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The Attorneys at Marcellino Moore, PLLC have been awarded Super Lawyers®, which includes less than 2.5% of the nation's top attorneys!

Asset Protection Attorney in Charlotte

One Legal Team for Personal, Family, & Business Asset Protection

Creditor claims, lawsuits, business liabilities, divorce, incapacity, and death can place personal and professional assets under pressure. Protecting those assets starts with examining how property is owned, managed, and transferred before a claim or dispute arises.

At Marcellino Moore, PLLC, we serve Charlotte individuals, families, professionals, and business owners through estate planning, business law, family law, and civil litigation. This combination allows us to address concerns that cross legal boundaries, such as a business interest that affects an estate plan or a family change that alters ownership and inheritance goals.

Discuss the risks to your assets with our Charlotte attorneys. Call (980) 427-3401 or reach out online to get started.

How North Carolina Law Shapes a Protection Strategy

No single document protects every type of property from every potential claim. A strategy’s legal effect depends on the asset, ownership arrangement, existing obligations, timing, and applicable North Carolina law. Planning is generally more effective before a lawsuit, creditor claim, divorce, bankruptcy, or similar threat is underway.

A legal review may consider:

How real estate, financial accounts, and business interests are titled
Whether estate planning documents and beneficiary designations work together
How business entities separate personal and company interests
Whether insurance and retirement assets fit within the broader plan
How incapacity, succession, or death could affect control

Estate, Business, Family, & Litigation Issues Often Overlap

Protecting wealth can require more than estate documents. Our attorneys handle business formation, contracts, partnership matters, real estate disputes, construction disputes, insurance matters, and other civil litigation. We also address divorce, alimony, and equitable distribution, and the division of marital property and debt during divorce.

Founded in 2011, our firm brings together a team of attorneys and dedicated staff for sensitive legal and financial concerns. We prepare carefully, explain practical options, and advocate for our clients in and out of the courtroom.

Estate Planning Tools & Beneficiary Protections

Wills, trusts, and powers of attorney serve different purposes within a broader plan. A will directs the distribution of property at death, but it doesn’t provide every protection or management function. Beneficiary designations may also control certain assets outside the will’s terms.

A trust may address ownership, management, distribution timing, and protections for beneficiaries, depending on its terms and applicable law. A power of attorney names someone who can act during incapacity, so that authority should be reviewed alongside property ownership and other estate planning decisions.

We review how these documents interact rather than treating each one in isolation. The appropriate structure depends on family relationships, asset types, current obligations, and the client’s goals for control and inheritance.

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Our Client Testimonials

Behind Every Case is a Real Person and a Real Story

“Jennifer Moore, Alexis Gadzinski and their team were stellar in supporting me.”
“They were great to work with and achieved all of my goals. I highly recommend Jennifer and Alexis to represent you.”

- Richard R.
“Kay Bolaños and her team did an outstanding job.”
“Her legal advice and expectations were honest and accurate from beginning to end. The way Kay handled the case was on point. I am happy with the trust I placed in her.”

- Antonio A.
“It was a pleasure working with Kay and Katie.”
“The team at Marcellino & Moore (Kay Bolanos & Katie Glenney) handled my family matters in a very professional and efficient way. My situation was a bit unique, and they spent time researching and brainstorming potential outcomes.”

- Elena
“Will definitely use their representation again.”
“Their communication is top notch as well as their support which is the most important aspect in my opinion.”

- Former Client
“Matt, thanks for all the hard work, and more importantly, your compassion and real world knowledge.”
“I cannot say enough about the firm's pragmatism, understanding of the NC law process, and their level of communication.”

- William M.
“I HIGHLY recommend this law firm.”
“5 stars aren’t enough to rate my experience with this law firm. Attorney Clay Campbell exceeded my expectations. I just sat back and listened to him annihilate the opposing counsel. It was quite comical.”

- Monica H.
“I had the privilege of being represented by Clay Campbell and his exceptional team.”
“Their knowledge of the law is unmatched, and they navigated my case with precision and expertise. The entire team demonstrated outstanding communication, always keeping me informed and at ease throughout the process.”

- Former Client
“Her professionalism and commitment to my needs were evident from the start.”
“Jennifer was straightforward and transparent, giving me confidence in her abilities. The team was responsive and ensured my interests were always a priority. I'm grateful for their help, which has allowed me to move forward positively.”

- Zoraida G.

Settlements & Judgments

Our Case Results

Estate Planning
Family Avoids the Time and Expense of Full Probate. Attorney Katy Currie helped a family avoid the time, expense, and complexity of a full probate administration after the loss of a loved one.
Contested Will Dispute
Attorney Katy Currie represented a family facing a difficult probate proceeding after a family member challenged the validity of a loved one’s will.
Estate Planning
Attorney Katy Currie worked with a blended family facing the challenge of providing for one another while also protecting assets intended for their respective children.
Estate Planning to Protect Minor Children
Attorney Katy Currie worked with parents who wanted to ensure their children would be protected and cared for if the unexpected occurred.
High-Net-Worth Estate
Advised the owner of a highly successful business with an estate valued at approximately $40 million, including multiple properties across several states.

View More Results

Meet Our Team

Protecting What Matters Most

Learn More About Us

Planning for Business Owners & Professionals

Personal wealth and business risk often intersect. We assist with business formation, contracts, employment agreements, executive compensation, benefits matters, and corporate counsel. A limited liability company may separate certain company obligations from its owners’ personal assets, but its effect depends on how the entity is formed, owned, and operated under applicable law.

Business planning may address:

Entity selection and ownership arrangements
Separation of business and personal assets
Agreements among owners and partners
Operational risks and available insurance
Business succession, disability, sale, or death

Commingling funds, overlooking entity formalities, relying on incomplete agreements, or transferring property after a claim arises can create legal complications. Through our civil litigation practice, we also handle partnership disagreements, construction disputes, insurance matters, and real estate disputes. That work keeps potential sources of conflict in view when we evaluate ownership and operational decisions.

Family Changes Can Reshape Ownership & Inheritance

Marriage, divorce, remarriage, birth, adoption, and death can alter how property is owned or inherited. A plan created for one household structure may no longer reflect the family’s relationships, financial responsibilities, or intended beneficiaries after a major life change.

Beneficiary designations, trust provisions, marital agreements, and ownership records should be evaluated together. For blended families, planning may need to balance support for a spouse with preserving an intended inheritance for children from a previous relationship.

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Real Talk, Legal Insights, and Stories That Matter

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What to Bring to a Planning Consultation in Charlotte

A productive consultation begins with a clear picture of what you own, what you owe, and which future events concern you. Legal advice depends on the review’s timing, current ownership arrangements, family circumstances, business interests, and any existing or anticipated claims.

Helpful information may include:

Asset and debt summaries
Business formation and ownership records
Wills, trusts, and powers of attorney
Beneficiary designations and property deeds
Insurance information and existing agreements
Pending disputes, claims, or major life changes

Our review may identify documents that should be created, updated, or coordinated. When an issue requires financial, tax, insurance, or accounting guidance, we may recommend consulting an adviser in that field. Our legal services aren’t a substitute for those professional roles.

Discuss a Coordinated Plan With Our Attorneys

Contact us to discuss your personal, family, or business concerns and determine which legal issues warrant attention first. We offer virtual consultations for clients who prefer to meet remotely. Our attorneys have received Super Lawyers® recognition, a designation achieved by less than 5 percent of attorneys nationwide.

Call (980) 427-3401 to schedule a consultation with the Charolotte asset protection attorneys at Marcellino Moore, PLLC.

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