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

Bill McNairy advises businesses on structuring private equity transactions, mergers and acquisitions, public offerings, and going private transactions. Bill is a CPA who uses his accounting experience to counsel family-owned businesses on issues related to tax law, trusts and estates, and tax saving strategies. Bill has an active private equity practice. He regularly assists funds with their portfolio company investments, acquisitions and fund formation matters. Bill has worked with a wide va...

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...

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...

Shirley M. Diefenbach is a partner/member of the law firm of Walker, Lambe, PLLC, where she primarily practices in the areas of Estate Planning, Elder Law and Trust & Estate Administration. Ms. Diefenbach is also the managing partner of the Trust & Estate Administration department within the law firm. For over forty years, Walker Lambe, PLLC has served its clients, in the areas of Estate planning, Trust Administration, Probate, Taxation, Estate and Trust Disputes, Planning for childre...

Matt Thompson has significant experience advising the firm's clients on estate planning, business succession, asset protection, charitable planning, and fiduciary matters. He is attentive to each client's unique needs, focuses on uncovering true goals and objectives, and works to find practical, effective solutions for the client's situation and problems. Matt is a North Carolina Board Certified Specialist in Estate Planning and Probate Law. While his practice is focused on helping to protect...

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...

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...

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...

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...

Working with a select group of entrepreneurs, family businesses, and nonprofits, Adam Tarleton provides counsel on tax, estate planning, and business matters to help clients protect and preserve their wealth and achieve their personal and financial goals. He is certified as a specialist in Estate Planning and Probate Law by the North Carolina Board of Legal Specialization. Adam works with high net worth individuals to design and execute estate plans that minimize the tax and other costs of tr...

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...

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...

Brian G. Morrison is a top attorney recognized by Best Lawyers in the practice area(s) of Trusts and Estates. Brian G., who practices law in Wilmington, North Carolina, has been recognized since 2019. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Brian G. is held by other top lawyers in the same geographic and legal practice area.

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...

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...