Individual profile for High Net Worth 2021
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High Net Worth
Private Wealth Law - North Carolina
This content is provided by Holly Norvell
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.
Johnston, Allison & Hord, P.A.
1065 East Morehead Street
High Net Worth 2021
High Net Worth 2020
High Net Worth 2019