Holly B. Norvell

For many North Carolinians, securing a legacy, ensuring the smooth transition of assets, or navigating the complexities of probate can feel like a daunting task. These are not merely financial transactions; they are deeply personal decisions that impact families, businesses, and charitable endeavors for generations. When it comes to comprehensive estate planning, wealth preservation, and tax considerations, having a truly specialized and highly credentialed attorney is paramount. In Charlotte, North Carolina, Holly B. Norvell stands as a distinguished expert in these intricate fields, offering sophisticated legal guidance designed to bring peace of mind and secure your future.

Holly B. Norvell is a Partner and the Chair of the Trusts & Estates Practice Group at Johnston Allison Hord, P.A., a prominent law firm in Charlotte. Her practice is exclusively focused on helping individuals and families manage and transfer wealth effectively, combining legal acumen with a deep understanding of financial and tax implications. What sets Holly apart is her dual qualification: she is not only a seasoned attorney but also a licensed Certified Public Accountant (CPA). This unique combination of legal and financial expertise allows her to approach estate planning with a holistic perspective, identifying tax-saving strategies and ensuring measurable improvements in wealth preservation.

Whether you are planning for your family's future, considering philanthropic strategies, or transitioning a family business, Holly Norvell is dedicated to crafting tailored solutions. She understands that these processes can be sensitive and potentially disruptive to family dynamics, and she is committed to working with clients in a way that preserves harmony and achieves their specific goals, no matter how unique the situation. Her extensive experience includes guiding clients through asset protection, intricate estate administration, and even fiduciary litigation, representing both beneficiaries and trustees. For North Carolinians looking for an attorney who combines top-tier expertise with a genuinely client-focused approach, Holly B. Norvell offers exceptional service.

Holly B. Norvell practices at Johnston Allison Hord, P.A., which is centrally located in Charlotte, North Carolina. Their office can be found at:

1065 East Morehead St, Charlotte, NC 28204, USA

This address places the firm in a well-known and easily accessible part of Charlotte, making it convenient for clients residing in various areas of the city and across North Carolina. East Morehead Street is a key thoroughfare, ensuring straightforward navigation whether you are driving or using public transportation. The firm’s location underscores its commitment to being a readily available resource for individuals and families in the region who require specialized estate planning and wealth management services.

Charlotte serves as a major financial and legal hub in North Carolina, and the firm’s presence within the city means they are deeply integrated into the local professional community. This allows for seamless collaboration with other financial advisors, accountants, and relevant professionals, providing clients with comprehensive and coordinated service for their complex estate and tax planning needs.

Holly B. Norvell specializes in a wide range of sophisticated estate planning and wealth preservation services, designed to address the unique needs of individuals, families, and businesses with significant assets or complex financial situations. Her key areas of focus include:

• Estate Planning & Administration: Advising high net worth clients on sophisticated techniques to preserve and steward family wealth for multiple generations using wills, revocable trusts, irrevocable trusts, marital property agreements, and charitable gifting techniques. This also extends to detailed probate and estate administration, including funding testamentary trusts and filing complex federal and state estate and gift tax returns.
• Business Succession Planning: Assisting business owners with strategies to transfer assets and leadership to the next generation or group of owners, ensuring a smooth and tax-efficient transition.
• Charitable Planning & Exempt Organizations: Designing philanthropic strategies and plans, and advising charitable organizations, including private foundations and public charities, on all areas of formation, governance, funding, tax counsel, crisis management, and dissolution.
• Tax Planning: Counseling clients on federal and state income, estate, gift, and generation-skipping transfer tax benefits and risks of proposed transactions. She also handles federal tax audits, appeals, and U.S. Tax Court cases on income, estate, and gift tax issues.
• Fiduciary Litigation: Assisting with contested estate and trust matters when family relationships disintegrate, representing either the beneficiary or the trustee, or serving as counsel to the estate.
• Trust Modifications & Reformations: Providing tremendous value in changing old irrevocable trusts to make them fit better with today's needs, including judicial and nonjudicial modification and reformation of trusts (decanting).
• International Estate Planning: Working with foreign-born U.S. citizens and non-citizens who have international assets, with specific experience across various countries including Portugal, Switzerland, Singapore, Greece, Mexico, Belgium, Canada, the United Kingdom, and India.

