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 declared 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.
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.
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.).
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.
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.
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.
Jim Hickmon is certified by the North Carolina State Bar Board of Legal Specialization as a Board Certified Legal Specialist in Estate Planning and Probate Law and is a Certified Financial Planner®. In addition to Super Lawyers, he is recognized through peer review by Martindale Hubbell as an AV Preeminent Peer Rated Lawyer and at Business North Carolina Legal Elite. He serves as an adjunct professor of law at Wake Forest University teaching Wealth Transfer and Fiduciary Income Taxation of Trusts and Estates to upper-level law students. Jim is admitted to practice before the State Bars of North Carolina and Virginia. Jim is passionate about protecting family and closely held business owners through succession planning that protects family assets after the owner’s death keeping family businesses within families. He has counseled families with businesses across a spectrum of industries, from farming to real estate development and trucking to software engineering. He is the author of numerous articles surrounding this subject focusing on wealth transfer, tax, probate, and fiduciary responsibility. Jim’s work is published in both regional and national publications, including the Bureau of National Affairs’ Tax Management and Compensation Planning Journal. He is a contributing author to the North Carolina Bar Association’s Estate Administration Manual and Fiduciary Litigation holds an undergraduate degree in finance from the University of North Carolina, Wilmington, an MBA from East Carolina University and his law degree from the Wake Forest University School of Law.
Jim has involved himself in a number of charitable and community service organizations at the local, state, and national levels. He was selected by his fellow members of the Bar as a member of Business North Carolina magazine’s Legal Elite in the field of Tax and Estate Planning Law for 2010 and 2012. He is a member of the Charlotte chapter of the Financial Planning Association and the Charlotte Estate Planning Council.
This review is from a person who hired this attorney.
| Hired 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 declared 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.
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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 hearing 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.
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Estate planning Attorney | 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."
Employee benefits Attorney | 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."