Estate Administration
Services Offered
When family and friends are faced with the death of a loved one, the prospect of dealing with an estate administration can be overwhelming. I help clients work through the entire process including court filings, tax filings and transfer of assets. I can provide a “turn key” services handling all aspects of the estate administration. I can also provide ad hoc advice and review of the client’s work product where the client prefers to take on more of the responsibility directly. Above all, my goal is to alleviate as much of the burden as possible for the family so that they can instead focus their energies on coping with their loss.
Typical work in estates includes:
- Probate and Qualification
- Notice to Creditors
- Inventory and Accounting
- Asset Tranfers
- Income Tax Returns and Estate tax Returns
“If there is an easy way to solve a problem that requires the least amount of time and documentation, that will be my path. I don’t get paid to make things long and complicated.”
My Practice Areas
My principal areas of practice include Wills, Trust and Estate Planning, Estate Administration, and Business and Transactions. I also handle certain Commercial Real Estate transactions. For any matters that I don't handle directly, such as Litigation, I have contract and referral arrangements with other attorneys and firms to help service those needs. My goal is to serve as an integral resource for my clients in all of their legal needs. I truly want to be a counselor at law -- not simply a contract attorney limited to a particular niche.
Estate Planning
I am in the business of helping clients protect their families and preserve their assets. If you have Wills and related documents that you signed years ago, I can review your documents and advise you of how best to update everything
Young Family Estate Planning
If you have minor children or if you are expecting your first child, add a basic Will and related documents to your list of things to do. Your Will allows you to name guardians who will care for your minor children if both you and your spouse are deceased.
Estate Administration
When family and friends are faced with the death of a loved one, the prospect of dealing with an estate administration can be overwhelming. I help clients work through the entire process including court filings, tax filings and transfer of assets.
Business & Transactions
Approximately half of my practice is centered around work with businesses. Through over 16 years of work in a mid-sized law firm I gained considerable experience in a wide range of legal issues and transactions facing businesses of all sizes.
Commercial Real Estate
I have plenty of experience dealing with commercial loans and related transactions. I can assist clients in buying or selling or refinancing commercial real estate, investing in a development project, preparation and review of leases and many other transactions
Litigation & Disputes
If you are unfortunate enough to have been served with a lawsuit, then I can help you understand the basic issues and what you need to do to respond and I can recommend someone to assist you.
Call Me
Email Me
Mailing Address
PO Box 850
Hillsborough, NC 27278