements.
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