Meg D. Goldstein

One Wachovia Center

301 S. College Street, Suite 2300

Charlotte, NC 28202

Direct: 704.342.5262

Fax: 704.342.5264

mgoldstein@poynerspruill.com

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Areas of Practice:

Estate Planning, Estate Tax Planning, Charitable Giving, Fiduciary Representation, Business Succession Planning, Trusts and Estates, Administration of Trusts and Estates, Estate and Trust Litigation, Premarital Agreements

 

Education:  

L.L.M. in Taxation, New York University, 1980

J.D., University of North Carolina School of Law, 1979

B.A. in Urban Studies, Washington University, 1976

Profile

Meg's practice focuses on trusts and estates and taxation.  She advises clients through the estate planning process and prepares estate planning documents including Wills, revocable trusts, family limited partnerships, family limited liability companies, powers of attorneys, premarital agreements, and living wills.

Professional/Community Activities

North Carolina State Bar

North Carolina Bar Association:  Estate Planning and Fiduciary Law Section, Member; Past Section Board Member

Mecklenburg County Bar Association

Georgia State Bar

Charlotte Estate Planning Lunch Group

Foundation of the Charlotte Jewish Community:  Board of Trustees, Executive Committee, 1991 – 2004

Charlotte Jewish Federation:  Board of Directors, 1986 – 2000; Executive Board Member 1991– 2000; Women’s Division President 1989, 1998; Women’s Division Campaign Chair, 1987 – 1988; 1998; Chair, General Campaign, 1990, 1999 – 2000; Endowment Fund Committee, 2006

United Jewish Communities  Fundraiser and Solicitor, 1990 – 2000; Young Women’s Leadership Cabinet, 1989 – 1994; Southeast Financial Relations Committee, Member, 1992 – 1993

Notable Accomplishments

Recognized in Business North Carolina Magazine’s “Legal Elite” (Trust & Estates), 2002 – 2004, 2007 – 2008

Recognized in The Best Lawyers in America® (Trust & Estates), 1999 – 2008

Co-author of the North Carolina Estate Administration Manual

Jurisdictions Licensed

Georgia, North Carolina