Estate Planning & Wealth Preservation Attorneys in North Carolina
Manning Fulton’s estate planning and wealth preservation attorneys help individuals, families, and business owners across the Triangle and throughout North Carolina make confident, informed decisions about their estates and ensure those decisions hold up when it matters most. Our attorneys provide comprehensive tax, wealth preservation and estate counsel for our clients so they can feel confident about the security and disposition of that for which they have worked hard.
Estate planning is about protecting the people and things you care about most across generations, across tax events, and across the unexpected turns life takes. Manning Fulton’s attorneys bring together deep knowledge of tax law, trust and estate administration, and wealth transfer planning to deliver counsel that is both technically precise and genuinely personal. Every day, our team of estate planning attorneys help business owners, executives and other individuals with:
Planning for business succession and the transfer of closely held business interests.
Minimize or defer estate, gift, and income tax exposure.
Counsel for tax exempt organizations, families and individuals establishing private foundations, donor-advised funds, and other charitable structures including formation, governance, and ongoing compliance.
Facilitate charitable giving in ways that align with family values
Preserve and transfer wealth to the next generation
Navigating probate and estate administration efficiently and with minimal conflict
Safeguard beneficiaries, plan for incapacity, and provide for loved ones with special needs
Respond to audits, tax controversies, and family disputes that threaten an inheritance
Basic estate documents to sophisticated lifetime gifting plans.
Partner with Manning Fulton
Whether you’re starting your estate plan for the first time, revisiting a plan that needs updating, or navigating a complex family or tax situation, Manning Fulton’s attorneys are ready to help. Our counsel is comprehensive, our approach is personal, and our commitment to your family’s future is our priority.
Who We Serve
Our clients come to us at different stages of life and with different levels of complexity. We regularly work with:
Business owners
planning for succession and the tax implications of a future sale or transfer
Executives and high-net-worth individuals
with complex asset structures and significant estate tax exposure
Families
navigating inheritance on estates who need skilled advocates in their corner
Individuals planning for incapacity
who want trusted legal structures in place before they’re needed
Philanthropically minded clients
looking to build charitable giving into their broader estate plan
Executors, trustees, and personal representatives
managing estates and trusts through administration
Related Professionals
Accolades
In a profession often measured by accolades, we remain focused on what endures: sound judgment, responsive service, and counsel that stands the test of time.
Best Lawyers in America®
Twenty-seven Manning Fulton attorneys were recognized in the 2027 edition of The Best Lawyers in America® across a broad range of practice areas.
2027
Recognized attorneys
- Eugene F. Dauchert, Jr. - Business Organizations; Closely Held Companies and Family Businesses Law; Corporate Law; Health Care Law; Mergers and Acquisitions Law
- Randolph M. Fletcher - Business Organizations; Closely Held Companies and Family Businesses Law; Corporate Law; Mergers and Acquisitions Law; Real Estate Law; Tax Law
- Dieter Mauch - Employment Law Management; Labor and Employment Litigation
- Charles L. Steel IV - Corporate Law; Tax Litigation and Controversy; Tax Law; Trusts and Estates
- Reich L. Welborn - Business Organizations; Closely Held Companies and Family Businesses Law; Commercial Litigation; Corporate Law; Health Care Law; Mergers and Acquisitions Law; Real Estate Law
- Holly B. Martin - Trusts and Estates
- Joseph B. Bass - Real Estate Law
- Stephen T. Byrd - Business Organizations; Closely Held Companies and Family Business Law; Corporate Law; Mergers and Acquisitions Law; Tax Law; Trusts and Estates
- Alison R. Cayton - Commercial Finance Law; Real Estate Law
- William S. Cherry III - Commercial Litigation; Construction Law; Employment Law Management; Insurance Law; Insurance Litigation; Real Estate Litigation; Labor and Employment Litigation
- Sandra Martin Clark - Business Organizations; Closely Held Companies and Family Business Law; Corporate Law; Tax Law; Trusts and Estates
- James H. Clarke - Corporate Law; Healthcare Law; Mergers and Acquisitions Law
- Jessica L. Elliott - Real Estate Law
- William B. Gwyn, Jr. - Business Organizations; Closely Held Companies and Family Business Law; Commercial Finance Law; Corporate Law; Mergers and Acquisitions Law
- Deborah L. Hildebran-Bachofen - Business Organizations; Closely Held Companies and Family Business Law; Corporate Law; Mergers and Acquisitions Law; Tax Law; Trusts and Estates
- Thomas I. Lyon - Business Organizations; Closely Held Companies and Family Businesses Law; Corporate Law
- Barry D. Mann - Real Estate Law
- Michael T. Medford - Antitrust Law; Appellate Practice; Bet-the-Company Litigation; Commercial Litigation; Insurance Law; Antitrust Litigation; Insurance Litigation; Labor and Employment Litigation; Tax Litigation and Controversy
- Charles H. Munn - Closely Held Companies and Family Businesses Law
- Kevin A. Prakke - Business Organizations; Closely Held Companies and Family Business Law; Corporate Law; Mergers and Acquisitions Law; Securities Regulation
- Natalie M. Rice - Commercial Litigation
- Douglas J. Short - Real Estate Law
- William C. Smith, Jr. - Bankruptcy and Creditor-Debtor Rights; Commercial Litigation; Construction Law; Construction Litigation
- Ritchie W. Taylor - Business Organizations; Corporate Law; Franchise Law; Mergers and Acquisitions Law
- Jessica B. Vickers - Commercial Litigation; Insurance Law
- Jennifer L. Weaver - Business Organizations; Corporate Law; Mergers and Acquisitions Law; Trust and Estates
- Judson A. Welborn - Appellate Practice; Commercial Litigation; Construction Law; Eminent Domain and Condemnation Law; Franchise Law; Banking and Finance Litigation; Construction Litigation; Land Use and Zoning Litigation; Real Estate Litigation; Tax Litigation and Controversy
Best Lawyers: Ones to Watch® in America
Eight Manning Fulton attorneys were recognized in the 2027 edition of Best Lawyers: Ones to Watch® in America.
