Wilson Ratledge’s Estate Planning and Administration/Trusts and Estates attorneys, including experienced estate law attorney professionals, 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, workable solutions while also minimizing tax burdens and other risks wherever possible.
The areas of practice include:
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 often helps clients seeking assistance with wills, living trusts, marital deduction or generation-skipping transfer tax exemption, powers of attorney, special needs planning, charitable planning, life insurance strategies, and planning for the transfer of a business to a younger generation. If you are looking for guidance from a living will attorney, our team can also help ensure your healthcare wishes are clearly documented and legally sound.
Wilson Ratledge further encourages 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, along with more than thirty years of experience working with clients and their agents in the life and health insurance industries.
With estate administration, Wilson Ratledge law firm 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.