Estate planning and business succession is a core practice area for Johnston, Allison & Hord. Our clients include the owners and families of many of our business clients, as well as other successful entrepreneurs, executives, and professionals.
Our team is experienced at all levels of estate planning, from basic asset disposition planning to highly sophisticated plans designed to minimize transfer tax burdens. Succession planning engagements have given us the opportunity to assist families in North Carolina with comprehensive succession and estate plans for multiple family generations.
We are experienced in all advanced planning techniques, including valuation discount planning, complex gift and generation skipping transfer planning, and charitable planning. We primarily serve clients whose net worth is in excess of one million dollars. Our estate planning group is comprised of practitioners who devote substantially all their time to estate planning and administration and business succession planning.
Areas of Concentration
- Document preparation
- Valuation discount planning
- Insurance planning
- Trust and probate law
- Fiduciary tax compliance
- Gift, estate, and generation skipping tax planning
- Charitable transactions
- Estate administration
- Fiduciary income tax planning
- Estate and gift tax compliance