Charlotte Estate Planning Attorney Guide
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Elder Law & Medicaid Planning in Charlotte

Elder Law & Medicaid Planning in Charlotte, NC

Compare 19 Charlotte elder law and Medicaid planning attorneys. Learn what the work covers, what to look for, and how our scoring helps you choose.

What elder law and Medicaid planning covers

Elder law attorneys help older adults and their families deal with the legal side of aging. In Charlotte that usually means Medicaid planning for long-term care, powers of attorney, health care directives, guardianship, and protecting a home or savings from nursing home costs. Many also handle wills and trusts, and some assist with Veterans benefits.

What to look for

Start with focus. Medicaid rules are technical, including a five-year look-back on gifts and strict asset limits, so ask how much of the firm's work is elder law. Ask whether the attorney has handled North Carolina Medicaid applications recently, and whether they work with spouses, children, and care managers. Clear fee quotes matter too.

How our scoring helps

We list 19 Charlotte firms in this category and score them on the public record, so you can compare without calling everyone. See our methodology for what we measure. For a broader shortlist, read the ranked guide to estate planning attorneys in Charlotte, then contact two or three firms before you decide.

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All elder law & medicaid planning in Charlotte, NC, ranked by score and relevance

19 businesses, scored on recent reviews. The order weighs each business's overall score by how much of its reviewed work is elder law & medicaid planning, so a lower-scored specialist can rank above a higher-scored generalist.

Perrin Legal
#1
88

Perrin Legal

5.0(104)✓ Google-verified

Perrin Legal consistently delivers personalized estate planning that puts clients at ease. Christian Perrin and his team explain complex documents clearly, move quickly from initial meeting to signed papers, and stay responsive after completion. Reviewers regularly cite the firm's professionalism, attention to detail, and willingness to uncover overlooked issues, often comparing their experience to the confidence they'd feel with a trusted friend.

Special Needs PlanningWills & TrustsEstate Planning Attorney
North Carolina Estate Planning & Fiduciary Law
#2
86

North Carolina Estate Planning & Fiduciary Law

4.9(52)✓ Google-verified

Reviewers consistently describe feeling guided through complex estate matters with clear explanations and genuine care. James Hickmon and his team handle initial planning and years-long probate work alike with the same attentiveness, accessibility, and skill. Staff members including Heather, Nicole, and Whitney are named for their individual contributions. The firm walks clients through trust creation, elder law, and multi-state estate settlement with professionalism that builds confidence even when circumstances are emotionally difficult or legally intricate.

Wills & TrustsElder Law & Medicaid PlanningEstate Planning Attorney
McIntyre Elder Law
#3
90

McIntyre Elder Law

4.9(624)✓ Google-verified

Reviewers praise the firm for making elder law accessible. Attorneys like Haley Matson and Robreno explain options in plain language, answer thoroughly without rushing, and avoid pushing unnecessary services. Clients consistently report quick responses and clear direction on estate solutions tailored to their needs.

Wills & TrustsElder Law & Medicaid PlanningEstate Planning Attorney
Sawyer & Associates, LLC
#4
88

Sawyer & Associates, LLC

4.9(132)✓ Google-verified

Reviewers consistently praise Sawyer & Associates for quick responses, straightforward explanations, and staff who listen carefully. Rob Paul and Dosson Smalley are named as particularly attentive. The firm offers free initial consultations and covers estate planning, probate, elder law, and Medicaid matters across multiple states.

Wills & TrustsProbate & Estate AdministrationElder Law & Medicaid Planning
Law Office Of Montgomery and Hart, PLLC
#5
72

Law Office Of Montgomery and Hart, PLLC

4.5(53)✓ Google-verified

Many clients report smooth experiences with clear explanations and attentive service. However, several have experienced significant delays in follow-up, unresponsiveness to calls and emails, and a sense their matter was not prioritized once the initial consultation ended.

Wills & TrustsElder Law & Medicaid PlanningEstate Planning Attorney

Let us connect you with elder law & medicaid planning in Charlotte, NC

No obligation, and it is free. Tell us what you need and we'll connect you with estate planning attorneys in Charlotte who handle your situation.

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Linville Law Office, PLLC
#6
79

Linville Law Office, PLLC

4.9(22)✓ Google-verified

Judy Linville and her team guide clients through estate planning with clear explanations and thorough planning. Staff including Cindy Lynn, Corey Jones, and Amanda Hand handle elder law, Medicaid issues, and trust administration with responsiveness and compassion. One client reported a lapse in communication after a paid initial consultation, though the vast majority of reviews praise quick responses and professional follow-up.

Wills & TrustsEstate Planning AttorneyProbate & Estate Administration
Collins Family & Elder Law Group
#7
83

Collins Family & Elder Law Group

4.9(51)✓ Google-verified

Most clients report smooth, supported experiences with named attorneys like Ali Miller, Patti Tutone, Kristen Leonard, and others who explain legal issues plainly and respond promptly. Reviewers consistently praise their empathy during emotional matters like divorce and probate, though one complaint notes communication gaps after engagement ends.

Wills & TrustsElder Law & Medicaid PlanningEstate Planning Attorney
Conrad Trosch & Kemmy
#8
72 low data

Conrad Trosch & Kemmy

4.3(34)✓ Google-verified

Reviewers consistently praise the firm for earning trust through diligent case work and personal attention. Staff like Bill Trosch, Mallory Willink, and Vianey Lopez are named for resolving complex family and civil disputes efficiently.

