Estate Planning and Wealth Preservation

Estate Planning and Wealth Preservation

Firm principals Jim Hickmon and Christian Perrin are North Carolina Board Certified Specialists in Estate Planning and Probate Law. Our Firm assists families, executives and entrepreneurs with designing and implementing personal estate planning and wealth preservation strategies. Our Firm’s estate planning process starts with investing the time to learn about each client’s long-term goals, family situation, investment structure, business holdings, tax status and insurance coverages to ensure we understand the comprehensive picture before recommending and implementing a course of action. Each estate plan is customized to each client’s individual circumstances and may include wills, revocable living trusts, irrevocable trusts, durable powers of attorney, healthcare powers of attorney and advance directives. Our attorneys may also recommend estate planning structures designed to protect assets, achieve favorable tax treatment, enhance charitable giving or mitigate fiduciary litigation risk. Our estate planning attorneys also work closely with business owners to review and develop business succession planning structures to preserve value and transition control in the event of unexpected illness or death.

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