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- Jackie Bedard
Jackie Wilbur Bedard
Open for Business- Cary, NC
- Licensed for 15 years
About Jackie
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). Jackie has served as a board of director member of the North Carolina chapter of the National Academy of Elder Law Attorneys, 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 the board of the Raleigh-Durham Chapter of Entrepreneur's Organization. She is a member of the North Carolina Bar Association, and the Wake County Bar Association. 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 has been voted Best Attorney in the Cary Magazine's Maggy Awards for 2016-2021.
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.
In addition to being a lawyer, Jackie is also a Certified Alzheimer's Disease and Dementia Care Trainer and a Certified Dementia Practitioner.
Jackie resides in Cary with her husband, Dan, and their two dogs, Nala and Maggie. Jackie also enjoys hiking, traveling, reading, cooking, music, and more.
Practice areas
- Estate planning: 25%
*Helping families protect their financial, emotional, and spiritual assets for the future. *Assisting established families with passing on their wealth to future generations. *Working with families of young children to ensure that their kids don't go in the hands of authorities if the unthinkable happens. Learn more at www.CarolinaFEP.com
15 years
- Trusts: 25%
Trusts serve many uses and are an effective tool for: *Providing for control, continuity, privacy, and ease of access to assets. *Asset protection in the event of remarriage, divorce, lawsuits, bankruptcy and other creditor issues. *Reducing probate expenses and estate taxes. *Providing for your care in the event of disability. *Providing for an individual with special needs while preserving eligibility for public assistance programs. Learn more: www.CarolinaFEP.com
15 years
- Wills and living wills: 25%
A Will gives you the power to control who your property passes to at your death. For example, a Will may be used to specify who will receive your home, automobile, furniture, jewelry, bank accounts and more. If you have minor children, a Will may be used to designate a guardian to care for your children at your death. A Will also gives you the power to name a person, known as an executor, to handle the affairs of your estate at your death. Learn more at www.CarolinaFEP.com
15 years
- Elder law: 25%
Elder law combines elements of Estate Planning, Wills and Trusts, Conservatorship (also called Guardianship), Long Term Care Planning, Health Care Planning, Medicare/Medicaid Planning, Disability Planning and Elder Rights. Learn more at www.CarolinaFEP.com
15 years
Languages spoken
English
Photos and videos
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Contact
Carolina Family Estate Planning
201 Commonwealth Ct.
#100
Cary, NC, 27511
Resume
| State | Status | Acquired | Updated |
|---|---|---|---|
| NC | Active | 2006 | 10/28/2021 |
| Legal answers | 0 |
| Legal guides | 0 |
| Award name | Grantor | Date granted |
|---|---|---|
| 2021 SuperLawyer: Estate Planning & Probate | SuperLawyers | 2021 |
| 2021 Legal Elite: Tax & Estate Planning | Business North Carolina | 2021 |
| 2021 Maggy Awards-Best Attorney | Cary Magazine | 2021 |
| 2020 Maggy Awards-Best Attorney | Cary Magazine | 2020 |
| #89 Fastest Growing Law Firms | Law Firm 500 | 2020 |
| 2020 Rising Star | SuperLawyers | 2020 |
|---|---|---|
| 2020 Legal Elite | Business North Carolina | 2020 |
| 2019 Rising Star | SuperLawyers | 2019 |
| 2019 Legal Elite | Business North Carolina | 2019 |
| 2019 Maggy Awards-Best Attorney | Cary Magazine | 2019 |
| #56 Fastest Growing Law Firms | Law Firm 500 | 2019 |
| Law Firm 500 #82 | Law Firm 500 | 2018 |
| #82 Fastest Growing Law Firms | Law Firm 500 | 2018 |
| Law Firm 500 #185 | Law Firm 500 | 2017 |
| Super Lawyer-Rising Star | Super Lawyers | 2017 |
| 2017 Best Attorney-Maggy Awards | Cary Magazine | 2017 |
| #185 Fastest Growing Law Firms | Law Firm 500 | 2017 |
| 2015 Movers & Shakers | Cary Magazine | 2015 |
| Certified National Network Estate Planner | National Network of Estate Planning Attorneys | 2009 |
