Montgomery County Probate Lawyers

Zachary D. Jackson graduated from the University of North Carolina School of Law. Prior to attending Law School, Mr. Jackson graduated Magna Cum Laude from Campbell University where he majored in Business Administration with a Specialty in Trust and Investment Management and minored in Financial Planning. Mr. Jackson also received his Masters in Business Administration from Campbell University. Mr. Jackson worked for several years as a Trust Officer with Bank of America prior to attending law school. Prior to opening his own law practice, Mr. Jackson worked with two law firms and held an...

Charlotte Wills, Trusts, Probate Law, Estate Planning; Guardianships, Elder Law, Special Needs Planning, Asset Protection; Business Succession Planning; Estate, Gift and Income Taxation; Estate Administration; Business Law Mecklenburg County (Member, Tax Section) and North Carolina (Citizen-Lawyer Task Force) Bar Associations; South Carolina Bar (Member, Tax Section); Charlotte Women's Bar Association (Board Member; Secretary; Treasurer; Vice President; President, Past Chair); American Institute of Certified Public Accountants; North Carolina Association of Certified Public Accountants (Member, Taxation Committee); Institute of Management Accountants; Charlotte Christian Chamber; Women's Initiative Network, Make-A-Wish Foundation of Western and Central North Carolina; Carolina Foster Kids Foundation Director. Order of the...

Diane Ford is an Associate Attorney working in King Law’s Winston-Salem, North Carolina office. Diane primarily practices in the area of transactional law. Her practice areas include Elder Law and Estate Planning. Diane loved Campbell University so much she went twice and earned her bachelor’s in economics and her Juris- Doctorate from Campbell Law School. As part of her legal education, Diane was a member of Campbell Law’s distinguished advocacy program. She competed in the National Civil Trial Competition and the Annual Duberstein Bankruptcy Moot Court Competition. As Campbell Law’s President of the Black Law’s Student Association, her chapter earned Chapter...

John is excited to help you with all your legal needs. From helping you brand your business to helping you plan for the future with an estate plan, John is ready to walk alongside you the whole way. Call in and ask for a free consultation with John!

Mr. Payne is the CEO & Managing Partner of Apple Payne Law, PLLC, which he co-founded with retired attorney Bill Apple after owning his own firm Payne Law, PLLC. Mr. Payne's practice areas are estate planning, probate & business advising, and the firm also has family law and real estate teams to serve the full family's needs. Mr. Payne started the practice of law when he founded Payne Law, PLLC after graduation from the Wake Forest University School of Law in 2011. Before attending Wake Forest University School of Law, Mr. Payne attended Florida Coastal School of Law, where he was...

As a practicing business attorney in Charlotte, NC, I provide guidance for protecting businesses from possible legal exposure, helping businesses grow stronger, and protecting them once a legal issue arises. The son of a Lebanese immigrant with his own small business, I understand the need for competent and affordable business law assistance.

I have experience dealing in entity formation, contract formation and disputes, wage and hour disputes, other employment disputes, preparing employment documents to protect businesses on the front-end, trademark registration/searches, copyright infringement assistance, and several other areas.

Keith Stroud is a 25+ year veteran of the practice of law. Keith supports businesses in the Triad, spouses going through a separation and divorce, individuals and couples through estate planning, executors and administrators handling the estate of a loved one, and seniors and their family members in long term care and asset protection matters. He provides a straightforward and comprehensive approach to legal representation, and offers unique solutions designed to meet the goals of his clients.

While Keith’s practice is structured to help his clients avoid litigation, he is first and foremost a trial lawyer. His civil and past criminal...

Julia is a planner. She is very good at thinking through the logistics of how a plan will come together and is strategic in working to bring that plan to life. These qualities come to light as she guides families in strategic ways to provide for and protect their loved ones. “Family means so much to me. My family loves getting together when we can, and we always end up reminiscing over funny stories and memories. I cherish those get-togethers. Working here, I hope to help people realize Estate Planning does not have to be a solemn matter but rather it...

