Wilson Ratledge’s Estate Planning and Administration/Trusts and Estates Attorneys are committed to providing highly personalized services and understand that an estate plan is much more than a will or trust. You will be encouraged to express each concern, objective, and question, so that Wilson Ratledge can create a customized estate plan with practical and workable solutions, and also minimize tax burdens and other risks, where possible.
The clients of Wilson Ratledge range from those with the 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.
Wilson Ratledge will 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. Wilson Ratledge will further encourage your financial advisors, such as stock brokers, insurance agents, trust officers, accountants and financial planners, to participate in the planning process. Although, the firm does not sell any insurance products, our professionals have advanced insurance training and degrees, and has over thirty years’ experience working with clients and their agents in the Life and Health Insurance industries.
With estate administration, Wilson Ratledge can provide assistance with probate matters, estate tax filings and estate settlement. You can retain us to answer a single estate question or to take the matter from start to finish.
Wilson Ratledge is also retained by practitioners and corporate and individual fiduciaries seeking technical advice. This also includes fiduciaries of out-of-state estates retaining the firm to serve as local counsel in North Carolina probate and tax matters.
A certified public accountant on staff, as well as graduates that hold a master degree in taxation. Wilson Ratledge attorneys have extensive tax experience and will routinely handle matters involving income taxation, estate, gift and generation-skipping transfer taxation, and matters before the IRS and in other appropriate judicial forms.