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Estate Attorneys
Estate Planning and Estate Administration
The Wills, Trusts & Estates team at McGuire, Wood & Bissette, P.A. centers on personal, in-depth counseling to individuals and families on a variety of lifetime planning issues: estate planning; wills; trusts; property transfers; and income, estate, gift and generation-skipping transfer taxes. We do all of this in accordance with client goals, at a reasonable cost and in cooperation with a client’s other professional advisors.
We assist in planning for the care of incapacitated individuals through the use of durable powers of attorney, health care powers of attorney, advance directives for a natural death, living trusts, 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 and the businesses. We also help achieve a reduction or deferral of taxes in order to transfer businesses with minimal disruption to operations.
We Can Help
- Simple or Complex Wills
- Durable Powers of Attorney
- Healthcare Powers of Attorney
- Living Wills
- Long-term Care Planning
- Revocable Trusts
- Irrevocable Trusts
- Special Needs Trusts
- Charitable Planning
- Family Business Planning
- Family Limited Partnerships and Limited Liability Companies
- Asset Protection
- Individuals and Families
- Family Businesses
- Professionals
- Beneficiaries
- Fiduciaries
The MWB Edge
As a result of the firm’s longstanding representation of business and industry in our area, we have extensive experience and expertise with clients who have more complex North Carolina estate planning and trust administration needs. We give 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. Our estate lawyers lecture regularly on estate and tax planning topics.
