Estate Planning Attorneys | North & South Carolina

With over four decades of experience, Andy takes a comprehensive approach, guiding clients through everything from basic will preparation to complex trust structures and business succession planning.

• Top-Rated Lawyer in Trust & Estates
• Member of the North Carolina, Florida, and Pennsylvania State Bars

With a keen eye for detail and a client-focused approach, Lee helps individuals and families safeguard their legacies, minimize tax burdens, and confidently navigate complex legal matters.

• President of Summit Title Insurance in Hendersonville, NC.
• Numerous non-profit board services in New Jersey and North Carolina

Cory combines legal expertise with a strong financial background in tax, investments, and insurance. His practice is centered around a deep commitment to assisting families with their estate planning and administration needs.

• North Carolina Bar Association
• Virginia Bar Association

A former U.S. Naval Diving and Salvage Officer, Larry brings dedication and expertise to protecting seniors and their families, with a focus on estate planning, Medicaid, and veterans benefits.

• Member, North Carolina Bar Association
• Member, National Academy of Elder Law Attorneys (NAELA)

With over a decade of experience practicing law, Brad brings extensive expertise in estate planning, guardianships, fiduciary litigation, and probate and trust administration, as well as a dedication to helping clients protect their legacies.

• AV Preeminent® rating by Martin Dale Hubbell
• Florida’s Real Property and Probate Trust Law (RPPTL) Section

Leading our estate and fiduciary litigation team, Peter has practiced law in Western NC. since 2002 and specializes in trust and estate disputes, advanced planning, and business succession.

• Member of the North Carolina Bar Association
• Inaugural Member of the Harry C. Martin American Inn of Court

With nearly two decades of experience, Daire guides clients through estate planning with clarity and compassion. Dedicated to giving back, she actively supports pro bono initiatives and community advocacy.

• Estate Planning & Fiduciary Law Section, North Carolina Bar Association, since 2007
• North Carolina Bar Admission

Inspired by witnessing seniors’ challenges, James is passionate about guiding families through estate planning and elder law. Through Wills for Heroes, he proudly provides essential estate planning services to first responders.

• North Carolina Bar Admission, 2019
• South Carolina Bar Admission, 2021

With nearly two decades of experience, Samantha specializes in estate planning, trust administration, and fiduciary income tax matters. She has a unique ability to make complex estate planning discussions approachable.

• North Carolina Bar Admission, 2013
• Member, 10th Judicial District Bar

Karen Donaldson, Esq., is an estate planning and elder law attorney who brings personal experience and over 20 years of legal expertise to help families plan with clarity and compassion. She’s dedicated to creating thoughtful, effective solutions that protect what matters most.