Wake Forest Estate Planning Lawyers

Margaret S. "Meg" Westall anchors iTicket in Western North Carolina, handling traffic matters in Buncombe and Madison Counties. One of Attorney Hatley’s oldest friends, Meg has helped our law firm expand all the way to the beautiful Blue Ridge Parkway. Prior to joining iTicket.law, Meg worked in a small Asheville-based firm where her practice focused on estate and trust planning and administration. Advising fiduciaries and neutralizing conflict in matters of administration has afforded her a no-nonsense approach to technical problem solving. Meg is also involved with the Pisgah Legal Services Mountain Area Volunteer Lawyer program, for which she assists low-income...

Stephanie joined the Cary Estate Planning team in May of 2023 as an Estate Planning Lawyer. She spent a combined eight years as a solo estate planning practitioner and then pro bono attorney in Pittsboro, North Carolina. She believes in proactive planning at all stages of our lives and aims to provide client-centered service. Stephanie lived in Massachusetts, Wisconsin, West Virginia, and Ohio before attending Duke University in North Carolina, where she studied comparative religion. She relocated permanently to Chatham County after returning to Ohio briefly to study at Miami University. During law school at North Carolina Central University, Stephanie served as...

Shelia Huggins is a North Carolina licensed attorney with almost 20 years of experience in working with businesses in a variety of capacities. Her extensive experience includes business formation, contracts, government relations, entertainment law, and social media. She also has a YouTube channel with free information about contracts, legal issues, and scams and frauds. Her YouTube channel has over 500 videos available to the public. You can view it at https://www/youtube.com/mslegalista. Shelia is a former adjunct professor at North Carolina Central University where she taught Entertainment and Business Law, and she has spoken at numerous events including the Long Leaf Pine Film...

Kellie Corbett chose the University of South Carolina for her undergraduate degree for two reasons: the pageantry of big-time college football and the fact she hates snow. She got the pageantry but it came with snow – a freak storm, 8” of the stuff, her freshman year.

There’s a lesson there but we’re not exactly sure what it is — yet.

Kellie was accepted at the University of North Carolina School of Law where she became the first law student in the history of American law schools (that dates back to 1793) to fall in love with Trusts and Estates while taking...

Mr. Spain was admitted to the State Bar in 2013 and practiced as an estates and business law attorney prior to joining BHSPA in 2018. Jason focuses on Estate Planning and Probate law, helping clients plan for their family’s future and to assist clients in administering the estate of a loved one. He also is proficient in helping small business owners set up business succession plans that will allow their companies to be passed on to the next generation and help provide financial security for their families in the event of retirement, death, or disability. ...

During much of past fifteen years of my career as an attorney, I worked in the non-profit public interest law sector to provide legal services and technical support to North Carolina’s financially distressed and limited resource property owners seeking to preserve their homes, land, farms, and rural livelihood.  I've also worked briefly at a small private law firm representing clients in personal injury and business litigation cases. I was raised in the West End community of Mebane – my father’s hometown and a historical black community founded by former slaves after the Civil War in Alamance County.  During the past several years, the West End Revitalization Association...

Dori J. Dixon focuses her practice in the areas of estate planning, elder law and special needs planning. Whether you are planning for your family’s future, navigating the world of disability benefits, looking into long-term care options, or grieving the loss of a loved one, Mrs. Dixon can help you every step of the way.

Attorney Rebecca Poole brings a powerful combination of skill, passion, and advanced training to the practice of law. Certified by both the North Carolina Board of Legal Specialization and Center for Cooperative Parenting, Rebecca has established a reputation for excellence – and results – in the areas of mediation, arbitration, litigation, and the collaborative divorce process. She also assists the firm’s clients in developing comprehensive estate plans that ensure family members and financial affairs are protected and preserved. Over the course of her legal career, Rebecca has maintained an unwavering commitment to achieving client goals, even when faced with challenging...

Trained as a real estate and estate planning attorney initially in my career, my practice areas have expanded to encompass estate administration, special proceedings, and corporate formation, as well as, real estate and estate planning. I am a young, energetic attorney determined to become the best in my field through excellent representation of each and every client. I am constantly learning new aspects of the law and surrounding myself with opportunities for growth. Have you reviewed your estate plan lately? If not, maybe it’s time we take a peek at it!

