PS
    Photo of Peter B. von Stein
    Peter B. von Stein
    PS
    Photo of Peter B. von Stein

    Estate Planning

    Peter B. von Stein

    Ward and Smith, P.A.

    Greenville, NC

    About

    Peter advises clients on a wide array of issues in the context of estate and trust planning and administration. He assists in the preparation of Wills, Trusts, and Powers of Attorney to achieve each unique client's objectives in planning for death, incapacity, and asset transfers. Peter has extensive experience formulating estate plans, and his experience brings significant value to clients with varying types of planning needs and levels of complexity—ranging from simple estates, where efficiency is the primary objective, to sophisticated estates requiring strategic business succession and transfer tax planning. He also devotes a significant portion of his practice to representing executors and trustees as they settle and administer estates and trusts.

    Overview

    Practice focus

    Estate Planning

    Firm

    Ward and Smith, P.A.

    Office details

    Location

    120 West Fire Tower Road, P.O. Box 8088
    Greenville, NC 27835

    Services

    Practice areas

    Estate Planning

    Languages

    English

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    Credentials

    Education

    • The University of North Carolina at Chapel Hill, B.A., graduated 2012
    • The University of North Carolina at Chapel Hill, J.D., graduated 2015

    Affiliations

    • North Carolina Bar Association - Member- Sections: Estate Planning & Fiduciary Law
    • Elder & Special Needs Law
    • Greenville-Pitt County Chamber of Commerce - Board of Directors Chair
    • 3rd Judicial District Bar - President