Designing Personalized Estate Plans That Won't Fail When They're Needed Most
|Award name||Grantor||Date granted|
|Peer Review Rated||Martindale-Hubbell||2017|
|Peer Review Rated||Martindale-Hubbell||2016|
|Elite Service Provider 2016||ARAG||2016|
|Peer Review Rated||Martindale-Hubbell||2015|
|Elite Service Provider||ARAG||2015|
|Top Attorneys of North America||Who's Who Legal||2015|
|Peer Review Rated||Martindale-Hubbell||2014|
|James C.C. Treadway Law Scholarship||Washington and Lee University School of Law||2010|
|J.D. cum laude||Washington and Lee University School of Law||2010|
|James C.C. Treadway Law Scholarship||Washington and Lee University School of Law||2009|
|Lead Articles Editor||Washington and Lee Law Review||2009|
|James C.C. Treadway Law Scholarship||Washington and Lee University School of Law||2008|
|Staff Writer||Washington and Lee Law Review||2008|
|James C.C. Treadway Law Scholarship||Washington and Lee University School of Law||2007|
|Member/Manager||Providence Wills and Trusts||2011 - Present|
|Principal Attorney||Law Office of Zachary B. Setzer PLLC||2011 - Present|
|Owner||LegalWiseNC.com||2011 - Present|
|Summer Associate||Harrington Law Firm||2009 - 2009|
|Association name||Position name||Duration|
|American Bar Association||Member||2015 - Present|
|American Bar Association, Real Property, Trust and Estate Law Section||Member||2015 - Present|
|Union County Bar Association||Member||2010 - Present|
|North Carolina State Bar||Member||2010 - Present|
|National Academy of Elder Law Attorneys, Special Needs Law Section||Member||2013 - 2014|
|National Academy of Elder Law Attorneys||Member||2012 - 2014|
|Ranney v. Honigman||Ongoing|
|Moore v. Moore||Favorable settlement|
|See all legal cases|
|Providence Wills and Trusts||Kids Protection Planning Guide||2015|
|Providence Wills and Trusts||How To Leave Behind Retirement Assets The Right Way||2015|
|Providence Wills and Trusts||Guide to NFA Gun Trusts||2015|
|National Business Institute||Advanced Elder Law Ethics||2014|
|Washington and Lee Law Review||Washington and Lee Law Review: Volume 67 (Lead Articles Editor)||2010|
|Washington and Lee Law Review||Washington and Lee Law Review: Volume 66 (Staff Writer)||2009|
|SSRN||Twombly Reinterpreted: A Response to Professor Thomas’s "Why the Motion to Dismiss is Now Unconstitutional"||2009|
|Washington and Lee University School of Law||Law||JD - Juris Doctor||2010|
|University of North Carolina, Chapel Hill||Religious Studies||BA - Bachelor of Arts||2006|
|University of North Carolina, Chapel Hill||Political Science||BA - Bachelor of Arts||2006|
|Keeping Your Business and Personal Lives Separate||Business Planning and Limited Liability||2014|
|How To Avoid Probate||Probate Avoidance||2014|
|Grandparents as Guardians||Guardianship Planning||2014|
|Estate Planning for Special Needs Beneficiaries||Special Needs Planning||2014|
|Advanced Elder Law||Legal Ethics in Elder Law||2014|
Posted by Michael
My wife and I were initially referred to Mr. Setzer for a very specific type of trust, as he is one of the few NC experts that could handle our narrow need. We were very impressed with his knowledge in that area and were quite thankful for his patience for that arcane trust setup. So we were happy with the outcome.
We are a nearing-retirement Baby-Boom couple already quite conversant in financial matters (CPA/MBA types) so we have rather high expectations for anyone who provides advice relating to money, inheritances, and taxes. We already had many of the normal legal/family/health/estate documents, but feared they were out of date or ran counter to our current wishes. Additionally, we had experienced the loss of a family member who had young children but no will and another family member who was declining from dementia. We had seen the legal and financial difficulties these situations created and were determined to avoid them.
Because of that first assignment, we contacted Mr. Setzer again a month after completing that initial service. This time, we asked for his advice and recommendations for our then-current financial situation.
Mr. Setzer listened carefully to our specific concerns and probed for other required information. The result was that he provided us an integrated package of documents that handles our needs as older parents of grown children, covering everything from healthcare Powers of Attorney to several trusts that reflect our peculiar requests and goals. What we want to compliment Mr. Setzer on is that combination of listening carefully, taking the time and effort to provide exactly what we requested, and making sure the result as a whole was complete and integrated. And, as with the first assignment, we very much appreciated the time and patience he provided to resolve our numerous questions.
By comparison, we know of many people who have gone for cookie-cutter legal documents with minimal Q&A help, and that may work for some people. But in our case, we had specific concerns, fears, and goals that could not be handled with copy and paste forms. Our feeling is that if you are going to have legal documents to control your retirement, declining health, and ultimate demise, then you should have ones that do exactly what you want them to rather than a generic one-size-fits-all outcome. And that comfort-of-fit, along with flexibility and completeness, is what Mr. Setzer provided us.
Having gone through this process with him, we now have a great sense of relief looking forward. The contingencies of failing mental or physical health, disability, retirement, and death are all securely addressed. Future family problems, changing tax laws, and other things that could derail an ordinary plan have been incorporated. We don't have to worry about burdening our children with decisions they may not want to deal with or may not be prepared for.
We highly recommend Mr. Setzer and his office staff for the reasons above. He is our go-to attorney even though we live 40 miles away!
Posted by Virginia
My family has used Zachary Setzer's services for two different matters, Estate Planning and formation of two Trusts. With each of these Mr. Setzer was very thorough and explained anything that was confusing. He prepared Health Care Power of Attorney, Power of Attorney, Wills and Trusts for me and my husband.
When the documents were ready we brought our three sons aged 19 to 24 with us for signing. As Mr. Setzer went through the documents he explained them to our sons. The boys all understand what my husband's and my end-of-life desires/choices are and they are comfortable with that knowledge.
Andrew Dickens, Foreclosure Attorney
Relationship: Fellow lawyer in community
I am impressed with Mr. Setzer's thoughtful advice and answers to legal questions on Avvo. He has an in-depth understanding of the law and an ability to communicate legal concepts clearly and effectively. I endorse this lawyer!
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