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Patrick D. Newton

Estate planning Attorney at Pisgah Forest, NC

5.0   11 reviews
  • Licensed for 23 years
    State NC
    Acquired 2000
    Status
    Active No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About Patrick

Learn Patrick’s areas of practice.

3
Practice areas
  1. Estate planning
    60%
    Advanced planning strategies for high net worth indviduals and families. Board Certified Specialist in Estate Planning & Probate Law

    23 years

  2. Business
    25%
    Business Formation, Planning and Succession

    23 years

  3. Probate
    15%
    After death administration of trusts and estates.

    23 years

In 2009, I was certified by the North Carolina State Bar as a Specialist in Estate Planning and Probate Law.  In 2015, my certification was renewed.  The North Carolina State Bar certifies lawyers as specialists in designated practice areas as a service to the public.  Certification means I have demonstrated special knowledge, skill, and proficiency in Estate Planning and Probate Law.  To be certified, a lawyer must be an active member in good standing with the North Carolina State Bar for at least five years, devote a significant part of his or her practice to the specialty area, attend continuing legal education (CLE) seminars in the specialty, be favorably evaluated by other lawyers and/or judges (peer review), and pass a rigorous written examination in the specialty practice area (Exam was not required for Re-Certification).

For more information about the North Carolina Legal Specialization program, please visit , or call the State Bar at.

I am the Principal in the law firm of Patrick D. Newton, P.C., and I am "Of Counsel" with the law firm of Strauss & Associates, P.A.

 

 

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Patrick D. Newton, P.C.
233 Mine Mountain Dr.
PO Box 1089
Pisgah Forest, NC, 28768
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Reviews

5.0 / 5.0
  11 customer reviews
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Posted by anonymous | July 23, 2015
VERY PLEASED IN LAUREL PARK
Having moved from Texas a couple of years ago, we wanted to find a local attorney to advise us on our estate legal matters. A friend referred us to Patrick and within short order we had our trust and wills and supporting documents in place. We are confident that they will do what we want because Patrick took considerable time getting to know us and explaining how the estate plan meets our objectives. He sincerely encouraged us to ask questions and answered them patiently. We are happy to have Patrick as our counsel and advisor and feel that he will be there for us and our family.
Read less
Posted by Alan | April 23, 2015
Very pleased
We are very pleased with the work done by Patrick Newton. He made a very complex estate plan seem very simple. We believe the cost of the service was very fair.
Posted by Dave | March 12, 2010
Estate Planning and RLT
Patrick Newton is one of the best lawyers I have had the pleasure of working with. He is thorough and competent. He makes every effort to assure that all details are covered and you are well informed. Highly recommended.
Posted by Augustus | March 9, 2010
Excellence in action.
It has been a pleasure working with Patrick. He has been smart and careful and conscientious and accommodating to our needs. We trust him and hope we will work with him for years to come. Augustus (Last name removed)
Posted by Ron | March 8, 2010
Patrick Newton review
Very knowledgable, professional, and thorough. This was the third time I've had my estate planning revised and Mr Newton was, by far, the most user friendly. He is very patient in explaing his recommendations and follows up to be sure the details are correctly managed. Would highly recommend.
Posted by Skip | March 7, 2010
Exceptional Legal Service
Mr. Newton continues to provide us with exceptional legal services in the arenas of estate and tax planning, business organization, trust documentation and implementation, asset protection and insurance structuring. We have used his services for the past five years and would highly recommend Mr. Newton to our family, friends, colleagues and clients.
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Posted by anonymous | March 6, 2010
Honest, bright, thoughtful and intuitive
Patrick Newton has been our estate planning attorney in recent years. He has helped us articulate our wishes through the drafting of wills and trusts. in addition, he has been invaluable in looking at the big picture and helping us find better solutions for our particular financial situation. He has even helped us navigate some awkward family issues as well. I would highly recommend Patrick as an estate planning attorney.
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Posted by Bob | March 6, 2010
Professional review of Patrick D. Newton
Patrick was recommended to us by our financial counselor. Without reservation, we have found him to be the consummate professional. His meeting with my wife and me have been extremely informative and deliciously salted with a tasteful sense of humor. His insights have saved us many thousands of dollars in inheritance taxes. We can't imagine anyone with credentials that could surpass those of Patrick Newton.
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Posted by Jim | February 19, 2010
Allocation of gifts to beneficiaries
Patrick took the time to not only explain to me how this process worked but also how to apply it to my situation. I walked out of our meeting with an Excel spreadsheet prepared by myself, with his supervision, with the correct solution to my problem. I could not have asked for more.
Posted by anonymous | March 11, 2009
REVIEW: PATRICK NEWTON
Our experience with Patrick and the firm of Strauss and Strauss was entirely successful. He guided us through the process of estate planning with careful attention to special needs, explaining clearly what we were doing and helping us understand the best routes to take for our circumstances. We highly recommend him and this firm.
Read less
Posted by anonymous | December 3, 2008
Estate Planning Services
Patrick was very knowledgeable and helpful in helping me make the best choices with my estate plan.
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Cost

