Estate Planning in North Carolina
The new web design was influenced by modern web trends and a goal of making it easier for users to understand and find resources about elder law, special needs planning, wealth management services, and estate planning in North Carolina, Tennessee, Florida and New York. The former left-hand toolbar navigation was replaced by a shorter top navigation to make it easier for users to locate the estate planning information they need. The new single-column view and smaller toolbar make it simple to access information about estate planning, asset protection, elder law and taxation. From various types of trust formations--Medicaid trusts, irrevocable trusts, IRA trusts, to creative ways for families to fund long-term care for their loved ones, the site design offers easy-to-find and easy-to-understand details about multiple estate planning topics.
Online Access to Estate Planning Documents
TrustCounsel’s streamlined website now offers clients a quick, simple document management system with the latest security measures that safely encrypt and transmit personal data. Sensitive documents for real estate, powers of attorney, medical directives, wills and trusts need secure storage, but they also need to be conveniently accessible between clients and their estate planning attorneys. Added to the new attractive web layout is client login access to ClientDocx™, a secure document management system specifically developed for the wealth planning industry. It’s a safe online location to store electronic copies of signed documents where clients can assign access levels.
Asset Protection Resources
With estate planning offices in Chapel Hill, Miami and New York, TrustCounsel plans to develop the site as a resource for trust, asset protection, and elder law information for individuals and organizations in each state. The new resources on the website will also offer information for clients with assets in multiple states who may need to retain legal counsel for state-specific tax liabilities and asset protection laws.
TrustCounsel (trustcounselpa.com) is a North Carolina estate planning and tax law firm with offices in Chapel Hill and Pittsboro. The firm also has offices in New York and Miami, serving clients throughout North Carolina, Florida, Tennessee and New York. Practice areas include: estate planning (wills, living trusts, powers of attorney, health care powers of attorney, living wills, HIPAA authorizations); trusts (charitable trusts, life insurance trusts, special needs trusts, generation-skipping trusts and dynasty trusts, marital trusts, NFA trusts); taxation (tax planning, retirement distribution planning, tax return preparation, self-directed IRA taxation issues, representation before the IRS and state taxing authorities); fiduciary administration (estate administration / probate, trust administration, guardianships); property agreements (premarital agreements, post-marital agreements, joint ownership agreements); business law (buy-sell agreements, consulting agreements, non-competition agreements, corporations, family limited partnerships, limited liability companies, non-profit organizations); asset protection planning (offshore and domestic trusts, limited liability entities); real estate matters (deeds, promissory notes, deeds of trust); partition proceedings (court-ordered sale or division of land); elder law (Medicaid planning, veterans benefits); and probate and trust litigation.