About the Firm
Two Decades of Protecting Carolina Families
Carolina Asset Protection & Estate Planning was founded over twenty years ago with a clear purpose: to bring sophisticated estate planning and asset protection strategies to families across North and South Carolina who deserved more than a one-size-fits-all approach.
What began as a small boutique practice has grown into one of the region\u2019s most trusted estate planning firms, serving over a thousand families, business owners, and individuals. Through every economic cycle and legal landscape change, our commitment has remained constant: provide clear, strategic, and deeply personal counsel.
We are licensed in both Carolinas and maintain close relationships with CPAs, financial advisors, and other professionals to ensure our clients receive fully integrated planning that accounts for every dimension of their financial lives.
20+
Years in Practice
1,000+
Families Served
NC & SC
Dual Licensure
Our Core Values
Integrity Above All
We provide honest counsel even when it’s not what clients hope to hear. Our reputation is built on trust, and we protect it in every engagement.
Deeply Personal Service
Estate planning touches the most personal aspects of life. We take the time to understand your family, your values, and your goals before recommending any strategy.
Excellence in Every Detail
Legal documents must be precise. We bring meticulous attention to every plan we craft, ensuring your wishes are clearly expressed and legally sound.
Meet Our Attorneys
With over 25 years of experience in estate planning and asset protection, Carolina Asset Protection was founded with a singular mission: to provide Carolina families with the same caliber of legal counsel previously available only to the ultra-wealthy. Our attorneys are Fellows of the American College of Trust and Estate Counsel (ACTEC). Our attorneys bring a rare combination of legal expertise and genuine compassion to every client relationship. Our background allows us to craft strategies that minimize exposure while achieving clients’ broader legacy goals. Our attorneys are licensed in both North and South Carolina (as well as a few other states) and serve clients across the region.
Focus Areas
ACTEC Fellow
American College of Trust and Estate Counsel
NC Licensed
North Carolina State Bar
SC Licensed
South Carolina Bar Association
NAELA Member
National Academy of Elder Law Attorneys
Ready to Work With a Team That Truly Listens?
Schedule a confidential consultation with one of our attorneys. We\u2019ll take the time to understand your situation and outline a path forward.