Rates
  • Hourly Rates $ 325-325 per hour
Payment methods
Cash, Check

Resume

AVVO RATING 10.0 (Superb)

Work Experience

  • Of Counsel
  • Strauss & Associates, PA
  • 2015 - Present
  • Owner / Attorney
  • Patrick D. Newton, P.C.
  • 2015 - Present
  • Attorney
  • Strauss & Associates, P.A.
  • 2005 - 2015
  • Attorney
  • Webb & Graves, PLLC
  • 2000 - 2005
  • Summer Associate
  • Law Office of Christopher C. Dremann
  • 1999 - 1999
View all work experience

Education

  • Wake Forest University School of Law
  • JD - Juris Doctor
  • 2000
  • University of North Carolina, Greensboro
  • BS - Bachelor of Science
  • 1997
  • Cleveland Community College
  • Associate (with Honors)
  • 1993

Legal Cases

  • Estate Planning
  • Zeroed-Out Estate Tax Plan

Associations

  • The Banker's House Foundation
  • Board Member
  • 2013 - Present
  • North Carolina State Bar
  • Board Certified Specialist in Estate Planning and Probate Law
  • 2009 - Present
  • Henderson County Chamber of Commerce
  • Member
  • 2007 - Present
  • Henderson County Bar Association
  • Member
  • 2005 - Present
  • WealthCounsel
  • Member
  • 2005 - Present
  • North Carolina Bar Association
  • Member
  • 2000 - Present
  • North Carolina Bar Association, Tax Law Section
  • Member
  • 2000 - Present
  • North Carolina Bar Association, Estate Planning and Fiduciary Law Section
  • Member
  • 2000 - Present
  • United Way of Transylvania County
  • Board Member
  • 2012 - 2013
  • North Carolina Bar Association, Estate Planning and Fiduciary Law Section, Technology Committee
  • Committee Member
  • 2010 - 2011
  • Friends of Carl Sandburg at Connemara Board of Trustees
  • Board Member
  • 2010 - 2014
  • Henderson County Vision
  • Participant - Class of 2010
  • 2009 - 2010
  • Rotary International
  • Member
  • 2009 - 2010
  • Pardee Hospital Planned Giving Committee
  • Committee Member
  • 2008 - 2011
  • WealthCounsel Advisors Forum
  • Member
  • 2008 - 2013
  • Land of Sky Estate Planning Council
  • Member
  • 2005 - 2009
  • North Carolina Bar Association, Law Practice Management Section, Newsletter Committee
  • Chair
  • 2004 - 2005
  • Moore County Bar Association
  • President
  • 2004 - 2005
  • North Carolina Bar Association, Tax Law Section, Home Page Committee
  • Chair
  • 2003 - 2005
  • Moore County Bar Association
  • Vice President
  • 2003 - 2004
  • North Carolina Bar Association, Tax Law Section
  • Executive Council Member
  • 2003 - 2005
  • North Carolina Bar Association, Law Practice Management Section
  • Executive Council Member
  • 2003 - 2005
  • North Carolina Bar Association, Law Practice Management Section
  • Member
  • 2003 - 2005
  • Sandhills Tax Roundtable
  • Member
  • 2002 - 2005
  • First Health Professional Advisory Committee
  • Member
  • 2002 - 2005
  • Moore County Bar Association
  • Secretary/Treasurer
  • 2002 - 2003
  • American Bar Association
  • Member
  • 2000 - 2005
  • Moore County Bar Association
  • Member
  • 2000 - 2005
  • University of North Carolina at Greensboro Fencing Club
  • Member/Coach
  • 1994 - 1997
View all associations

