Best Lawyers Near You in Charlotte, North Carolina for Trusts and Estates
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Matt Kain is a trusted advisor to families seeking advice on complex estate planning, trust and estate administration, and charitable planning matters. Matt also leads the firm’s efforts representing nonprofit organizations with respect to formation, tax compliance, and governance. As a North Carolina Board Certified Specialist in Estate Planning and Probate Law, Matt has substantial experience helping high-net-worth families and closely-held business owners achieve their estate, tax, b...
Sara Page Waugh's practice is focused on estate planning, trust and estate administration, charitable planning, business succession planning, and tax planning for high net-worth individuals. As a member of the North Carolina and Florida state bars, Sara Page advises clients in both states with respect to their tax and estate planning needs. Her practice includes the preparation and implementation of wills, revocable trusts, and financial and health care powers of attorney. Sara Page also empl...
Janice L. Davies is the Founder of Davies Law PLLC in Charlotte, North Carolina. Ms. Davies’ practice areas include tax, wealth transfer and business succession planning for individuals and closely held businesses and probate and administration of estates and trusts. She received her B.S. degree from Pfeiffer University; her J.D. degree, law review , from Campbell University, Norman Adrian Wiggins School of Law; and her LL.M. degree in Estate Planning from the University of Miami School...
Katie Duffy's practice is focused on estate planning, trust and estate administration, charitable planning, tax planning for high net-worth individuals, business succession, and transactional and business matters that arise in connection with the acquisition, ownership, and operation of closely held businesses. As a member of the North Carolina, South Carolina and Virginia bars, Katie advises clients in all three states with respect to their personal, financial, tax, business and estate plann...
Caitlin Horne is a member of Moore & Van Allen’s Wealth Transfer group. She is a Fellow of the American College of Trust and Estate Counsel, a North Carolina Board Certified Specialist in estate planning and probate law, and holds an advanced degree in Taxation with a Certificate in Estate Planning from Georgetown University Law Center. Caitlin’s practice is focused on providing high-net-worth individuals and multigenerational families with sophisticated estate, tax, and busin...
Mr. Carpenter's primary practice areas include tax, estate planning and probate law, IRS tax controversy, asset protection planning, business mergers and acquisitions, and commercial real estate law. He is a NC Board Certified Specialist in Estate Planning and Probate Law. Mr. Carpenter specializes in estate planning, estate administration, representing clients before the IRS, asset protection planning, and sophisticated real-estate tax-deferral strategies, including capital gain maximization...
Chris Jones is a nationally recognized specialist in the areas of estate planning and business succession planning. Chris heads the firm’s Wealth & Estate Planning group and has substantial experience advising and counseling clients regarding sophisticated estate planning, business succession, asset protection, charitable planning, life insurance matters, and international estate planning. Understanding that each client has specific, unique objectives, Chris and his team provide cre...
A technically skilled, North Carolina State Bar certified specialist in estate planning and probate law and a frequent speaker on tax and estate planning topics, Mark Horn takes a comprehensive, proactive approach to his high net worth clients’ estate and tax planning situations, making recommendations in plain English and implementing the desired planning efficiently and responsively. Also serving many closely-held businesses, Mark often acts as the trusted adviser to multiple generati...
Curtis Elliott has practiced tax law for more than 25 years. He helps entrepreneurs and family business owners address their tax, estate planning, trusts and estates and business succession planning goals. Mr. Elliott has deep experience helping business owners develop estate planning structures for their family businesses. His clients range from closely held companies to large industrial enterprises owned and actively managed by multiple family generations. His work involves the use of share...
With his deep knowledge and breadth of experience in law and taxation, Mr. William R. Culp, Jr. helps clients structure their business affairs to maximize their wealth. Mr. Culp represents a wide variety of clients, from entrepreneurs and private investors to large corporate clients. Clients look to him for guidance in structuring complex business arrangements and transactions, and for solutions to the most challenging business problems. Mr. Culp's practice includes real estate and partnershi...
Thomas Cooper’s practice is focused on tax planning, trust and estate planning and administration, business succession, and transactional and business matters that arise in connection with the acquisition, ownership, and operation of closely held businesses. Thomas supports clients’ existing and prospective business interests, including representing family offices and independent sponsors in their acquisitions of closely held businesses and other investments, advising on capital s...
Brad Van Hoy brings more than 20 years of experience in advising high-net worth individuals, closely-held business owners, executives, and family offices with their estate, tax, business, and philanthropic planning needs. Brad builds long-term relationships with his clients, guiding them through their unique opportunities and challenges, and helping them to realize, protect, and leave a legacy with what they have worked so hard to build. Whether crafting an estate or tax plan, advising on est...
Micah Long acts as a trusted advisor for high-net-worth individuals and multigenerational families to assist in the transfer of wealth to the next generation. He also regularly works with owners of closely-held and family businesses in business succession, tax, and estate planning matters. Micah assists clients in all aspects of business succession, tax and trusts and estate planning, including assisting clients with the transfer of business interests, resolving complex tax issues, and implem...
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