How We Can Help
Our lawyer has a history of helping North Carolina clients navigate numerous types of legal planning. Our services are always tailored to suit your needs.
Our team can legally assist North Carolinians with matters involving:
- Estate Planning. No matter your age or health, establishing a robust estate plan is important to protecting your loved ones and intentions. Passing away without an estate plan means you will have no control in what happens to your children or assets. Some of your property might even be liquidated to settle debts. We can help you safeguard your estate through trusts, wills, advanced healthcare directives, powers of attorney, and more. We also answer many of our clients’ frequently asked questions as part of our estate planning FAQ.
- Special Needs Planning. You may be concerned about the long-term financial security of your loved one with special needs. While they may receive disability payments as part of a government program, that income is typically not enough to live on, and strict income and asset limits prevent you from directly supporting your loved one. Special needs planning, including the use of special needs trusts, can help you effectively support your loved one without violating the terms of their benefits. We can help you explore your special needs planning options.
- Elder Law. Long-term care planning for elderly loved ones can be stressful, especially when it becomes clear that the costs involved will likely consume many years of careful savings. Many government support systems, including Medicare, exclude long-term care from their coverage. We can work with your family to explore affordable nursing home solutions in both proactive planning and crisis scenarios. Our team can also assist families in scenarios where a guardianship for an elderly loved one becomes necessary.
- Business Succession Planning. Sooner or later, a business leader will need to consider how succession will impact their company. Many hope to retire or exit on their own terms, but contingencies should also be prepared for situations where an unexpected injury or illness results in a more abrupt transition. Effective business succession plan can prepare you, your loved ones, and your enterprise for situations where you become incapacitated or suddenly pass away. Our attorney can help ensure your family will receive just compensation for your contributions as well as create a clear, actionable transition plan for your company leadership.
- Probate. Probate is the process by which a deceased person’s estate is settled with the government. When an estate plan is involved, an executor uses a last will and testament as guide to distributing assets after any remaining debts are paid and disputes are settled. Conflicts and delays in probate are common, especially for more complex estates with lucrative assets. We can help you navigate the probate process as quickly as possible and can leverage expedited probate mechanisms when available.
- Medicaid. Medicaid issues government benefits to elderly, pregnant, or disabled individuals with low incomes. Crucially, the program can generally be used to pay for long-term care expenses, including nursing homes. Navigating the application process can be a bureaucratic nightmare, especially if your case gets lost in the system or rejected on tenuous grounds. Our team can serve as your advocate during the application process and file strategic appeals, if necessary.