Languages Spoken

  • English

Honors and Awards

  • Board Certified Specialist in Estate Planning & Probate Law
  • North Carolina State Bar Board of Legal Specialization
  • 2009
  • America's Registry of Outstanding Professionals
  • America's Registry
  • 2005
  • Admitted
  • U.S. Tax Court
  • 2003
  • Wake Forest Law Review
  • Wake Forest University School of Law
  • 1998
  • Graduated with Honors
  • Cleveland Community College
  • 1993
View all awards

Publications

Speaking Engagements

  • The Probate Porcess
  • NBI Seminar on Probate
  • 2015
  • Successor Trustee Duties, Responsibilities and Powers
  • How to be a Successful Successor Trustee
  • 2015
  • In Asheville & Charlotte
  • Trusts 101
  • 2014
  • Estate Planning
  • Estate Planning Discussion at Lake Pointe Landing
  • 2010
  • Transylvania County United Way Annual Retreat
  • Incorporating Charitable Giving into your Estate Plan
  • 2009
  • Estate Administration
  • Confidently Administering the North Carolina Estate: From Start to Finish
  • 2005
View all speaking engagements

Attorney endorsements

Received (8)
Given (5)
Endorse Patrick
Estate planning Attorney | Feb 18
Relationship: Fellow lawyer in community
"I sought out and hired Patrick to handle my parent's estate planning after my father was diagnosed with terminal cancer. Patrick handled the matter professionally and promptly giving my parents great comfort that their estate would be taken care of upon my father's death. I highly recommend him for all estate planning needs."
Estate planning Attorney | Dec 03
Relationship: Supervised lawyer
"A first class legal mind...and a pleasure to work with. Patrick brings a zeal to estate planning that sets him a part from other attorneys. Can't recommend him highly enough."
Unknown Attorney | May 13
Relationship: Fellow lawyer in community
"I am impressed with Mr. Newton'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!"
Business Attorney | Nov 25
Relationship: Worked together on matter
"Patrick is a certified expert in his chosen areas of law and he does excellent work for his clients. Patrick knows all of the intricacies and obscure details of tax, estate, and probate law, which makes him an extremely valuable resource for clients and colleagues. He is also very personable and pleasant to work with."
Estate planning Attorney | Feb 12
Relationship: Co-worker
"I endorse this lawyer. Patrick is atop his field in Western North Carolina in the areas of estate planning, tax planning, business succession planning, and estate administration. His command of the complex areas of the law that these practice areas involve is peerless, enabling him to understand and bring creative solutions to his clients problems unlike any other attorney in this area. Choosing another attorney to solve these problems would be a mistake."
Estate planning Attorney | Feb 11
Relationship: Worked together on matter
"I recommend Patrick for all estate planning matters, from basic wills to advanced estate planning. The level of care he shows his clients paired with his extensive knowledge of estate planning leads to wonderful results and long-term relationships."
Trusts Attorney | Feb 03
Relationship: Fellow lawyer in community
"I endorse this lawyer's work."
Estate planning Attorney | Dec 03
Relationship: Co-worker
"I endorse this lawyer's work."
View more endorsements