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

Charles L. Steel IV is a top attorney recognized by Best Lawyers in the practice area(s) of Corporate Law, Litigation and Controversy - Tax, Tax Law and Trusts and Estates. Charles L., who practices law in Durham, North Carolina, has been recognized since 2010. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Charles L. is held by other top lawyers in the same geographic and legal practice area.

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...

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...

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...

Eldridge is certified by the North Carolina State Bar as a Board Certified Specialist in Estate Planning and Probate Law. She assists all types of clients in drafting and implementing estate plans, including estate, gift, and generation-skipping transfer tax planning, and also provides counsel to executors and trustees in administering estates and trusts. Eldridge has also earned a Graduate Certificate in Gerontology from the University of Southern California . Her years of experience as an a...

Sandra Martin Clark is a top attorney recognized by Best Lawyers in the practice area(s) of Business Organizations (including LLCs and Partnerships), Closely Held Companies and Family Businesses Law, Corporate Law, Tax Law and Trusts and Estates. Sandra Martin, who practices law in Raleigh, North Carolina, has been recognized since 2018. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Sandra Martin is held by other top lawyers in the same geo...

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...

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...

David B. McLean is a top attorney recognized by Best Lawyers in the practice area(s) of Trusts and Estates. David B., who practices law in Greensboro, North Carolina, has been recognized since 2021. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which David B. is held by other top lawyers in the same geographic and legal practice area.

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...

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...

Sara advises businesses and their owners on tax, estate planning and business matters from formation through exit and all along the way. Sara enjoys working closely with our clients and their other advisors to resolve complex problems, paying careful attention to the considerations most important to the client. Sara has extensive experience advising clients on all aspects relating to taxes, including income, estate, gift and generation skipping transfer taxes. Sara’s experience at prepa...