How Can We Help? 704-941-3050
How Can We Help?
704-941-3050

Erin Patterson

Erin Patterson

With more than 15 years of experience advising clients on complex legal and tax matters, Erin B. Patterson, JD, CPA focuses her practice exclusively on sophisticated estate planning and estate and trust administration. She works closely with individuals and families throughout North Carolina and South Carolina to design thoughtful, tax-efficient plans that preserve wealth, protect assets, and provide clarity for future generations.

Erin brings particular depth in advising high-net-worth individuals and families, business owners, and executives on advanced planning strategies. Her experience includes the implementation of irrevocable trusts, multi-generational wealth transfer planning, closely held business succession, and income, gift, and estate tax minimization. She regularly collaborates with financial advisors, accountants, and corporate fiduciaries to ensure each client's plan is both comprehensive and coordinated.

Prior to founding Erin Patterson Law, Erin was a Partner at a Charlotte-based law firm, where she counseled high-net-worth clients on complex estate, trust, and business matters. Her legal career is complemented by her earlier experience as a Certified Public Accountant and tax consultant at a “Big 4” accounting firm, where she advised senior executives of national companies on multistate tax planning and dispute resolution. This dual background allows Erin to approach estate planning with a practical, tax-driven perspective that distinguishes her practice.
 

Erin believes that effective estate planning extends far beyond the disposition of assets at death. It requires a careful balancing of tax considerations, family dynamics, personal values, and long-term objectives. She is particularly attuned to the realities her clients face — whether managing the demands of a growing business, raising a family, or navigating a period of transition — and strives to make complex planning approachable and actionable.

In her estate and trust administration practice, Erin provides steady, thoughtful guidance to executors and trustees during what is often a difficult time. She understands that grief and responsibility can coexist, and she is committed to easing the administrative burden so her clients can focus on what matters most.

Originally from New Orleans, Erin now lives in Charlotte's Dilworth neighborhood with her husband, Brad, and their two children. She is proud to serve the Carolinas and the community where she lives and works, and she approaches each client relationship with the same care and attention she would hope her own family receives. Outside the office, Erin enjoys spending time with her family, watching college football and her kids' sports activities, and planning her next international adventure.

 

Bar Admissions:

  • North Carolina (NC Bar #39540)
  • South Carolina (SC Bar #104983)

    

Additional Professional Designations: 

  • Licensed CPA - Certified Public Accountant (North Carolina Certificate Number 35871) 

 

Affiliations: 

  • North Carolina Bar Association
    • Member, Estate Planning & Fiduciary Law Section
  • South Carolina Bar 
    • Member, Probate, Estate Planning and Trust Section
  • Mecklenburg County Bar Association 
    • Member, Estate Planning & Probate Section
  • Charlotte Estate Planning Council
  • North Carolina Association of Certified Public Accountants 

 

Awards: 

  • Super Lawyers - North Carolina Rising Stars (Estate Planning), 2019 - 2024
  • The Best Lawyers in America
    • Corporate Law, 2021
    • Trusts and Estates, Corporate Law, and Business Organizations, 2022 - 2026
  • Business North Carolina - Legal Elite (Tax & Estate Planning), 2021 - 2025

 

Education: 

  • Louisiana State University, 2009 
    • Juris Doctor and Graduate Diploma in Civil Law 
  • University of South Carolina, 2006 
    • Bachelor of Science in Business Administration, Accounting

Recent Blog Posts

Recommendations

  • I now feel confident and prepared

    I really enjoyed working with Erin Patterson and her team. Erin took the time to clearly explain the process and how to make the experience as valuable as possible. We developed a great rapport, and I now feel confident and prepared. It gives me and my family peace of mind knowing that everything...

  • The whole team is so helpful

    Personally, I worked with Erin Patterson and other members of her team, including Tricia Stevenson and Erin Kyker, on my Estate Planning update. Included were: Will, General Power of Attorney, and Health Care Power of Attorney. The team is especially knowledgeable, organized, and thorough. They p...

  • Erin and her team are exceptional

    Everyone one at Erin Patterson Law was exceptional. Appointments were easy to arrange, staff was courteous and professional and on time. The process from start of discussions to signing was seamless. Erin gave excellent advice on delicate family matters to help us complete our wills and trusts. W...

  • Exceptional Service!

    Erin and her entire office provide exceptional service!!! Tricia went out of her way to help me.. I just can't say enough about the care I received from the entire team. They treated me like family not a client.

  • Great Staff

    My wife and I recently worked with Erin and her team during our estate planning. They were prompt and efficient and handled all our requests in a most professional manner. Tricia was our first contact each time we arrived at the office. She always made us feel so comfortable and at ease. I would ...
  • View More Recommendations

How Can We Help?

We are standing by and ready to assist you with your estate planning or estate administration needs. Let us know how we can instill confidence and help bring you peace of mind. Your legacy depends on it.

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Erin Patterson Law, PLLC

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