Jason advises families and small businesses in a wide range of issues. His practice includes estate planning and administration, business law, ans real estate. He is a Board Certified Specialist in Estate Planning and Probate Law.

Abbey Hudson first joined Carolina Family Estate Planning as a Law Clerk before passing the bar exam and joining the firm as an Estate Planning and Elder Law Attorney. Abbey attended North Carolina State University for her undergraduate degree (Go Pack!). She has always loved the Raleigh area, so attending NC State was a no-brainer. Abbey decided to stick around Raleigh after graduation to attend law school at Campbell University School of Law. Probably the most frequently asked question a law student gets is "What type of law do you want to practice after graduation?" During her first year of law school,...

I'm Bill Ramos, a husband, father, grandfather, disabled USMC vet, small business owner, and attorney. I understand the need to protect those we love. As a husband, father, and grandfather, I understand how important it is to protect and provide for those we love. As a disabled Marine Corp veteran, I understand how the unexpected can happen in an instant, and change your life forever. As an attorney, I apply all I've learned personally and professionally to serve the needs of my clients. In all these ways, I've been there, I understand.

Our law practice is dedicated to protecting the interests of our clients through all of life’s seasons. As a small, local firm it is in our nature to provide a level of service and attention to detail that is unmatched by larger corporate entities or generic software products. We are also committed to staying on the cutting edge of our field through our membership in ElderCounsel – a national support organization that keeps us armed with the latest tools and research that produce successful asset protection strategies.

William “Bill” Hudson has been engaged in the practice of estate planning, wills and trust law, and probate since 1972. He has not only represented married couples with children in the “traditional” long-term, one-spouse marriage, but has also represented the more legally complex, “blended” families (the new “normal”) with multiple marriages and children from each one. He has served unmarried couples and individuals from different cultural traditions, members of the LGBT community, business owners, farmers, ranchers and other land owners, artists and clients who had eight-figure wealth as well as those who had virtually no assets but big problems....

Shaunis Mercer co-owns Peaceful Law with her husband, where together they champion amicable resolutions in family law and comprehensive estate planning. With nearly two decades of legal expertise, Shaunis is passionate about helping her clients achieve clear and peaceful agreements—be it prenuptial, separation, or custody—that protect and honor their family. Her holistic approach to estate planning ensures that her clients' legacies reflect their values and aspirations for generations to come. In addition to her role at Peaceful Law, Shaunis is a respected consultant for other law firm owners. She shares her insights on business growth, client relations, and the delivery of...

Daniel Krchnavek is an attorney licensed to practice law in North Carolina. He is a member of the Wake County Bar Association and the North Carolina Bar Association. Daniel mostly practices in Chatham, Durham, Harnett, Johnston, and Wake counties. The majority of his practice involves family law, including, but not limited to: adoptions, alimony, child custody, child support, divorce, equitable distribution, guardianships, and postseparation support. When not practicing law, Daniel enjoys spending time outdoors with his family.

Jackie Bedard’s estate and long term care planning practice is focused on guiding clients through the complicated, often confusing, maze of balancing family protection, long-term care planning, wealth preservation, and cherished family values in the planning process.

Jackie determined early on that traditional estate planning has primarily focused on what happens upon death, but a far more pressing concern for many families today is—what happens if you don’t die suddenly, but instead need long term care for several months or years? A comprehensive estate and long term care plan should address both of these concerns.

Jackie is a member of WealthCounsel...

Steven is an experienced Estate Planning Lawyer. Steven is licensed in both North Carolina and California. Over the last decade, Steven has primarily practiced in the areas of estate planning and tax planning. Steven is also a former Attorney Advisor for the Social Security Administration. Adding greater insight to Social Security Disability, Supplemental Security Income, and Medicaid programs. Steven grew up in Southern California, but he spent some time in Montana while serving in the United States Air Force. While in Montana, Steven was stationed at Malmstrom Air Force Base. His primary mission was safeguarding nuclear ICBM missiles dispersed over a...

My law partner and myself have been practicing law in Wake County for 20 years. We are a small law firm that gives individualized attention to our client's when they need it most.

