Union County, North Carolina Estate Planning Lawyers

Danica Lynn Little
PREMIUM

North Carolina Estate Planning Lawyer with 14 years experience

Charlotte Wills, Trusts, Probate Law, Estate Planning; Guardianships, Elder Law, Special Needs Planning, Asset Protection; Business Succession Planning; Estate, Gift and Income Taxation; Estate Administration; Business... Read More »
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Carol Huffman Kendrick
Claimed Lawyer ProfileSocial Media
Union County, NC Estate Planning Lawyer with 22 years experience
(704) 283-1529 340 West Morgan St.
P.O. Box 1008
MONROE, NC 28111
Estate Planning, Criminal, DWI and Traffic Tickets
Wake Forest University School of Law
Carol Huffman Kendrick was born and raised in Monroe, NC. She graduated from Monroe High School before attending the University of North Carolina at Chapel Hill. After receiving her undergraduate degree from Carolina, she attended law school at Wake Forest University and received her law degree in 1996. Since 1996, she has practiced law in Monroe, NC and has served thousands of clients in Union, Anson, Stanly and Richmond Counties. Ms. Kendrick has a wide-ranging practice, helping clients in the following areas: criminal defense, Driving While Impaired (DWI), traffic, personal injury, wills, estate administration, and family law....
Zachary D Jackson
Claimed Lawyer ProfileSocial Media
Union County, NC Estate Planning Attorney with 11 years experience
(704) 288-4057 101 S. Main St
Monroe, NC 28112
Estate Planning, Divorce, Family and Probate
University of North Carolina - Chapel Hill
Zachary D. Jackson graduated from the University of North Carolina School of Law. Prior to attending Law School, Mr. Jackson graduated Magna Cum Laude from Campbell University where he majored in Business Administration with a Specialty in Trust and Investment Management and minored in Financial Planning. Mr. Jackson also received his Masters in Business Administration from Campbell University. Mr. Jackson worked for several years as a Trust Officer with Bank of America prior to attending law school. Prior to opening his own law practice, Mr. Jackson worked with two law firms and held an...
Zachary B. Setzer
Claimed Lawyer ProfileSocial Media
Union County, NC Estate Planning Lawyer with 8 years experience
(704) 288-4700 1940 Weddington Road
Weddington, NC 28104
Free ConsultationEstate Planning, Business, Probate and Tax
Washington and Lee University School of Law
Providence Wills and Trusts is an Estate Planning Law Firm located in Weddington, North Carolina. The managing attorney, Zachary Setzer, graduated cum laude from Washington and Lee University School of Law where he was Lead Articles Editor of the Washington and Lee Law Review and received the James C.C. Treadway Law Scholarship. Before attending law school, Zachary graduated from the University of North Carolina at Chapel Hill with a B.A. in Religious Studies and a B.A. in Political Science. Being a solo practice, Zachary takes pride in having the opportunity to work with every client personally,...
Corey Christopher McManus
Claimed Lawyer Profile
Union County, NC Estate Planning Lawyer with 15 years experience
(704) 225-8215 309 Lancaster Avenue
Monroe, NC 28112
Estate Planning, Criminal, Family and Probate
Campbell University
Corey McManus was born in Monroe, North Carolina where he attend Monroe High School and graduated in 1994. Corey attended the University of North Carolina Central in Durham, North Carolina on an academic scholarship. At North Carolina Central he majored in Political Science and minored in English and graduated with Honors in 1998. He then attended Law School at Campbell University as a Campbell Law Scholar and Robert A. Dyer Scholar. While there, Corey was a Campbell Law Observer Case Writer, competitor in the Judge Conrad Duberstein National Bankruptcy Moot Court Competition, North Carolina Academy of Trial Lawyers member and...
