James E. Hickmon
Top rated Estate Planning & Probate attorney in Charlotte, North Carolina
North Carolina Estate Planning & Fiduciary LawPractice Areas: Estate Planning & Probate, Estate & Trust Litigation; view more
Licensed in North Carolina since: 2004
Education: Wake Forest University School of Law
Call today:
704-248-6325
North Carolina Estate Planning & Fiduciary Law
5605 Carnegie BlvdSuite 420
Charlotte, NC 28209 Visit website
Details
Jim Hickmon is a Board Certified Legal Specialist in Estate Planning and Probate Law by the North Carolina State Bar Board of Legal Specialization and is a Certified Financial Planner®. In addition to Super Lawyers, he is recognized through peer review by Martindale Hubbell as an AV Preeminent Peer Rated Lawyer and at Business North Carolina Legal Elite. He serves as an adjunct professor of law at Wake Forest University teaching Wealth Transfer and Fiduciary Income Taxation of Trusts and Estates to upper-level law students. Jim is admitted to practice before the State Bars of North Carolina and Virginia.
Jim is passionate about protecting family and closely held business owners through succession planning that protects family assets after the owner’s death keeping family businesses within families. He has counseled families with businesses across a spectrum of industries, from farming to real estate development and trucking to software engineering. He is the author of numerous articles surrounding this subject focusing on wealth transfer, tax, probate, and fiduciary responsibility. Jim’s work is published in both regional and national publications, including the Bureau of National Affairs’ Tax Management and Compensation Planning Journal. He is a contributing author to the North Carolina Bar Association’s Estate Administration Manual and Fiduciary Litigation Manual.
Jim has volunteered with a number of charitable organizations at the local, regional and national levels, including serving as President of the NAMI Virginia, Inc., the Virginia affiliate of the National Alliance on Mental Illness, where he promoted the passage of mental health parity legislation to the Virginia Legislature. Currently, Jim is a member of the Humane Society of Charlotte, Inc.’s Board of Directors where he assists planned giving and advancement activities. He is Chairman of the Real Property and Estate Planning Section of the American Bar Association’s Committee on Uniform Laws for Trusts and Estates and serves as a member of North Carolina’s Delegation to the American Bar Association’s House of Delegates.
Practice areas
Estate Planning & Probate, Estate & Trust LitigationFocus 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...
- 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)
- 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
- N.C. State Bar Board Certified Specialist in Estate Planning & Probate Law, 2015
- Certified Financial Planner (CFP®) - Certified Financial Planner Board of Standards, 1996
- 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)
- 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
- M.B.A.; East Carolina University, 1996
- B.S.B.A. (Finance); University of North Carolina Wilmington, 1992
- "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
- AV Rated - Preeminent 5.0 - Martindale Hubbell Peer Review Rating, 2021
Office location for James E. Hickmon
5605 Carnegie Blvd
Suite 420
Charlotte, NC 28209
Phone: 704-248-6325
Selections
- Super Lawyers: 2016 - 2025