SERVING CLIENTS THROUGHOUT THE TRIANGLE AND BEYOND

We are a boutique law firm that focuses its practice exclusively in the areas of Trust and Estate Law, Elder Law, and closely related practice areas. More specifically, we prepare wills, trusts and other estate planning documents for our clients, assist our clients with the administration of estates and trusts, and counsel our clients on estate and gift tax issues. Our firm possesses unique professional qualifications that enable us to excel in each of our practice areas. The North Carolina State Bar has recognized each of the firm's four members as Board Certified Specialists in Estate Planning and Probate Law.

Trust & Estate Planning

  • Wills and Trusts
  • Advanced Estate and Gift Tax Planning
  • Charitable Giving
  • Powers of Attorney
  • Health Care Directives
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Elder Law

  • Long-Term Care Planning
  • Public Benefits Advice – Medicare, Medicaid, Social Security
  • Veterans Benefits for Seniors
  • Guardianships
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Special Needs Planning

  • Special Needs Trusts
  • Public Benefits for Persons with Disabilities
  • Protecting Personal Injury Settlements for Persons with Special Needs
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