Skip to main content

Jonathan Stuart Frank

  Save
Avvo Rating9.2
See more Charlotte Estate Planning lawyersSearch
AboutContactReviewsCost

About Jonathan

SCUBA diver and pistol shooter in my spare time

Practice areas

Medicaid and medicareProbateElder lawEstate planning
  1. Estate planning: 32%

    Estate planning is the process of identifying personal and family goals for your specific situation. These objectives are then translated into wills, living revocable trusts, irrevocable life insurance trusts, family limited partnerships, etc.

    45 years

  2. Elder law: 32%

    Elder law can best be defined as estate planning on steroids! With the population living longer than ever anticipated it is of primary importance to address their lifetime needs. Secondly, our clients typically have an interest in leaving a legacy for their family members rather than having to spend a lifetime of assets for their long term care. A great deal of the work I do in this area is Veterans' Benefit and Medicaid Planning.

    45 years

  3. Probate: 31%

    45 years

  4. Medicaid and medicare: 5%

Languages spoken

English

Photos and videos

1117299 1348692370

Contact

The Law Offices Of Jonathan S. Frank, PC

7421 Carmel Executive Park
Suite 214
Charlotte, NC, 28226-0412

    The Law Offices of Jonathan S. Frank, PC

    16501-D Northcross Drive
    Charlotte, NC, 28078

    Resume

    License
    StateStatusAcquiredUpdated
    NCActive198904/24/2021
    ILRetired197503/13/2021
    We have not found any instances of professional misconduct for this lawyer.
    Avvo Contributions
    Legal answers345
    Legal guides0
    Awards
    Award nameGrantorDate granted
    MentorWealthcounsel, LLC2010
    Nominated for Silver Torch AwardBetter Business Bureau foundation2010
    Board Certified Specialist - Estate Planning and Probate LawNorth Carolina State Bar1999
    Work Experience
    TitleCompany nameDuration
    AttorneyThe Law Offices Of Jonathan S. Frank, PC1989 - Present
    Regional Advanced Underwriting DirectorManufacturers Life Insurance Company1986 - 1989
    Associations
    Association namePosition nameDuration
    Elder law answersAttorney Member2010 - Present
    U. S. Veterans AdministrationAccredited attorney2009 - Present
    Mid-South ForumMember2009 - Present
    National Academy of Elder Law AttorneysMember2005 - Present
    ElderCounsel, LLCMember2004 - Present
    WealthCounsel, LLCMember2001 - Present
    North Carolina State Bar AssociationMember1989 - Present
    Mecklenburg Count Bar AssociationMember1989 - Present
    North Carolina state bar, estate planning sectionAttorney Member1989 - Present
    Publications
    Publication nameTitleDate
    The ASPPA JournalWhat is Asset Protection Anyway?2009
    Education
    School nameDegreeGraduated
    DePaul University College of LawJD - Juris Doctor1975
    University of Wisconsin, MadisonB.B.A1971
    Speaking Engagements
    Conference nameTitleDate
    Estate Planning Boot Camp CLE 2013Various Wills and Trusts topics2013
    Veterans BenefitsAid and Attendance Improved Pension (Veterans Benefits)2012
    Women and FinanceEstate Planning2010
    Lunch and LearnBasics of Elder Law2010
    Aging with AttitudeVeteran's Benefits-What are they?2010
    Aging with AttitudeElder Law: What is it?2010

    Reviews

    (10)
    5 Star
    		70%
    4 Star
    		0%
    3 Star
    		0%
    2 Star
    		0%
    1 Star
    		30%
    Review Jonathan Frank

    Urgently needed Legal Papers (powers of attorney, advance directives, updating of wills, etc.

    Posted by

    When we needed to have legal papers drawn up in a hurry (durable powers of attorney for finance, health, advance directives, updating of wills, etc.) because of an immediate impending stem-cell transplant at Duke Adult Bone Marrow Transplant Clinic, Mr. Jonathan S. Frank not only gave of his time freely, but rushed the paper work through so that everything was finalized and in our hands two days before we left for Duke. He was a tremendous help to us and we would recommend him highly to anyone who is in need of a good attorney. We shall be forever grateful for how he has helped us in my multiple myeloma cancer journey.

