Business Details
6 Years
experience
Trusted Estate Planning & Elder Law Services in North Carolina
Heritage Law provides practical legal and financial solutions to families and individuals seeking to preserve assets for the future or navigate crises related to aging loved ones entering care facilities. Our attorneys collaborate closely with clients to deliver client-centered counseling that extends beyond traditional legal advice, focusing on estate planning, elder law, Medicaid planning, and probate and trust administration. With offices in Gastonia, Hickory, and Boone, North Carolina, we serve clients across multiple counties, combining legal expertise with compassionate guidance. Our team prioritizes understanding each client's unique objectives to design tailored plans addressing their needs, whether in routine planning or urgent situations. We emphasize asset preservation, eligibility for public benefits, and long-term care planning while considering financial, medical, and emotional factors.Our estate planning services help clients create directives for asset management and healthcare decisions, ensuring smooth transitions during disability or death. In probate and trust administration, we assist executors and trustees with asset gathering, creditor notifications, and distribution according to legal requirements. Our elder law practice addresses Medicaid qualification, Social Security benefits, veterans' benefits, and guardianship matters. We also specialize in special needs trusts to help families maintain government benefits while securing financial resources for loved ones with disabilities. Our commitment to client-centered service and deep understanding of complex legal frameworks position us as trusted advisors in estate and elder law.
Services
Estate Planning
Probate Administration
Elder Law
Medicaid Planning
Special Needs Trusts
Trust Administration
Guardianship
Veterans Benefits
Business Succession Planning
Charitable Planning
Details
- Year established: 2020
Highlights and features
- We offer client-centered counseling beyond traditional legal advice.
- Our attorneys specialize in estate, elder law, and Medicaid planning.
- We serve clients across 10+ North Carolina counties.
- We provide compassionate guidance during family crises.
- Our team combines legal expertise with financial planning knowledge.
What people say
Really good people
Willing to help
Thankful for good people
Services
Estate Planning
We help clients create legal directives for asset management and healthcare decisions. Our services include wills, trusts, powers of attorney, and living wills to ensure smooth transitions during disability or death. We focus on personalized plans that address tax implications, guardianship for minors, and business succession needs.
Probate Administration
Our team assists executors with estate administration tasks including asset inventory, creditor notifications, and distribution of assets. We provide guidance on tax filings, will challenges, and trust management to ensure compliance with North Carolina probate laws and efficient resolution of estate matters.
Elder Law
We address legal needs of aging individuals including Medicaid qualification, Social Security benefits, and guardianship. Our holistic approach considers financial, medical, and emotional factors to help families navigate long-term care options and maintain independence for elderly loved ones.
Special Needs Trusts
We establish trusts to protect financial resources for individuals with disabilities while maintaining government benefit eligibility. Services include supplemental needs trusts, self-settled trusts, and guidance on trustee selection and trust funding strategies.
Medicaid Planning
Our attorneys develop asset preservation strategies and navigate Medicaid qualification processes. We help families implement legal tools to protect assets while ensuring eligibility for medical assistance programs and long-term care services.
People
Jesse V. Bone, Jr.
Attorney
Focuses on estate planning, elder law, and special needs planning. Helps families design personalized legal plans while emphasizing client-centered counseling and practical financial solutions for future needs.
Anna H. Winger
Attorney
Specializes in estate planning and probate. Prioritizes understanding family histories and business relationships to create tailored legal documents that reflect clients' unique circumstances and objectives.
Rush A. Simmons
Attorney
Concentrates on Medicaid pre-planning, estate planning, and trust administration. Assists families with navigating probate processes and creating comprehensive plans for long-term care and asset protection.
Leslie Lancaster
Team Member
Supports client services with administrative expertise, ensuring efficient case management and client communication across estate planning and elder law practice areas.
Sema Smith
Team Member
Provides operational support to attorneys, focusing on document preparation and client coordination for estate planning, probate, and special needs trust matters.
Questions
What areas of law does Heritage Law specialize in?
We specialize in estate planning, elder law, Medicaid planning, probate and trust administration, and special needs trusts.
How can Heritage Law help with Medicaid planning?
We assist with asset preservation strategies and qualification processes for Medicaid benefits while maintaining eligibility.
What services are available for families with special needs individuals?
We create special needs trusts to secure finances while maintaining government benefit eligibility for loved ones with disabilities.
Which counties does Heritage Law serve in North Carolina?
We serve clients in Gaston, Lincoln, Cleveland, Iredell, Burke, Caldwell, Catawba, Alexander, Watauga, and Avery Counties.
What happens during the probate process?
We guide executors through asset gathering, creditor notification, tax filings, and distribution of estate assets according to legal requirements.
