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North Carolina Estate Planning & Fiduciary Law
North Carolina Estate Planning & Fiduciary Law
  • About Us
    • Firm Overview
    • Testimonials
  • Our Team
    • Attorneys
      • James E. Hickmon, JD, MBA, CFP®
      • Jeremy T. Canipe, JD, MA
      • Audrey Bonham, JD
    • Staff
      • Ashley D'Alessandro, MS
      • Mary E. Ward
      • Whitney Wechter
      • Beth Reeks-Lloyd
  • Legal Services
    • Estate Planning
      • Pre-Death Planning
      • Post-Mortem Planning
      • Business Succession
    • Estate Administration
      • Fiduciary Disputes & Litigation
    • Incapacity Planning
      • Elder Law
      • Long-Term Care & Medicaid Planning
      • Planning for Disabled Beneficiaries
      • Guardianship
    • Mergers & Acquisitions
    • Asset Protection & Taxation
    • Business and Contract Law
    • Business Litigation
  • Firm News/Articles
    • Firm News
    • Articles
    • Resources
  • FAQ
  • Contact Us
704-248-6325
Home > Sitemap
  • Home
  • About Us
    • Firm Overview
    • Testimonials
  • Our Team
    • Attorneys
      • James E. Hickmon, JD, MBA, CFP®
      • Jeremy T. Canipe, JD, MA
      • Audrey Bonham, JD
    • Staff
      • Ashley D'Alessandro, MS
      • Mary E. Ward
      • Whitney Wechter
      • Beth Reeks-Lloyd
  • Legal Services
    • Estate Planning
      • Pre-Death Planning
      • Post-Mortem Planning
      • Business Succession
    • Estate Administration
      • Fiduciary Disputes & Litigation
    • Incapacity Planning
      • Elder Law
      • Long-Term Care & Medicaid Planning
      • Planning for Disabled Beneficiaries
      • Guardianship
    • Mergers & Acquisitions
    • Asset Protection & Taxation
    • Business and Contract Law
    • Business Litigation
  • Firm News/Articles
    • Firm News
      • James E. Hickmon Included in the 2010 Business North Carolina Legal Elite
      • 2020 Super Lawyers Recognizes James Hickmon
      • James E. Hickmon Awarded AV Preeminent Peer Rated Lawyer Status at Martindale Hubbell
      • James E. Hickmon Earns Legal Specialist Certification
      • James E. Hickmon Recognized by the 2013 Business North Carolina Legal Elite
      • James Hickmon Honored by North Carolina Super Lawyers in 2023
      • James Hickmon Included in 2018 Super Lawyers
      • Jim Hickmon Again recognized in Legal Elite 2016
      • Jim Hickmon Again recognized in Legal Elite 2019
      • Jim Hickmon Honored by North Carolina Super Lawyers 2016
      • Jim Hickmon Included in 2024 Leaders in the Law
      • Jim Hickmon Included in Super Lawyers for the 7th Consecutive Year
      • Jim Hickmon Included in the 2014 Business North Carolina Legal Elite
      • Jim Hickmon Recognized by North Carolina Super Lawyers 2019
      • Business North Carolina Legal Elite 2012 Recognizes James Hickmon
      • North Carolina Super Lawyers Includes Jim Hickmon in 2021 Edition
      • Super Lawyers Recognizes Jim Hickmon in 2017
      • The 2015 Business North Carolina Legal Elite Recognizes James E. Hickmon
    • Articles
      • Estate Planning For Beneficiaries With Mental Illness
      • Analyzing the Supreme Court’s Connelly v. Commissioner Decision
      • Common Estate Planning Pitfalls in North Carolina
      • How Do I Plan for Possible Incapacity During My Lifetime? What Estate Planning Documents Are Necessary?
      • How Often Should I Review My Estate Planning Documents?
      • Insights from Wilson v. Wilson on Trustee Duties in NC
      • IRA Conduit vs. Accumulation Trusts: A Comparative Analysis
      • IRS Issues Inflation Adjustments for Transfer Taxes Related to Estates and Trusts
      • Is Estate Planning Just For What Happens After I Die Or Can Estate Planning Benefit Me During My Lifetime?
      • Limited vs. General Power of Appointments: Enhancing Estate Planning Flexibility
      • Modifying Irrevocable Trusts in North Carolina: What You Need to Know
