Category Archives: trusts

How much have you left to chance? It may be more than you think!

posted: July 10, 2013

The reality is…only about 20 percent of the population has a formal written estate plan. Taking the proper measures to put a plan in place today will allow for you to KEEP CONTROL when you may not be able to HAVE CONTROL!  At the very least, the documents listed below should be included in your […]

4 Traits A Trustee Should Possess

posted: August 15, 2011

Trust administration is more complicated than many people may realize. So, when deciding whom to name as your administrator, you may want to first explore the traits that the individual should have before making your decision.  This is not the time to choose just to be fair or to keep the peace in the family. […]

Parents of Disabled Children Should Know The Importance Of Special Needs Planning

posted: April 12, 2011

Estate planning is incredibly important for all parents, as it allows them the opportunity to make very difficult choices.  It provides the chance to determine who will raise your minor children if you can’t, what money will be set aside or used for their upbringing, and even what money will be used to support them […]

What are Charitable Trusts All About?

posted: February 18, 2011

If there were an organization or charity that you support financially, as a Charlotte trusts lawyer, I would urge you to consider setting up a charitable trust.  A charitable trust allows you to give money to an organization whose work you admire and support, but there is also an additional benefit in that you may […]

Elizabeth Edwards May Not Have Disinherited Her Husband

posted: January 10, 2011

I previously posted that Elizabeth Edwards’ will left nothing to her husband, John Edwards. While it is true that her will does not mention John when distributing her tangible personal property, Article V of her will leaves the remainder of…

PRESS RELEASE: Add Estate Planning to Your List of Resolutions in 2011!

posted: December 13, 2010

Resolving to get your legal affairs in order is one of the most important things you can do to make sure your family, wishes and assets are protected if something unexpectedly happens to you this year. Charlotte, North Carolina:   While many people focus on getting out of debt or getting organized for the New Year, […]


posted: November 30, 2010

FOR IMMEDIATE RELEASE Contact:  Sabrina Winters Phone:  (704) 843-1446 Email: With the stores crowded, traffic horrendous and holiday parties in full swing, the period between Thanksgiving and New Years Day is undoubtedly one of the most dangerous travel times of the year.  Charlotte lawyer, Sabrina Winters, urges families to be prepared by making necessary […]

A Truly Unique Holiday Gift!


As your Charlotte estate and tax-planning lawyer, I would like to ask how your holiday shopping is going?  If you are like me you are trying your best to fit holiday shopping into every day family and work life, running errands and all other day-to-day obligations.  What if I told you to skip the malls […]

Planning for Special Needs Children

posted: November 22, 2010

If your child is receiving certain types of government assistance which they are receiving based on their assets, a direct inheritance may potentially disqualify them from receiving that assistance. How do you get around this without actually disinheriting your child?  Simply do not provide for a direct inheritance to them and instead create a Special […]

How Does Bankruptcy Affect Estate Planning

posted: November 15, 2010

There were recent reports that Wall-Street economist have declared the recession officially over. I am not certain through whose eyes they determined this. I look around and still see far too many families struggling to recover to consider it over.   And while I acknowledge things may be improving on some level, I still find it […]


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