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Johnston, Allison & Hord, PA

Attorneys in Charlotte, North Carolina

Practices

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Trusts & 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 trusts and estates 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.

If you have any questions for our Trusts & Estates 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 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 reorganizing 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 the succession of control to younger generation family.

Group Members

  • S. Kyle Agee
    S. Kyle Agee

    Partner

  • Parker J. Blazevich
    Parker J. Blazevich

    Attorney

  • Nicki Applefield Engel
    Nicki Applefield Engel

    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

  • 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
  • Estate Administration
  • Fiduciary Litigation
  • Litigation
  • Mediation & Arbitration
  • Mergers & Acquisitions
  • Nonprofit Entities & Tax-Exempt Organizations
  • Professional Services
  • Real Estate Advisory Services
  • Taxation

Related Industries

  • Automotive
  • Sports & Entertainment

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
  • News December 19, 2022
    Best Lawyers® 2023 Family Law Issue Highlights JAH Attorneys
  • Articles, News December 12, 2022
    IRS Announces 2023 Inflation Adjustments
  • Events, News November 15, 2022
    Johnston Allison Hord Celebrates Morry Johnston’s 85th Birthday
  • Articles November 10, 2022
    What are a Nonprofit Director’s Fiduciary Duties?
  • 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
  • Articles, Case Studies October 3, 2022
    Foreign Bank and Financial Accounts: FBAR Reporting and Penalty Determination
  • Events, News September 30, 2022
    Johnston Allison Hord Volunteers at Crisis Assistance Ministry
  • News September 7, 2022
    Best Lawyers® Litigation Issue 2022 Highlights JAH Attorneys
  • 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
  • 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 January 21, 2021
    Small Business Reorganization Act of 2019: Subchapter V Explained
  • 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 October 22, 2020
    Navigating a Force Majeure Clause
  • 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 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
  • 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
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