Estate Planning

Our firm has extensive expertise in the estate planning area. Our lawyers practice in all areas of personal succession, business succession, insurance and asset protection planning. Thus we are able to provide a full range of expert estate planning services at a very reasonable cost to individuals and families who have "typical" assets and family goals as well as to the business owner who has assets that include a family business and consequently difficult transfer and succession tax issues. We also have several lawyers who specialize in the charitable aspect of estate planning and can assist in integrating charitable giving into a client's estate plan to achieve tax savings and to fulfill the client's philanthropic objectives. Our lawyers work with accountants, financial planners and other advisors to develop and implement comprehensive strategies to achieve our clients' diverse goals.

Business succession planning includes numerous techniques of passing control and ownership of a business from one owner or group of owners to the next generation of owners. Many of our business estate planning clients own "family" businesses where proper planning can affect the financial welfare of several generations. A proper plan is essential to the continued financial stability of a family business. The tax laws involved in this area of planning are numerous and complicated and require expert analysis.

Insurance planning includes the difficult issues of identifying insurance needs and structuring life insurance ownership to meet those needs. Our lawyers, in addition to assisting and advising the client on insurance issues, have a wide range of experts to draw upon to consult with the client.

Asset protection planning is a diverse area of estate planning. Family limited partnerships and limited liability companies can be used to protect a client's assets from spurious lifetime claims and liabilities and to assist in the transfer of those assets to a younger generation.

Our extensive experience in charitable estate planning encompasses the spectrum from outright gifts to the many charitable planned gifts and deferred giving options now available under current tax laws. This planning enables a client to make meaningful lifetime or testamentary gifts to selected charities while enjoying the resulting personal and tax benefits. Our experience in this area has allowed us to serve on many local foundations and to represent a number of local charities.

Estate planning is a complex area that often involves many related areas of the law. Our clients frequently face complicated real estate, tax, corporate and pension planning issues that have an significant impact on their estate plans. The skills of our estate planners and their ability to draw upon the expertise of specialists in other departments of our firm ensure that our clients will have a comprehensive, effective estate plan to meet their particular needs and wishes.

News Releases




06.10.2015"The Estate Planner" – July/August 2015
Spring 2015"insights' Newsletter - Spring 2015
03.01.2015"The Estate Planner" – March/April 2015
01.01.2015"The Estate Planner" – January/February 2015
11.01.2014"The Estate Planner" – November/December 2014
09.01.2014"The Estate Planner" – September/October 2014
07.01.2014"The Estate Planner" – July/August 2014
05.01.2014"The Estate Planner" – May/June 2014
Spring 2014"insights" Newsletter - Spring 2014
03.01.2014"The Estate Planner" – March/April 2014
01.01.2014"The Estate Planner" – January/February 2014
11.01.2013"The Estate Planner" – November/December 2013
09.01.2013"The Estate Planner" – September/October 2013
07.01.2013"The Estate Planner" – July/August 2013
Spring 2013"insights" Newsletter - Spring 2013
05.01.2013"The Estate Planner" – May/June 2013
03.01.2013"The Estate Planner" – March/April 2013
01.30.2013"The Estate Planner" – January/February 2013
11.06.2012"The Estate Planner" – November/December 2012
11.06.2012"Estate Planning News Alert" - November 2012
09.01.2012"The Estate Planner" – September/October 2012
07.01.2012"The Estate Planner" – July/August 2012
05.01.2012"The Estate Planner" – May/June 2012
03.01.2012"The Estate Planner" – March/April 2012
01.19.2012"The Estate Planner" – January/February 2012
11.01.2011"The Estate Planner" – November/December 2011
09.01.2011"The Estate Planner" – September/October 2011
06.30.2011"The Estate Planner" – July/August 2011
04.20.2011"The Estate Planner" – May/June 2011
03.01.2011"The Estate Planner" – March/April 2011
01.01.2011“The Estate Planner” – January/February 2011
11.01.2010"The Estate Planner" – November/December 2010
09.01.2010"The Estate Planner" – September/October 2010
07.01.2010"The Estate Planner" – July/August 2010
05.01.2010"The Estate Planner" – May/June 2010
11.01.2009"The Estate Planner" - November/December 2009
08.11.2009"The Estate Planner" - September/October 2009

Events and Presentations

10.04.2018Estate Planning Panel, Financial Planning Association of Charlotte Annual Sumposium
09.19.2018"Basics of Estate Planning, Administration and Litigation," Planner, Mecklenburg County Bar
01.26.2018"2018 Advanced Issues in Estate Planning," Planner, Mecklenburg County Bar
01.19.2018"Drafting Power of Attorney Documents and the North Carolina Uniform Power of Attorney Act," Mecklenburg County Bar
06.29.2015Stephen Rothschild Featured Guest on WTOL News Regarding Legal Impact of Same-Sex Marriage Recognition
2013"Financial Planning 101: How to Get Started," Daughters of the American Revolution, Provider
2013"Estate Tax:  Federal and North Carolina Estate Tax Deductions, Credits and Payment of Tax," 2013 Estate Planning and Probate Law Survey Course, North Carolina Bar Association
02.08.2012"Recent Developments and Hot Topics" - 14th Annual All Children’s Hospital Estate, Tax, Legal and Financial Planning Seminar
07.07.2011"Estate Planning and Probate Law Update"

Quick Contacts

Related Industries

Related Practices