James E. Hickmon, JD, MBA, CFP®

 

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Jim Hickmon assists clients with wealth transfer, estate planning, trust, tax, and probate law issues.  He also works with clients to resolve trust and estate related disputes, including representing beneficiaries and fiduciaries in litigated matters.  He is a member of the American Bar Association’s Committees on Estate Planning and Employee Benefits and is Vice Chair of the ABA’s Probate & Real Property Section’s Uniform Acts Committee for Trusts and Estates.  He is a member of the North Carolina Bar Association’s Section on Estate Planning and Fiduciary Law where he sits on the Section’s Legislative and Ethics Committees and chairs the Section’s Fiduciary Litigation and Dispute Resolution Committee.  In addition to his bar activities, Jim is also a contributing author to the 8th Edition of the North Carolina Estate Administration Manual (2014/2015) published by the North Carolina Bar Association Foundation, and regularly contributes articles to the Bar Association’s estate planning professional journal, The Will & The Way Jim has also authored a number of professional articles published in the Bureau of National Affairs’ Tax Management & Compensation Planning Journal.

The North Carolina State Bar has certified Jim as a Board Certified Specialist in Estate Planning and Probate Law.  In addition to his extensive trusts and estates experience, Jim brings many years of business experience to his practice.  Prior to attending law school, he worked as a trust officer for two national banking corporations.  He also earned the designation of Certified Financial Planner® (CFP) from the Certified Financial Planner Board of Standards.

Jim holds an undergraduate degree in finance from the University of North Carolina, Wilmington, an MBA from East Carolina University and his law degree from the Wake Forest University School of Law.

Jim has involved himself in a number of charitable and community service organizations at the local, state, and national levels.  Currently Jim is a member of the Charlotte Humane Society’s Development Committee where he assists the Society with its planned giving efforts.  He was selected by his fellow members of the Bar as a member of Business North Carolina magazine’s Legal Elite in the field of Tax and Estate Planning Law in 2010, 2012, 2013, 2014, 2015 and 2016, and was selected as a 2016 SuperLawyer in the field of Fiduciary Litigation.  He is a member of the Charlotte chapter of the Financial Planning Association and the Charlotte Estate Planning Council.  Jim is rated AV Preeminent by Martindale-Hubbell as judged by his fellow lawyers, and has been rated “Superb” scoring a perfect 10 out of 10 by the independent AVVO attorney rating organization.

The Mecklenburg Access to Justice Pro Bono Partners Program of Legal Services of Southern Piedmont and Legal Aid of North Carolina-Charlotte recognized Jim as a member of its 2016 Pro Bono Honor Roll.  Jim completed over 20 hours of pro bono legal services to financially disadvantaged in Mecklenburg County.

PROFESSIONAL AND CIVIC INVOLVEMENT:

  • North Carolina State Bar
    • N.C. State Bar Board Certified Specialist in Estate Planning & Probate Law
  • North Carolina Bar Association
    • Legislative Committee (2007-Present)
    • Ethics Committee (2010-Present)
    • Fiduciary Litigation Committee, Chair (2013-Present)
  • Financial Planning Association, Charlotte Chapter
  • Charlotte Estate Planning Council
  • Mecklenburg County Bar Association
  • Virginia Bar Association
  • Virginia State Bar
  • Humane Society of Charlotte, Inc.
    • Development Committee (2013-Present)
  • American Bar Association
    • Committees on Employee Benefits and Estate Planning, Member
    • Committee of Uniform Laws for Trusts & Estates, Vice Chair
    • Tax, Labor & Employment, and Real Property & Probate Sections, Member

RECENTLY REPORTED CASES:

In the Matter of the Purported Will of Ruby Shaw Shepherd, 761 S.E.2d 221, 2014 N.C. App. LEXIS 815; 2014 WL 3821178 (2014).

Williams v. Williams, 746 S.E.2d 319, 2013 N.C. App. LEXIS 832 (2013).

Wortman, et al v. Hutaff, et al, 12 NCBC 9 (2012).

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  • Trusts and Estates Planning
  • Fiduciary Dispute Resolution & Litigation
  • Employee Benefits & Executive Compensation



  • J.D., Wake Forest University, 2001
  • M.B.A., East Carolina Universtiy, 1996
  • B.S., University of North Carolina at Wilmington, 1992



  • North Carolina State Bar
  • Virginia State Bar
  • U.S. District Court, Eastern and Western Districts of Virginia
  • U.S. Bankruptcy Court, Eastern District of Virginia
  • U.S. Tax Court