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Johnston, Allison & Hord, PA

Attorneys in Charlotte, North Carolina

Practices

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Asset Protection Planning

At its core, all estate planning has some element of asset protection.

Our Asset Protection Planning attorneys meet with our clients to review their assets and discuss their preferences on how to have the assets preserved or distributed after their death. We help them ensure that their assets pass to (or are used for the benefit of their) intended beneficiaries and not unintended “beneficiaries” such as the Internal Revenue Service or creditors. Often, the appropriate use of a trust, a limited partnership, or a limited liability company, can mean the difference between having assets available to provide for the lifetime of a child versus making assets available to the child’s creditors. We work with our clients to help them balance between outright ownership and protective structures to enhance their asset protection planning.

If you have any questions four our Asset Protection Planning Attorneys, contact us here.


Please note that the above text does not constitute legal advice nor does it create an attorney-client relationship.  Should you be in need of legal services regarding a particular matter, please reach out directly to one of our attorneys. Click here for our full website disclaimer.

Representative Experience

  • Advised client to separate different components of an operating business so that the one division operating with a high exposure to lawsuits and potential creditors was separated from the part of the business that owned valuable real estate and equipment.
  • Established multi-generational trust to safeguard family business interests from potential creditors, and successfully defeated transmutation claim of child’s divorcing spouse via forensic accounting.
  • Negotiated premarital agreements for children of controlling owner of family business to ensure validity in both North Carolina and state or country of residence for each child to ensure business interests were protected in the event of the child’s divorce.

Group Members

  • S. Kyle Agee
    S. Kyle Agee

    Partner

  • John G. Hodnette
    John G. Hodnette

    Special Counsel

  • H. Morrison “Morry” Johnston
    H. Morrison “Morry” Johnston

    Retired

  • David T. Lewis
    David T. Lewis

    Partner

  • Micah J. Long
    Micah J. Long

    Attorney

  • Lauren S. Martin
    Lauren S. Martin

    Attorney

  • Holly B. Norvell
    Holly B. Norvell

    Partner

  • Stacy M. Reid Monroe
    Stacy M. Reid Monroe

    Attorney

  • J. Darrell Shealy
    J. Darrell Shealy

    Partner

  • N. Lucille “Lucy” Siler
    N. Lucille “Lucy” Siler

    Partner

  • View All

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Related Practices

  • Business Succession Planning
  • Business Transactions
  • Charitable Planning & Exempt Organizations
  • Condemnation Rezoning & Land Use
  • Construction
  • Creditors’ Rights
  • Elder Law & Special Needs Planning
  • Employment Practices & Benefits
  • Environmental
  • Estate Administration
  • Fiduciary Litigation
  • Litigation
  • Mediation & Arbitration
  • Mergers & Acquisitions
  • Nonprofit Entities & Tax-Exempt Organizations
  • Professional Services
  • Real Estate Advisory Services
  • Taxation
  • Trusts & Estates

News / Events

  • News January 23, 2023
    Morry Johnston Retires from Johnston Allison Hord
  • News January 18, 2023
    Super Lawyers 2023 Recognizes JAH Attorneys
  • News January 3, 2023
    Business North Carolina’s 2023 Legal Elite Recognizes 22 JAH Attorneys
  • Articles December 27, 2022
    2022 Legal Thought Leadership
  • Events, News November 15, 2022
    Johnston Allison Hord Celebrates Morry Johnston’s 85th Birthday
  • News November 3, 2022
    Best Lawyers® “Best Law Firms” 2023 Rankings
  • Events, News October 17, 2022
    Kyle Agee and Kim Kirk Present at The Duke University Estate Planning Conference
  • Events, News September 30, 2022
    Johnston Allison Hord Volunteers at Crisis Assistance Ministry
  • News August 18, 2022
    Best Lawyers® 2023 Recognizes JAH Attorneys
  • News July 18, 2022
    Chambers and Partners 2022 High Net Worth Guide Recognizes JAH Attorneys
  • Events, News May 27, 2022
    Kim Kirk Speaks at 44th Annual Estate Planners Day
  • News April 22, 2022
    Chambers & Partners Recognizes Meritas Law Firms Worldwide
  • Articles March 23, 2022
    What is the Difference Between Section 4(a)(2) and Regulation D?
  • News February 23, 2022
    John Hodnette Highlighted in NCBA Article
  • News January 13, 2022
    Super Lawyers 2022 Recognizes JAH Attorneys
  • News January 4, 2022
    Legal Elite 2022 Recognizes 18 JAH Attorneys
  • Articles October 12, 2021
    Probate vs. Non-Probate Property | Estate Planning
  • News August 19, 2021
    Best Lawyers® Recognizes JAH Attorneys
  • News July 22, 2021
    Johnston Allison Hord Named in Chambers High Net Worth Guide 2021
  • News December 22, 2020
    New Year’s Resolution 2021
  • Articles November 11, 2020
    Tax Update: Review of the Kaestner Decision
  • Articles November 2, 2020
    Fiduciary Litigation Explained
  • Articles October 28, 2020
    Federal Tax Law Updates
  • Articles September 29, 2020
    Benefits of Funding a Revocable Trust in South Carolina
  • News September 21, 2020
    Strategic Business Planning: How to Give and Get More From Liquidity Events
  • Articles September 21, 2020
    Updates in Elder Law and Special Need Planning 2020
  • Articles September 15, 2020
    Nonprofit and Charitable Organizations 2020 Update
  • Articles September 8, 2020
    Spotlight on The SECURE Act
  • News July 9, 2020
    Johnston Allison Hord Attorneys Named in Chambers High Net Worth Guide 2020
  • Articles, News April 21, 2020
    COVID-19 Trusts and Estates Practice Update
  • News August 15, 2019
    Johnston Allison Hord Attorneys Named in Best Lawyers 2020
  • News May 18, 2019
    Johnston Allison Hord Attorneys Named in Chambers High Net Worth Guide 2019
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