Jeff is a highly dedicated and accomplished lawyer with a wealth of experience in various areas of law, particularly focusing on tax, estate planning, and administration. His expertise and genuine passion for charitable planning make him a sought-after advisor for families looking to structure their initiatives using trusts. Jeff's educational background showcases his commitment to excellence. He holds an Estate Planning Certificate and an LL.M in tax from the prestigious Georgetown University Law Center, which have equipped him with a deep understanding of the intricate legal nuances involved in estate planning. Combining his advanced education with practical experience, Jeff is well-equipped...

Attorney Justin Nichols practices family, personal injury, and criminal law in Chatham, Orange, Durham, and Wake Counties. He joined Averett Family Law in 2012, after practicing in the fields of personal injury defense, workers’ compensation, and complex construction litigation.

Justin has extensive experience in the courtroom litigating cases, as well as helping clients negotiate out-of-court settlements. He has handled cases before state administrative agencies, the state superior and district courts, the North Carolina Justin Nichols Associate Attorney Pittsboro Siler City Court of Appeals, and the federal district court.

Justin graduated cum laude from Campbell University School of Law in Raleigh, North Carolina,...

Whitney Hosey focuses her practice on commercial and residential real estate, estate and trust planning, and communication and privacy law. At Wake Forest, Whitney served as the Editor-in-Chief of the Journal of Business and Intellectual Property Law, and has published numerous articles with the Journal.

Whitney earned her B.A. in History and Government from the University of Virginia. After graduating, she worked as an advertising executive in New York City where she managed advertising campaigns for Lowes Home Improvement and J.P. Morgan Chase & Co. Whitney is a devoted UVA fan and enjoys reading.

A natural born problem solver, attorney Hugh Bailey is an accomplished trial attorney with a proven record of successful results on behalf of clients. His practice includes advocating for clients in a wide variety of matters affecting the family unit, including divorce, child custody and support, spousal support, equitable distribution, domestic violence, and pre and post nuptial agreements. Hugh’s effectiveness in and out of the courtroom is derived in part from both a broad and deep background in high-stakes cases involving individuals, businesses, and government entities. However, it is Hugh’s approach and commitment to helping people that serves as a cornerstone...

Jonathan was raised in Burlington, NC and attended UNC-Chapel Hill. He graduated from The University of Dayton School of Law in 2003 and worked for Taft, Taft and Haigler in Greenville and for Brock & Scott in Raleigh. In 2004 Jonathan opened his practice in Cary, specializing in Real Estate Law, Estate Planning and Personal Injury.
Known for his “Dad Jokes” (You have been warned), Jonathan's warm personality makes his client feel at ease as they navigate the transaction.
Jonathan is particularly adept at calmly navigating difficulties that may arise during a real estate transaction and enjoys making himself available...

I received my law degree from North Carolina Central University and now practice in Durham County and surrounding counties. I specialize in guardianship law, estate planning and real estate partitions. As a solo practitioner, I am the person who interacts with my clients, not a staff member. I am proud to offer my services and promise I will go above and beyond for my clients.

Our motto is: "Compassion, Responsiveness and Accessibility" Stephen Robertson is a Board Certified Family Law Attorney in Greensboro NC with over 20 years of experience. The Law Office of Stephen E. Robertson PLLC specializes in Family Law and Bankruptcy Law for individuals, families, and businesses in North Carolina. Our Family Law Lawyers in NC are focused on: Child Custody, Child Support, Divorce and Family, Alimony and Spousal Support. With our extensive experience, we can represent you in Parental Rights, Alimony in NC, Legal Separation, Divorce in NC, Child Support Calculator NC, Custody, Alienation of Affection; Invasion of Privacy, Nuptial or Post Nuptial, Qualified...

As a trial lawyer, I have considerable experience representing persons in both the criminal and civil courts.

My practice focuses on litigation, including personal injury, family law, and general civil litigation matters. We represent business owners, consumers, and injured persons.

My practice also includes business formations, contract drafting and review, and estate planning.

Our firm helps families who want to make sure they have the right documents in place should they become sick or pass away. We also help families who have an ill family member make sure they are protected and receive the best care and benefits available; while also making sure their life savings are preserved. We also help families who have lost a family member negotiate the complex rules, regulations, and courts as quickly and efficiently as possible.