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.   

Medicaid Planning Medicaid Eligibility Requirements in South Carolina
Qualifying for Medicaid in South Carolina depends on both financial and medical requirements. Your income, assets, and prior financial transfers can all affect whether you qualify for long-term care benefits. Planning ahead may help preserve more of your assets while keeping future care options available. If you or a...
Medicaid Eligibility Requirements in South Carolina  View Full Article
Medicaid Planning What Is the Medicaid Look-Back Period?
If you need Medicaid to help pay for long-term care, your financial history matters. Medicaid's look-back period is a five-year review of certain financial transactions made before you apply for long-term care Medicaid. Transfers of assets for less than fair market value during that time may delay your eligibility, even if you...
What Is the Medicaid Look-Back Period?  View Full Article
Estate Administration South Carolina Small Estate Affidavit: How It Works
A South Carolina small estate affidavit allows certain families to collect personal property without going through full probate administration. If the estate qualifies, heirs or beneficiaries may be able to use a simplified probate process after waiting at least 30 days from the date of death. This option can save time and...
South Carolina Small Estate Affidavit: How It Works  View Full Article