Peter B. von Stein

Trusts and Estates Attorney

Peter advises clients on a wide array of issues in the context of estate and trust planning and administration.  He assists in the preparation of Wills, Trusts, and Powers of Attorney to achieve each unique client’s objectives in planning for death, incapacity, and asset transfers.  Peter has extensive experience formulating estate plans, and his experience brings significant value to clients with varying types of planning needs and levels of complexity—ranging from simple estates, where efficiency is the primary objective, to sophisticated estates requiring strategic business succession and transfer tax planning.  He also devotes a significant portion of his practice to representing executors and trustees as they settle and administer estates and trusts.

Honors and Distinctions

  • “Ones to Watch,” The Best Lawyers in America®, 2024-2026
  • “Rising Star,” North Carolina Super Lawyers, 2024-2025
  • 2022 Trailblazer, Business North Carolina, 2022

Please see the following websites for an explanation of the membership standards for the following recognitions:  www.bestlawyers.combusinessnc.com/special-sections/legal-elite/; and www.superlawyers.com/north-carolina.

Representative Experience

  • Drafting estate planning documents, including Wills, Revocable Trusts, Durable Powers of Attorney, Health Care Powers of Attorney, Living Wills, and Irrevocable Trusts;
  • Facilitating all aspects of probate and estate and trust administration, including advising executors, trustees, and beneficiaries;
  • Advising families, individuals, professionals, and business owners in estate planning, tax reduction, and business succession issues; and
  • Preparation of gift and estate tax returns.