Todd A. Stewart

Todd A. Stewart

Managing Partner
Location:
Charlotte, North Carolina
Phone:
704-594-4207
Fax:
704-552-5230
Email:
  • Wake Forest University School of Law (1990 Graduate)
  • Certified Public Accountant
  •  Attorney at Law, Licensed in North and South Carolina
  • Practicing since 1990
  • 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 affecting their personal and business wealth
  • NC Board Certified Specialist in Estate Planning and Probate Law (covers matters relating to personal wealth and closely-held business organizations) 
  • Multi-Year Participant in Strategic Coach entrepreneurial coaching program

 

Community Service

With a wife and three children, much of my non-work time is spent with family, but my community activities include: providing pro bono estate planning services to those in need; former Board member at Charlotte Mecklenburg Senior Centers; serving on Estate Planning Legislative Committee of North Carolina Bar Association (this is the bar committee that is responsible for working on laws related to estate planning and probate); and donating to various charities.

 

Professional Designations

Certified Public Accountant

Areas of Practice

  • 50% Trusts & Estates
  • 50% Corporate and Transactional Law

Certified Legal Specialties

  • Estate Planning and Probate Law, North Carolina State Bar, 2008

Bar Admissions

  • North Carolina, 1990
  • South Carolina, 2012
  • Virginia, 1991
  • U.S. District Court Western District of North Carolina
  • U.S. Tax Court

Education

  • Wake Forest University School of Law, Winston Salem, North Carolina
    • J.D. - 1990
  • West Virginia Wesleyan College
    • B.S.

Professional Associations and Memberships

  • North Carolina Bar Association, Estate Planning, Business, Taxation Section, Member
  • Mecklenburg County Bar