999 Vanderbilt Beach Rd., Suite 509, Naples, FL 34108
Miami office by appointment only.
1340 Environ Way, Chapel Hill, NC 27517
5750 Castle Creek Parkway North Drive, Suite 350, Indianapolis, IN 46250
Define Your Legacy With Elevated Estate Planning Solutions
Fundamental Estate Planning · Domicile Planning · Advanced Estate Tax Planning · Probate & Estate Administration · Business Succession · Asset Protection · Charitable Planning
We empower families by showing them what’s possible and helping them successfully plan for today and protect for tomorrow.
I am a Partner at Galbraith, PLLC’s Naples, FL and Chapel Hill, NC offices practicing in the areas of estate planning and trust administration.
I offer a full array of estate planning and related services, including the creation of irrevocable trusts, estate, gift, fiduciary and individual income tax planning and compliance, asset protection planning, estate and trust administration, trust modification and decanting, and trust protector services. He also serves as an expert witness in trust and estate lawsuits.
I am also a Certified Financial Planner and use that knowledge to better serve my clients and those for whom I acts as a fiduciary. I am also a regular speaker at continuing education programs for lawyers, accountants, and financial planners.
I am a Registered Trust and Estate Practitioner (Society of Trust and Estate Practitioners) and a Board Certified Specialist in Estate Planning and Probate Law (North Carolina State Bar Board of Legal Specialization).
Before joining the firm, I was an attorney at Henderson Franklin. Prior to that, I ran my own law firm in Chapel Hill, North Carolina, Miami, and New York.
I earned his Bachelor of Arts degree from the University of North Carolina and my Juris Doctor degree from Tulane University Law School. I earned his Master of Laws (LL.M.) Degree in Estate Planning from the University of Miami School of Law.