Find Lawyers in Raleigh, North Carolina for Trusts and Estates
Alex is a partner at Young Moore and focuses his practice on business law, commercial real estate, and wealth preservation. Alex represents clients in a variety of transactional matters including entity selection and formation, mergers and acquisitions, reorganizations, shareholder agreements, employment agreements, corporate governance, finance, succession planning and other commercial contracts. Alex also represents business owners in connection with their commercial needs, including real e...
Stephen Brown focuses his practice on business formation and structuring, wealth transfer planning, and litigation involving fiduciaries, trusts, estates and guardianships. He is a Board Certified Specialist in Estate Planning and Probate Law. Stephen regularly advises individuals on a range of estate planning strategies, including the use of simple and complex trust arrangements to achieve their personal and charitable objectives in a tax advantaged manner. He also has extensive experience a...
John counsels clients in estate and business planning matters. He prepares estate planning documents, including wills, revocable trusts, minors trusts, irrevocable life insurance trusts, and charitable trusts, and advises clients on the income, estate, gift, and generation-skipping transfer tax consequences of wealth transfers to individuals, trusts, and charitable organizations. John also works with executors and trustees in estate and trust administration matters. With respect to business p...
Thurston Debnam is one of the founding partners of Smith Debnam Narron Drake Saintsing & Myers, L.L.P. Thurston is the Section Head of the Business Law practice group and served as the firm’s managing partner from 1992 through 1997. He concentrates his practice in the areas of business and corporate planning and real estate law, including land use planning and zoning. For more than thirty years, Thurston has maintained a broad-based business practice, assisting clients with business...
John N. (Nick) Fountain is one of the most experienced attorneys in North Carolina handling professional licensure issues and occupational licensing boards. He has appeared before dozens of the numerous boards and commissions in Raleigh, including the Real Estate Commission, the Appraisal Board, the Banking Commission, the CPA Examiners, N.C. Medical Board, the Dental Board, the Psychology Board, Licensed Professional Counselors and others. He is General Counsel to the State Board of Examiner...
Deborah L. Hildebran-Bachofen has been practicing with Manning Fulton since 1988. Debbie has a broad range of experience with closely-held corporations, including corporate mergers, acquisition and structuring issues, planning and tax accounting issues, private debt placement, and tax planning. Debbie becomes an important part of the company’s outside management team, advising business owners on day-to-day operations, drafting and negotiating contracts, and advising on financial matters...
Randall Roden is a trial and appellate lawyer who began his career with the United States Department of Justice. During his more than six years with the Justice Department, he tried cases in federal courts throughout the Southeast. He now handles civil trials and appeals at all levels in the state and federal court systems in North Carolina, primarily representing individuals and businesses in intellectual property, contract and business ownership disputes. At Tharrington Smith, Mr. Roden has...
Trusts and Estates Definition
How Can a Trusts and Estates Attorney Help You?
Trust and estate attorneys help clients plan for the efficient and effective transfer of assets to spouses, to younger generation family members, to other persons clients wish to benefit, and to charities. The practice involves the preparation of trust agreements, wills, powers of attorney, medical directives, and closely held business structures, including partnerships, limited liability companies, and corporations.
What are the Trusts and Estates Practices Focal Points?
When attorneys begin the planning process, they consider your objectives, your family relationships, charitable inclinations, and the relationship of federal and state estate tax, gift tax, and generation skipping transfer tax laws to these objectives. Attorneys then work with you and, in some cases, with other advisers to design the appropriate plan to meet your goals and objectives, prepare the necessary documents to carry out the desired plan, and assist with the implementation of your plan. In connection with family wealth planning, attorneys plan and draft trust agreements and wills, create various business entities, and carry out business reorganizations.
Trust and estate attorneys also handle the administration of estates. Attorneys confer with members of a decedent’s family on the various issues, including:
• Assistance to the executor with the preparation of the required probate documents and assist in valuation of estate assets
• Making insurance claims
• Preparation of final income tax returns and the estate’s income and federal and state estate tax returns
• Monitoring of the investment of the estate’s assets
• Arranging for the distribution of the estate’s net assets
• Throughout the administration of an estate, consideration is given to income tax savings through the timing of distributions and the timing and claiming of appropriate deductions.
In the trust administration area, attorneys advise and consult with corporate and individual trustees concerning the discharge of the trust’s terms and consult with beneficiaries concerning trust administration matters including the preparation of trust accounts.
Trust and Estate attorneys also assist clients in all phases of probate and trust litigation. This may involve construing or reforming the terms of a will or trust, prosecuting or defending a will contest action or surcharge actions against trustees.
What is a Trusts and Estates attorneys goal for its clients?
The goal of an trust and estate attorney is to assist clients to achieve their personal goals while obtaining the significant tax savings which may be available to them through proper planning. Attorneys in the practice spend a significant amount of time dealing with the federal estate, gift, and generation skipping tax issues involved in transfer planning.
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