A Tradition of Excellence & Trust
We are a small firm of attorneys passionate about protecting the assets of people who come to us for solutions to preserving their legacies. Our principal attorney is a Board Certified Specialist in Estate Planning and Probate Law.
We Provide Tailored Services
Building Relationships That Achieve Goals
We have created a large network of solid relationships with fellow attorneys, trust professionals, family office and high-net-worth asset-management firms, wealth managers, public accountants, insurance professionals, and current and former firm clients to ensure our clients are receiving the very best service and advice. Our firm has built its foundation through these relationships with highly skilled professionals who have also experienced a high level of satisfaction with the caliber of our firm’s critical legal services.
The firm’s clients include:
Corporate fiduciaries and individuals serving as an executor or administrator of a decedent’s estate or as trustee of a trust
High net worth individuals and families in need of estate planning and strategic tax counsel
Beneficiaries of estates and trustsEmployer sponsors and trustees of ERISA-governed qualified retirement plans and welfare benefit plans
Entrepreneurs and family members of owners of closely held or family owned businesses
We are an award winning Estate Planning Law Firm in Charlotte, North Carolina
Board Certified
Leadership
Hundreds
Of Clients Served
Millions of Dollars
In Secured Assets
Our Mission
Our attorneys aspire to be the very best at what we do. We recognize that our clients operate in a very complex world, often facing intricate tax, business, and family issues and challenges. For that reason, we have limited the scope of our practice to estate planning and fiduciary law. Our focus, time, energy, and resources are devoted to achieving and maintaining the very highest level of competence within our scope of practice.