Peter’s focus is advising clients and families on a wide array of estate planning, business succession, wealth transfer, and trust/estate administration matters. As legal counsel in the estate and private client areas, he guides North Carolina clients through all stages of the estate planning process. This includes formulating tailored plans and then implementing those plans through the careful preparation of wills, trusts (revocable and irrevocable), and powers of attorney.

For clients with more sophisticated needs, Peter assists with strategic asset transfers and tax compliance to promote long-term objectives of asset protection and tax mitigation. He also frequently represents executors and trustees in carrying out their obligations during periods of estate and trust administration. Peter’s experience can bring great value to a range of clients, from simpler estates where efficiency is key to more complex situations where families are facing intricate business and tax considerations.