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 How Family Conflict Can Impact Estate and Probate Outcomes
Family conflict can change how an estate plan works in practice, even when the documents are legally valid. Disagreements, mistrust, or unclear expectations can delay administration, increase costs, and strain relationships long after a loved one passes. Thoughtful planning can reduce these risks and help your intentions carry through more smoothly.
How Family Conflict Can Impact Estate and Probate Outcomes  View Full Article
Elder Law The Role of Adult Children in Elder Law Planning
Adult children often play a key role in helping parents plan for later life, but their authority is limited unless formal documents are in place. You can support, organize, and communicate, yet final decisions remain with your parent unless you have been legally authorized to act. Understanding where your role begins and...
The Role of Adult Children in Elder Law Planning  View Full Article
Medicaid Planning When to Start Medicaid Planning
Medicaid planning should start before a crisis. The right time is often when you first notice declining health, begin helping a loved one with daily needs, or expect long-term care in the future. Early planning gives you more options to protect assets, prepare for care costs, and avoid rushed decisions.
When to Start Medicaid Planning  View Full Article