Our Services
Trusts & Asset Protection
Protect Your Assets & Secure Your Family’s Financial Future
Our estate attorneys help you create trusts and asset protection strategies tailored to your goals.
What is a Trust?
A trust is an estate planning tool that allows you to control how your assets are managed and distributed while avoiding probate. Trusts are ideal for protecting wealth, ensuring smooth inheritance transitions, and minimizing estate taxes.
Types of Trusts We Create
Revocable Living Trusts
Avoid probate while maintaining control over your assets.
Irrevocable Trusts
Shield assets from creditors and minimize tax liabilities
Charitable Trusts
Maximize tax benefits while supporting causes you care about.
Special Needs Trusts
Protect your family member who will need assistance managing their gift, insurance proceeds or inheritance
Business Succession Trusts
Ensure a seamless transition for business owners.
Benefits of Trusts & Asset Protection
- Keep your estate private and out of North Carolina probate court.
- Control when and how assets are distributed to heirs.
- Protect wealth from creditors, lawsuits, and excessive taxation.
One Step Ahead
Our Process
01
Schedule an appointment
Book appointments by phone or email for remote or in-person visits at our three locations, with free parking at our downtown Raleigh office.
02
Signing Meetings
Signings typically occur in our Raleigh office but can be accommodated upon request. Meetings include witnesses and a notary for your convenience.
03
Intake
Complete forms online before your appointment; post-interview, the attorney will draft and send documents for your review.
Client Testimonials
What our Clients say
Contact Us
Ask Us Anything, Anytime.
Your legal peace of mind begins with a conversation. Contact us now to explore tailored solutions and take the first step towards a secure future backed by our dedicated legal expertise.