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Old 03-07-2011, 11:53 AM
 
58 posts, read 231,495 times
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Looking for a good honest estate planning lawyer or accountant/Financial planner. For setting up a trust.
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Old 03-07-2011, 01:02 PM
 
Location: At the NC-SC Border
8,159 posts, read 10,929,869 times
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Trust Counsel....in Chapel Hill.
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Old 03-07-2011, 01:22 PM
 
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For a lawyer, I recommend Carol Silverstein of Silverstein & Cook in Raleigh.
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Old 03-07-2011, 01:25 PM
 
58 posts, read 231,495 times
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Quote:
Originally Posted by Poggly Woggly View Post
Trust Counsel....in Chapel Hill.
Thanks, I looked them, they have an excellent blog... BTW, I set up a throwaway email account so if anyone wants to tell me their recommendations and experiences but not on a public forum, they can email me... seekingestateplanner321 at yahoo dot com I don't want to leave any stone unturned on this, so any advice on this would be very appreciated....
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Old 03-07-2011, 01:36 PM
 
Location: Raleigh, NC
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Another lawyer: Jeffrey Marsocci on Six Forks Rd in Raleigh.
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Old 03-07-2011, 03:02 PM
 
Location: Clayton, NC
240 posts, read 627,802 times
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I do a great deal of financial and estate planning daily. The largest determining factor for the type of attorney/firm you are looking for will be the size of your estate. Will you have a taxable estate at death, i.e. north of $7MM for you and your spouse, currently it would be north of $10MM but that's only the case for 2 years. Are you just looking to establish a trust to take care of children, education needs for future generations, etc? If you PM more detail I might be able to point you in the right direction.
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