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The Elder Law & Estate Planning Firm of Jonathan S. Frank

Since 1989, we have been providing exceptional service to our clients in a wide variety of legal matters. Our areas of concentration are:

  • Elder Law: Medicaid Planning, Incapacity Planning, Elder Law Durable Power of Attorneys, Estate Planning, and much more;
  • Estate Planning: Wills, Trusts, Guardianships, Powers of Attorney, Special Needs Planning, Planning for Children with Disabilities, Stand Alone IRA Trusts, etc.;
  • Estate Administration and Probate: Decedent Estates, Trust Administration, Contested Wills (Will Disputes), etc.;
  • Business Law: Limited Liability Companies (LLC's), S Corps, Business Formation and Planning, Buy/Sell Agreements, etc.;
  • Asset Protection: Domestic and foreign companies, Domestic and Offshore Asset Protection Trusts, etc.
  • Veterans Benefit Planning, specifically the Aid & Attendance benefit for non-service connected disabilities.

We serve clients in the greater Charlotte and Lake Norman areas.

Throughout every legal matter, we strive to maintain a personal touch. When we take on your case, we protect and care for your family as we would our own. Our law office is a member of the WealthCounsel, LLC, (  WealthCounsel, LLC, is a cooperative alliance of nationally recognized estate planning attorney members from across the country. Together, they provide one another with the support and tools needed to serve their clients better. Being a member of the WealthCounsel means that we are in close contact with other member attorneys nationwide in our mutual attempts to:

  • Better serve our clients in a caring and professional manner.
  • Stay absolutely cutting-edge in our respective knowledge of estate planning law and innovative estate planning techniques.
  • Share practice ideas with one another — as we develop them independently in our practices — that will better accomplish our clients' objectives.
  • Bring our clients the finest estate planning advice and documentation possible, and to do so with dignity and professionalism within the ethics of our profession.

With two locations in Charlotte and Huntersville NC The Elder Law & Estate Planning Firm of Jonathan S. Frank represent clients throughout North Carolina.

© 2020 The Elder Law & Estate Planning Firm of Jonathan S. Frank
7401 Carmel Executive Park, Suite 215, Charlotte, NC 28226
| Phone: 704-552-1110
Business Headquarters, 16501-D Northcross Drive, Huntersville, NC 28078
| Phone: 704-552-1110

Estate Planning | Estate Planning for High Net Worth Individuals | Elder Law / Medicaid Planning | Special Needs Planning | Probate & Estate Administration | Veterans Benefits | Business Succession Planning | Guardianships | Pet Trusts | Seminars | Our Team

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