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.   

Estate Planning Estate Planning for Business Owners: Ensuring a Smooth Transition
As a business owner, you’ve invested significant time, effort, and resources into building and growing your business. But have you planned for its future if something happens to you? Estate planning is essential to protect your personal assets and ensure that your business continues to thrive after you're gone. 
Estate Planning for Business Owners: Ensuring a Smooth Transition  View Full Article
Estate Planning Estate Planning for Blended Families: Ensuring Fair Distribution
Estate planning can be a complicated process for anyone, but it becomes even more complex when dealing with blended families. In these families, spouses may have children from previous relationships, creating additional considerations in distributing assets fairly. Without a clear estate plan, your wishes may not be fulfilled as intended, leading...
Estate Planning for Blended Families: Ensuring Fair Distribution  View Full Article
Estate Administration How to Prepare for Estate Administration: Pre-Planning Tips
Estate administration can be a complex and overwhelming process, especially for loved ones who are navigating the emotional challenges of loss. Thoughtful preparation, however, can ease this process significantly, ensuring a smoother transition and reducing stress for everyone involved. Below are some practical pre-planning tips to help simplify estate administration, offering peace...
How to Prepare for Estate Administration: Pre-Planning Tips  View Full Article