Estate Planning

The Van Winkle Law Firm has the largest trusts and estates law group in Western North Carolina, with eight lawyers who practice primarily in this field. Our Estate Planning team counsels clients in the development and implementation of innovative, customized estate plans to preserve, protect and pass on their wealth. Throughout the process, our lawyers work diligently to minimize probate, estate, gift, income and business taxes and other administrative expenses. Some of our lawyers complement their law degrees with a master of laws degree in taxation. Our team is staffed with Fellows of the prestigious American College of Trust and Estate Counsel, Board Certified Specialists in Estate Planning and Probate Law and Certified Public Accountants. Our firm works with some of the region’s most successful individuals and business owners. Our lawyers routinely work with estate planning clients to ensure all assets – including real estate, businesses, IRAs, qualified retirement plans, stock options, securities, annuities and life insurance – are properly integrated into their estate plans. The Van Winkle Law Firm also develops and implements plans for clients with special family concerns, such as second marriages or beneficiaries who are minors, have special needs or are unable to manage assets in a responsible manner.

Types of Services
  • Drafting Wills, Trusts, Living Wills, Powers of Attorney and Other Planning Documents
  • Formation of Living, Irrevocable and Charitable Trusts
  • Creation of Generation-Skipping Bequests
  • Advising of Executors, Administrators, Trustees and Guardians
  • Development of Premarital Agreements
  • Post-Mortem Planning