James E. Hickmon

Top rated Estate Planning & Probate attorney in Charlotte, North Carolina

North Carolina Estate Planning & Fiduciary Law
James E. Hickmon
North Carolina Estate Planning & Fiduciary Law

Practice Areas: Estate Planning & Probate, Estate & Trust Litigation; view more

Licensed in North Carolina since: 2004

Education: Wake Forest University School of Law

Selected to Super Lawyers: 2016 - 2023

North Carolina Estate Planning & Fiduciary Law

5955 Carnegie Blvd
Suite 100
Charlotte, NC 28209 Visit website

Details

James E. Hickmon is an attorney at North Carolina Estate Planning & Fiduciary Law, which is located in Charlotte, North Carolina. With over 17 years of experience in the legal field, he focuses his practice exclusively on estate planning matters, including complex lifetime and post-death estate planning and administration, planning for incapacity and beneficiaries with disabilities, and trust administration and probate.

Certified by the North Carolina State Bar Board of Legal Specialization, Mr. Hickmon is a specialist in estate planning and probate law. He helps business owners in different industries, including farmers and ranchers, real estate developers, commercial property owners, and towing and trucking companies. He also helps business owners create succession plans that will protect their family businesses after the owner’s death.

Mr. Hickmon attended University of North Carolina Wilmington and earned his bachelor’s degree in finance and earned his Master in Business Administration degree from East Carolina University. He went on to study law at Wake Forest University, earning his Juris Doctor degree. He is admitted to practice in North Carolina and Virginia and before the U.S. District Courts for the Eastern and Western Districts of Virginia, the U.S. Bankruptcy Court for the Eastern District of Virginia and the U.S. Tax Court.

In addition, Mr. Hickmon teaches wealth transfer and fiduciary income taxation of trusts and estates as an adjunct professor for law students at Wake Forest University. He also graduated from the College for Financial Planning and is designated as a certified financial planner by the Certified Financial Planner Board of Standards.

Actively involved in the legal field, Mr. Hickmon has memberships in the Financial Planning Association’s Charlotte Chapter, the Charlotte Estate Planning Council, the Mecklenburg County Bar Association and the Humane Society of Charlotte, Inc., for which he serves as a board member. He is also a member of the American Bar Association’s Employee Benefits and Estate Planning Committee; the Uniform Laws for Trusts & Estates Committee; the Tax, Labor & Employment Section; and the Real Property & Probate Section. 

Mr. Hickmon has written extensively about tax, probate and wealth transfer and is published in renowned journals. A firm believer in helping those who need it the most, he works closely with many national, international and regional charitable associations. He is also AV Preeminent peer-review rated,* the highest rating, through Martindale-Hubbell.

*AV®, AV Preeminent®, Martindale-Hubbell Distinguished and Martindale-Hubbell Notable are certification marks used under license in accordance with the Martindale-Hubbell certification procedures, standards and policies. Martindale-Hubbell® is the facilitator of a peer-review rating process. Ratings reflect the anonymous opinions of members of the bar and the judiciary. Martindale-Hubbell® Peer Review Ratings™ fall into two categories – legal ability and general ethical standards.

Practice areas

Estate Planning & Probate, Estate & Trust Litigation

Focus areas

Estate Planning, Guardianships & Conservatorships, Living Wills, Power of Attorney, Probate & Estate Administration, Trusts, Will Contests, Wills

  • 80% Estate Planning & Probate
  • 20% Estate & Trust Litigation

First Admitted: 2001, Virginia

Professional Webpage: https://charlotteestatelawyer.com/attorney-profile/jim-hickm...

