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.   

Wills and Trusts Understanding the Role of a Living Will in End-of-Life Decisions
End-of-life decisions – such as whether you want a feeding tube if you’re in a vegetative state or whether you wish to be resuscitated – involve intense emotions and deeply personal beliefs and preferences. The only people who should be involved in these decisions are you, your doctor, and (in some cases) close family...
Understanding the Role of a Living Will in End-of-Life Decisions  View Full Article
Estate Planning How to Structure Your Estate Plan to Support a Child with Special Needs
Planning for your child’s future is important, but it’s even more critical when your child has special needs. Your estate plan needs to do more than pass on assets – it must protect your child’s future. A well-crafted plan can protect your child’s long-term financial security, preserve their access to vital government benefits,...
How to Structure Your Estate Plan to Support a Child with Special Needs  View Full Article
Estate Planning Incorporating Philanthropy into Your Estate Plan: Creating a Charitable Legacy
Many people who have worked hard throughout their careers to build wealth choose to give back by undertaking charitable giving through their estate plan. Incorporating philanthropic goals this way can help you develop a charitable legacy for yourself and your family and obtain tax benefits that can prove helpful in financial planning. 
Incorporating Philanthropy into Your Estate Plan: Creating a Charitable Legacy  View Full Article