Todd A. Stewart

Todd A. Stewart

Managing Partner
Location:
Charlotte, North Carolina
Phone:
704-594-4207
Fax:
704-552-5230
Email:

Drawing on his skills as an Attorney and CPA, Todd has a passion for working with business owners who are looking to grow and improve their companies. Personal estate planning is a natural extension to ensure that the company's growth benefits the entrepreneur and his family. Todd has been personally involved with Strategic Coach in Chicago and other entrepreneurial coaching and is a Board Certified Specialist in Estate Planning and Probate Law. He is admitted to practice law in Virginia, North Carolina and South Carolina and maintain active licenses in both of the Carolinas.

In addition to working directly with clients, Todd works with accountants, investment bankers, and financial advisors whose clients are affluent business owners and professionals.

Professional Designations

  • Certified Public Accountant

Additional

  • 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
  • Multi-Year Participant in Strategic Coach entrepreneurial coaching program
 

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. Business Administration cum laude - 1987
    • Honors: Dean's List
    • Major: Accounting

Professional Associations and Memberships

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