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Chat withState: South Carolina
Acquired: 2019
No misconduct found
State: North Carolina
Acquired: 2011
No misconduct found
State: Kentucky
Acquired: 2005
No misconduct found
State: Ohio
Acquired: 2003
No misconduct found
15720 Brixham Hill Avenue Suite 300, Charlotte, NC, 28277
11330 Vanstory Drive, Huntersville, NC, 28078
43 Client Reviews
Showing 21 - 25 of 43 reviews
Posted by Janice | August 12, 2016 | Hired Attorney | Estate Planning
Superior Service
We went to several estate planning seminars but liked what John Potter had to say. He always returned our calls, very easy to talk to and was very helpful. We think he had our best interest at heart. I would recommend him to anyone.
Posted by JW & SW | August 07, 2016 | Hired Attorney | Estate Planning
Thorough and Trustworthy Estate Planning Experience
John came highly recommended to us from a trusted personal friend. On our first meeting with him,his attention to detail and patience impressed us. John asks many questions to ensure he understands exactly what our intentions are for protecting our family’s future. We appreciate,John and Donna and th...
Posted by Stephen D | July 28, 2016 | Trusts
Outstanding Customer Focus
We found John to be helpful & thorough. Setting up a trust is very intimidating and John was patient and insightful. We feel comfortable that all of our goals for our estate planning were met.
Posted by Terrence R | July 11, 2016 | Estate Planning
Exceptional Client Service
Mr. Potter is very knowledgeable and helpful through the process of preparing wills & trust. His explanations are clear and easy to understand. He is very patient and helpful - lots of ideas,suggestions and solutions. A very pleasurable experience for both of us.
Posted by Paul & Barbara M | June 21, 2016 | Trusts
Attention to Detail
We were most pleased with the manner in which Mr. John Potter addressed our desires in restating our family trust. The end result was a document that reflected all our plans and instructions. The step by step process ensured a final document that was correct in every section.
"I have gotten to know John through the American Academy of Estate Planning Attorneys and believe him to be a great counselor and very knowledgeable in estate planning and elder law. If you need help with these issues, I recommend consulting John."
Estate planning lawyer
2021
Certified Elder Law Attorney, National Elder Law Foundation
2021
Board Certified Specialist in Elder Law, North Carolina State Bar Board of Legal Specializa
2009
Outstanding Committee Member, Kentucky Bar Association, Young Lawyer Section
2012 - Present
Estate Planning and Elder Law Attorney, Potter Law Firm
2008 - 2012
Attorney, Potter Law Firm-Kentucky
2004 - 2008
Associate, Taft Stettinius & Hollister
2003 - 2004
Law Clerk, United States District Court
2022 - Present
National Academy of Elder Law Attorneys (North Carolina Chapter)Member of Chapter Board
2013 - Present
North Carolina Bar Association, Estate Planning and Fiduciary Law Section, Legislative CommitteeMember
2012 - Present
North Carolina Bar Association, Estate Planning and Fiduciary Law SectionMember
2012 - Present
Mecklenburg County BarMember
2012 - Present
National Academy of Elder Law Attorneys (North Carolina chapter)Member
2012 - Present
North Carolina Bar Association, Elder Law SectionMember
2011 - Present
National Academy of Elder Law AttorneysMember
2008 - Present
American Academy of Estate Planning Attorneys
2005 - Present
Kentucky Bar AssociationMember
2020 - 2023
North Carolina Bar Association, Elder Law SectionSection Council Member
2020 - 2021
Mecklenburg County Bar, Estate Planning and Probate SectionChair
2014 - 2016
Rotary International- Mecklenburg South ChapterMember
2014 - 2015
North Carolina Bar Association, Elder Law Section, CLE CommitteeMember
2013 - 2016
North Carolina Bar Association, Elder Law SectionSection Council Member
2011 - 2012
Kentucky Bar Association, Probate and Trust Law Section Legislation CommitteeMember
2010 - 2011
Kentucky Bar Association, Probate and Trust Law SectionVice-Chair
2010 - 2012
Kentucky Bar Association, Elder Law CommitteeSecretary
2009 - 2012
Kentucky Bar Association, Elder Law CommitteeMember
2009 - 2012
Llanfair Retirement CommunityAdvisory Board Member
2009 - 2012
Covenant First Presbyterian ChurchElder
2009 - 2011
Cincinnati Bar Association, Young Lawyers DivisionBoard Member
2003
JD - Juris Doctor
2000
BA - Bachelor of Arts
N/A
2022
2022 Estate Planning Annual Review
2022
Putting It All Together-- Case Studies in Elder Law and Special Needs Planning
2021
Estate Planning in 2021: Recent Statutory Changes, Cases & Legislative Proposals You Should Know About
2021
Putting It All Together-- Case Studies in Elder Law and Special Needs Planning
2021
Case Studies in Asset Protection
2020
The SECURE Act and the New Required Minimum Distribution Rules: What You Need to Know (Co-Presented)
2020
Putting It All Together -- Case Studies in Elder Law and Special Needs Planning
2015
Tax Implications of Long Term Care Planning
2014
Maintaining Control Over Finances
2014
Maintaining an Ethical Practice
2012
Guardianship and Medicaid Update
2012
Financial Exploitation of Elderly and Duty to Report
2011
Veteran's Aid & Attendance Benefits
2010
Medicaid Update and Recognizing Elder Law Issues
2021
2010
English