Managing Partner
Todd A. Stewart, CPA, JD
North Carolina Board Certified Specialist · Estate Planning & Probate Law
Drawing on decades of experience as both an attorney and CPA, Todd works with high-net-worth individuals and business owners on the legal and financial decisions that shape what they pass on.
Todd founded Stewart Law, PA in 1995 after leaving a tax practice with a Big Four international accounting firm. He started the firm to do estate planning, trust and estate work, and business counsel the way he believed it should be done — personally, patiently, and with the kind of judgment that comes from doing the work over decades for the same families.
Today, Todd works primarily with founders of privately-held companies on the opportunities and decisions that affect both their personal and business wealth. His approach combines the technical precision of a tax attorney with the strategic perspective of a CPA — and increasingly, the long view that comes from helping clients navigate transitions across generations.
Todd is admitted to practice law in North Carolina and South Carolina and maintains active licenses in both Carolinas. He is a North Carolina Board Certified Specialist in Estate Planning and Probate Law, and is also licensed as a Certified Public Accountant in North Carolina (Certificate #20110).
Beyond direct client work, Todd collaborates with accountants, investment bankers, and financial advisors whose clients are affluent business owners and high-net-worth individuals. He has been a long-time participant in entrepreneurial coaching programs including Vistage and Strategic Coach.
Todd limits his current practice to serving the wealth planning needs of approximately 75 families — many of whom he has worked with for decades. His practice is roughly 80% trusts and estates, 20% corporate and transactional law.
Credentials
Bar admissions, education, and professional life
Bar admissions
- North Carolina State Bar, 1990
- South Carolina State Bar, 2012
- U.S. District Court, Western District of North Carolina
- U.S. Tax Court
- Certified Public Accountant (NC #20110)
Specialty certification
- North Carolina State Bar Board Certified Specialist in Estate Planning and Probate Law, 2008
Education
- Wake Forest University School of LawWinston-Salem, NC · J.D., 1990
- West Virginia Wesleyan CollegeB.S. Business Administration, cum laude, 1987 · Dean’s List · Major: Business Administration / Accounting
Professional associations
- North Carolina Bar Association — Estate Planning, Business, and Taxation Section
- NC Bar Association Estate Planning and Fiduciary Law Section Council Member
- Mecklenburg County Bar
- North Carolina Association of CPAs
Earlier experience
- Former tax lawyer with a Big Four international accounting firm
- Founded Stewart Law, PA in 1995
Practice mix
- 80% Trusts & Estates
- 20% Corporate & Transactional Law
Todd celebrated his 30th wedding anniversary with his wife Kelly in 2024. They have three children — Spencer, Nicholas, and Emma. When he’s not practicing law, he enjoys traveling, running, snow skiing, and hiking.
Work with Todd.
A consultation is a conversation. We’ll listen.
Also on the team