2027
Recognized attorneys
- Matthew Muntean - Business Organizations; Corporate Law; Mergers and Acquisitions Law
- J. Patrick Bailey, Jr. - Real Estate Law
- Angela C. Baldwin - Corporate Law; Mergers and Acquisitions Law; Trusts and Estates
- Cecilia Barreca - Business Organizations
- Chris N. Bobby - Closely Held Companies and Family Businesses Law; Corporate Law; Mergers and Acquisitions Law; Tax Law
- Lawrence D. Graham - Appellate Practice; Commercial Litigation; Real Estate Litigation
- Corinne E. O’Reilly - Business Organizations
- B. Zack Taylor, Jr. - Real Estate Law
North Carolina Super Lawyers
Twenty-three Manning Fulton attorneys were recognized by Super Lawyers in 2026, including 17 Super Lawyers and 6 Rising Stars.
2026
Super Lawyers
- Joseph B. Bass - Real Estate
- Stephen T. Byrd - Estate & Probate
- Alison R. Cayton - Real Estate
- William S. Cherry III - Business Litigation
- Sandra Martin Clark - Estate & Probate
- William B. Gwyn Jr. - Business/Corporate
- Deborah L. Hildebran-Bachofen - Estate & Probate
- Thomas I. Lyon - Mergers & Acquisitions
- Barry D. Mann - Real Estate
- Michael T. Medford - Business Litigation
- Kevin A. Prakke - Securities & Corporate Finance
- Douglas J. Short - Real Estate
- William C. Smith, Jr. - Civil Litigation Defense
- Ritchie W. Taylor - Franchise/Dealership
- Jessica B. Vickers - Business Litigation
- Jennifer L. Weaver - Business/Corporate
- Judson A. Welborn - Business Litigation
- J. Patrick Bailey - Real Estate
- Angela C. Baldwin - Estate & Probate
- Chris N. Bobby - Business/Corporate
- Lawrence Graham, Jr. - Civil Litigation Defense
- Matthew P. Muntean - Business/Corporate
- B. Zachary Taylor - Real Estate
Business North Carolina “Legal Elite”
Fifteen Manning Fulton attorneys were recognized in Business North Carolina’s 2026 “Legal Elite,” with three additional attorneys named “Legal Elite Young Guns.”
2026
Legal Elite
- Mike T. Medford - Antitrust & Complex Business Disputes
- William C. Smith - Bankruptcy
- Judson A. Welborn - Construction
- Jennifer L. Weaver - Corporate Law
- Thomas I. Lyon - Corporate Law
- William B. Gwyn - Corporate Law
- William S. Cherry - Employment
- Jessica B. Vickers - Litigation
- Alison R. Cayton - Real Estate Law
- Douglas J. Short - Real Estate Law
- Joseph B. Bass - Real Estate Law
- Jessica Elliott - Real Estate Law
- B. Zachary Taylor - Real Estate Law
- Sandra M. Clark - Tax & Estate Planning
- Steve T. Byrd - Tax & Estate Planning
- Chris Bobby
- Lawrence D. Graham
- Matthew P. Muntean
Best Law Firms: Metropolitan Tier 1
The firm secured 26 ranked practice areas, with 19 of those achieving the highest Tier 1 status.
2026
Recognized in:
- Appellate Practice
- Bet-the-Company Litigation
- Business Organizations
- Closely Held Companies and Family Businesses Law
- Commercial Finance Law
- Commercial Litigation
- Construction Law
- Corporate Law
- Health Care Law
- Insurance Law
- Litigation – Construction
- Litigation – Insurance
- Litigation – Labor & Employment
- Litigation – Real Estate
- Litigation – Real Estate
- Litigation & Controversy – Tax
- Mergers & Acquisitions Law
- Real Estate Law
- Real Estate Litigation
- Tax Law
- Trusts & Estates Law
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