Lakeview Estate Planning Lawyers

As an expert estate, trust and tax attorney, Greg Herman-Giddens provides comprehensive wealth planning, protection and management services to residents of Florida, North Carolina Tennessee and New York. He also provides consulting adn co-counseling services to attorneys throughout the country. Through careful selection of strategies tailored to clients' individualized goals and objectives, he helps individuals protect their family, preserve assets and save taxes.

With more than 30 years experience in private practice, Mark Costley has helped hundreds of North Carolinians with estate planning, trust and estate administration, planning for children and adults with special needs, business succession planning and business transactions, and family charitable and philanthropic counseling. Mark’s work involves elements of teaching, strategic analysis and planning, negotiation, documentation, and assisting clients in executing their plans. A Duke University Alumnus, Mark has given back to his alma mater in numerous capacities, including serving as a member of the Board of Trustees. He has devoted his considerable energies to the Servant Center, Inc., a...

Paul is an experienced Estate Planning Lawyer. His focus on the client-attorney relationship and peace of mind of his clients sets Paul apart from other traditional lawyers. Paul takes his fiduciary role very seriously. His relationship-centered philosophy emphasizes a focus on solutions rather than just documents and deliverables. He believes in focusing on the client’s goals and pain points – not a stereotypical “one-size-fits-all” method. At the initial Strategy Session, Paul sits down with prospective clients, discusses their specific family and financial concerns, educates them on how the law works in North Carolina, and works with the clients to determine how...

Attorney Ashley McDuffie is an experienced attorney committed to advocating for the rights of those in cases such as traffic tickets, driving with license revoked, DWI/DUI, misdemeanor, felonies, incompetency hearing, guardianship, social security, and personal injury. Attorney Ashley McDuffie is a member of the North Carolina Bar Association. She is also a North Carolina certified mediator. Attorney McDuffie is a member of the NC Young Lawyers Division. She serves on the Wake County Adult and Home Advisory Committee. Attorney McDuffie also serves as a board member on the board of the Great Durham Black Chamber of Commerce. She is also...

Since my admission to the Bar, I have devoted my practice to helping my clients in family law matters, including custody, support, property division, divorce, adoptions, wills, estates and probate. I often deal with people at the most difficult times of their lives whether it is through a divorce or the loss of a loved one. With a combination of patience, experience and knowledge I am able to help my clients resolve his/her case with the best possible outcome.

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...

Garen McClure is our Hillsborough-based attorney and litigator, with experience in traffic, business law, and estate planning. Garen utilizes his experience as a former New York City legal services attorney in assisting his clients to achieve their goals with respect to their litigation matters.* Garen has very broad litigation skills & the ability to work closely with his clients to ensure their involvement, providing very personal & responsive service. As a publicly educated attorney, Garen never strayed too far from his rural upbringing, and now uses his legal skill for the greater good.

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...

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...

Ellis Family Law, PLLC was founded in 2008 by board certified family law specialist Gray Ellis with the singular goal to provide the very best legal representation to North Carolinians facing challenging family law issues. Since that time, the firm has successfully represented hundreds of husbands, wives, children, grandparents, and other family members in courts across the state. Our work has not gone unnoticed as the firm has earned awards from both national and local organizations such as Super Lawyers, Martindale Hubbel, North Carolina’s Legal Elite, NC Lawyer's Weekly Power List, NC leader's in the Law, and the...

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...

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 grew up Pittsburgh, Pennsylvania where I lived most of my life. I moved to North Carolina to be closer to family and have lived here 13 years. In 2009, I began private practice concentrating in the areas of debt resolution/negotiation, estate planning and probate.

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...

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....

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...

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.

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,...

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.

Hello, I'm Garistine Simmons, but you can call me "Joy". A fun fact, I was the first child born to Gary and Christine Davis, hence the name "Garistine", and I brought so much joy to their lives, that they decided to call me "Joy". I am a Life and Legacy Planning Lawyer because I'm passionate about helping people plan, build and problem solve so that their lives can be full of "joy" and "peace". In my practice, I focus on Business Planning, Estate Planning and Medicaid Planning. I help business owners build the foundation and infrastructure of their business by helping...

ESTATE AND ELDER LAW ATTORNEY Licensed to practice law in the state of North Carolina and has been a practicing attorney since 2005. Memberships: National Academy of Elder Law Attorneys, The Christian Legal Society, Law Affinity Chairman of the Regent University Raleigh/Durham Alumni Chapter. Accredited by the Department of Veterans Affairs: Kevin Huston has been accredited by the Department of Veterans Affairs to handle benefits claims on behalf of veterans, most commonly, the Aid and Attendance benefit. Kevin has been invited by various organizations to...

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 have been practicing family law since 2002, and I have handled cases in over a dozen jurisdictions in North Carolina.

Native Oklahoman, Jordan A. Morris, has been practicing law since 2014. She currently represents clients in Cumberland County, North Carolina and the surrounding counties in the southern, middle districts of North Carolina. Jordan practices in civil litigation (contract disputes, landlord/tenant issues, personal injury), criminal litigation, family law issues (divorce, custody, paternity, child support, alimony, equitable distribution, juvenile, adoption, guardianships), and estate planning (wills, deeds, probates, conservatorships). She earned her Juris Doctor degree in 2013 at Florida Coastal School of Law (FCSL). In law school, Jordan was the recipient of the Governor’s Merit Scholarship. She was recognized for her commitment to her...

Throughout his life, Attorney Adam Barrington has always cared for people and endeavored to assist those in need whenever possible. Right out of college, Adam began working in vocational ministry. He transitioned to non-profit management where he then served the homeless population of Charlotte, NC. However, becoming a lawyer was like coming home. Thus began a new career, marrying two elements that were close to his heart, helping others and the law. ?Adam began his law practice in his hometown of Fayetteville, NC at Armstrong & Barrington PLLC where he still practices today. As a kid, Adam grew up going...