| Certified Personal Family Lawyer | Family Wealth Planning Institute | 2009 |
| Title | Company name | Duration |
|---|---|---|
| Attorney & Counselor at Law | Carolina Family Estate Planning | 2009 - Present |
| Attorney at Law | Pinna, Johnston & Burwell, P.A. | 2006 - 2009 |
| Association name | Position name | Duration |
|---|---|---|
| National Academy of Attorneys for Alzheimer's Planning | Steering Committee Member | 2019 - Present |
| WealthCounsel | N/A | 2013 - Present |
| ElderCounsel | N/A | 2013 - Present |
| National Academy of Elder Law Attorneys | Member | 2011 - Present |
| North Carolina Bar Association, Estate Planning and Elder Law Sections | N/A | 2006 - Present |
| Wake County Bar Association | N/A | 2002 - Present |
|---|---|---|
| North Carolina Chapter, National Academy of Elder Law Attorneys | Board of Directors, Member | 2015 - 2017 |
| Guiding Lights Caregiver Support Center | Community Partner | 2015 - 2016 |
| Hospice of Wake County Foundation | Board of Trustees, Member | 2014 - 2015 |
| Elder Law Section, North Carolina Bar Association | Newsletter Committee Co-Chair | 2014 - 2015 |
| Guiding Lights Caregiver Support Center | Board of Directors, Member | 2013 - 2015 |
| North Carolina Chapter, National Academy of Elder Law Attorneys | Membership Committee Chair | 2013 - 2014 |
| Medicaid Practice Network | Member | 2011 - 2016 |
| BNI RD 34 Pay It Forward | Membership Committee | 2010 - 2011 |
| Personal Family Lawyers | N/A | 2009 - 2010 |
| Women Business Owner's Network of Cary | Publicity Chair | 2009 - 2012 |
| National Network of Estate Planning Attorneys | Member | 2009 - 2013 |
| Wake Women Attorneys | Monthly Events– Speaker Coordinator | 2008 - 2010 |
| Publication name | Title | Date |
|---|---|---|
| Seminar | If the Diagnosis Is Dementia: What It Means & What You Need To Know | 2020 |
| Book | A Guide to Alzheimer's Care | 2019 |
| Book | Understanding Estate Administration | 2019 |
| eBook | The Children's Safeguard Planning Guide | 2018 |
| AFFC Publications | Don't Go Broke In a Nursing Home-Mid North Carolina Edition | 2014 |
| The Nursing Home & Medicaid Secrets You Need to Know to Avoid Going Broke in a Nursing Home | How to Avoid Nursing Home Poverty & Save Your Family Thousands | 2012 |
|---|---|---|
| The Important Information You Need to Know to Qualify for this Little-Known Veterans Benefit | Understanding the VA Aid & Attendance Program and How It Could Save Your Family Thousands | 2012 |
| eBook | What 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 You | 2011 |
| Premier Baby & Child | 4 Secrets Loving Parents Need to Know to Protect Their Kids | 2010 |
| eBook | 12 Most Common Threats to Your Estate and Your Family's Future | 2010 |
| eBook | Parent’s Peace of Mind Guide | 2010 |
| Cary Living | 4 Secrets Loving Parents Need to Know to Protect Their Kids | 2010 |
| School name | Degree | Graduated |
|---|---|---|
| University of Richmond School of Law | JD - Juris Doctor | 2006 |
| Massachusetts Institute of Technology | BS - Bachelor of Science | 2002 |
| Conference name | Title | Date |
|---|---|---|
| Estate & Long-Term Care Planning Basics | Estate Planning & Long-Term Care Planning | 2019 |
| 11 Threats to Your Family's Future | Estate Planning | 2018 |
| Workshop | The 7 Threats to Your Family & Their Security | 2015 |
| Veterans Group | Veterans Aid & Attendance Benefits | 2015 |
| Senior Breakfast Panel Discussion | Long-Term Care Planning | 2015 |
| Radio Show | Probate | 2015 |
|---|---|---|
| Private Presentation | Long-Term Care Planning | 2015 |
| Private Presentation | The 4 Threats to Your Family & Their Security | 2015 |
| Private Presentation | The 4 Threats to Your Family & Their Security | 2015 |
| Private Presentation | The 4 Threats to Your Family & Their Security | 2015 |
| Private Presentation | The 4 Threats to Your Family & Their Security | 2015 |
| Private Presentation | Estate & Long-Term Care Planning | 2015 |
| Lunch Presentation | Estate Planning Essentials | 2015 |
| Lunch Presentation | Estate Planning Essentials | 2015 |
| Lunch Presentation | Medicaid Basics | 2015 |