    Handling of Father's Estate

    Posted by

    Thank you for all that you did to make this difficult time and process so easy. You are GREAT! Your settiling of my dad's estate was professionally handled. I would highly recommend you and your firm to anyone that needs to settle an estate. I would also recommend your firm to clients that have not yet completed an estate plan, which could easily avoid and reduce many of the concerns we face when someone we love passes away.

    Incredibly helpful during our time of need

    Posted by

    Mr. Frank was able to qualify our Mother for Veterans Benefits in about 100 days. This found money helped us pay for Mother's care while Mr. Frank showed us how to save about 65% of her remaining assets from Medicaid spend down!

    Mom's Estate

    Posted by

    After trying to use another lawyer to handle my mother's estate and never getting a return phone call till a couple of weeks later, Mr. Frank's office was a pleasure to deal with. Mr. Frank was able to help us (me and my two brothers) understand what needed to be done with Mom's assets. His assistant Shelby, was always reachable and sure knew her stuff.

    Excellent attorney

    Posted by

    I would recommend Jonathan to anyone. He is very experienced in estate planning and I could not have asked for a better person to work with. He answered all my questions and concerns.

    A great lawyer

    Posted by

    Jonathan Frank is a great lawyer, and even better human being. My family was in a situation whereby they needed some estate planning and asset protection handled in a very time sensitive matter and Jonathan and his staff did an unbelievable job. Further, Jonathan was out of town at a conference and was able to accomplish everything for the family in a timely manner. Jonathan's knowledge of the laws, and his caring nature make him an excellent attorney. I highly recommend him to anyone that I know in the Charlotte and surrounding areas.

    Great Lawyer!!!

    Posted by

    Jonathan is a great lawyer to use when planning for elder law and estate planning needs. Jonathan is very experienced and educated over most estate planning issues. He was very compassionate and caring with my mother and spoke to her like a good friend, not like a lawyer. He knew how to work with Mom while she was going through a stressful situation.

    Poor estate services

    Posted by

    I hired Mr. Frank’s firm to assist me with a parent’s estate. Firm claimed I had no authorization to become POA, and that I’d need to find a Gurdian for the estate. Firm went on to tell me the court would not deem me an appropriate fit to be the Guardian of the estate for my own parent, and claimed we would have to have Mr. Frank become Guardian of the estate for a yearly fee. I went to a different attorney who quickly saw that I did in fact have the needed paperwork to become POA. Mr. Frank’s firm then refused to release my own paperwork back to me for three weeks and transferred all my calls directly to voicemail (unless I called from a different number they didn’t have on file), and failed to return calls.
    This review is from a person who hired this attorney.
    Hired attorney

    Very poor customer service. No listening skills.

    Posted by

    Rudely refused to listen to the questions I needed answered and wasted my time and money on something I had no interest in. When I pay someone to work for me, I expect them to be respectful enough to listen to the description of the job I want done. In a previous attempt to schedule a consultation, I didn’t receive a call back for many weeks. I should have gone elsewhere at that point.
    This review is from a potential client who consulted with this attorney.
    Consulted attorney

    Took my retainer fee, never heard from firm or Mr. Frank

    Posted by

    After hiring and paying a retainer and consultation fee, I waited seven weeks and never heard from Mr. Frank. After many telephone calls to inquire if work was being done, I never received any working documents. I had to hire another law firm. I never got a reply to my refund request. I call office and phone just rings and goes unanswered. To date, I have not heard from anyone.
    This review is from a person who hired this attorney.
    Hired attorney

    Attorney endorsements

    (24)
    Are you an attorney? Endorse this lawyer

    Andrew Dickens

    I am impressed with Mr. Frank'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!

    Mark Clay, Estate planning Attorney on Aug 21, 2015
    Relationship: Fellow lawyer in community

    I highly endorse Mr. Frank. Truly exceptional and caring attorney who achieves great results in representing clients! I want all people to contact him for help.

    Douglass Lodmell, Estate planning Attorney on Jul 29, 2015
    Relationship: Worked together on matter

    I wholeheartedly endorse Mr. Frank. We have a working relationship with Jonathan and are aware of the care and expertise he provides to clients. Mr. Frank is a trusted and experienced attorney in North Carolina. Whether you require simple or more complex estate and business planning, or in need of elder law assistance, Jonathan will provide you with excellent advice, service and support.

