North Carolina Estate Planning & Fiduciary Law

Open for Business
Attorney Awards
  • Martindale-Hubbell Peer AV Preeminent Rating
About Attorney Awards

About this firm

The firm generally accepts new clients on referral from fellow attorneys, trust professionals, family office and high-net-worth asset-management firms, wealth managers, public accountants, insurance professionals and current and former firm clients. Our firm has built its foundation through its relationships with highly skilled professionals who have experienced a high level of satisfaction with the caliber of the firm’s legal services.

The firm’s clients include:

• Corporate fiduciaries and individuals serving as an executor or administrator of a decedent’s estate or as trustee of a trust

• High net worth individuals and families in need of estate planning and strategic tax counsel

• Beneficiaries of estates and trusts

• Employer sponsors and trustees of ERISA governed qualified retirement plans and welfare benefit plans

• Entrepreneurs and family members of owners of closely-held or family owned businesses

Firm Mission

Our attorneys aspire to be the very best at what they do. The firm recognizes that its clients operate in a very complex world and face intricate issues and challenges. For that reason, our scope of practice focuses on only a few discrete areas of the law. Our philosophy is to focus our time, energy, and resources in order to maintain the very highest level of competence within our fields of practice.

For these reasons:

• The firm has received an AV® Preeminent™ Peer Review Rating from Martindale-Hubbell®

• The firm’s attorneys have been consistently selected by the members of the North Carolina Bar as being members of Business North Carolina Magazine’s Legal Elite in Tax and Estate Planning or as a member of the Legal Elite’s Young Guns

• The firm’s attorneys are frequently invited to speak at continuing education functions for fellow attorneys, CPAs, CFPs and insurance agents

• The firm’s attorneys have authored numerous articles on wealth transfer, tax, probate, executive compensation and fiduciary responsibility issues in both regional and national publications, including the Bureau of National Affairs Tax Management & Compensation Planning Journal and the American Bar Association’s Probate and Property magazine
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Areas of Practice (9)

  • Estate Planning and Wealth Preservation
  • Trust Administration And Probate
  • Fiduciary Dispute Resolution and Litigation
  • Estate Planning
  • Trusts and Estates
  • Asset Protection
  • Charitable Giving
  • Estate Litigation
  • Wills and Probate

People (2)

James Hickmon: Attorney with North Carolina Estate Planning & Fiduciary Law
James Hickmon
Member
5.0
28 Reviews
Charlotte, NC

Estate Planning and Wealth Preservation, Trust Administration And Probate, Executive Compensation, Fiduciary Dispute Resolution and Litigation View More

View Profile
Nicholas D'Auria: Attorney with North Carolina Estate Planning & Fiduciary Law
Nicholas D'Auria
Attorney
No Reviews
Charlotte, NC

Trusts, Estates & Elder Law, Elder Law & Disability Planning, Guardianships, Asset Preservation & Protection, Estate Planning, Estate & Trust Administration, Medical Planning & Applications View More

View Profile

Peer Reviews

4.9/5.0 (17 reviews)

  • Legal Knowledge

    5.0/5.0

  • Analytical Capability

    4.9/5.0

  • Judgment

    4.9/5.0

  • Communication

    4.9/5.0

  • Legal Experience

    4.9/5.0
Peer reviews submitted prior to 2008 are not displayed.

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