| Lecture | The Future of Inherited IRAs | 2015 |
| Workshop | The 7 Threats to Your Family & Their Security | 2014 |
| Radio | Estate Planning | 2014 |
| Private Presentation | Children's Safeguard Planning | 2014 |
| Private Presentation | Estate Planning Essentials | 2014 |
| Private Presentation | Estate Planning Essentials | 2014 |
| Lunch Presentation | Estate Planning Essentials | 2014 |
| Lunch Presentation | Medicaid Basics | 2014 |
| Lunch Presentation | Long-Term Care Planning | 2014 |
| Workshop | The 7 Threats to Your Family & Their Security | 2013 |
| Private Presentation | Long-Term Care Planning | 2013 |
| Workshop | The 7 Threats to Your Family's Security | 2012 |
| Valentine's Day Luncheon | Estate Planning Pitfalls | 2011 |
| PTO Meeting | Estate Planning for Parents with Minor Children | 2011 |
| Luncheon | Estate Planning Stories | 2011 |
| Estate Planning & Long Term Care Essentials | Estate Planning & Long Term Care Essentials | 2011 |
| Estate Planning & Long Term Care Essentials | Estate Planning & Long Term Care Essentials | 2011 |
| The Truth About Estate Planning Workshop | Estate Planning & Asset Protection | 2010 |
| Teleseminar | Children's Safeguard Planning | 2010 |
| Seminar | Estate Planning Basics | 2010 |
| Kids Protection Plan Seminar | Estate Planning, Guardians & Asset Protection | 2010 |
| Breakfast | Estate Planning Stories | 2010 |
Jackie Bedard and Carolina Family Estate Planning
5.0 stars
Posted by Jane
August 18, 2021
Carolina Family Estate Planning
5.0 stars
Posted by anonymous
August 1, 2021
Kind, Thorough, Professional
5.0 stars
Posted by Kevin
August 23, 2019
Establish a Trust
5.0 stars
Posted by David
January 7, 2019
Satisfaction
5.0 stars
Posted by Harper
October 15, 2018
Excellant, service-oriented law firm
5.0 stars
Posted by Barbara
July 18, 2018
Very satisfied.
5.0 stars
Posted by David
May 17, 2018
A real team to help
5.0 stars
Posted by Ken
May 17, 2018
Bedard is Best
5.0 stars
Posted by Edward
July 14, 2017
Updated will, powers of attorney and established a trust
5.0 stars
Posted by Gary
June 29, 2017
Advertising
Attorney endorsements
(19)
Tiffany O'Connell, Elder law Attorney on Jun 11, 2020
Relationship: Worked together on matter
I've had the pleasure and honor to work with Attorney Bedard on the board of the National Alliance of Attorneys for Alzheimer's Planning ("N3AP"), a non-profit organization of attorneys and professionals who are focused on helping those dealing with Alzheimer's and dementia. Jackie's energy and compassion in this area are contagious and refreshing. I was highly impressed with the level of care she and her firm take to help their clients. I would refer a client to Attorney Bedard without hesitation.
Victoria Collier, Elder law Attorney on Jun 2, 2017
Relationship: Fellow lawyer in community
Jackie is one of the hardest working and most innovative lawyers I know. She is always working on ways to perfect her clients' experiences while providing top notch legal services. I refer clients to her and recommend her highly.
Tiffany O'Connell, Elder law Attorney on Jun 11, 2020
Relationship: Worked together on matter
I've had the pleasure and honor to work with Attorney Bedard on the board of the National Alliance of Attorneys for Alzheimer's Planning ("N3AP"), a non-profit organization of attorneys and professionals who are focused on helping those dealing with Alzheimer's and dementia. Jackie's energy and compassion in this area are contagious and refreshing. I was highly impressed with the level of care she and her firm take to help their clients. I would refer a client to Attorney Bedard without hesitation.
Victoria Collier, Elder law Attorney on Jun 2, 2017
Relationship: Fellow lawyer in community
Jackie is one of the hardest working and most innovative lawyers I know. She is always working on ways to perfect her clients' experiences while providing top notch legal services. I refer clients to her and recommend her highly.
Colin Austin, Estate planning Attorney on Jan 12, 2017
Relationship: Fellow lawyer in community
I highly recommend Jackie Bedard for all Estate Planning issues and for her knowledge and experience with Elder Law.
