Uncategorized - Stewart Law, P.A.

Join Our Team!

Stewart Law, P.A. is currently seeking an Associate Attorney to join our team.

The successful candidate will be responsible for meeting with estate planning, estate administration, and corporate clients and drafting appropriate documents. Applicants should be proactive, organized, motivated professionals who enjoy working in a team environment. We provide a hybrid office/remote working model, flexible hours, friendly work environment, competitive compensation package, and excellent benefits.

Please send cover letter and resume to Erica Testerman at etesterman@tstewartlaw.com.

Stewart Law, P.A. Attorney Recognized as Best Lawyers in America® 2020

Stewart Law, P.A., a boutique corporate, trusts, and estates firm in Charlotte, North Carolina is proud to announce that Founding Partner, Todd A. Stewart has been recognized as Best Lawyers in America® 2020 in Charlotte, NC. The Best Lawyers in America® program is the oldest and among the most respected attorney ranking services in the world. Todd was selected in the trusts and estates category. Attorneys named to Best Lawyers lists are recognized by their peers in the legal industry for their professional excellence in specific practice areas. To read their recently released press release click here.

Asset Protection And Retirement Accounts

Divorce is detrimental in a number of emotional and financial ways and court cases continue to add to the list. The key question in a recent case was whether a person’s interest in his ex-spouse’s retirement accounts (e.g., through Qualified Domestic Relations Orders or QDROs) are protected as “retirement funds” under the federal bankruptcy code. This court again decided they are not protected. One message is that even though ERISA plans can provide certain bankruptcy protection for “participants” of retirement plans, this is not necessarily extended to alternate payees, such as beneficiaries who inherit them or ex-spouses.

Planning Point: In some cases, trusts can be used to help add protection for the benefits.

*Intended as general guidance only and not as legal advice.

Align Your Three Bottom Lines

By Todd A. Stewart, Founding Partner

On May 20, 2019, I was in a program with author Kevin W. McCarthy where he talked about his book, Chief Leadership Officer: Increasing Wealth So Everyone Profits. Many good takeaways and I particularly like the idea of aligning your three bottom lines: Financial, People and Purpose. If you want more information, the website is: http://chiefleadershipofficer.com/.

*Intended as general guidance only and not as legal advice.