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Johnston, Allison & Hord, PA

Attorneys in Charlotte, North Carolina

Practices

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Estate Administration

The loss of a close family member is one of the most stressful times of a person’s life.

Often, that individual was the glue that held the family together and resolved differences. Ideally the deceased adequately prepared his or her affairs to minimize uncertainly and conflict. However, often these steps were not taken, and long-simmering differences erupt during the estate administration process.

We guide the families of long-term clients, executors of deceased individuals we have never met, and those in between, through the many issues and steps of estate administration. Our team, with extensive experience at all levels, leads executors and administrators through the probate process; addresses necessary estate, income, and generation-skipping tax issues to minimize tax liabilities; attends to cash flow concerns of beneficiaries, and ensures that the decedent’s assets pass to his or her specified beneficiaries.

Most importantly, in an area that involves often contentious family and business dynamics, we take a caring, methodical approach to our work that ensures we pay close attention to detail and keep emotion out of the processes on our end. This strategy avoids heated fights and distractions and leads to better outcomes for our clients.

If you have any questions regarding Estate Administration, contact us here.

Representative Experience

  • Represented executor after the unexpected deaths of his sibling and sibling’s spouse, beginning by searching for assets, through negotiating estate tax liability with the IRS during audit and sale of a business interest to unrelated partners, to building long-term relationships with the family. Our team’s efforts ensured the young adult children of the deceased parents are financially secure for their lifetimes.
  • Guided child of deceased self-made entrepreneur through satisfaction and release of land and family business assets from loans and guarantees, addressing cash flow issues and separating the decedent’s affairs from a former business partner. Upon completion, the operating business emerged unscathed to continue as the source of family wealth.
  • Provided a steady hand for an executor that faced severe liquidity issues from a closely held business where his father’s estate held a majority interest.  Not only did the business require additional cash, but the decedent left all of his liquidity to his surviving spouse, who was not the mother of his children or a shareholder of the family business.

Group Members

  • S. Kyle Agee
    S. Kyle Agee

    Partner

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

    Of Counsel

  • 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

  • Asset Protection Planning
  • 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
  • Fiduciary Litigation
  • Litigation
  • Mediation & Arbitration
  • Mergers & Acquisitions
  • Nonprofit Entities & Tax-Exempt Organizations
  • Professional Services
  • Real Estate Advisory Services
  • Taxation
  • Trusts & Estates

News / Events

  • 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
  • News March 22, 2022
    Kyle Agee Elected as ACTEC Fellow
  • Articles, News January 25, 2022
    New Tax Exemption Amounts 2022 | Estate Planning
  • News January 13, 2022
    Super Lawyers 2022 Recognizes JAH Attorneys
  • News January 4, 2022
    Legal Elite 2022 Recognizes 18 JAH Attorneys
  • News November 4, 2021
    Best Lawyers® “Best Law Firms” Rankings 2022
  • Articles October 12, 2021
    Probate vs. Non-Probate Property | Estate Planning
  • News August 19, 2021
    Best Lawyers® Recognizes JAH Attorneys
  • News August 10, 2021
    JAH Partners Serving as NCBA Chairs
  • Articles August 3, 2021
    Common Law & Community Property | Estate Planning
  • News July 22, 2021
    Johnston Allison Hord Named in Chambers High Net Worth Guide 2021
  • Articles June 21, 2021
    Can You Disinherit Your Family? | Estate Planning
  • 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
  • News May 10, 2019
    Johnston Allison Hord Attorneys Recognized as 2019 Super Lawyers
  • News January 1, 2019
    Business North Carolina Magazine’s 2019 Legal Elite
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