Charlotte, North Carolina Estate Planning Lawyers
Charlotte, NC Estate Planning Lawyer with 14 years experience
Drawing on my skills as an Attorney and CPA, I have a passion for working with business owners who are looking to grow and improve their companies. Personal estate planning is a natural extension to ensure that the company’s growth benefits the entrepreneur and his family. I have been personally involved with Strategic Coach in Chicago and other entrepreneurial coaching and am a Board Certified Specialist in Estate Planning and Probate Law. I am admitted to practice law in Virginia, North Carolina and South Carolina and maintain active licenses in both of the Carolinas.
- Estate Administration (Probate Law)
- Estate Planning (Wills, Trusts, Powers of Attorney, Living Wills, etc.)
- Business Succession Planning
- Wrongful Death
Attorney Cheryl R. Watkins of The Law Office of Cheryl R. Watkins has a practice concentration in Estate Planning and Probate and has worked in those fields for over 20 years as a former CPA, auditor, Assistant Clerk,...
Tiyesha N. DeCosta, Esq., received a Bachelor of Science degree, with a minor in Finance from La Salle University, in Philadelphia, PA. Upon graduation, she went on to work in various small...
Charlotte, NC 28210
80% Family Law - separation, divorce, child custody, child support, spousal support, equitable distribution
20% Estate Planning - wills, living wills, trusts, power of attorneys
I am a native of Charlotte and graduated from Myers Park High School. After college and law school, I moved back to Charlotte and served as a police officer, and as an officer in the N.C. Army National Guard. I focus my law practice primarily on family law and estate planning.
I live in Huntersville with my wife and our four children. We both have children from previous relationships, and one child together. I thoroughly...
Estate Planning Lawyers in Nearby Cities
Estate Planning Lawyers in Nearby Counties
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Planning your estate?
Estate planning arranges for the transfer of an individual's estate at the time of death. An estate consists of all property owned at death before it is distributed by will, trust, or intestacy laws. An estate may contain both real property and personal property. Estate planning allows an individual to decide exactly who will benefit from his or her estate, and to what extent. It can also reduce the taxes imposed on the transfer of assets at death.
An experienced estate planning lawyer can help minimize the amount of the estate surrendered to taxes as well as ensure that the management and distribution of the estate is carried out according to your plans. Particularly when your plans are complex and/or you have substantial property or assets, it is important to have an attorney who can ensure that your plan functions the way you intend. Depending on the complexity of your individual situation, your estate planning team may include attorneys, financial planners, bankers and insurance professionals. Some states certify attorneys as estate planning specialists, which means they have met certain requirements for experience, education, and testing in that field.
Fiduciary: A person or institution who manages money or property for another and who must exercise a standard care imposed by law, i.e., personal representative or executor of an estate, a trustee, etc.
Personal representative: The person who administers an estate. If named in a will, that person's title is an executor. If there is no valid will, that person's title is an administrator.
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