    Jill Rogers

    Aggressive representation and a great attorney. I endorse this lawyer.

    Judd Nemiro

    Professional and knowledgeable. I endorse this lawyer.

    Hovanes Margarian

    I endorse this lawyer.

    Adam Famulary, Probate Attorney on Aug 20, 2014
    Relationship: Fellow lawyer in community

    Mr. Frank takes pride in informing his clients, as well as the general public as to the intricacies of law. I endorse this lawyer.

    Jonathan Mintz, Estate planning Attorney on Jan 7, 2014
    Relationship: Fellow lawyer in community

    Jonathan Frank and I have had numerous interactions over the years; he consistently “sharpens the saw” to stay current on the cutting-edge techniques employed by the best and brightest minds in our field of law. He is caring and skilled, able to handle the simple through the most complex issues with ease. I highly recommend him.

    Larry Ford, Estate planning Attorney on Oct 3, 2013
    Relationship: Fellow lawyer in community

    I have known Mr. Frank for many years and he is an excellent attorney.

    Raymond Grimes, Elder law Attorney on Oct 3, 2013
    Relationship: Fellow lawyer in community

    I endorse this lawyer. Mr. Frank is a distinguished well respected attorney in the community. He is a powerful advocate for his clients.

    Jasen Nielsen, Estate planning Attorney on Sep 24, 2013
    Relationship: Fellow lawyer in community

    I have had an opportunity to review numerous responses Mr. Frank has provided in the Avvo forum, and his detailed answers demonstrate his extensive knowledge and understanding of the law. He has my highest recommendation.

    Christian Lassen

    Top-notch attorney. Highly respected in the legal community.

    Christopher Finley, Estate planning Attorney on Sep 18, 2013
    Relationship: Other

    I have reviewed many of Mr. Frank's responses to legal inquiries. His responses are insightful and accurate. Although I do not practice in the same state as Mr. Frank, I endorse him on the basis of his thoughtful presentation and sound advice.

    Michael Gerace, Elder law Attorney on Sep 8, 2013
    Relationship: Fellow lawyer in community

    Awesome attorney. Highly respected in the legal community.

    Dagmar Pollex, Estate planning Attorney on Aug 22, 2013
    Relationship: Fellow lawyer in community

    I highly endorse Jonathan. I have known him through our mutual membership in professional estate planning organizations. He is highly skilled and always informed on the latest and best estate planning techniques for his clients. He has the knowledge and experience to help his clients achieve their estate planning goals.

    Peggy Raddatz, Elder law Attorney on Aug 11, 2013
    Relationship: Fellow lawyer in community

    Attorney Frank is held in high esteem by both his colleagues and his clients. He has the experience and expertise to handle even the most difficult and complicated cases successfully. I highly endorse Attotney Frank.

    Kari Coultis, Elder law Attorney on Aug 4, 2013
    Relationship: Fellow lawyer in community

    I endorse this lawyer. I have had an opportunity to review numerous responses Mr. Frank has provided in the Avvo forum, and his detailed answers demonstrate his extensive knowledge and understanding of the law. I recommend him.

    Kenneth Love, Elder law Attorney on Aug 1, 2013
    Relationship: Fellow lawyer in community

    I endorse this lawyer. Mr. Frank has shown a clear knowledge of Probate, Estates, and Elder law through his experience which is clearly evidenced by his numerous answers on this site.

    Lee Thompson, Elder law Attorney on Jul 31, 2013
    Relationship: Other

    I endorse this lawyer. While I do not know Mr. Frank personally and much of my work is in the field of domestic relations, I do other areas of law. I have been following Mr. Frank's answers here and because my work oftentimes includes his area of expertise, I have learned a great deal about asset protection, etc. from the knowledge he shares here.

    Arlene Auger, Estate planning Attorney on Jun 25, 2013
    Relationship: Fellow lawyer in community

    I endorse this lawyer. Jonathan Frank is well known in the legal community for the excellent advice and planning he provides to his clients seeking estate planning and elder law services. He is highly trustworthy.

    Cost

    RATES
    • Retainer Some attorneys require an upfront payment to secure their services before they begin their work.
      Always
    PAYMENT METHODS

    Cash, Check, Credit Card