Practice Areas

David E. Anderson Practice Areas

Estate Planning – Estate planning is the series of preparation tasks that serve to manage an individual’s assets in the event of their incapacity or death. Proper estate planning may involve the use of Wills and Trusts, as well as other documents such as Powers of Attorney, Health Care Powers of Attorney and Living Wills. Everyone, regardless of personal wealth, should have an estate plan, even if it is a simple will. Call today to start your planning.

 

Probate & Estate Administration – All wills of persons who are citizens of North Carolina are required to be filed with the County Clerk of Court, regardless of the size of the estate. This process can become daunting for many clients, including the preparation of the multitude of forms and the accounting procedures. Call today to schedule a 30-minute no-risk consultation.

 

Estate Litigation – Estate litigation includes several different types of litigation originating with the Clerk of Court’s office, including contested guardianships, caveats, and challenges to Powers of Attorney. Caveats are challenges to the validity of a person’s will that has been submitted to the Clerk of Court for probate. These matters may eventually make their way to the Superior Court. If you have concerns about a family member’s estate documents or you are defending a family member’s estate document, call today to schedule a 30-minute no-risk consultation.

 

Tax Controversy – Mr. Anderson helps his tax clients with matters involving the Internal Revenue Service and the North Carolina Department of Revenue, such as collection defense, failure to file and trust fund recovery penalties. If you have been contacted by the IRS or NCDOR, or had your property garnished or levied, Mr. Anderson provides tax consultations for a fee.

 

Tax Preparation – Mr. Anderson can help you with the preparation of your gift and estate tax return, fiduciary tax return, federal and state income tax returns.

 

Business Law – [change to just “Business Law”] – add to the end of current text – Mr. Anderson seeks to assist small business owners with all legal aspects of the business life cycle, from formation to sale.

 

Veteran’s Appeals – add to the end of current text – Mr. Anderson is a military veteran and accepts several VA appeals each year on contingency agreements with the men and women of our armed forces in the appeal of their application for disability and compensation.