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Stephanie C. Daniel

Stephanie C. Daniel

Partner

T (704) 384-2641
F (704) 384-2941
Overview

Stephanie’s practice focuses on trusts, estates, business law and litigation relating to those areas of the law. She counsels clients through the estate planning process and draws on her experience in wealth management to prepare estate planning documents including wills, trusts, family limited partnerships, limited liability companies, powers of attorneys, and premarital agreements as well as various business succession and asset protection documents. She also advises fiduciaries, such as executors, administrators and trustees, during their administration of estates and trusts. She represents fiduciaries, individually and in their representative capacities in probate and trust disputes, caveats, will and trust interpretations, estate audits and family-related settlements. She works with owners of closely-held businesses to create succession plans for their businesses, and counsels clients entering into marriage and prepares premarital agreements. Stephanie is a co-author of the North Carolina Estate Administration Manual published by the North Carolina Bar Association, and has published several legal articles on estate planning and administration.

Achievements
  • Business North Carolina's Legal Elite, Tax and Estate Planning (2017)
Thought Leadership

Publications

December 5, 2017

Published Works

  • Co-author, "Wills: North Carolina State Q&A," Thomson Reuters Practical Law Resource, November 2017
  • Co-author, "Probate: North Carolina State Q&A," Thomson Reuters Practical Law Resource, November 2017
  • Co-author, "Revocable Trusts: North Carolina State Q&A," Thomson Reuters Practical Law Resource, November 2017
  • Author, "Estate Planning Update," (Mecklenburg County Bar Association, 2015)
  • Co-Author, "North Carolina Estate Administration," 7th and 8th Editions (NC Bar Association, 2010, 2014)
  • Co-Author, “Estate Tax: Federal and North Carolina Estate Tax Deductions, Credits and Payment of Tax” (NC Bar Association, 2013)

Presentations

  • “2016 Basics of Estate Administration” Planner – NC Bar Association (2016)
  • “Estate Tax: Deductions, Credits and Payments of Tax” – 2015 Estate Planning and Probate Law Survey Course – NC Bar Association (2015)
  • “2015 Annual Review: Estate Planning Update” – Mecklenburg County Bar Association (2015)
  • “Sparking Life Changing Conversations” – Merrill Lynch, Provider (2014)
  • “Financial Planning 101: How to Get Started” – Daughters of the American Revolution, Provider (2013)
  • “Estate Tax: Federal and North Carolina Estate Tax Deductions, Credits and Payment of Tax” – 2013 Estate Planning and Probate Law Survey Course – NC Bar Association (2013)
  • “Will and Estate Planning Workshop” – Buddy Kemp Cancer Support Center, Provider (2012)
Community
  • W.I.S.H. Society Honoree, 2014
  • Forest Hill Church, Member
Education
  • North Carolina Central University School of Law, J.D., cum laude, 2004
  • Duke University, M.B.A., 1999
  • Samford University, B.S., 1997
Admissions
  • North Carolina
Affiliations
  • American Bar Association
    • Trusts and Estates Section
  • North Carolina Bar Association
    • Estate Planning and Fiduciary Law Section
      • Membership Committee, Member
      • Pro Bono Committee, Chair
    • Estate Administration Manual Committee, Member
    • Eugenics Pro Bono Project, volunteer attorney
    • 4ALL Pro Bono Clinic, local member
    • Hospice Pro Bono Service, volunteer attorney
    • NCBA Lawyer on the Line, volunteer attorney
  • Mecklenburg County Bar Association
    • Estate Planning and Probate Section
    • Finance Committee, Member
  • Foundation for the Carolinas Cabinet of Professional Advisors
  • Charlotte Estate Planning Council
  • Charlotte Women Attorneys
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