Union County, NC Estate Planning Lawyer
(704) 283-1175 315 N Main St
Monroe, NC 28112
Estate Planning
Union County, NC Estate Planning Attorney
(704) 283-0506 1201 Concord Ave
Monroe, NC 28110
Estate Planning and Personal Injury
Union County, NC Estate Planning Attorney
7031 Kidwelly Ln
Matthews, NC 28104
Estate Planning
Union County, NC Estate Planning Attorney
(704) 289-2548 315 N Main St
Monroe, NC 28112
Estate Planning, Criminal, DWI and Personal Injury
Danica Lynn Little
Claimed Lawyer ProfileLII GoldSocial Media
Mecklenburg County, NC Estate Planning Lawyer with 14 years experience
(704) 343-5633 11220 Elm Lane, Suite 200
Charlotte, NC 28277
Estate Planning, Business, Elder and Probate
Florida State University College of Law
Charlotte Wills, Trusts, Probate Law, Estate Planning; Guardianships, Elder Law, Special Needs Planning, Asset Protection; Business Succession Planning; Estate, Gift and Income Taxation; Estate Administration; Business Law Mecklenburg County (Member, Tax Section) and North Carolina (Citizen-Lawyer Task Force) Bar Associations; South Carolina Bar (Member, Tax Section); Charlotte Women's Bar Association (Board Member; Secretary; Treasurer; Vice President; President, Past Chair); American Institute of Certified Public Accountants; North Carolina Association of Certified Public Accountants (Member, Taxation Committee); Institute of Management Accountants; Charlotte Christian Chamber; Women's Initiative Network, Make-A-Wish Foundation of Western and Central North Carolina; Carolina Foster Kids Foundation Director. Order of the...
Jon Mendini
Claimed Lawyer ProfileSocial Media
Mecklenburg County, NC Estate Planning Attorney with 27 years experience
(704) 553-8370 9121 Four Acre Court
Charlotte, NC 28210
Estate Planning, Business, Elder and Real Estate
University of South Carolina School of Law
Based in Charlotte, NC, The Mendini Law Firm is the legal firm of choice for families and businesses throughout Mecklenburg County and across the State of North Carolina. Founded by attorney and Charlotte native Jon Mendini, we are a small, family-oriented law practice that emphasizes personal attention to every client and every legal matter. With over two decades of experience, we offer efficient, cost-effective legal services backed with advice you can trust. Above all, we help make the process friendlier, faster, and much less intimidating, no matter what the situation. The Mendini Law Firm's comprehensive services with regard to...
Margaret Anthony
Claimed Lawyer ProfileSocial Media
Mecklenburg County, NC Estate Planning Attorney with 9 years experience
(704) 659-6030 6831 Fairview Road
Suite B
Charlotte, NC 28201
Estate Planning, Divorce, Elder and Family
Elon University School of Law
At Southpark Family Law, the divorce lawyers provide high quality legal representation for all family law issues, including: Child Custody, Child Support, Alimony, Post Separation Support, Equitable Distribution, Separation Agreements, Mediation, Collaborative Law, Domestic Violence, Alienation of Affection, Absolute Divorce, Adoptions, and Civil No-Contact Cases. The family law attorneys at Southpark Family Law practice throughout the Charlotte metro area, including Mecklenburg, Union, Gaston, Iredell, Cabarrus, Lincoln, and other surrounding counties. Our legal team welcomes the opportunity to meet with you and discuss your family’s future. Please contact us to schedule your Free Consultation with a divorce attorney today.
