Licensed to practice in MA

Erik, a Chicago area native, practices in the areas of estate and gift tax planning, charitable planning, estate planning, and business law. After graduating from Boston University School of Law, Erik spent ten years working in a trusts and estates practice in the Boston area. In 2017, Erik left private practice to begin working for nonprofit organizations helping high net worth donors with their philanthropic planning and gifting. 2017 is also when Erik and his family relocated to North Carolina.   

Erik is excited to return to private practice and bring a holistic approach to planning that considers a client’s estate, tax, charitable, family, and business succession needs. A plan is only as good as its implementation. Erik has spent his entire career working alongside each client’s team of advisors to ensure plan execution.   

Erik and his awesome family live in Waxhaw, and when he is not at work you will most likely find him at a kid’s sporting event or on the golf course.   

Probate South Carolina Probate Process Explained: What Your Family Should Expect
After the loss of a loved one, the last thing you want to face is a confusing court process. But if your family member left behind property or other assets, the probate court may need to step in. Probate doesn’t have to be overwhelming, especially if you understand what to expect. At...
South Carolina Probate Process Explained: What Your Family Should Expect  View Full Article
Estate Planning How Owning Property in Multiple States Affects Your SC Estate Plan
Owning a second home or investment property outside of South Carolina can be a great way to grow wealth, create vacation memories, or support your family. But when it comes to estate planning, property in multiple states can add a few wrinkles you’ll want to smooth out ahead of time.
How Owning Property in Multiple States Affects Your SC Estate Plan  View Full Article
Estate Planning Estate Planning for Young Families in South Carolina: What You Need to Know
Most young parents think estate planning is something they'll handle "someday." You're busy paying the mortgage, raising kids, and building your career. But here's what every South Carolina estate planning attorney will tell you: if something happens to you without a proper plan, the state decides what happens to your children...
Estate Planning for Young Families in South Carolina: What You Need to Know  View Full Article