T: 704.377.8144
F: 704.339.3444
  • 101 North Tryon Street
    Suite 1900
    Charlotte, NC 28246

Practices

Heidi E. Royal

Ms. Royal practices in the areas of trusts, estate planning, probate law and tax. She advises clients in developing both simple and sophisticated estate plans, including wills, revocable trusts, irrevocable life insurance trusts, qualified personal residence trusts and “dynasty” trusts. She also works with families on the formation of family limited liability companies. She has significant experience in assisting clients in navigating the complexities of the probate process. Her tax practice includes the preparation of federal and state estate and gift tax returns as well as fiduciary income tax returns. She also represents estates under audit with the Internal Revenue Service.

Additionally, Ms. Royal’s corporate experience extends to the areas of health care licensing and Medicare issues associated with changes of ownership and financing of retirement, assisted living and skilled nursing communities.

Professional Affiliations

  • North Carolina State Bar, Board Certified Specialist, Estate Planning and Probate Law
  • Charlotte Estate Planning Council, Board Member, 2009-10; Member, 2006-10
  • Charlotte Women’s Bar, Secretary, 2010; Member of Public Service Committee, 2007-10
  • North Carolina Bar Association, Wills for Heroes Committee, Co-chair, 2011-present; Member, 2008-10
  • North Carolina Bar Association, Member of Estate Planning and Fiduciary Law Section, Co-editor and chapter author of North Carolina Estate Administration Manual, 2009-10
  • American Bar Association, Member

Professional Recognition