potterlaw

North Carolina and Kentucky Estate Planning Attorneys

NC (704) 944-3245
KY (606) 324-5516
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WILLS & TRUSTS: Estate Planning Seminar

  • Title: WILLS & TRUSTS: Estate Planning Seminar
  • Area: Charlotte-Huntersville
  • Date: Tuesday, June 13, 2017
  • Time: 01:00 PM - 02:30 PM
  • Location: Potter Law Firm, Huntersville
  • Address: 11330 Vanstory Drive, Huntersville, NC 28078

  • Traditional estate planning has focused primarily on the estate tax and probate. This estate planning seminar will discuss the current issues surrounding the estate tax and probate in Charlotte, North Carolina, and nationally, but it will also focus on issues that are commonly overlooked but are often critical to leaving a positive legacy, including:

    • What happens if you become disabled
    • Asset protection for spouses and children
    • Protecting against long-term care costs, including nursing home expenses
    • Providing for beneficiaries with special needs.

    We will talk in particular about the relative advantages and disadvantages of estate planning using wills and revocable living trusts.

     

     


    Bookings no longer allowed on this date.

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    Testimonials

    John Potter has been a real pleasure to work with. He is very knowledgeable and explains things in a very simplistic manner so the average person can understand how/why the laws are written. He is very attentive and asks questions in such a way that not only helps him understand your goals, but also helps you think about what type of goals and expectations you should be considering. Exemplary client service.
    David J.
    Overall The Potter Firm was very professional. They took what could of been a very complicated process and were able to break it down so it was a lot easier to understand. We are confident we now have made the right decisions in our estate planning. Good firm to work with.
    DKS & KMS
    My husband and I selected Ms. Potter to assist with our small business. She responsive and attentive every time I have a question or need assistance, and is extremely knowledgeable and able to answer any legal question I have had. I know I can count on Ms. Potter for all of my business legal needs and I would highly recommend her to anyone needing legal assistance with such.
    Jillian

    Where We Are

    Ashland

    ASHLAND
    1620 Carter Avenue
    Ashland, KY 41101-7631
    Phone: (606) 324-5516
    Fax: (606) 324-4766

    Charlotte

    CHARLOTTE
    15720 Brixham Hill Avenue
    Suite 300
    Charlotte, NC 28277
    Phone: (704) 944-3245

    Huntersville

    HUNTERSVILLE
    11330 Vanstory Drive
    Huntersville, NC 28078
    Phone: (704) 944-3245

    Northern Kentucky

    NORTHERN KENTUCKY
    7310 Turfway Road
    Suite 550
    Florence, KY 41042
    Phone: (859) 372-6655

    Office Hours

    Monday8:30 AM - 4:30 PM
    Tuesday8:30 AM - 4:30 PM
    Wednesday8:30 AM - 4:30 PM
    Thursday8:30 AM - 4:30 PM
    Friday8:30 AM - 3:00 PM

    Map/Location

    • ASHLAND
    • CHARLOTTE
    • HUNTERSVILLE
    • NORTHERN KENTUCKY

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