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

Edwin Walker Jr. is a top attorney recognized by Best Lawyers in the practice area(s) of Trusts and Estates. Edwin, who practices law in Durham, North Carolina, has been recognized since 2016. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Edwin is held by other top lawyers in the same geographic and legal practice area.

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...

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.

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...

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...

Greg is certified by the National Elder Law Foundation as a Certified Elder Law Attorney (CELA). He also is certified by the North Carolina State Bar both as a Board Certified Specialist in Estate Planning and Probate Law and as a Board Certified Specialist in Elder Law. Greg has been rated by his peers as being "preeminent" in his fields of law. He frequently lectures to civic and community groups and at continuing legal education seminars on various topics relating to estate planning and ad...

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...

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...

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.

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...

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...

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...

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...

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...

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...

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...