James Edward Hickmon

PRO

James Edward Hickmon

5.0
11 reviews
This is an aggregated review score of Avvo and Lawyers.com reviews.
Rating: 10.0

Licensed for 24 years

Estate planning Lawyer at Charlotte, NC
Practice Areas: Estate Planning, Trusts, Probate, Employee Benefits

5605 Carnegie Blvd., Suite 420, Charlotte, NC

About James

Biography

Practice Areas

4

Practice Areas

Estate Planning 30%

Representation of a broad range of clients requiring guidance in their estate planning. Services include reviewing the nature, titling, and tax status of a client's assets (including real and personal property), beneficiary designations on 401(k) & IRA accounts, and coordination of life insurance policies with the client's plan. Only after a careful evaluation of the client's needs and determination of their objectives do we proceed to prepare documents (i.e., wills, trusts, etc.).

25 years

30%
Trusts 30%

Representation of individuals in the establishment of personal and charitable trusts. Advise individual and corporate fiduciaries in connection with the establishment and administration of a wide variety of trust related entities. Representation of parties in judicial and non-judicial proceedings to modify or terminate trusts under NC's Uniform Trust Code.

25 years

30%
Probate 25%

Represent individual and corporate personal representatives of decedents' estates to include preparation of documents and accountings required by the NC courts; post-mortem tax planning to mitigate fiduciary and estate tax liability; representation of parties in contested estate matters before the Clerk and in Superior Court, such as defending & prosecuting will caveats.

25 years

25%
Employee Benefits 15%

Representation of employers in connections with qualified retirement plans (401(k), 403(b), etc.), & nonqualified plans subject to Code Sec. 409A. Guidance regarding IRS, DOL & ERISA related issues with qualified plans. Assistance with remedial correction programs in connection with plan operational failures through the IRS's EPCRS program and DOL's VCP process. Review of employment, severance, directors, and bonus agreements for tax and compliance issues.

25 years

15%

Fees and Rates

We have not found any cost information for this lawyer

Awards

Gold Client Champion
AV Preeminent Peer Review Rating

Licenses

Licensed in North Carolina for 21 years

State: North Carolina

Acquired: 2004

Active

No misconduct found

Licensed in Virginia for 24 years

State: Virginia

Acquired: 2001

Active

No misconduct found

Location

North Carolina Estate Planning & Fiduciary Law

5605 Carnegie Blvd., Suite 420, Charlotte, NC, 28209

charlotteestatelawyer.com/

Online Presence

Other places you can find James online.

James Edward Hickmon's Reviews

5 star

(3)

4 star

(0)

3 star

(0)

2 star

(0)

1 star

(0)

Posted by Richard | January 27, 2016 | Hired Attorney

This review is from a person who hired this attorney.

Great representation, counsel, and results.

I engaged Jim after a major investment firm froze all of my father’s assets, and subsequently the assets that I had with the firm as well. At 100 years of age my father had finally begun to succumb to a number of health issues. With diminished capacity as well as significant memory issues, he was d...eclared incompetent. It was a very tough time for the family as you can imagine. My father had a revocable trust in place, and had removed the major investment firm as successor trustee the year before. The investment firm chose to ignore the provisions of the trust, and was not only cavalier about their actions but became virtually non-responsive. Jim engaged directly with the firm’s General Counsel and very appropriately got straight to the matter. Jim also engaged other members of his firm to assist, Christian Perrin specifically, and together they provided our family with excellent counsel and resolved all matters. The investment firm made things very complicated, but Jim resolved matters within 45 days. Jim’s approach was measured and extremely professional. His firm operates as a team, and we felt extremely well represented. Another member of the family is now likely to use their services for estate planning as well. I highly recommend Jim and the firm.

Posted by Bill | May 26, 2015

A very professional attorney and law firm. Highly recommended.

I desired a trust and associated documents to be completed. He and his firm handled that assignment very, very well. All work was done correctly, on time, and very professionally. I can not imagine a more satisfactory encounter.

Posted by David | September 19, 2011

Recommendation for Guardianships for James Hickmon

My family and I called on Jim 5 years ago to assist us in entering into a Guardianship for our brother, who was deemed medically and legally an Incompetent. Jim's knowledge of the State Guardianship laws, coupled with his excellent preparation of the case, took us through Mediation and final Court h...earing with all considerations to the best interests of our brother. Jim continues to assist our family with legal advice and actions needed in light of the controversial events still taking place. My family and I highly recommend Jim for legal assistance with Guardianship proceedings.

See All Client Reviews

James Edward Hickmon's Lawyer Endorsements

Endorse James
Jeremy Todd Canipe headshot
Jeremy Canipe

Estate planning lawyer | Feb 10

Relationship: Worked together on matter

"I strongly endorse Jim Hickmon. I am a business lawyer and we worked together on common clients at a prior law firm. Jim has very strong skills regarding setting up an appropriate and well-designed estate plan for clients with complex legal and tax needs. You won't find estate matters that are too difficult for Jim Hickmon."

Jennifer H. Keaton headshot
Jennifer Keaton

Employee benefits lawyer | Jan 28

Relationship: Fellow lawyer in community

"When it is complicated and absolutely has to be done right, Jim always comes through. His understanding of business realities and the law makes him a true partner to business clients."

