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About me

Jackie Bedard's estate and long term care planning practice is focused on guiding clients through the complicated, often confusing, maze of balancing family protection, long-term care planning, wealth preservation, and cherished family values in the planning process.


Jackie determined early on that traditional estate planning has primarily focused on what happens upon death, but a far more pressing concern for many families today is—what happens if you don’t die suddenly, but instead need long term care for several months or years?  A comprehensive estate and long term care plan should address both of these concerns.


Jackie is a member of WealthCounsel and ElderCounsel (national organizations of attorneys committed to client-centered estate planning and elder care planning), a board of director member of the North Carolina chapter of the National Academy of Elder Law Attorneys, and a member of the Medicaid Planning Network. Locally, Jackie on the board of trustees of Hospice of Wake County Foundation, the board of directors of  local non-profit the Guiding Lights Caregiver Support Center,  and she is a member of the North Carolina Bar Association, and the Wake County Bar Association. More recently, Jackie was named one of Cary Magazine's 2015 Movers & Shakers. Selections were based on professionals impacting Wake County, both now and for the future.


Jackie is a member of the board of directors of the North Carolina chapter of the National Academy of Elder Law Attorneys.  Jackie also is a member of the board of directors of Guiding Lights Caregiver Support Center, a local non-profit providing support and resources for local family and professional caregivers. In July, 2015, Jackie was named a Mover & Shaker by Cary Magazine for her contributions to the community.


Jackie earned her Bachelor of Science degree in Economics at the Massachusetts Institute of Technology and graduated law school magna cum laude in the top 7% of her class at the University of Richmond, School of Law.


Jackie resides in Cary with her husband, Dan, and their two dogs, Nala and Nelly. Jackie also enjoys CrossFit, reading, cooking, music, and more.

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Photos and videos

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Practice areas

Licensed

  1. Elder Law: 25%
    10 years
  2. Wills: 25%
    10 years
  3. Trusts: 25%
    10 years
  4. Estate Planning: 25%
    10 years

Payment

Fees:

Fixed (always)

Payment types:

Cash, Check, Credit card

Attorney endorsements

13 total 

Are you an attorney? Endorse this lawyer

  • Margaret Madison Phelan

    I have been involved in a national planning group with Jackie for the last several years. Each time we meet I am more and more impressed with the quiet thoughtfulness and well expressed opinions that Jackie brings to our group. Many members have years of practice beyond Jackie's years, but she is clearly our peer.

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    Margaret Phelan Elder Law Attorney
    Relationship: Other

  • Nicole Leigh Johnson

    Jackie Bedard is well regarded attorney who is extremely knowledgeable in her concentrated area of Elder Law.

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    Nicole Johnson Elder Law Attorney
    Relationship: Fellow lawyer in community

