We develop an estate plan that fits your needs and goals, preparing Wills, Revocable Trusts, Irrevocable Trusts, Powers of Attorney and Living Wills. We guide executors and trustees in the administration of estates and trusts, relieving them of the administrative burden to the extent they wish or require.
We form entities, prepare agreements between business owners, draft contracts with third parties and prepare and negotiate transfers of business interests. We represent clients in tax audits, negotiate tax liability settlements and advise on individual, business, estate and trust tax issues. In my ideal world, everyone would have a financial and health care power of attorney.
We form entities, prepare agreements between business owners, draft contracts with third parties and prepare and negotiate transfers of business interests. We represent clients in tax audits, negotiate tax liability settlements and advise on individual, business, estate and trust tax issues. In my ideal world, everyone would have a financial and health care power of attorney.
Services
These documents appoint who will help you with financial and health care matters during life, if needed, and the distribution of assets at your death. In our initial meeting, we discuss your family, your assets, different options for distributing assets at death, who can best make financial and health care decisions on your behalf and any applicable tax issues.
Here is a brief, general discussion of the probate process and probate assets. Please see the North Carolina estate administration brochure for a more detailed discussion. Unless an abbreviated form of probate is available for a small estate, typically, when probating a Will or a person dies intestate without a Will, the executor of the Will or the administrator of the intestate estate the personal Continue Reading.
We invite you to contact us and welcome your calls, letters and electronic mail. However, contacting us does not create an attorney-client relationship; thus, please do not send any confidential information to us until such time as an attorney-client relationship has been expressly established.
We cannot become your lawyers unless we know that doing so will not create a conflict of interest with other clients we represent and we have mutually agreed upon terms for the representation.
We cannot become your lawyers unless we know that doing so will not create a conflict of interest with other clients we represent and we have mutually agreed upon terms for the representation.
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Celeste Zipperer
Jul 02, 2018
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