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

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...

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...

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.

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...

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...

Matt Kain is a trusted advisor to families seeking advice on complex estate planning, trust and estate administration, and charitable planning matters. Matt also leads the firm’s efforts representing nonprofit organizations with respect to formation, tax compliance, and governance. As a North Carolina Board Certified Specialist in Estate Planning and Probate Law, Matt has substantial experience helping high-net-worth families and closely-held business owners achieve their estate, tax, b...

Jennifer V. Boyer is a top attorney recognized by Best Lawyers in the practice area(s) of Tax Law and Trusts and Estates. Jennifer V., who practices law in Asheville, North Carolina, has been recognized since 2027. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Jennifer V. is held by other top lawyers in the same geographic and legal practice area.

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...

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...

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.

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...

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...

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...

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...

Lora Howard is a top attorney recognized by Best Lawyers in the practice area(s) of Trusts and Estates. Lora, who practices law in Greensboro, North Carolina, has been recognized since 2027. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Lora is held by other top lawyers in the same geographic and legal practice area.