Estate Planning Lawyers for Concord, North Carolina

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Meet some of our Concord Estate Planning Lawyers

Nicholas M. - Estate Planning Lawyer in Concord, North Carolina
View Nicholas
5.0 (46)
Member Since:
June 1, 2023

Nicholas M.

President/Attorney
Free Consultation
Providence, Rhode Island
16 Yrs Experience
Licensed in NC ME, NH, RI, VT
The Catholic University of America, Columbus School of Law

Nicholas Matlach is a cybersecurity expert (CISSP) and an attorney who is dedicated to helping small businesses succeed. He is a client-focused professional who has a deep understanding of the challenges that small businesses face in the digital age. He also provides legal counsel to small businesses on a variety of issues, including formation, intellectual property, contracts, and employment law.

Recent  ContractsCounsel Client  Review:
5.0

"Enjoyed his demeanor. Professional yet down to earth. The document created for me was very explicit and easy to read. I would recommend :)"

David W. - Estate Planning Lawyer in Concord, North Carolina
View David
5.0 (1)
Member Since:
June 14, 2023

David W.

Attorney
Free Consultation
Indian Trail, North Carolina
12 Yrs Experience
Licensed in NC
Charlotte School of Law

David provides legal representation with flat fee pricing for services in many practice areas including Business Law, Local Government, Contracts, Estate Planning, and Trademarks. His legal expertise is complemented by a diverse background as a former stockbroker and registered investment advisor, treasurer of a $1 billion+ non-profit, and elected county official. David H. Williams Law, PLLC is committed to providing expert legal services at a flat fee, making specialized legal counsel more accessible and affordable. Reach out to today to schedule a complimentary consultation to see if David's diverse skill sets are a fit for you or your organization's legal needs. https://davidhwilliamslaw.cliogrow.com/book https://davidhwilliamslaw.com/

Recent  ContractsCounsel Client  Review:
5.0

"David was very helpful in answer my questions. He went above and beyond to inform me on my real estate inquiries and have provide valuable recommendations."

Deanna M. - Estate Planning Lawyer in Concord, North Carolina
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5.0 (2)
Member Since:
July 28, 2023

Deanna M.

Attorney
Free Consultation
Raleigh, North Carolina
8 Yrs Experience
Licensed in NC MN
Ave Maria School of Law

I have had the opportunity to experience the legal industry in a private setting and public sector, representing individuals, companies of all sizes, as well as the Government. As a strong leader, I take pride in continuously tackling new challenges and learning as much as possible, always finding answers and delivering results to my clients. I received my JD from Ave Maria School of Law in Naples, Florida and went on to pass the Uniform Bar Exam. I am currently licensed in Minnesota and North Carolina. I have experience in real estate law, estate planning, contract law, family law, criminal law, and more.

Recent  ContractsCounsel Client  Review:
5.0

"Deanna is very professional, easy to work with, clarifies doubt quickly, fast turnaround and value for money. I am very happy with the service. I would highly recommend her for any services that she offers."

Taylor A. - Estate Planning Lawyer in Concord, North Carolina
View Taylor
5.0 (1)
Member Since:
August 10, 2023

Taylor A.

General Counsel
Free Consultation
Mooresville, North Carolina
10 Yrs Experience
Licensed in NC
Charlotte School of Law

After starting my professional career in Human Resources in the Healthcare and Non-profit fields, I decided to expand my options and attended law school, passing the North Carolina bar in 2016. Since then, I have practiced in-house for healthcare companies, in the civil rights arena, and run my own business. I am currently looking to return to my legal roots and am excited to practice business law again.

Recent  ContractsCounsel Client  Review:
5.0

"Excellent service by a knowledgeable attorney at a lower price than I expected. Her comprehensive organizational program identified end of life planning I needed to do and provided a system to help keep all my information where I can easily update it and help my loved ones when they will need it most. I will use Ms. Abbasi again in the future. I highly recommend her for all estate planning needs."

Brian J R. - Estate Planning Lawyer in Concord, North Carolina
View Brian J
5.0 (1)
Member Since:
January 4, 2024

Brian J R.

Managing Partner
Free Consultation
Raleigh NC
40 Yrs Experience
Licensed in NC CT, DC, NY
Benjamin N Cardoza School of Law

Immigration expert with over 30 years’ experience focused on start-up companies H-1, L-1, E, O-1 visas. PERM and extraordinary ability immigrant visas. Complex family immigration cases and waivers. I also assist early stage comapnies in entity formation and general legal matters for start-up companies in the areas of Telehealth, Technology and International Trade.

