North Carolina Estate Planning & Fiduciary Law is a distinguished estate planning and fiduciary law firm based in Charlotte, NC, specializing in comprehensive legacy and asset protection solutions. With decades of combined experience and a team that includes attorneys with credentials such as JD, MBA, CFP®, and certification in arbitration, the firm stands out for its award-winning service and proven track record of securing millions of dollars in assets for clients.
The firm takes a holistic and client-centered approach, offering tailored strategies for individuals, families, business owners, and investors. Their expertise spans pre-death and post-mortem planning, fiduciary disputes, elder law, and business-related legal matters, ensuring clients achieve peace of mind through meticulous planning and administration. They serve a diverse clientele, including those planning for incapacity, long-term care, business succession, and complex asset transfers.
Services Offered
- Estate Planning
- Wills
- Trusts
- Healthcare Directives
- Probate & Trust Administration
- Fiduciary Disputes & Litigation
- Elder Law
- Long-Term Care & Medicaid Planning
- Planning for Disabled Beneficiaries
- Guardianship
- Incapacity Planning
- Business Succession Planning
- Asset Protection & Taxation
- Mergers & Acquisitions
- Business and Contract Law
- Business Litigation
- Court Related Matters
- Legacy Protection
- Post-Mortem Planning
- Pre-Death Planning
Serving clients primarily in the Charlotte area and across North Carolina, the firm operates from offices in South Park and Matthews. Their team is equipped to handle a wide range of legal needs, ensuring personalized and effective solutions for protecting assets and securing legacies.
