Call For A Consultation (704) 248-6325

North Carolina Estate Planning & Fiduciary Law

Call For A Consultation (704) 248-6325

Firm Overview

Firm principal James Hickmon is a North Carolina Board Certified Specialist in Estate Planning and Probate Law.

The Firm provides tailored services related to:

BUILDING RELATIONSHIPS THAT ACHIEVE CLIENT GOALS

The firm generally accepts new clients on referral from 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. Our firm has built its foundation through its relationships with highly skilled professionals who have experienced a high level of satisfaction with the caliber of the firm’s 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 trusts
  • Employer 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

FIRM 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.

For these reasons:

  • Firm principal Jim Hickmon has received an AV® Preeminent™ Peer Review Rating from Martindale-Hubbell®.
  • Thompson Reuters® has selected Jim Hickmon as a Super Lawyer® in the fields of Estate Planning and Fiduciary Litigation every year since 2016.
  • The firm’s attorneys are frequently invited to speak at continuing education events for fellow attorneys, CPAs, Certified Financial Planners (CFP), CFAs and Chartered Life Underwriters.
  • Jim Hickmon has authored numerous articles on wealth transfer, tax, probate, executive compensation, and fiduciary responsibility in regional and national publications, including the Bureau of National Affairs’ Tax Management and Compensation Planning Journal, and is a contributing author to the North Carolina Bar Association’s Estate Administration Manual and Fiduciary Litigation Manual.
  • Jim has been appointed as an Adjunct Professor of Law at the Wake Forest University School of Law where he teaches Wealth Transfer & Fiduciary Income Tax to third-year law students.
North Carolina Estate Planning & Fiduciary Law

Call For A Consultation
(704) 248-6325

A Leading Trust Estate & Private Wealth Law Firm - Call For A Consultation (704) 248-6325

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