Wills & TrustsElder Law & Medicaid PlanningEstate Planning Attorney
The Potter Law Firm
#9
83

The Potter Law Firm

5.0(22)✓ Google-verified

Across 22 reviews averaging 5 stars, clients consistently describe straightforward trust and estate planning processes guided by attentive staff who answer all questions without rushing. John Potter and team Robin and Donna are repeatedly named for translating complex family situations into clear, actionable plans with follow-up support.

Elder Law & Medicaid PlanningEstate & Trust LitigationWills & Trusts
Orsbon & Fenninger, LLP
#10
89

Orsbon & Fenninger, LLP

5.0(115)✓ Google-verified

Cyndy Fenninger and Perry Coumas lead a firm clients trust with sensitive estate matters. Most describe straightforward consultations where attorneys explain documents in plain language, making overwhelming processes manageable. Staff-especially Valencia at the front desk-create a comfortable environment. One early interaction with a receptionist fell short on courtesy, though the broader pattern shows consistent warmth across the team. Reviewers name specific strengths: Cyndy's 30 years of experience, willingness to work through complex family dynamics, and follow-up care through probate. Clients appreciate that the firm guides them from initial planning through execution, with attorneys making time for thorough questions and walking families through paperwork during loss.

Wills & TrustsEstate Planning AttorneyEstate & Trust Litigation
Thomas J. Gorman, P.A.
#11
83 low data

Thomas J. Gorman, P.A.

4.9(60)✓ Google-verified

Reviewers consistently praise Gorman for translating estate law into plain English and guiding families through wills, trusts, and special needs planning with patience and precision. His team-including long-serving staff like Joanna-handles each step with attention to detail and explains costs upfront, making what could feel overwhelming feel manageable.

Wills & TrustsEstate Planning AttorneyElder Law & Medicaid Planning
Collins Family & Elder Law Group
#12
65 low data

Collins Family & Elder Law Group

5.0(13)✓ Google-verified

All 11 available reviews are five-star. Clients consistently highlight the firm's expertise and integrity, particularly Jessica Price's ability to identify legal options and provide attentive representation during difficult family law matters.

Wills & TrustsElder Law & Medicaid PlanningEstate Planning Attorney
Davies Law, PLLC
#13
62 low data

Davies Law, PLLC

5.0(6)✓ Google-verified

Janice Davies and her team handle estate matters with deep knowledge and calm professionalism. Clients return because they feel heard and confident their affairs are in expert hands.

Wills & TrustsProbate & Estate AdministrationEstate Planning Attorney
THB Law Group
#14
56 low data

THB Law Group

5.0(1)✓ Google-verified

One reviewer praised Bryan Tyson as an excellent attorney for commercial and residential business matters. Limited review evidence available.

Wills & TrustsElder Law & Medicaid PlanningEstate Planning Attorney
Conrad Trosch & Kemmy
#15
61 low data

Conrad Trosch & Kemmy

4.1(12)✓ Google-verified

Reviewers report strong representation from named attorneys including Lou and Eric Trosch, with praise for accessibility and guidance through complex matters. One-star complaints allege unprofessional conduct and advice that harmed the client's position.

Wills & TrustsElder Law & Medicaid PlanningEstate Planning Attorney
Law Office of Nancy L. Roberts, PLLC
#16
60 low data

Law Office of Nancy L. Roberts, PLLC

5.0(4)✓ Google-verified

Nancy Roberts guides clients through estate planning and complex family situations with patience and clarity. Her knowledge of the legal process, genuine care, and willingness to see matters through make her a trusted advisor for difficult decisions.

Wills & TrustsElder Law & Medicaid PlanningEstate Planning Attorney
The Rizzo Law Firm, PLLC
#17
59 low data

The Rizzo Law Firm, PLLC

3.6(17)✓ Google-verified

Clients who worked with Scott Rizzo on wills and estate planning report feeling well-guided and confident in their documents. Serious concerns persist about communication gaps: some clients faced missed meetings, unreturned calls after cases closed, and dismissive responses when raising issues.

Wills & TrustsElder Law & Medicaid PlanningEstate Planning Attorney
The Law Offices Of Jonathan S. Frank, PC
#18
40 low data

The Law Offices Of Jonathan S. Frank, PC

2.0(4)

Limited review evidence. Two reviewers report unfunded trusts with hidden charges, unresponsive staff, withheld documents, and guidance that conflicted with other attorneys' assessment. One reviewer called the principal a nice person but not recommended.

Wills & TrustsElder Law & Medicaid PlanningEstate Planning Attorney

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Common questions about elder law & medicaid planning

How much does an elder law or Medicaid planning attorney cost in Charlotte?
Fees vary by firm and case. Simple documents like a power of attorney and health care directive often run a few hundred dollars each, or less in a package. Medicaid planning or an application is usually a flat fee or hourly work and commonly costs from the low thousands up. Ask for a written fee quote before you hire.
When should I see an elder law attorney?
Ideally before care is needed, because Medicaid looks back five years at gifts and transfers. Other common triggers are a dementia diagnosis, a spouse entering a nursing home, or a parent with no power of attorney. Documents should be reviewed every few years or after a major life change.
What should I expect at the first meeting?
Expect questions about health, family, income, home, and savings. Bring recent account statements, any existing wills or powers of attorney, and insurance details. A good attorney explains your options and costs, and does not promise to protect every asset.
How can I judge the quality of an elder law attorney?
Check their North Carolina State Bar standing, ask how many Medicaid cases they handle each year, and read recent client reviews. Membership in elder law groups can help. They should explain the look-back rules plainly.

Last updated 2026-10-02