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Winston-Salem Estate Planning Lawyers

North Carolina Special Needs Trust Attorneys

At the law office of Stroud & Panetti, P.C., we take a straightforward approach to estate planning, listening carefully to your questions and concerns, and providing you with honest advice about your options. We emphasize personal service, always working with you one on one to identify ways to get the outcome you seek. When you have a disabled family member, we can help establish a special needs trust so that your loved one can benefit from you without forfeiting their right to disability payments. Our lawyers will help you address any immediate concerns, while taking the necessary steps to minimize problems in the future. Many of our clients have been with us for more than 20 years.

Contact our office by e-mail or call us at 336-793-1649 to set up an appointment.

Our Estate Planning Practice

When you hire us to help you put together an effective estate plan, we will start by learning as much as we can about your financial situation as well as your estate planning goals. We will carefully explain the different strategies available to you, from the use of wills and trusts to the retitling of assets to avoid probate. When determining the best approach for you, we will consider potential tax and probate costs, as well as ways to minimize obstacles for your beneficiaries.

Once you have determined how you want to proceed, we will prepare and execute all the necessary documentation to put your plan in place, including:

  • Wills — We will prepare a document that identifies how your assets are to be distributed and addresses the care of any minor children.
  • Trusts — We can prepare living or testamentary trusts, revocable or irrevocable trusts, marital asset trusts and any type of special needs trust.
  • Durable powers of attorney — We will prepare documents to allow someone else to make legal decisions for you if you lack legal capacity.
  • Health care powers of attorney — We will create the necessary paperwork to identify who will make medical decisions for you if you cannot.
  • Living wills — We will prepare documents that identify your wishes with respect to life support or other life-sustaining medication or equipment.

We can also help you use a will or a trust to plan for the education of children or grandchildren.

Contact Our Office

We offer a confidential consultation to all clients. To set up a meeting with one of our experienced Winston-Salem estate planning attorneys, contact us online or call our office at 336-793-1649. Evening and weekend appointments can be set up by request. We accept Visa, MasterCard and Discover.