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estate administration McGuire,Wood and Bissette Estate Planning Help Estate Planning Estate Planning Services

Estate Attorneys

Estate Planning and Estate Administration

The Estate Planning and Estate Administration practice at McGuire, Wood & Bissette, P.A. centers on personal, in-depth counseling to individuals and families on a variety of lifetime planning issues, including estate planning, wills, trusts, property transfers, income, estate gift and generation skipping transfer taxes and more. We do all this in accordance with client goals, at a reasonable cost and in cooperation with the clients' other professional advisors.

We assist in planning for the care of the incapacitated through use of durable powers of attorney, living trusts, appointment of health care agents, declarations of a desire for a natural death, irrevocable trusts and special needs trusts. We also provide guidance with gifting programs and other plans to preserve family wealth, including family limited partnerships, limited liability companies and recapitalizations, all while giving consideration to income, gift, estate and generation-skipping transfer taxes.

Owners of closely-held businesses have special needs. We advise these clients on the use of buy-sell arrangements, corporate restructuring and other planning for the family, helping them achieve a reduction or deferral of taxes to transfer businesses with minimal disruption to operations.

We Can Help

Legal Services Provided

  • Charitable Remainder Trusts
  • Closely-held Family Business Planning
  • Durable Powers of Attorney
  • Family Limited Partnerships and Limited Liability Companies
  • Healthcare Powers of Attorney
  • Irrevocable Trusts
  • Living Wills
  • Long-term Care Planning
  • Revocable Trusts
  • Simple or Complex Wills
Typical Clients
  • Beneficiaries
  • Family Businesses
  • Individuals and Families
  • Professionals

The MWB Edge

As the result of the firm's longstanding representation of business and industry in our area and the region's increasing popularity as a retirement destination, we have extensive experience and expertise in representing clients with simple or complex North Carolina estate planning and estate and trust administration needs. We view the estate planning and estate and trust administration process as seamless in nature, with particular attention to restructuring of asset ownership as appropriate in order to minimize taxes, and to make the estate planning and estate and trust administration process as efficient as possible, and at a reasonable cost. Our estate lawyers lecture regularly on estate and tax planning topics.

Download Forms

Estate Planning Questionnaire

Note: You may manually complete a form in hard copy and submit to your attorney, or fill it in electronically and email the completed form.

Legal Team

Doris Loomis

Doris Phillips Loomis

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Richard Kort

Richard A. Kort

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Harris Livingstain

Harris M. Livingstain

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Sarah Thornburg

Sarah Sparboe Thornburg

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