      • Trustee Reporting Duties Under NC Uniform Trust Code
      • Common Disputes and How to Resolve Them
      • What Are the Most Important Components That Should Be Part of Everyone’s Estate Plan?
      • What Exactly Is a Trust, and Do I Need Different Types of Trusts in My Estate Plan?
      • What Exactly Is Estate Planning And When Do We Need It?
      • What Happens If Somebody Dies With Property But No Will?
      • What Is Probate And When Is Probate Triggered In North Carolina?
      • The U.S. Tax Court’s Opinion in McDougall v. Commissioner and Its Implications for Estate Planning
      • Spousal Lifetime Access Trusts (SLATs): A Comprehensive Guide to Maximizing Estate Planning Benefits
      • Year-End Gifting for Estate Planning: Maximizing Tax Savings Before the 2017 Tax Act Sunset
      • Decanting Trusts Under North Carolina’s Uniform Trust Decanting Act
      • Understanding Pet Trusts in North Carolina: Protecting Your Pets’ Future
      • Converting a Net Income Only Trust to a Total Return Unitrust under North Carolina’s Uniform Principal and Income Act
      • U.S Treasury Issues Rev. Proc. 2024-40 Detailing Changes to Estate, Gift & Generation Skipping Transfer Tax Rates
      • FinCEN Reporting Requirements for Trusts That Own Businesses
      • Sunset of the Tax Cuts and Jobs Act of 2017
      • Common Mistakes to Avoid in Estate Planning
      • What are the Tax Implications of Post-Mortem Planning?
      • What Is Pre-Death Planning and Why Is It Important?
      • A Forecast of President-Elect Donald Trump’s Proposed Tax Legislation and Its Implications for Estate Planning
      • What Role Does Estate Planning Play in Business Succession?
      • What are Common Causes of Fiduciary Disputes?
      • How to Create a Comprehensive Incapacity Plan
      • How to Incorporate Digital Assets into Your Estate Plan
      • Pre-Death Planning: How to Prepare Your Estate to Minimize Future Conflicts
      • Adjusting Inside Basis on the Death of a Limited Partner
      • What Is Post-Mortem Planning, and How Can It Save Your Heirs Time and Money?
      • THE USE OF TESTAMENTARY CHARITABLE LEAD ANNUITY TRUSTS (TCLATS) IN ESTATE PLANNING
      • Using Qualified Personal Residence Trusts (QPRTs) in Estate Planning: Benefits, Risks, and Tax Implications
    • Resources
  • FAQ
  • Contact Us
  • Careers
    • Privacy Policy

Develop a plan that achieves your goals now and protects your legacy for the future.

Regardless of your situation, the first step toward handling any aspect of the estate planning process you may face is calling North Carolina Estate Planning & Fiduciary Law in Charlotte, NC, to schedule a consultation. From this meeting, we will gauge your goals and needs when planning your estate or evaluate your situation if a dispute or issue has arisen. Remember, while it is never really too early to begin planning for the inevitable, it can assuredly be too late, so don't hesitate! Call our office in Charlotte, North Carolina, as soon as possible to explore your pre- or post-mortem estate options.

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Main Office South Park Office

704-248-6325
5605 Carnegie Blvd
Ste 420
Charlotte, NC 28209
Mon - Fri, 8:30 AM - 5:30 PM
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Matthews Office

704-248-6325
352 E Charles St Matthews, NC 28105
Mon - Fri, 8:30 AM - 5:30 PM
By Appointment Only

The information on this website is for general information purposes only. Nothing on this site should be taken as legal advice for any individual case or situation. This information is not intended to create, and receipt or viewing does not constitute, an attorney-client relationship.

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© 2025 North Carolina Estate Planning & Fiduciary Law. All Rights Reserved.

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