Drawing on his skills as an Attorney and CPA, Todd has a passion for working with high net worth individuals and business owners. He assists them in crafting tailored plans that help grow and protect their wealth. Todd has been involved with entrepreneurial coaching, including Vistage and Strategic Coach, and is a North Carolina Board Certified Specialist in Estate Planning and Probate Law. He is admitted to practice law in Virginia, North Carolina and South Carolina and maintains active law licenses in both Carolinas. He is also licensed as a CPA (Certificate #20110) in North Carolina.
In addition to working directly with clients, Todd works with accountants, investment bankers, and financial advisors whose clients are affluent business owners and high net worth individuals.
Todd celebrated his 30th wedding anniversary with his wife, Kelly, in 2024 and they have 3 wonderful children, Spencer, Nicholas and Emma. When not practicing law, he enjoys traveling, tennis, snow skiing and hiking, among other hobbies.
Bar Admissions and Professional Designations
- North Carolina, 1990
- South Carolina, 2012
- Virginia, 1991
- U.S. District Court Western District of North Carolina
- U.S. Tax Court
- Certified Public Accountant (NC #20110)
Additional
- Former tax lawyer with “Big 4” International Accounting Firm
- Founded Stewart Law, P.A. in 1995
- Works primarily with founders of privately-held companies on opportunities impacting their personal and business wealth
- Participant in Vistage Strategic Coach entrepreneurial coaching programs
Areas of Practice
- 70% Trusts & Estates
- 30% Corporate & Transactional Law
Todd limits his current practice to serving the wealth planning needs of 75 families, some of whom he’s worked with for decades.
Certified Legal Specialties
- Estate Planning and Probate Law, North Carolina State Bar, 2008
Education
- Wake Forest University School of Law, Winston-Salem, North Carolina
- West Virginia Wesleyan College
- B.S. Business Administration cum laude – 1987
- Honors: Dean’s List
- Major: Business Administration/Accounting
Professional Associations and Memberships (Recent Past or Present)
- North Carolina Bar Association, Estate Planning, Business, Taxation Section, Member
- NC Bar Association Estate Planning and Fiduciary Law Section Council Member
- Mecklenburg County Bar
- North Carolina Associations of CPAs
