Aaron Bennett has a broad-based practice serving individuals, families, and business owners. He also represents corporate and individual fiduciaries in trust and estate administration matters. He especially focuses on estate and wealth transfer planning , estate and trust administration , and closely held business planning. Aaron enjoys working with families to develop solutions to the multifaceted issues that arise in helping them achieve their goals and objectives in a tax efficient manner, whether in preparing estate planning instruments, facilitating charitable giving, administering estates, or modifying and restructuring irrevocable trusts.
Aaron Bennett Director Phone Fax jab crlaw. About Aaron Bennett has a broad-based practice serving individuals, families, and business owners. Education Campbell University, B. Representative Cases Designed specialized estate plans for families — providing wealth succession over multiple generations and minimizing probate fees and estate taxes. In addition to wills, revocable trusts, and powers of attorney, a variety of sophisticated estate planning techniques were used, including dynasty trusts, irrevocable life insurance trusts ILITs , qualified personal residence trusts QPRTs , and grantor retained trusts GRATs and GRITs.
Modified an irrevocable trust agreement established in the s to allow for greater administrative efficiencies and achieve more favorable tax outcomes. Bar and Court Admissions North Carolina, Contact Us.