Contact info

Carolina Family Estate Planning

51 Kilmayne Dr.
Suite 203
Cary, NC, 27511

Resume

License
StateStatusAcquiredUpdated
NCActive200610/30/2015
We have not found any instances of professional misconduct for this lawyer.
Avvo contributions
Legal answers
Awards
Award nameGrantorDate granted
2015 Movers & ShakersCary Magazine2015
Certified National Network Estate PlannerNational Network of Estate Planning Attorneys2009
Certified Personal Family LawyerFamily Wealth Planning Institute2009
Work experience
TitleCompany nameDuration
Attorney & Counselor at LawCarolina Family Estate Planning2009 - Present
Attorney at LawPinna, Johnston & Burwell, P.A.2006 - 2009
Associations
Association namePosition nameDuration
Guiding Lights Caregiver Support CenterCommunity Partner2015 - 2016
Elder Law Section, North Carolina Bar AssociationNewsletter Committee Co-Chair2014 - 2015
North Carolina Chapter, National Academy of Elder Law AttorneysBoard of Directors, Member2014 - Present
Hospice of Wake County FoundationBoard of Trustees, Member2014 - Present
North Carolina Chapter, National Academy of Elder Law AttorneysMembership Committee Chair2013 - Present
Guiding Lights Caregiver Support CenterBoard of Directors, Member2013 - Present
ElderCounselN/A2013 - Present
WealthCounselN/A2013 - Present
National Academy of Elder Law AttorneysMember2011 - Present
Medicaid Practice NetworkMember2011 - Present
BNI RD 34 Pay It ForwardMembership Committee2010 - 2011
Women Business Owner's Network of CaryPublicity Chair2009 - 2012
Personal Family LawyersN/A2009 - 2010
National Network of Estate Planning AttorneysMember2009 - 2013
Wake Women AttorneysMonthly Events– Speaker Coordinator2008 - 2010
North Carolina Bar Association, Estate Planning and Elder Law SectionsN/A2006 - Present
Wake County Bar AssociationN/A2002 - Present
Publications
Publication nameTitleDate
AFFC PublicationsDon't Go Broke In a Nursing Home-Mid North Carolina Edition2014
The Nursing Home & Medicaid Secrets You Need to Know to Avoid Going Broke in a Nursing HomeHow to Avoid Nursing Home Poverty & Save Your Family Thousands2012
The Important Information You Need to Know to Qualify for this Little-Known Veterans BenefitUnderstanding the VA Aid & Attendance Program and How It Could Save Your Family Thousands2012
eBookWhat You Don’t Know CAN Hurt Your Family: 5 Easy Ways to Make Sure Your Children, Wishes and Assets Stay Protected Should Something Happen to You2011
Premier Baby & Child4 Secrets Loving Parents Need to Know to Protect Their Kids2010
eBook12 Most Common Threats to Your Estate and Your Family's Future2010
eBookParent’s Peace of Mind Guide2010
Cary Living4 Secrets Loving Parents Need to Know to Protect Their Kids2010
Education
School nameMajorDegreeGraduated
University of Richmond, The T. C. Williams School of LawLawJD - Juris Doctor2006
Massachusetts Institute of TechnologyEconomics, Public PolicyBS - Bachelor of Science2002
Speaking engagements
Conference nameTitleDate
WorkshopThe 7 Threats to Your Family & Their Security2015
Veterans GroupVeterans Aid & Attendance Benefits2015
Senior Breakfast Panel DiscussionLong-Term Care Planning2015
Radio ShowProbate2015
Private PresentationLong-Term Care Planning2015
Private PresentationThe 4 Threats to Your Family & Their Security2015
Private PresentationThe 4 Threats to Your Family & Their Security2015
Private PresentationThe 4 Threats to Your Family & Their Security2015
Private PresentationThe 4 Threats to Your Family & Their Security2015
Private PresentationEstate & Long-Term Care Planning2015
Lunch PresentationEstate Planning Essentials2015
Lunch PresentationEstate Planning Essentials2015
Lunch PresentationMedicaid Basics2015
LectureThe Future of Inherited IRAs2015
WorkshopThe 7 Threats to Your Family & Their Security2014
RadioEstate Planning2014
Private PresentationChildren's Safeguard Planning2014
Private PresentationEstate Planning Essentials2014
Private PresentationEstate Planning Essentials2014
Lunch PresentationEstate Planning Essentials2014
Lunch PresentationMedicaid Basics2014
Lunch PresentationLong-Term Care Planning2014
WorkshopThe 7 Threats to Your Family & Their Security2013
Private PresentationLong-Term Care Planning2013
WorkshopThe 7 Threats to Your Family's Security2012
Valentine's Day LuncheonEstate Planning Pitfalls2011
PTO MeetingEstate Planning for Parents with Minor Children2011
LuncheonEstate Planning Stories2011
Estate Planning & Long Term Care EssentialsEstate Planning & Long Term Care Essentials2011
Estate Planning & Long Term Care EssentialsEstate Planning & Long Term Care Essentials2011
The Truth About Estate Planning WorkshopEstate Planning & Asset Protection2010
TeleseminarChildren's Safeguard Planning2010
SeminarEstate Planning Basics2010
Kids Protection Plan SeminarEstate Planning, Guardians & Asset Protection2010
BreakfastEstate Planning Stories2010