Estate Planning

North Carolina Elder Law and Estate Planning

Many people do not realize that the law lets them arrange their finances so that they do not have to spend all of their money on long term health care. The Gates Law Firm is located in the Historic South End of Charlotte and we provide estate planning advice to individuals and families throughout Charlotte and surrounding counties in North Carolina, including Mecklenburg, Cabarrus, Gaston and Union. Our estate planning and elder law areas of practice include the following:

Elder Law

• Asset protection planning and disability protection
• Conservatorships and guardianships
• Long term care planning and nursing homes
• Living wills and advanced health care directives
• Health care power of attorney
• General power of attorney
• Durable power of attorney
• Limited power of attorney
• Contested will and trust proceedings
• Probate and trust administration
• Probate and trust litigation
• Social security disability and supplemental security income (SSDI)

Estate Planning

An estate plan is made up of many legal documents, including a will, power of attorney, and designation of guardian. Having an estate plan is a good idea for every individual and family in North Carolina, regardless of age, health condition or size of estate. Important estate planning tools to consider include:

• Wills and trusts
• Irrevocable and revocable trusts
• Special needs trusts
• Estate tax planning and protection
• Conservatorships and guardianships
• Charitable giving
• Educational trusts
• Buy-sell agreements
• Life insurance and insurance planning
• Disability and liability insurance

We stress the following in our practice:

• Convenient office location in the Historic South End of downtown Charlotte
• Free initial consultations with an experienced attorney
• Broad legal experience in real estate, social security disability and estate planning
• Free parking and flexible office hours
• Reasonable fees made clear in writing
• Efficient and effective legal representation

To learn more about the Gates Law Firm please contact us today.