Honors/Awards:
  • Five Star Wealth Manager - Estate Planning, Charlotte Magazine, 2008 - 2011
  • North Carolina Legal Elite - Tax & Estate Planning, Business North Carolina Magazine, 2010, 2012, 2015 - 2016
  • North Carolina Legal Elite - Tax & Estate Planning, Business NC Magazine, 2013 - 2014
Bar/Professional Activity:
  • Virginia State Bar
  • American Bar Association, Committee on Uniform Laws for Trusts and Estates, Real Property and Estate Planning Section, Chairman
  • American Bar Association, Tax, Labor & Employment, and Real Property & Probate Sections, Member
  • American Bar Association, Committee of Uniform Laws for Trusts & Estates, Vice Chair
  • American Bar Association, Committees on Employee Benefits and Estate Planning, Member
  • Mecklenburg County Bar Association
  • Charlotte Estate Planning Council
  • Financial Planning Association, Charlotte Chapter
  • U.S. Tax Court
  • U.S. Bankruptcy Court, Eastern District of Virginia
  • U.S. District Court, Eastern and Western Districts of Virginia
  • North Carolina State Bar; North Carolina Bar Association; NCBA Estate Planning & Fiduciary Law Section (Former Member: Section Council, Legislative Committee, Fiduciary Litigation Committee (Past-Chair)); Virginia State Bar; Virginia Bar Association; American Bar Association; ABA Real Property, Trust & Estate Law Section - Uniform Laws for Trusts and Estates - Committee Member - Vice Chair - 2013-Present; Member, American Bar Association House of Delegates (2019 - present)
Educational Background:
  • M.B.A.; East Carolina University, 1996
  • B.S.B.A. (Finance); University of North Carolina Wilmington, 1992
Special Licenses/Certifications:
  • N.C. State Bar Board Certified Specialist in Estate Planning & Probate Law, 2015
  • Certified Financial Planner (CFP®) - Certified Financial Planner Board of Standards, 1996
Scholarly Lectures/Writings:
  • "North Carolina Uniform Power of Attorney Act - Judicial Relief & Procedure", Co-Speaker, North Carolina Bar Association, 2017
  • Appointed Adjunct Professor of Law at the Wake Forest University School of Law, Winston-Salem, North Carolina.  Primary course taught "Wealth Transfer and Fiduciary Income Tax," Law 467, Adjunct Professor, Wealth Transfer and Fiduciary Income Tax, Wake Forest University School of Law, Academic, 2019
  • Upper level (3L) survey course on wealth transfer and fiduciary income taxation, Adjunct Professor, Wealth Transfer & Fiduciary Income Taxation (LAW 467), Wake Forest University, Law Students, 2017
  • "North Carolina Appellate Court Decision Clarifies Jurisdictional Authority of Clerks of Superior Court", Author, "The Will & The Way" - North Carolina Bar Association, Attorneys, 2015
  • North Carolina Probate Manual - Supplemented 7th Edition, Contributing Author, North Carolina Bar Foundation, 2012
  • "Claims, Liens & Judgments Against Estates", Co-Author, The Will & The Way, NC Bar Association - Estate Planning & Fiduciary Law Section, 2012
  • "Revised Probate Procedures - The New Chapter 28A", Author, The Will & The Way, NC Bar Association - Estate Planning & Fiduciary Law Section, 2011
  • “Current Considerations in Adopting New Employee Benefit Plan Claims Procedures", Co-Author, Tax Management Compensation Planning Journal, The Bureau Of National Affairs, 2002
  • “Sarbanes-Oxley Produces Complex Blackout Notice Requirements & Imposes Personal Civil Liability for Plan Administrators”, Author, Tax Management Compensation Planning Journal, The Bureau Of National Affairs, 2003
  • North Carolina Probate Procedures, Speaker, 33rd Annual Estate Planning & Fiduciary Law Program, NC Bar Association - Estate Planning & Fiduciary Law Section, 2012
  • "Post-Mortem Financial Planning for CFPs", Speaker, 2012 Certified Financial Planner Symposium, Charlotte Financial Planning Association, 2012
  • "Understanding & Mitigating the Fiduciary Income Tax", Speaker, National Advisors Trust, 2012
  • "The Unauthorized Practice of Law by Non-Lawyer Professionals in North Carolina", Author, "The Will & The Way" - North Carolina Bar Association, Attorneys, 2012
  • "Estate Proceedings", Author, "The Will & The Way" - North Carolina Bar Association, Attorneys, 2016
  • "A War of Wills - Competing Scripts & The Race to the Courthouse", Co-Author, "The Will & The Way" - North Carolina Bar Association, Attorneys, 2017
  • "North Carolina Uniform Power of Attorney Act - Judicial Relief & Procedure", Co-Author, The Will & The Way - North Carolina Bar Association, Attorneys, 2017
  • "North Carolina Uniform Power of Attorney Act - Judicial Relief & Procedure", Co-Author, "North Carolina Fiduciary Litigation Manual (2018 Edition) - North Carolina Bar Association Foundation, Attorneys, 2018
  • "Estate Proceedings", Author, "North Carolina Fiduciary Litigation Manual (2018 Edition) - North Carolina Bar Association Foundation, Attorneys, 2018
  • "North Carolina Guardianship Proceedings", Speaker, Sterling Educational Services, Inc., Attorneys, 2012
  • "Revised North Carolina Probate Procedures", Co-Speaker, North Carolina School of Government, Probate Judges (Clerks Of Superior Court), 2012
  • "Revised North Carolina Probate Procedures", Speaker, North Carolina Bar Association, Attorneys, 2012
  • "Understanding & Mitigating the Fiduciary Income Tax", Speaker, Mecklenburg Co., North Carolina Bar Association, Attorneys, 2013
  • "Representing Clients in an Aging Population", Speaker, North Carolina Bar Association, Attorneys, 2015
Videos:
  • The SECURE Act's Impact on Intergenerational Wealth Transfers of Qualified Plan Balances & IRAs, https://www.youtube.com/watch?v=KLE4plilArM&t=98s, 2020
  • Qualified Plan Withdrawals Under the 2020 CARES Act, https://www.youtube.com/watch?v=E0kXBDJ7_J4, 2020
Pro bono/Community Service:
  • Humane Society of Charlotte, Inc. - Development Committee Member; Capital Campaign Committee Member, Board of Directors, Member, 2020
  • National Alliance on Mental Illness, President
  • NAMI Virginia, Inc., President
  • Humane Society of Charlotte, Inc., Board of Directors (2019-Present)
Other Outstanding Achievements:
  • AV Rated - Preeminent 5.0 - Martindale Hubbell Peer Review Rating, 2021

Office location for James E. Hickmon

5955 Carnegie Blvd
Suite 100
Charlotte, NC 28209

Phone: 704-248-6325

Selections

8 Years Super Lawyers
  • Super Lawyers: 2016 - 2023

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