Best Lawyers in North Carolina, United States for Trusts and Estates

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, w...

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...

Bryan C. Thompson is a highly skilled attorney with extensive experience in elder law, estate planning, guardianship, corporate law, and health care law. A native of Winston-Salem, North Carolina, Bryan joined Robinson & Lawing, LLP in 2023 after more than two decades of distinguished legal practice. His broad expertise spans estate administration, trust management, and representation of clients in state and federal courts, as well as before regulatory bodies. Bryan earned his J.D., cum l...

Areas of Practice: Business Law & Taxation , Mergers & Acquisitions , Wills, Trusts, Estate Planning & Estate Administration Mr. Diab has substantial experience as lead counsel in structuring, negotiating and closing of mergers and acquisitions, representing both buyers and sellers in taxable and tax-free acquisitions, divestitures, strategic alliances, and investments by venture capital and private equity firms since 1990. He has represented closely-held business owners in busine...

Sandra Martin Clark is a lawyer recognized by Best Lawyers in the practice areas of Business Organizations (including LLCs and Partnerships), Closely Held Companies and Family Businesses Law, Corporate Law, Tax Law and Trusts and Estates. Sandra Martin practices law in Raleigh, North Carolina Best Lawyers has recognized Sandra Martin Clark since 2018. The Best Lawyers recognition is based on a peer-review survey of lawyers in the same geographic region and legal practice area. The recognition...

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...

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...

Virginia practices in the area of estate planning and estate administration. She assists in the preparation of all components of estate plans, wills, revocable trusts, durable powers of attorney, health care powers of attorney, and living wills. She also advises individuals, families, and closely-held business owners on estate and business succession planning issues, gift planning to reduce potential estate taxes, and the preparation of gift tax returns, as well as the administration of deced...

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...

A shareholder at Young Moore, Sue concentrates her practice in the areas of estate planning and administration and wealth transfer. She assists individuals with the preparation, revision and updating of estate planning documents including wills, revocable living trusts, irrevocable life insurance trusts (ILITs), charitable trusts (CRATs, CRUTs, CLTs), spousal lifetime access trusts (SLATS), dynasty trusts, trusts for children, grantor retained income trusts (GRATs), qualified personal residen...

Louis E. Wooten III is a lawyer recognized by Best Lawyers in the practice areas of Litigation and Controversy - Tax, Tax Law and Trusts and Estates. Louis E. practices law in Raleigh, North Carolina Best Lawyers has recognized Louis E. Wooten III since 2011. The Best Lawyers recognition is based on a peer-review survey of lawyers in the same geographic region and legal practice area. The recognition reflects the professional regard in which Louis E. Wooten III is held by other lawyers.

John leads the firm's Trusts and Estates practice. He is certified by the North Carolina State Bar as a Board Certified Specialist in Estate Planning and Probate Law. John's practice experience encompasses estate planning, estate administration, estate and gift tax planning, and related services primarily, though not exclusively, to high net worth individuals and families. His practice also involves business succession planning for closely-held business owners, asset protection, and estate pl...

Charles L. Steel IV is a lawyer recognized by Best Lawyers in the practice areas of Corporate Law, Litigation and Controversy - Tax, Tax Law and Trusts and Estates. Charles L. practices law in Durham, North Carolina Best Lawyers has recognized Charles L. Steel IV since 2010. The Best Lawyers recognition is based on a peer-review survey of lawyers in the same geographic region and legal practice area. The recognition reflects the professional regard in which Charles L. Steel IV is held by othe...

Jennifer L. Weaver is a lawyer recognized by Best Lawyers in the practice areas of Business Organizations (including LLCs and Partnerships), Corporate Law, Mergers and Acquisitions Law and Trusts and Estates. Jennifer L. practices law in Raleigh, North Carolina Best Lawyers has recognized Jennifer L. Weaver since 2016. The Best Lawyers recognition is based on a peer-review survey of lawyers in the same geographic region and legal practice area. The recognition reflects the professional regard...

Brian G. Morrison is a lawyer recognized by Best Lawyers in the practice area of Trusts and Estates. Brian G. practices law in Wilmington, North Carolina Best Lawyers has recognized Brian G. Morrison since 2019. The Best Lawyers recognition is based on a peer-review survey of lawyers in the same geographic region and legal practice area. The recognition reflects the professional regard in which Brian G. Morrison is held by other lawyers.

Zac is certified by the North Carolina State Bar as a Board Certified Specialist in Estate Planning and Probate Law. He counsels individuals on their estate plans and helps them put in place the legal documents to achieve those plans (such as Last Wills, Trust Agreements, Durable Powers of Attorney, Health Care Powers of Attorney and HIPAA Authorizations). Zac also advises fiduciaries, such as estate Executors and Trustees, on administration matters. Zac's practice also involves assisting clo...