What will happen to your family if something happens to you? I'm passionate about planning solutions to protect your family's legacy and provide security for your future generations.
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Estate planning is the ultimate way of caring for your family when you're no longer able to. It doesn't matter whether you're just getting started or well established; your family wealth goes beyond money and wealth protection. It's your values, your spiritual and intellectual beliefs. It's a way to carry on your legacy, from how your children are raised to providing for future generations. It also addresses how you're cared for if you become incapacitated.
There are a lot of ways an estate plan can go wrong, from unintended misalignment with goals to assets that never make it into the plan. Changes in your family and in the law can also have a significant effect. Just "having" a will or trust is likely not enough. A carefully thought-out plan keeps your family out of court and out of conflict, through both alignment with your goals and in the technical means to accomplish them.
You're busy; taking care of your estate shouldn't be a pain. I'll meet with you at your location and at a time and cost that works for you. We'll walk through the process and make sure you aren't leaving a mess behind. We'll plan for how your children are raised if you're not there, for business succession, and for values-based family protection and wealth preservation. Most lawyers are done when the documents are signed, but I'll stay with you through changes in your life as your Personal Family Lawyer. I provide the peace of mind that your plan will work when it matters.
We administer the will- and trust-based estates of our planning clients and others in an efficient, caring, and respectful manner.
Request your FREE copy of Wear Clean Underwear by Ali Katz. It's a realistic way to get your mind around the different elements of estate planning, using a "choose-your-own-adventure" format. Also, you can get started on preparing your own Kid's Protection Plan -- an essential element of estate planning for parents -- here.
Based in Ballantyne, in south Charlotte, with my wife (a second-grade teacher with CMS) and twin high-schoolers, I have represented clients from the mountains to the coast in North Carolina. With over two decades in the legal field, I have provided strategic legal counsel to individuals, professionals, and businesses, and I've represented them in both state and federal trial and appellate courts. I've been recognized as a Rising Star in North Carolina, and I've been awarded a commendation for successfully representing veterans before the U.S. Court of Appeals. I have also served as a mediator, bringing people in strained, conflicted situations together to reach amicable resolutions.
As a Personal Family Lawyer®, I follow a client-centered counseling methodology. We'll look at the dynamics of your unique situation and what works for your budget. I will help you make estate-planning decisions that ensure your plan will work when your family needs it. Most importantly, you will have the assurance that your loved ones won't be left with a mess, that they'll be cared for, and that they will be able to make aligned decisions for you when needed.
I opened J. Nelson Law, PLLC, to do what brought me the most joy in my legal career: using the law to help make the lives of my clients (and the ones that they love) better. I'm here to be your trusted advisor, to help you make the very best personal, financial, and legal decisions for your family throughout your lifetime. I will be there for your loved ones when you can't be, supporting the people you love during what could be one of the most impactful moments in their lives.
As your future Personal Family Lawyer®, I'd love to begin designing a plan for you and the people you love today.
I look forward to meeting you!
A well-crafted plan is the best tool to keep your entire family out of conflict.
Read More →Recent changes in the law may require a review of your plan.
Read More →Revocable living trusts offer many options & flexibiity.
Read More →"Joe Nelson made the process of creating our family trust and will seamless. He was thorough and patient explaining complex legal jargon in a way we understood and felt comfortable. He gave us true peace of mind. If you're looking for an honest, knowledgeable, and compassionate estate planner, look no further!"
"I have found [Joe's] representation of us to be of the highest quality. I will be eternally grateful for the way you have handled this problem for us. I could not have asked for a better attorney."
"I enjoyed working with [Joe] and will look for opportunities to do so again in the future."