Holly B. Norvell

My clients have wealth in motion. I help them transition wealth from one generation to the next, design philanthropic strategies and plans, and work with business owners to transfer assets and leadership to the next group of owners. This motion can disrupt and have a tremendous positive or negative impact on family dynamics. I am devoted to working with these families in a way that preserves family harmony and have spent my life focused on estate planning – no matter how unique the situation, I am confident that we can find a solution.

As an experienced estate planning attorney, Holly Norvell is in the relationship and wealth preservation business. She has five particular areas of focus: business succession planning, complicated estate administration, charitable and philanthropic guidance, fiduciary litigation, and federal, state, income and generation-skipping transfer tax planning. Holly is a both a lawyer and a licensed CPA. Focused on measurable improvement and tax-saving strategies, she can easily quantify the value of her advice to clients. A developing area of law where Holly has provided tremendous value is changing old irrevocable trusts to make them fit better with today’s needs. She works on judicial and nonjudicial modification and reformation of trusts, and advises charitable organizations, including private foundations and public charities. When family relationships disintegrate, Holly assists with fiduciary litigation – representing the beneficiary or trustee, or serving as counsel to the estate. She also represents family foundations, endowments, and public charities, in all areas of formation, governance, funding, tax counsel, crisis management and dissolution. Her clients’ passions range from the environment, health and human services to education and religion. Holly’s mission is to help families in North Carolina and Texas steward their money responsibly, generation after generation. Additionally, she works with foreign-born U.S. citizens and non-citizens who have international assets – she has worked specifically with assets in Portugal, Switzerland, Singapore, Greece, Mexico, Belgium, Canada, the United Kingdom and India. Most of her work is referred by happy clients and their lawyers, CPAs and other advisors.