Wilson Ratledge’s Estate Planning and Administration/Trusts and Estates Attorneys are committed to providing to our clients highly personalized services and understanding that an estate plan is much more than a will or trust. We encourage our clients to express their concerns, objectives, and questions to us. Our primary goal is to help our clients achieve their objectives by creating customized estate plans with practical and workable solutions, and minimizing tax burdens and other risks where possible.
Our main areas of practice include:
- Estate Planning and Asset Preservation
- Estate and Trust Administration
- Estate and Trust Disputes and Litigation
- Special Needs Trusts
Our clients range from those with modest means to those with significant wealth, whether in the form of real estate, marketable securities, closely held business interests, qualified plans, IRAs, or other assets.
We often help clients seeking assistance with wills, living trusts, marital deduction or generation-skipping transfer tax exemption, power of attorney, special needs planning, as well as charitable planning, planning with life insurance or planning for the transfer of a business to a younger generation. We encourage the client’s financial advisors, such as stock brokers, insurance agents, trust officers, accountants and financial planners, to participate in the planning process. Although, we do not sell any insurance products, our professionals have advanced insurance training and degrees and have over thirty years experience working with clients and their agents in the Life and Health Insurance industries…
With estate administration, we can provide assistance with probate matters, estate tax filings and estate settlement. Clients can retain us to answer a single estate question or to take the matter from start to finish.
Other practitioners, and corporate and individual fiduciaries seeking technical advice often retain our services; fiduciaries of out-of-state estates also frequently retain the Firm to serve as local counsel in North Carolina probate and tax matters.
We have a certified public accountant on staff. We have attorneys who hold masters degrees in taxation, all of whom have extensive tax experience and routinely handle matters involving income taxation, estate, gift and generation-skipping transfer taxation; and tax matters before the IRS and in other appropriate judicial forms.
Contact our Raleigh trusts attorneys today by filling out the form to the right or calling our team at 919-787-7711.