Our Expertise
Manning Fulton’s estate and trust administration attorneys protect your interests by working with individual and corporate fiduciaries in matters of probate, estate and trust administration. Our firm has one of the largest estate /trust administration practices in North Carolina and we concentrate our efforts on the preservation and protection of our clients’ assets. We strive to meet your personal, financial and business objectives with careful attention to the minimization of income, estate, gift and generation-skipping transfer taxes. No matter how hard you’ve worked to accumulate your assets, your efforts could be wasted without the right guidance to protect your legacy. Your estate plan is effective only if it is properly administered.
Our experienced attorneys guide executors, administrators, guardians, trustees and beneficiaries throughout the entire estate administration and settlement process. Our team includes two Fellows of the American College of Trust and Estate Counsel, a Fellow of the American College of Tax Counsel, and three Board Certified Specialists in Estate Planning and Probate Law. Additionally, three of our lawyers and three of our estate administration paralegals are certified public accountants (CPA), and we therefore know how to work with the accountants, bankers, financial advisors and insurance professionals who serve you.
We’re proud of our lawyers exceptional record of leadership and service in their areas of practice, including:
- Five chairs of the North Carolina Bar Association Tax Section
- Two Chairs of the North Carolina Bar Association Estate Planning and Fiduciary Law Section
- Two Chairs of the North Carolina Bar Association Estate Administration Manual Committee
- Chairs of the Tax Section Continuing Legal Education and Legislative Liaison Committees
- Four editors of the North Carolina Bar Association Tax Section Newsletter
These influential positions within North Carolina’s legal community enable our lawyers to monitor the frequent changes in state and federal tax laws, in turn giving Manning Fulton clients a strategic advantage.
Our estate and trust administration attorneys understand that the estate administration and settlement process for some clients may require the resolution of certain disputes. As one of the largest estate planning and administration practices in North Carolina, we have practiced extensively before the Internal Revenue Service, the North Carolina Department of Revenue and the United States Tax Court. We use our depth of experience to work for favorable resolution of our clients’ estate tax controversies.
Frequently, we work with our firm’s family law and litigation attorneys to settle sensitive disputes regarding the validity, construction and administration of wills and trusts. Our team approach and skill allow us to focus on what matters to provide solutions for our clients.