Marsha C. Kennedy
Claimed Lawyer ProfileSocial Media
Mecklenburg County, NC Estate Planning Attorney with 25 years experience
(704) 369-5600 14835 Ballantyne Village Way #225
Charlotte, NC 28277
Estate Planning, Divorce, Family and Probate
Thomas Gorman
Claimed Lawyer Profile
Mecklenburg County, NC Estate Planning Lawyer with 33 years experience
(704) 544-2500 13925 Ballantyne Corporate Place
Suite 200
Charlotte, NC 28277
Estate Planning, Business and Real Estate
Duke University School of Law
I am the senior shareholder of Gorman & Associates, P.A., a five attorney firm located in Ballantyne Corporate Park in the southern suburbs of Charlotte, North Carolina. I practice in the areas of Wills, Trusts, Estate Planning, and Estate and Trust Administration. I also work with small and medium sized businesses in forming corporations and LLC's, mergers, acquisitions, and workouts. In the commercial real estate area, I assist with everything from lease reviews to apartment and shopping center development.
Rose G. Proto
Claimed Lawyer ProfileSocial Media
Mecklenburg County, NC Estate Planning Attorney with 8 years experience
(704) 836-6644 13850 Ballantyne Corporate Place, Suite 500
Charlotte, NC 28277
Estate Planning, Landlord Tenant and Personal Injury
Charlotte School of law
Ms. Proto completed her undergraduate studies at St. Bonaventure University, where she graduated cum laude with a B.A. in Political Science. She attended law school at the Charlotte School of Law, where she obtained her Juris Doctor degree. To date, Ms. Proto has represented hundreds of clients with a strong commitment to client satisfaction and excellence in the practice of law. During the course of her legal career, she has published several legal articles in peer-reviewed journals and has instructed her peers in a Continuing Legal Education course on Social Security Disability. Ms. Proto is admitted...
Alan Davidson IV
Claimed Lawyer Profile
Mecklenburg County, NC Estate Planning Lawyer with 23 years experience
(704) 540-5154 7301 Carmel Executive Park
Suite 204
Charlotte, NC 28226
Estate Planning, Business, Construction and Insurance Claims
University of Georgia
The Davidson Law Firm, P.C. was formed in August of 2005 by Dave Davidson, CFP®. Dave formed this firm with two main principles in mind: provide the highest level of efficient legal services and high quality client service. With these principles in mind, the firm’s focus is on serving not only the business community, but families and individuals as well.
Allen Ray Starrett
Claimed Lawyer ProfileSocial Media
Mecklenburg County, NC Estate Planning Attorney
(704) 887-4944 13850 Ballantyne Corporate Place
Suite 500
Charlotte, NC 28277
Estate Planning and Business
University of North Carolina School of Law
Phyllis Long
Claimed Lawyer Profile
Mecklenburg County, NC Estate Planning Attorney
(704) 567-2116 10700 Sikes Place Suite 340
Charlotte, NC 28277
Estate Planning, Business and Tax
Phyllis W. Long, a business, estate, and tax attorney in Charlotte, North Carolina, has been serving clients since 2001. Phyllis Long prides herself on providing the personalized service of a small firm in the areas of business law, estate planning, and tax matters. Ms. Long's focus is on serving each client's specialized needs. As an estate attorney, Ms. Long also works with individuals to prepare wills and trusts that suit their personalized needs. She welcomes the opportunity to speak with you and answer any questions you may have about how she can serve you or your business.