The Law Office of Sarah Young is providing services in person in Clemmons, NC, by phone and video conference. Estate Planning Law, Personal Injury Law, Startup Law, Property Law, Trust and Estate Litigation, Wills Planning Law and Real Estate.

Jeff is a highly dedicated and accomplished lawyer with a wealth of experience in various areas of law, particularly focusing on tax, estate planning, and administration. His expertise and genuine passion for charitable planning make him a sought-after advisor for families looking to structure their initiatives using trusts. Jeff's educational background showcases his commitment to excellence. He holds an Estate Planning Certificate and an LL.M in tax from the prestigious Georgetown University Law Center, which have equipped him with a deep understanding of the intricate legal nuances involved in estate planning. Combining his advanced education with practical experience, Jeff is well-equipped...

James B. Wilson, Jr. is a Winston-Salem native and graduated from R.J. Reynolds High School in 1981. He then went on to attend North Carolina State University where he received a B.A. in Criminal Justice in 1987. After Wilson graduated from N.C. State, he received his Juris Doctorate in 1991 from the University of Tennessee where he was a founding member of the Sports Lawyers Association and, an editor for the Tennessee Law Review.

Wilson worked for Blue Chips Sports management of Boston and helped to develop the Minor League Football System in the late 1980’s. In the...

Corey McManus was born in Monroe, North Carolina where he attend Monroe High School and graduated in 1994. Corey attended the University of North Carolina Central in Durham, North Carolina on an academic scholarship. At North Carolina Central he majored in Political Science and minored in English and graduated with Honors in 1998. He then attended Law School at Campbell University as a Campbell Law Scholar and Robert A. Dyer Scholar. While there, Corey was a Campbell Law Observer Case Writer, competitor in the Judge Conrad Duberstein National Bankruptcy Moot Court Competition, North Carolina Academy of Trial Lawyers member and...

Ms. Jazmin G. Caldwell, Esq. earned her Bachelor of Arts in Political Science at the University of North Carolina at Chapel Hill and her Juris Doctor at Florida Agricultural and Mechanical University College of Law in Orlando, Florida. She is licensed to practice law by the State of North Carolina and has been admitted into the United States District Court of the Western District of North Carolina. The Law Office of J.G. Caldwell, PLLC focuses on Wills and Trusts, Estate Planning, Real Property Law Family Law, and Business Formation. However, we are highly versatile and able to deal with any...

Mark Shelley has practiced law since 1984 in North Carolina. He has a degree in Economics from Davidson College, a Juris Doctor Law Degree from Wake Forest University and a post-graduate law degree in Taxation from the University of Florida’s elite school of tax. He began his career as in-house counsel for a major publicly held corporation. He went into private practice in 1986 with the Gastonia law firm of Garland & Alala where he became a partner in 1989. In 1995 he moved his practice to Concord. While many clients come from Concord, Kannapolis, Harrisburg, Mt. Pleasant, Gastonia and...

Mark’s practice is focused in the areas of civil litigation, business matters and construction law. His experience includes jury trials and diverse matters in civil litigation including contract, business and construction disputes, as well as real estate related actions for implied easements, partition proceedings, actions to set aside foreclosures, materialmen liens and commercial lease disputes. Other litigation experience includes insurance litigation, fraud and unfair trade practice claims, guarantor liability, homeowner association disputes with developers, personal injury, vehicle collision injuries, wrongful death and collection cases.

Bucknell University (1999); Case Western Reserve University School of Law (2002) AV Peer Review Rating (Martindale-Hubbell)

As an expert estate, trust and tax attorney, Greg Herman-Giddens provides comprehensive wealth planning, protection and management services to residents of Florida, North Carolina Tennessee and New York. He also provides consulting adn co-counseling services to attorneys throughout the country. Through careful selection of strategies tailored to clients' individualized goals and objectives, he helps individuals protect their family, preserve assets and save taxes.

I love practicing law. Guiding clients through the stress and upheaval of divorce, a custody battle or the aftermath of a death in the family is position of trust that I take seriously. Drafting an amicable separation agreement, or completing an adoption efficiently with as little drama as possible is equally important. I have been a NC Certified Family Law Specialist since 2009. My law firm handles divorce, custody, child support, alimony, property division, grandparents' rights, domestic violence, tort claims and personal injury, prenuptial and separation agreements, estate planning and administration in Chatham, Orange and Durham counties.

