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INDIVIDUAL PROFILE

Johnston, Allison & Hord, P.A.

Holly Norvell

Charlotte, USA High Net Worth Guide 2021 Ranked in 1 departments
Ranked in : Private Wealth Law
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Individual Information

Individual profile for High Net Worth 2021

High Net Worth

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High Net Worth
Private Wealth Law - North Carolina

Band 3

Holly Norvell has a broad range of experience in trusts and estates, and handles tax and business succession planning, charitable giving strategies, estate administration and fiduciary litigation matters for private clients. One interviewee enthuses: "She is brilliant without the accompanying ego. Even though she's one of the smartest attorneys with whom I've worked, she is also one of the most personable and kind."
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This content is provided by Holly Norvell

Career

As an experienced estate planning lawyer, Holly Norvell is in the relationship and wealth preservation business. She has five particular areas of focus: business succession planning, complicated estate administration, charitable and philanthropic guidance, fiduciary litigation, and federal, state, income and generation-skipping transfer tax planning. Holly is a both a lawyer and a licensed CPA. Focused on measurable improvement and tax-saving strategies, she can easily quantify the value of her advice to clients. A developing area of law where Holly has provided tremendous value is changing old irrevocable trusts to make them fit better with today’s needs. She works on judicial and nonjudicial modification and reformation of trusts, and advises charitable organizations. When family relationships disintegrate, Holly assists with fiduciary litigation – representing the beneficiary or trustee, or serving as counsel to the estate. She also represents family foundations, endowments, and public charities, in all areas of formation, governance, funding, tax counsel, crisis management and dissolution. Her clients’ passions range from the environment, health and human services to education and religion. Holly’s mission is to help families steward their money responsibly, generation after generation. Additionally, she works with foreign-born U.S. citizens and non-citizens who have international assets.

High Net Worth
Holly Norvell

Johnston, Allison & Hord, P.A.

yellow-guide 3 YEARS RANKED
firm
Office

1065 East Morehead Street

Charlotte

North Carolina

USA

NC 28204

guide
Ranked In

High Net Worth 2021

High Net Worth 2020

High Net Worth 2019

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