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 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
Estate Administration Probate vs. Estate Administration: Which Process Applies?
When someone passes away, their property, debts, and final affairs must be legally settled. If a will is in place, the process is referred to as probate.  When someone passes away without a will or intestate, the process is known as estate administration. This is a crucial distinction that can significantly impact...
Probate vs. Estate Administration: Which Process Applies?  View Full Article
Medicaid Planning Medicaid Planning Essentials in North & South Carolina
Planning for long-term care is something many families put off until it may be too late. The truth is, nursing home and assisted living costs can quickly drain savings if you’re not prepared. Medicaid can help cover these expenses, but qualifying isn’t as simple as filling out a form. Both North and...
Medicaid Planning Essentials in North & South Carolina  View Full Article