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Contact
Email
Phone
(888) 864-8395
Address
17250 Lancaster Hwy, Charlotte, NC, 28277, US
Professional
About
I am an estate planning attorney with experience working with all manner of clientele in trust and estate planning. I have worked with ultra-high-net-worth clients on federal gift and estate tax avoidance through the use of trust and other estate planning measures. I have also worked you clients in planning for the future of their businesses through succession planning, and how buy-sell agreements in LLCs could affect their estate plan. There are a number of tax and probate avoidance measures that could be worthwhile for you to explore, I am excited to be working with a great group of attorneys at the Simpson Law Firm, and we would love to help you plan for the furture to make sire you take care of those people and things that are most important to you. Please reach out and set up a consultation with our team!
About Trusts Law
Trust attorneys help individuals and families create and administer trusts for asset protection, tax planning, and wealth transfer. Common matters include trust creation, trust administration, trust disputes, special needs trusts.
Credentials
Education
2020 Widener University School of Law JD - Juris Doctor 2015 Saint Leo College MBA - Master of Business Administration 2011 University of North Carolina BA - Bachelor of Arts
Languages
English
Recognition & Involvement
Publications
2022 Delaware Banker Have No Fear, the Access is Here! A Guide to Potential Future Trust Access for Grantors 2020 Delaware Journal of Corporate Law Delaware’s Role in Handling the Rise of Dual-, Multi-, and Zero-Class Voting Structures
Associations
2024 - Present North Carolina Bar Association Member 2024 - Present Mecklenburg County Bar Association Member 2024 - Present South Carolina Bar Association Member 2024 - Present South Carolina Bar Association, Probate, Estate Planning and Trust Section, Probate Code Revision Subcommittee Member 2022 - Present Delaware State Bar Association Member
Other Trusts Attorneys in Charlotte, NC
Updated: Jul 06, 2026