At Jesson & Rains, PLLC, we are committed to providing personal and cost effective legal services for individuals and businesses in the greater Charlotte area. Jesson & Rains focuses on three primary areas of the law: estate planning, business, and construction. For our estate planning clients, we offer a thorough consultation to go over all assets and liabilities to provide an individualized plan that is right for you, including will drafting, trust drafting, powers of attorney, healthcare agent designation, and advanced healthcare directives (also known as a "living will"). Our attorneys also represent personal representatives during...

Paul is an experienced Estate Planning Lawyer. His focus on the client-attorney relationship and peace of mind of his clients sets Paul apart from other traditional lawyers. Paul takes his fiduciary role very seriously. His relationship-centered philosophy emphasizes a focus on solutions rather than just documents and deliverables. He believes in focusing on the client’s goals and pain points – not a stereotypical “one-size-fits-all” method. At the initial Strategy Session, Paul sits down with prospective clients, discusses their specific family and financial concerns, educates them on how the law works in North Carolina, and works with the clients to determine how...

With more than 30 years experience in private practice, Mark Costley has helped hundreds of North Carolinians with estate planning, trust and estate administration, planning for children and adults with special needs, business succession planning and business transactions, and family charitable and philanthropic counseling. Mark’s work involves elements of teaching, strategic analysis and planning, negotiation, documentation, and assisting clients in executing their plans. A Duke University Alumnus, Mark has given back to his alma mater in numerous capacities, including serving as a member of the Board of Trustees. He has devoted his considerable energies to the Servant Center, Inc., a...

Born and raised in Hillsborough NC, at an early age I found that I l loved helping people. By the age of 16 I was working at Duke Medical Center part-time. I graduated from Orange County High School, and began attending Elon University to study Biology. My plan was to go to medical school, but after serving on a murder trial at 19, I became enamored with the legal arena and the challenges of representing others. I graduated Cum Laude from Elon in 1992 and married my high school sweetheart, Roland. While he farmed, I spent my time volunteering with Make-A-Wish foundation....

I am a local attorney with a focus on real estate, landlord-tenant, and wills and estates. But I can and will take any matter that arises should you need me, if I do not feel comfortable in handling your matter I will do my best to find you a lawyer that is. I live in Yadkin County and am raising my family here. I have served in the Army since 2004 and have deployed to Iraq and Afghanistan during my time in service. After completing my active service I attended UNC-Greensboro and then Wake Forest School of Law, and have continued...

Evan Lohr is an attorney in Raleigh, NC. He focuses his practice on estate and trust litigation. He has also represented hundreds of clients in estate planning, probate administration, and guardianship matters. Evan graduated with a B.A. in political science from the University of North Carolina at Wilmington in 2006 and received his law degree from the University of Tennessee. He is a past editor of The Administrative Lawyer, a publication of the North Carolina Bar Association. A Raleigh native, Evan is a graduate of Sanderson High School and is past president of Holy Trinity Lutheran Church.

Mike is graduate of Davidson College and the University of North Carolina School of Law, and spent the early years of his legal career at a pair of global law firms representing the nation’s largest banks and corporations, public officials, and government officers and entities. Mike’s commercial litigation experience includes complex contractual disputes, business torts, warranty claims, employment issues, and white-collar investigations and defense. A Charlotte-Mecklenburg Police Officer before attending law school, Mike also represents public officers and government agencies in liability defense, employment, and other police issues. In 2015, Mike was inducted into the American Society of Legal Advocates...

Mr. Spain was admitted to the State Bar in 2013 and practiced as an estates and business law attorney prior to joining BHSPA in 2018. Jason focuses on Estate Planning and Probate law, helping clients plan for their family’s future and to assist clients in administering the estate of a loved one. He also is proficient in helping small business owners set up business succession plans that will allow their companies to be passed on to the next generation and help provide financial security for their families in the event of retirement, death, or disability. ...