Leigh Anne Williams
Claimed Lawyer ProfileSocial Media
Mecklenburg County, NC Estate Planning Lawyer
(704) 684-4504 6831 Fairview Road
Suite B
Charlotte, NC 28210
Estate Planning and Family
I have dedicated my career to making sure families are equipped with the knowledge and tools they need to adequately protect themselves and their loved ones. I am a former high school teacher with over 11 years of experience working with families in a variety of high conflict situations and believe my role as your attorney is to educate you and to make the law easier for you to understand. As a divorcee, I have experienced the life-altering trauma of marital separation and as a mother, I know firsthand how important it is to ensure your children are shielded through...
Mecklenburg County, NC Estate Planning Attorney with 19 years experience
(619) 733-9061 5535 Robinhood Rd
Charlotte, NC 28211
Estate Planning
Thomas Jefferson School of Law
Mecklenburg County, NC Estate Planning Lawyer
(704) 542-1648 Woodfield Corporate Center Suite 208
8008 Corporate Center Drive
Charlotte, NC 28226
Estate Planning, Business, Immigration and Real Estate
Mecklenburg County, NC Estate Planning Attorney
(704) 375-3641 2301 Queensland Dr
Charlotte, NC 28270
Estate Planning, Business and Real Estate
Mecklenburg County, NC Estate Planning Lawyer
3815 Chevington Rd
Charlotte, NC 28226
Estate Planning
Mecklenburg County, NC Estate Planning Lawyer
(704) 442-9300 2700 Coltsgate Rd
Charlotte, NC 28211
Estate Planning, Business and Real Estate
Mecklenburg County, NC Estate Planning Attorney with 23 years experience
6857 Fairview Rd
Charlotte, NC 28210
Estate Planning, Business and Real Estate
Mecklenburg County, NC Estate Planning Lawyer
(704) 365-2600 6857 Fairview Rd
Charlotte, NC 28210
Estate Planning, Business and Real Estate
Mecklenburg County, NC Estate Planning Lawyer
(704) 365-5100 4011 Chevington Rd
Charlotte, NC 28226
Estate Planning and Tax
Mecklenburg County, NC Estate Planning Lawyer
(704) 849-8649 10710 Sikes Pl
Charlotte, NC 28277
Estate Planning and Real Estate
Mecklenburg County, NC Estate Planning Attorney
(704) 367-4097 447 N Sharon Amity Rd
Charlotte, NC 28211
Estate Planning, Divorce and Family
Mecklenburg County, NC Estate Planning Attorney
(704) 849-8649 10710 Sikes Pl
Charlotte, NC 28277
Estate Planning, Business, Collections and Divorce
Mecklenburg County, NC Estate Planning Lawyer
(704) 442-1010 7257 Pineville-Matthews Rd
Charlotte, NC 28226
Estate Planning
Mecklenburg County, NC Estate Planning Lawyer
(704) 845-2800 212 W Matthews St
Matthews, NC 28105
Estate Planning
Mecklenburg County, NC Estate Planning Lawyer
4711 McAlpine Farm Rd
Charlotte, NC 28226
Estate Planning and Bankruptcy
Mecklenburg County, NC Estate Planning Lawyer
6832 Morrison Blvd
Charlotte, NC 28211
Estate Planning and Business
Mecklenburg County, NC Estate Planning Lawyer with 29 years experience
(704) 365-2600 6857 Fairview Rd
Charlotte, NC 28210
Estate Planning, Business and Real Estate
Mecklenburg County, NC Estate Planning Lawyer
6832 Morrison Blvd
Charlotte, NC 28211
Estate Planning and Tax
Mecklenburg County, NC Estate Planning Lawyer
(704) 542-1648 Woodfield Corporate Center Suite 208
8008 Corporate Center Drive
Charlotte, NC 28226
Estate Planning, Business, Personal Injury and Real Estate
Mecklenburg County, NC Estate Planning Attorney
(704) 365-0390 219 Greenwich Rd
Charlotte, NC 28211
Estate Planning and Business
Mecklenburg County, NC Estate Planning Attorney
(704) 364-3558 319 N Sharon Amity Rd
Charlotte, NC 28211
Estate Planning and Business
Mecklenburg County, NC Estate Planning Lawyer
(704) 364-0010 6832 Morrison Blvd
Charlotte, NC 28211
Estate Planning and Business
Mecklenburg County, NC Estate Planning Lawyer
(704) 844-8221 6417 Seton House Ln
Charlotte, NC 28277
Estate Planning and Tax
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Estate Planning Lawyers in Nearby Cities

Union County Estate Planning Legal Aid & Pro Bono Services

Legal Services of Southern Piedmont, Inc.
(704) 376-1600
Charlotte, NC


Legal Services of Mecklenburg County, NC
(704) 376-1600
Charlotte, NC

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Related Practice Areas

Elder Law
Probate
Tax Law

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.