Our firm offers sophisticated and comprehensive estate planning services for individuals. Several of our attorneys have been certified as specialists in estate planning law by the North Carolina State Bar Board of Legal Specialization.
Our estate planning attorneys work with individuals to formulate and implement an appropriate plan for the preservation and disposition of family assets. We offer advice on estate planning techniques designed to avoid the probate process in North Carolina. We offer highly personalized and sophisticated estate planning and wealth transfer services to accommodate the needs of our clients, from estate plans for those engagements where estate taxes are not a major concern, to specialized engagements for larger estates involving sophisticated estate planning techniques designed to reduce transfer taxes, protect assets, and preserve family wealth. We consult with the individual with respect to particular family needs and objectives. We offer expertise in planning for individuals who are interested in charitable giving. Our work is highly customized to the specific needs of the individual and his or her family.
We also work with individuals to plan effectively for the timing and amount of distributions from qualified retirement plans and IRAs, and help individuals formulate and implement gift planning programs to reduce estate and gift taxes for the family.
As a part of our estate planning practice, we prepare wills and various types of trust agreements, and, where appropriate, organize business entities (such as a family limited partnership). We also prepare health care power of attorney and durable power of attorney instruments. We assist individuals with transferring assets to accomplish estate planning objectives. We also assist individuals with preparing appropriate beneficiary designation forms for distributions from non-probate assets such as life insurance and retirement plan accounts.
We generally bill for our estate planning services on a flat-fee basis, which provides the client with a clear understanding of fee arrangements at the beginning of the engagement.