Leroy Peterson, Elder law Attorney on Oct 12, 2016
Relationship: Fellow lawyer in community
I know Jackie from a national organization of elder law attorneys and have found her to be extremely professional, knowledgable and trustworthy. I have contacted Jackie on numerous occasions for advice on difficult planning scenarios and she has been a valuable resource. I highly recommend Jackie as an Elder Law attorney.
Timothy Jarvis, Elder law Attorney on May 23, 2016
Relationship: Fellow lawyer in community
I've known Jackie for several years, she is a consummate professional. I am constantly amazed at the time and effort Jackie puts into making sure she stays on the cutting edge of legal planning. I could not recommend anyone more highly than Jackie.
Karol Bisbee, Elder law Attorney on Apr 21, 2016
Relationship: Other
I endorse this lawyer in both elder law and estate planning. We both belong to two national organizations of attorneys committed to providing a high standard of legal service to our clients. I would have no hesitation in referring clients to her. I know they would receive not only skilled legal representation but also compassion and understanding of whatever the clients needs might be.
Margaret Phelan, Estate planning Attorney on Nov 19, 2015
Relationship: Other
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.
Nicole Johnson, Elder law Attorney on Oct 21, 2015
Relationship: Fellow lawyer in community
Jackie Bedard is well regarded attorney who is extremely knowledgeable in her concentrated area of Elder Law.
John Peck, Elder law Attorney on Oct 21, 2015
Relationship: Fellow lawyer in community
I have known Jackie Bedard almost since she begin practicing elder law and estate planning in the Cary, North Carolina area and she is one of the brightest, most ethical, and most knowledgeable younger elder law attorneys in the state of North Carolina.
Jeffrey Bellomo, Estate planning Attorney on Jun 19, 2014
Relationship: Fellow lawyer in community
I endorse this lawyer. Jackie is a top notch attorney. I have absolutely no reservations about endorsing her and giving her my 100% positive feedback. She is compassionate and cares deeply about her clients.
Susan Hunter, Elder law Attorney on Jun 19, 2014
Relationship: Worked for lawyer
I endorse this lawyer.
J. Clinkscales, Elder law Attorney on Jun 19, 2014
Relationship: Worked together on matter
I have worked with Jackie over the last couple of years. She is very bright and cares deeply for her clients and their causes. She is always well prepared and has great knowledge of the law. I recommend Jackie to any potential client.
Helayne Payne, Elder law Attorney on Oct 31, 2013
Relationship: Fellow lawyer in community
I endorse this lawyer. Jackie is a skilled and highly effective practitioner with a competent understanding of all the complexities involved in our field. She maintains an elevated level of continuing education and continually refines her skill set by constant attention to education and active participation in professional organizations dedicated to enhancing the service we provide our clients.
Janis Carney, Elder law Attorney on Oct 29, 2013
Relationship: Other
I have known Jackie for over a year and endorse her as an elder law and estate planning attorney. She is a fellow attorney in a prestigious organization that we both belong to of some of the leading lawyers on estate planning and long-term care planning in the United States. I believe that Jackie is extremely knowledgeable about the state and federal laws related to estate planning and long-term care planning. As importantly, I know her as a warm and caring person who works hard for her clients. I would have no hesitation referring clients to her.
Melissa Walker, Estate planning Attorney on Oct 3, 2011
Relationship: Fellow lawyer in community
I endorse this lawyer.
Linda Ward, Estate planning Attorney on Sep 6, 2011
Relationship: Fellow lawyer in community
Jackie Bedard is skilled in handling matters from simple wills to complicated estates. She is knowledgeable and client-oriented, and I regularly recommend her to those in need of an estate attorney.
Darlynn Morgan, Estate planning Attorney on Apr 10, 2010
Relationship: Fellow lawyer in community
I endorse this lawyer's work.
Victor Medina, Estate planning Attorney on Jan 6, 2010
Relationship: Fellow lawyer in community
I belong to two national organizations in which Jackie is also a member. Each of these organizations is dedicated to changing the way law is practiced and providing clients with estate plans that work and lawyers that are trusted advisors to their clients. I have had the pleasure of meeting Jackie, in person, and hearing about her practice philosophy. I would not hesitate to insist that my family and friends in North Carolina use her legal services for estate planning. I wholeheartedly endorse Jackie Bedard as the lawyer of choice for estate planning in NC.
Kurt Zimmerman, Estate planning Attorney on Jan 5, 2010
Relationship: Other
Jackie is a thoughtful and personable lawyer whom I would gladly refer clients to.