Estate Planning for Spouses - Considerations Regarding Joint Trusts in the Carolinas
A review of certain implications of state law and federal income tax law on joint revocable trusts.
Welcome to our firm blog!
We will post firm announcements, recent developments in the law, and practical tips and advice for our clients and fellow professionals here.
Note that nothing on our blog should be considered legal advice as each individual situation is unique; we invite you to contact us if you have questions or need legal assistance.
New & Noteworthy: Erin Patterson included in The Best Lawyers in America 2025
Erin Patterson has been selected among the Best Lawyers in America 2025!
Tax and Legal Considerations for Surviving Spouses
Learn more about the tax and legal considerations for the surviving spouse of a decedent.
New & Noteworthy: Jessica Mantekas Obtains South Carolina License
Jessica Mantekas is admitted to practice law in South Carolina
Our Team: Jeanna Shelton Promoted to Senior Associate
Join us in celebrating the promotion of Jeanna Shelton!
Part II of II: Powers of Attorney Explained
In Part 2 of this 2-part blog, we explore health care powers of attorney
New & Noteworthy: SuperLawyers and Business North Carolina Legal Elite
We are delighted to announce the inclusion of some of our legal team in recent award publications.
Part I of II: Powers of Attorney Explained
In Part 1 of this 2-part blog, we explore general powers of attorney
New & Noteworthy: Erin Patterson Law included in The Best Law Firms 2024
Our firm has been selected for inclusion in the U.S. News - Best Lawyers "Best Law Firms" rankings for 2024! .
Revocable Trusts versus Irrevocable Trusts - A High-Level Comparison of Trust Characteristics
Resolve the confusion on the main similarities and differences between Revocable Trusts and Irrevocable Trusts.
Part II of II: The "Super Powers" of Revocable Trusts
When should a revocable trust be included as part of an estate plan?
Part I of II: What is a Revocable Trust?
In this 2-part blog series, we explore revocable trusts and their "super powers"
Our Team: Jessica Mantekas Joins Erin Patterson Law!
Meet our newest associate attorney Jessica Mantekas.
Decreasing Stress as an Executor or Personal Representative
Helpful tips for executors and personal representatives as they undertake their role.
Should I Update My Out of State Will?
Is a Will that was prepared in another state sufficient to accomplish goals in a new home state?
45th Annual Queens Estate Planners Day
Our attorneys attended the Queens University 45th Estate Planners Day this week.
Where NOT to Store Your Estate Plan Documents
When it comes to estate planning, proper care and consideration should be given to the accessibility of estate planning documents after they have been signed.
2023: Estate Planning in the New Year
It's a new year - with many new developments in estate planning to be aware of.
New & Noteworthy: Erin Patterson Recognized with 2 New Awards
We are proud to again announce that attorney Erin Patterson has recently been selected for two awards.
Discovering and Investigating Assets of a Decedent
An Executor/Administrator wears many hats throughout the estate administration process - one of the most crucial being that of an investigator.
New & Noteworthy: Erin Patterson Law, PLLC included in "Best Law Firms" 2023
Our firm has been selected for inclusion in the U.S. News - Best Lawyers "Best Law Firms" rankings for 2023!
Donor Advised Funds (DAFs) - An Attractive Charitable Planning Tool
Find out what a Donor Advised Fund is and why its popularity has increased in recent years.
Estate Planning Meets Family Planning: When and How to Plan for Minor Beneficiaries
Find out why estate planning should take top priority to achieve peace of mind related to your children's care and financial stability.
New & Noteworthy: Erin Patterson included in The Best Lawyers in America 2023
Erin Patterson has been selected among the Best Lawyers in America 2023!
Online Legal Services – Considerations and Pitfalls
While online legal services may seem to be a convenient and low-cost option to quickly secure an estate plan, it may not be the best option for a variety of reasons.