Holly B. Norvell's practice is distinguished by an impressive array of features and highlights that underscore her expertise and reputation within the legal and financial communities:

• Board Certified Specialist: Holly is a North Carolina Board Certified Specialist in Estate Planning and Probate Law. This certification signifies advanced knowledge, substantial involvement, and a peer-recognized proficiency in this specialized field, assuring clients of her exceptional capabilities.
• Licensed CPA: Unique among many attorneys, Holly is also a licensed Certified Public Accountant (CPA) in North Carolina. This dual qualification provides her with a holistic understanding of financial planning and tax implications, enabling her to offer more comprehensive and quantifiable advice.
• Highly Recognized and Awarded: She has been consistently selected to the prestigious Super Lawyers list since 2017 (and as a Rising Star from 2013-2016), and has been recognized among the "Top 50 Women North Carolina Super Lawyers" for multiple years. Additionally, she is recognized in The Best Lawyers in America® for Commercial Litigation, Litigation - Construction, and Litigation - Real Estate. She is also ranked by Chambers High Net Worth Guide for Private Wealth Law.
• Chair of Trusts & Estates Practice Group: As the Chair of Johnston Allison Hord's Trusts & Estates Practice Group, Holly leads a team of dedicated professionals, further demonstrating her leadership and expertise in the field.
• Focus on Wealth Preservation and Harmony: Holly emphasizes her role in the "relationship and wealth preservation business." Her approach focuses not only on the efficient transfer of wealth but also on preserving family harmony, even in the face of complex dynamics.
• Comprehensive Tax Expertise: Her background as a CPA combined with her legal education from The University of Texas School of Law (where she also earned an MPA in Taxation) equips her with deep knowledge in federal, state, income, estate, gift, and generation-skipping transfer tax planning, including handling tax audits and U.S. Tax Court cases.
• Trusted Referral Source: Much of her work is referred by satisfied clients and their other advisors, including lawyers and CPAs, which speaks volumes about her reputation and the quality of her service.
• Active Professional Affiliations: Holly is highly active in various professional organizations, including being a Fellow of the American College of Trust and Estate Counsel (ACTEC) and holding leadership roles within the Mecklenburg County Bar and North Carolina Bar Association’s Estate Planning & Fiduciary Law Sections.

While specific promotional offers are not publicly detailed for Holly B. Norvell or Johnston Allison Hord, P.A., individuals interested in her specialized estate planning and wealth preservation services are encouraged to reach out for a consultation. In such complex and highly personalized areas of law, direct engagement is the first and most crucial step. Contacting her office would allow prospective clients to discuss their unique circumstances, understand the scope of services, and learn how her expertise can be applied to their specific estate and tax planning needs. This initial discussion provides a valuable opportunity to assess suitability and begin charting a course for securing your financial legacy.

For North Carolina residents seeking sophisticated legal counsel in estate planning, wealth preservation, and related tax matters, you can reach Holly B. Norvell at Johnston Allison Hord, P.A., using the following contact details:

Address: 1065 E Morehead St, Charlotte, NC 28204, USA

Phone: (704) 332-1181

Mobile Phone: +1 704-332-1181

We recommend contacting her office directly to schedule a consultation and take the first step in securing your financial future with an experienced and highly respected estate planning attorney.

For North Carolinians, especially those in the Charlotte area with significant assets, intricate family structures, or complex business succession needs, Holly B. Norvell at Johnston Allison Hord, P.A. is an exceptionally suitable and highly recommended legal resource. Her unparalleled expertise as a North Carolina Board Certified Specialist in Estate Planning and Probate Law, combined with her credentials as a licensed CPA, provides a depth of knowledge that few attorneys can match. This dual perspective allows her to craft comprehensive strategies that address not only legal compliance but also critical tax implications and financial efficiency, directly benefiting clients in the region.

Her reputation, evidenced by consistent Super Lawyers and Best Lawyers in America® recognition, and her leadership as Chair of the Trusts & Estates Practice Group, assure locals that they are engaging with a top-tier professional. Holly’s commitment to preserving family harmony while navigating complex wealth transfers, along with her experience in both domestic and international asset management, means that clients receive highly personalized and effective solutions tailored to their specific circumstances. For those seeking to confidently plan their legacy, ensure smooth generational transitions, or resolve complex fiduciary matters in North Carolina, Holly B. Norvell offers the sophisticated legal and financial acumen required to achieve peace of mind and lasting security.