• Skip to primary navigation
  • Skip to content
  • Skip to primary sidebar

Johnston, Allison & Hord, PA

Attorneys in Charlotte, North Carolina

Practices

ShareBookmarkPrintPDF

Trusts and Estates

We provide clients peace of mind about the future of their families and their commercial concerns.

In collaboration with high net-worth individuals and owners of closely held businesses, our highly regarded team of attorneys helps plot strategic courses that enhance wealth management, prevent problems, allow for contingencies, and bring resolution to contentious issues.

With many decades of experience guiding people through major life transitions, we always strive to reduce uncertainty and foster stability. We cultivate and maintain close relationships, which augments our ability to help individual and institutional clients with issues that often are quite personal in nature – and some of these associations span generations. We serve our clients by taking a fair and level-headed approach.Because families recognize our skills and experience, they trust us to shepherd their matters wisely in order to generate the most favorable solutions possible.

We provide comprehensive estate-related guidance to clients in the Carolinas and beyond, advising clients in matters ranging from basic asset disposition planning to highly sophisticated plans designed to minimize transfer tax burdens. We have experience with and, when appropriate, utilize all advanced planning techniques such as valuation discount planning, complex estate, gift, income and generation-skipping transfer planning, and charitable planning. Finally, we prioritize keeping our clients informed and updated on state and federal developments that have an impact on their estate and tax planning.

Representative Experience

    • Advised five generations of one family on a range of personal and business-related topics, such as business succession, estate planning and administration, premarital agreements, asset protection, and expansion and ultimate sale of the business.
    • Dispassionately quarterbacked a conflict between feuding siblings who inherited a business to present a united family front and achieve an optimal sales price for the business. Our team melded finesse with personal issues and technical legal actions to achieve calm and stability, which allowed us to resolve several intra-family conflicts, settle issues with key employees, and negotiate and close a nine-figure deal.
    • Counseled a closely held business, and four generations of owners, through various corporate and intra-family issues, including reorganization of the business entities for tax and liability protection purposes, protecting cash flow for senior family members, leveraging tax advantaged strategies to prevent a liquidity crisis upon the death of senior family members, structuring arrangements for family members who are active in the business and those who are inactive in the business, and assisting in succession of control to younger generation family.

Group Members

  • Micah J. Long
    Micah J. Long

    Attorney

  • S. Kyle Agee
    S. Kyle Agee

    Partner

  • Heather G. Carson
    Heather G. Carson

    Attorney

  • Ray S. Farris
    Ray S. Farris

    Of Counsel

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

    Of Counsel

  • David T. Lewis
    David T. Lewis

    Partner

  • Stacy M. Reid Monroe
    Stacy M. Reid Monroe

    Attorney

  • Holly B. Norvell
    Holly B. Norvell

    Partner

  • Lauren S. Martin
    Lauren S. Martin

    Attorney

  • J. Darrell Shealy
    J. Darrell Shealy

    Partner

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

    Partner

  • View All

Primary Sidebar

Related Practices

  • Asset Protection Planning
  • Business Succession Planning
  • Business Transactions
  • Charitable Planning and Exempt Organizations
  • Construction
  • Elder Law and Special Needs Planning
  • Employment Practices and Benefits
  • Environmental
  • Estate Administration
  • Fiduciary Litigation
  • Litigation
  • Mergers and Acquisitions
  • Nonprofit Entities and Tax-Exempt Organizations
  • Professional Services
  • Real Estate Advisory Services
  • Rezoning and Land Use
  • Taxation

Related Industries

  • Automotive
  • Sports and Entertainment

News / Events

  • News December 22, 2020
    New Year’s Resolution:
  • Articles November 11, 2020
    Tax Update: Review of the Kaestner Decision
  • Articles November 2, 2020
    Fiduciary Litigation
  • Articles October 28, 2020
    Federal Tax Law Update
  • Articles October 22, 2020
    Navigating Force Majeure Clauses
  • 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
  • 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 January 22, 2020
    Super Lawyers 2020 Recognizes Johnston Allison Hord Attorneys
  • News January 7, 2020
    Business North Carolina Magazine’s 2020 Legal Elite
  • News November 1, 2019
    Johnston Allison Hord recognized by U.S. News and Best Lawyers in ‘Best Law Firms’ rankings
  • News August 15, 2019
    Johnston Allison Hord Attorneys Named in Best Lawyers 2020
  • Articles June 2019
    Lucy Siler Authors Article, Drafting Tax Allocation Provisions for The Will & The Way
  • News May 18, 2019
    Johnston Allison Hord Attorneys Named in Chambers High Net Worth Guide 2019
  • News August 16, 2018
    Johnston Allison Hord Attorneys Named in Best Lawyers 2019
  • News August 2018
    Johnston Allison Hord Attorneys Recognized as 2018 Super Lawyers
  • News January 5, 2018
    JAH Tax Reform Summary
  • News January 1, 2018
    Johnston Allison Hord Attorneys Named as Business North Carolina Magazine’s Legal Elite 2018
  • News August 25, 2017
    Johnston Allison Hord Attorneys Named Best Lawyers in America 2017
  • Case Studies January 7, 2012
    Estate Tax Repeal – Legislative Update
  • [Sitemap]
Johnston, Allison & Hord, PA© 2021 Copyright
  • Privacy Policy
  • Disclaimer
  • Pay Now
  • Contact
Powered by Content Pilot
  • Attorneys
  • Practices
  • Industries
  • Our Firm
  • Covid-19
  • News / Events
  • Careers
  • Contact
  • Asset Protection Planning
  • Business Succession Planning
  • Business Transactions
  • Charitable Planning and Exempt Organizations
  • Construction
  • Creditors’ Rights
  • Elder Law and Special Needs Planning
  • Employment Practices and Benefits
  • Environmental
  • Estate Administration
  • Fiduciary Litigation
  • Litigation
  • Mergers and Acquisitions
  • Nonprofit Entities and Tax-Exempt Organizations
  • Professional Services
  • Real Estate Advisory Services
  • Rezoning and Land Use
  • Taxation
  • Trusts and Estates
  • Automotive
  • Distribution
  • Energy
  • Financial Services
  • Local Government
  • Healthcare
  • Manufacturing
  • Real Estate, Hospitality and Construction
  • Retail
  • Sports and Entertainment
  • Technology
  • About Our Firm
  • History
  • Community
  • Recognition
  • Covid-19
  • About Meritas
  • Lateral Attorneys
  • Summer Clerkships
  • Support Staff