Davidson, NC
Estate planning Lawyer at Davidson, NC
Practice Areas: Estate Planning, Probate ... +2 more
OUTCOME: Successfully provided for spouse while protecting children's inheritance
Created an estate plan that allowed client’s wife access to his multi-million dollar estate for reasonable health and support needs, but restricted her ability to control the assets or give them to oth ... ers, ensuring the bulk of his estate would ultimately pass to his children.
OUTCOME: Saved estate hundreds of thousands of dollars
Negotiated the settlement of an elective share claim, saving the estate hundreds of thousands of dollars.
OUTCOME: Growth in value of business passes to children estate tax free
Advised high net worth client on installment sale of his business to an intentionally defective grantor trust, which allowed the client to shift appreciation on the value on his business to the next ge ... neration, estate tax free.
OUTCOME: Successfully terminated trust
Successfully terminated an irrevocable trust, saving thousands of dollars in future trustee fees.
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