Estate Planning

Services Offered

I am in the business of helping clients protect their families and preserve their assets. If you have minor children and need help establishing a basic Will and naming guardians, check out Estate Planning For Young Families. 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. I work with clients across the full financial spectrum, those with minimal assets and those with a net worth in the tens of millions, but they all need help in planning their affairs in death or disability. I work with clients in all aspects of their personal and tax planning goals. Many of my clients rely on me for more than simply drafting a Will or Trust; I become their counselor helping them deal with various legal decisions throughout their lives.

A few examples of my estate planning work include:

  • Wills
  • Living Trusts
  • Financial Powers of Attorney
  • Health Care Powers of Attorney
  • Trusts for Children
  • Gifts and Gift Tax Planning
  • Estate Tax Planning
  • Installment Sales, GRATS, QPRT’s
  • Generation Skipping Planning
  • Charitable Trusts
  • Private Foundations
  • Insurance Trusts(ILITS)
  • Re-titling real property

If you are not sure what you need, by all means give me a call and I am happy to talk through your situation and see if I can help.

“Flat rate billing opens up communication with clients since they know they can call or email anytime without starting the clock.”

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

 

919-451-5441

Email Me

 

alan@jalancampbelllaw.com 

Mailing Address

PO Box 850

Hillsborough, NC 27278