Steven W. - Estate Planning Lawyer in Concord, North Carolina
View Steven
4.9 (20)
Member Since:
June 2, 2023

Steven W.

Attorney
Free Consultation
Texas & North Carolina
5 Yrs Experience
Licensed in NC NY, TX
North Carolina Central University

Attorney Steven Wax is ardent about helping his clients. Whether creating personalized estate plans, drafting and negotiating contracts or other legal matters. Steven’s goal is to assist and counsel his clients to protect them and their loved ones. Steven grew up on Long Island, New York. He attended the University of Massachusetts in Amherst earning a BS in Sport Management. He earned his paralegal certificate at Duke University and earned his Juris Doctorate from North Carolina Central University School of Law in Durham, NC. Steven has an extensive legal career in the life science sector, working for some of the world’s largest Contract Research Organizations since 2013. Steven has negotiated a broad range of contracts for both businesses and individuals. Steven participated in the NCCU Elder Law Project, where he prepared wills, durable powers of attorney, living wills, and health care powers of attorneys for low/fixed income clients in Durham and surrounding counties. Steven finds meaningful ways to share his skills and passion with his community. Steven volunteers his time to Wills for Heroes, which provides no-cost estate planning documents to first responders and their families, through the NC Bar Foundation.

Recent  ContractsCounsel Client  Review:
5.0

"Steven was very helpful and informative throughout the process of reviewing my divorce decree, and he completed the project promptly. Thank you, Steven!"

N'kia N. - Estate Planning Lawyer in Concord, North Carolina
View N'kia
Member Since:
May 9, 2023

N'kia N.

Attorney
Free Consultation
North Carolina
10 Yrs Experience
Licensed in NC
NCCU School of Law

I am a business law attorney, a business and entrepreneurship coach, and a small business owner. As an attorney, I have handled a wide range of business-related matters, including disputes involving construction, employment, intellectual property, landlord-tenant, ownership interest, professional licensure, and real estate. I am skilled at drafting demand letters and settlement agreements, as well as negotiating business buyouts, purchases, and sales. My special interests include: - employee handbooks; - independent contractor agreements; - protective/restrictive covenants (such as confidentiality agreements/non-disclosure agreements, non-competition agreements, and non-solicitation agreements); and -severance agreements. *** Any reference to a "FREE consultation" is for "Discovery Call" (legal information and/or information about my services). [All calls by appointment only.]

Maria M. - Estate Planning Lawyer in Concord, North Carolina
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Member Since:
May 21, 2023

Maria M.

Attorney
Free Consultation
North Carolina
30 Yrs Experience
Licensed in NC NJ, PA
Temple University Beasley School of Law

I have worked for over 20 years in the areas of family law, business formation, contracts and real estate law. In the area of family law, I represent clients in all areas of family law including child custody, child support, spousal support and marital property division as well as preparing prenuptial and separation agreements. I am experienced in real estate law, including commercial and residential leases, preparing various types of real estate related contracts. I am also experienced in business formation among other business law matters. I currently work in the area of grant management with the Small Business Administration.

Peter R. - Estate Planning Lawyer in Concord, North Carolina
View Peter
Member Since:
July 27, 2023

Peter R.

Of Counsel
Free Consultation
Hillsborough, North Carolina
32 Yrs Experience
Licensed in NC
University of North Carolina at Chapel Hill

Admitted in NC in 1994. Law degrees from English and US law schools. Civil and criminal litigation experience as well as in house corporate attorney. Recipient of the highest civilian honors from 14 states, the Ellis Island Medal of Honor, a papally blessed knighthood and listed in NLJ as a recipient of on of their Pro Bono Attorney of the Year Award winners and the NLJ top 40 trial lawyers in the USA under 40 years old.

Sarah F. - Estate Planning Lawyer in Concord, North Carolina
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Member Since:
September 15, 2023

Sarah F.

Junior Partner
Free Consultation
Raleigh, NC
7 Yrs Experience
Licensed in NC WY
Campbell Law School

Sarah brings together her accounting and legal background to help solve client problems. Sarah couples her broad, general commercial legal background with our client’s international and business problems to arrive at elegant solutions that work for their business.

Robert W. - Estate Planning Lawyer in Concord, North Carolina
View Robert
Member Since:
November 16, 2023

Robert W.

