|Award name||Grantor||Date granted|
|Legal Elite Young Guns||Business North Carolina||2017|
|Rising Star||Super Lawyers||2017|
|AV Preeminent Rated||Martindale-Hubbell||2017|
|Rising Star||Super Lawyers||2016|
|Legal Elite Young Guns||Business North Carolina||2016|
|Rising Star||Super Lawyers||2015|
|Rising Star||Super Lawyers||2014|
|Legal Elite Young Guns||Business North Carolina||2014|
|Legal Elite Young Guns||Business North Carolina||2013|
|Managing Partner||Millovitsch Creamer||2017 - Present|
|Shareholder||Blanco Tackabery||2008 - 2017|
|Association name||Position name||Duration|
|Foundation for the Carolinas||Cabinet of Professional Advisors||2017 - Present|
|Charlotte Estate Planning Council||Member||2011 - Present|
|North Carolina Bar Association, Estate Planning and Fiduciary Law Section, Legislative Committee||Member||2009 - Present|
|American Bar Association||Member||2008 - Present|
|American Bar Association, Real Property, Trust and Estate Law Section||Member||2008 - Present|
|North Carolina Bar Association||Member||2008 - Present|
|Iredell County Bar Association||Member||2008 - Present|
|Forsyth County Bar Association||Member||2008 - Present|
|Planning for Blended Family||Successfully provided for spouse while protecting children's inheritance|
|Elective Share Dispute||Saved estate hundreds of thousands of dollars|
|Sale of Business to Trust||Growth in value of business passes to children estate tax free|
|See all legal cases|
|Financial Strategies for Life Blog||One Person You Cannot Disinherit…||2015|
|Financial Strategies for Life Blog||Beware the “Free” lunch or dinner!||2015|
|Financial Strategies for Life Blog||A Parent’s Right to Know||2012|
|Wake Forest University School of Law||Law||JD - Juris Doctor||2008|
|Boston College||Marketing||Bachelor of Science||2005|
|Estate Planning Seminar||Estate Planning||2016|
|Estate Planning Seminar||Estate Planning||2015|
|Estate Planning Seminar||Estate Planning||2014|
Posted by Gary
We had not updated our Wills or our Trust in 10 years and our circumstances in almost all areas of our Estate Plan needed to be significantly updated in order to represent our current Estate.
Our original documents [Wills and Family Trust] were initiated in the State of CA and we are now permanent residents of NC so we asked our CPA for a recommendation for a new Attorney to handle our Estate Planning needs. Thankfully, he recommended Lauren. In our view, she seemed to be the exact fit we were looking for as an administrator of our Estate for the future.
Lauren was very thorough in developing an understanding of what our preferences were in terms of all financial matters pertaining to our Estate and during the time we spent together finalizing our Estate Planning Documents, she convinced us that our heirs will be happy we chose Lauren to oversee our Last Will and Testaments.
Posted by James and Mary
My wife and I recently hired Lauren Millovitsch, an attorney with Blanco Tackabery Law, to help us with some complicated estate planning. During our only meeting with Lauren, she took all the
facts and information that we provided her and provided us with
a complete written summary of what she proposed. This included a revocable trust agreement in my name and an revocable trust agreement in my wife's name. Each trust agreement met all of our criteria which included specific tangible personal property distribution and fiduciary provisions. We were most impressed how Lauren was able to fulfill everything that were wanted in these documents in such a legal matter that we could easily understand.
Since it had been almost ten years since we had our Last Will and Testament and our Durable Power of Attorney documents
executed, we had Lauren review and update each of these important documents. It was amazing the changes that needed
to be made to these documents to make them current with our
wishes. Lauren reviewed our Living Wills and our Health Care Power of Attorney and said they were fine and did not need any
Lauren provided us with extra copies of specific documents for our designated family members who would serve as Executor
and Successor Executor if needed. Lauren provided us specific
language to update our 401k's and our separate life insurance policies noting that we only had listed a primary beneficiary and
we needed to add a contingent beneficiary. Lauren explained how we could title assets in our Trusts to avoid probate and provided details in a Memorandum.
Lauren provided us a complete notebook with all documents
included and a follow-up checklist which included estate planning documents; health care providers and agents; beneficiary designations, safe deposit box; and asset retitling.
Going to a lawyer and going through Last Wills and Testaments, etc., is not something that my wife and I looked forward to doing. We had put off doing this for several years.
We are so happy and pleased that we went to Lauren Millovitsch
for this important legal process. Lauren was so knowledgeable in everything that we needed to have done. Lauren's warm and caring personality mixed in with her professionalism made our
first experience with Blanco Tackabery Law a very positive and
Michael Anderson, Litigation Attorney
Relationship: Worked together on matter
I have had the opportunity to work on several matters with Lauren, and find her to be one of the brightest and most talented lawyers in the field. She is sensible and smart in her approach to planning and administration matters, and brings an unsurpassed combination of knowledge and wisdom - together with warmth and empathetic client service - to her clients, and in so doing she brings effective results at very reasonable fees.. I would trust my closest friends and family members in Lauren's capable hands....