John Randall Potter

It was a pleasure working with John Potter when we created a family trust. He guided us through the several steps required to establish and load the trust. To us, this is a fairly complex process, and John took the time and effort required to understand our particular situation and needs. It was (alm...ost) fun to see how the protection of our assets was being accomplished. John is creative in finding solutions to situations that lie outside of the ordinary. We were never rushed and never felt that any of our questions were too simple or too complex to answer. John is experienced, knowledgeable and easy to work with. The same can be said of Donna McRee, who handled some of the details associated with loading the trust. She conscientiously followed up on all outstanding items until everything was completed.

John Potter provides not only a rich background in finance and law, but also a genuine interest in his clients. His knowledge of N C estate law ensures that nothing is overlooked when preparing a trust portfolio, customized to the particular needs of the client. Combine this with follow up classes an...d meetings to further assist and educate and you will have a relationship with an attorney you can trust.