Registered IP Attorney
Free Consultation
Durham, NC
15 Yrs Experience
Licensed in NC
Campbell University - Norman Adrian Wiggins School of Law

I am an experienced Intellectual Property attorney registered with the USPTO and have managed my solo practice for over a decade. As part of my practice, I handle trademark and patent concerns for my clients. I’ve performed extensive prior art searches, drafted patent applications, and prosecuted patents across a broad range of technologies. I've helped my clients secure protection for both standard character and special form marks across a a variety of classes from candles to dog collars. I believe, as an IP attorney, that I can facilitate the development of new technologies by protecting your rights from infringement or helping you enter the market by establishing those rights from the ground up. More importantly, I believe it should be an open and affordable process that’s accessible to anyone pushing the bounds of innovation.

Adam T. - Estate Planning Lawyer in Concord, North Carolina
View Adam
Member Since:
December 7, 2023

Adam T.

Business Lawyer
Free Consultation
Seattle, Washington
14 Yrs Experience
Licensed in NC DC, NY, WA
Duke Law

Legal professional with 10+ years of Fortune 500 in-house and AmLaw 50 law firm experience in crafting multi-pronged litigation, regulatory, and public policy strategies and negotiating pioneering, high-stakes global cloud services and digital content distribution deals.

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Estate Planning Legal Questions and Answers

Estate Planning

Quitclaim Deed

North Carolina

Asked on Oct 1, 2023

Taxes related to quitclaim deed?

I recently inherited a property from a family member. I was given a quitclaim deed transferring the title from them to me. I am trying to understand my tax liabilities related to this transfer of ownership. I am not sure if there are tax implications that I need to be aware of and I was hoping to get advice from a lawyer on how to proceed.

N'kia N.

Answered Oct 30, 2023

A person who inherits property might be subject to taxes. This includes when the person receives a quitclaim deed for the property. However, the person's tax liabilities will ultimately depend in part on the location of the property itself. For legal guidance on the tax implications of inheriting North Carolina property, you might consider consulting with a knowledgeable North Carolina estate and tax planning attorney. Good luck!

Read 1 attorney answer>

Estate Planning

Durable Power of Attorney

North Carolina

Asked on Jul 1, 2025

Can someone who has POA & is a caretaker of a family member in an assisted living facility receive compensation for services rendered from the family member’s estate?

I have a cousin that has taken on sole responsibility for the care of my aunt (95 yrs old), who is now in an assisted living facility. He has spent countless hours handling the sell of her house, enrolling her into an assisted living facility, daily visits, taking her to doctor’s visits and handling any issues that may arise. Family members of my aunt would like to compensate my cousin for all his time spent in caring for my aunt. Can my cousin be paid a monthly compensation from my aunt’s estate? Can each family member sign a statement (and have it notarized) that they are in agreement for this money to be paid monthly to our cousin for his services? What steps would we need to take to make this happen? We just want to make sure it is all done legally.

Jazmin C.

Answered Aug 1, 2025

I would say yes, especially if it is in the power of attorney that they can be compensated. If you want to reduce that down to a payment agreement, you can; it may not be necessary, but you can definitely do that. I would start with the durable power of attorney first!

Read 1 attorney answer>

Estate Planning

Power of Attorney

North Carolina

Asked on Jun 16, 2022

Trying to become a poa

My uncle needs a power of attorney

Holly T.

Answered Jun 17, 2022

A POA is best done through an attorney to ensure the verifying/interested parties are proper, the agreement includes what the principal wants, the principal is competent in case of a challenge and it's filed properly if necessary, for example if it will be used to transfer property. All persons should have a POA, HCPOA, Advanced Directives and Will. You can also pull the POA form out of the general statutes of NC. The form is included in the law.

Read 1 attorney answer>

Estate Planning

Last Will and Testament

Florida

Asked on Apr 23, 2023

Can I make changes to my will after it has been created?

I recently created a will, and my family and financial situation has since changed. I'm wondering if I can make changes to my will to reflect these new changes, or if the will I created is now set in stone. I'm looking for guidance on how to proceed and make sure my wishes are accurately reflected.

Diane D.

Answered May 10, 2023

yes.

Read 1 attorney answer>

Estate Planning

Will

Washington

Asked on Dec 11, 2023

I want to leave my house to my grandson but give my daughter the right to live there as long as she lives. What kind of wording is needed in my will in WA State?

I want to leave my house to my grandson but allow his mom (my daughter) to live there through the end of her life. How do I word this in my will? The three of us have always lived together; my wife died recently.

Matthew S.

Answered Dec 16, 2023

You would leave the house to your grandson while granting your daughter a life estate in the property.

Read 1 attorney answer>
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