Trusts & Estates
Leaving a Legacy
We represent owners of closely-held businesses, professionals, executives, and others in high-net worth positions. They say the only certain things in life are “death and taxes,” and trusts and estate planning touches both. Brooks Pierce trusts and estates attorneys have both the experience and the sensitivity to help you develop the estate plan that best fits your needs. Our team includes a Board Certified Specialist in Trusts and Estates Law.
Our services include:
Estate planning. We draft wills, revocable trusts, insurance trusts, powers of attorney documents, charitable planning documents (including remainder trusts and private foundations). We help clients structure plans that will offer estate and gift tax savings and minimize liability.
Sophisticated tax planning. We help clients meet their estate planning goals while focusing on tax-efficiency. We frequently help clients establish family foundations or charitable trusts as part of an overall plan.
Business succession plans. We assist clients with drafting business succession plans for closely-held companies, and can develop valuation strategies to minimize tax liabilities upon transfer.
Estate freezing. Our attorneys are experienced in multiple estate freezing strategies, such as installment sales to grantor trusts, grantor retained annuity trusts (GRATs), and self-cancelling installment notes.
- RecognitionU.S. News – Best Lawyers ® “Best Law Firms”, 11.04.2021>
- RecognitionThe Best Lawyers in America®, 08.19.2021>
- RecognitionU.S. News – Best Lawyers ® “Best Law Firms”, 11.04.2019>
- RecognitionTwenty-Five Brooks Pierce Attorneys Recognized in Business North Carolina’s 2019 “Legal Elite” and “Hall of Fame”Business North Carolina, 01.02.2019>
- Press Release11.29.2017>
- Client Alert09.15.2016