View All Endorsements
Jeremy Todd Canipe headshot
Jeremy Canipe

Business lawyer

Mark A. Michael headshot
Mark Michael

Insurance lawyer

Andrew D Atherton headshot
Andrew Atherton

Elder law lawyer

Edward K. Jackson headshot
Edward Jackson

Estate planning lawyer

Todd Alan Stewart headshot
Todd Stewart

Estate planning lawyer

Janice Lynn Davies headshot
Janice Davies

Estate planning lawyer

Jennifer Adams Ledford headshot
Jennifer Ledford

Estate planning lawyer

Jennifer H. Keaton headshot
Jennifer Keaton

Mediation lawyer

Keith Mclendon Stroud headshot
Keith Stroud

Criminal defense lawyer

Steven T. Meier headshot
Steven Meier

Litigation lawyer

Experience

Rating:  10.0 (Superb)

Honors

2025

Super Lawyer, Super Lawyers

2024

Super Lawyer, Super Lawyers

2023

Super Lawyer, Super Lawyers

2023

North Carolina Super Lawyers, Estates and Trusts Section, Thomson Reuters

2023

AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell

2022

Super Lawyer, Super Lawyers

2022

North Carolina Super Lawyers, Estates and Trusts Section, Thomson Reuters

2022

AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell

2021

Super Lawyer, Super Lawyers

2021

North Carolina Super Lawyers, Estates and Trusts Section, Thomson Reuters

2021

AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell

2020

AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell

2020

Super Lawyer, Super Lawyers

2020

North Carolina Super Lawyers, Estates and Trusts Section, Thomson Reuters

2019

Legal Elite - Tax and Estate Planning, Business North Carolina Magazine

2019

AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell

2019

AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell

2019

Super Lawyer, Super Lawyers

2018

Super Lawyer, Super Lawyers

2018

North Carolina Super Lawyers, Estates and Trusts Section, North Carolina Super Lawyers, Estates and Trusts Section

2018

North Carolina Super Lawyers, Estates and Trusts Section, Thomson Reuters

2017

Super Lawyer, Super Lawyers

2017

AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell

2017

North Carolina Super Lawyers, Estates and Trusts Section, Thomson Reuters

2016

Super Lawyer, Super Lawyers

2016

North Carolina Super Lawyers, Estates and Trusts Section, Thomson Reuters

2016

Legal Elite - Tax and Estate Planning, Business North Carolina Magazine

2016

AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell

2015

Legal Elite - Tax and Estate Planning, Business North Carolina Magazine

2015

AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell

2014

Legal Elite - Tax and Estate Planning, Business North Carolina Magazine

2014

AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell

2013

Legal Elite - Tax and Estate Planning, Business North Carolina Magazine

2013

AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell

2012

AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell

2012

Legal Elite - Tax & Estate Planning, Business North Carolina Magazine

2012

Five-Star Wealth Manager - Estate Planning, Charlotte Magazine

2011

AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell

2011

Five Star Wealth Manager - Estate Planning, Charlotte Magazine

2010

North Carolina Legal Elite - Tax & Estate Planning, Business North Carolina Magazine

2010

Professional Services All-Star, Charlotte Business Journal

2010

Five Star Wealth Manager - Estate Planning, Charlotte Magazine

2009

Five Star Wealth Manager - Estate Planning, Charlotte Magazine

2002

Admitted, U.S. Tax Court

1996

Certified FInancial Planner (R), Certified Planner Board of Standards

N/A

Client Champion Award, Martindale-Hubbell

N/A

AV Preeminent Rated, Martindale-Hubbell

Work Experience

2012 - Present

Shareholder, Hickmon Law, PC

1900 - Present

Member, North Carolina Estate Planning & Fiduciary Law

2009 - 2012

Special Counsel, Hedrick Gardner Kincheloe & Garofalo, LLP

2006 - 2009

Shareholder, Hickmon Law, PC

2003 - 2006

Associate, McGuireWoods

2001 - 2003

Associate, Williams Mullen

Associations

2010 - Present

NC Bar Association Estate Planning & Fiduciary Law Ethics Committee

Member

2007 - Present

NC Bar Association Estate Planning & Fiduciary Law Legislative Committee

Member

2006 - Present

NC Bar Association, Estate Planning and Fiduciary Law Section

Member

2004 - Present

North Carolina State Bar

Member

2004 - Present

North Carolina Bar Association

Member

2001 - Present

American Bar Association

Member: Estate Planning & Employee Benefits Committees

2001 - Present

Virginia State Bar

Member

2001 - Present

Virginia Bar Association

Member

1996 - Present

Financial Planning Association

Member

Sample of Legal Cases

Wortman, et al v. Hutaff, et al (12 NCBC 9 (2012))

Ruling for Plaintiffs/Beneficiaries

See More Legal Cases

Education

2001

Wake Forest University

JD - Juris Doctor

1996

East Carolina University

MBA

1996

College of Financial Planning

Certified Financial Planner Board

1992

University of North Carolina, Wilmington

BS - Bachelor of Science

Speaking Engagements

2012

National Advisors Trust CPE/CLE Series

Understanding & Mitigating the Federal Fiduciary Income Tax

2012

Charlotte Financial Planners Association Annual Symposium Financial & Estate Planning for Retirement Plan Assets & Executive Compensation

2012

33rd Annual Estate Planning & Fiduciary Law Program

Modifications to North Carolina's General Statutes Governing the Administration of Decedent's Estates

2011

Publications

2012

The Will and the Way (NCBA) The Unauthorized Practice of Law By Nonlawyer Professionals in North Carolina

2012

The Will and the Way (NCBA) Claims, Liens & Judgments Against Estates

2002

Bureau of National Affairs, Tax Management and Compensation Planning Journal "Current Considerations for Adopting New Employee Benefit Plan Claims Procedures"

Languages

English

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