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Exclusive IR Global advisor for Trusts & Estates in North Carolina and Trusts & Estates in South Carolina since 2019

Thomas J. Gorman

Shareholder, Thomas J. Gorman, P.A.

+ 1 704.544.2500

Biografía

Tom Gorman practices in the area of Trusts, and Estate Planning. He was born in Rockville Centre, New York, raised in Manhasset, New York, and has lived in North Carolina for more than 40 years. He is married to Nannette Gorman and they have three adult children.

Mr. Gorman has drafted wills, trusts, powers of attorney, living wills, health care powers of attorney, and assisted with elder law planning for numerous clients. He has drafted more than 10,000 trusts of various types, including revocable living trusts for probate avoidance, special needs trusts, life insurance trusts, charitable remainder trusts, and trusts for estate tax avoidance.

Education

Law School: Duke University School of Law, Durham, NC, J.D., 1985
Undergraduate: Boston College, Chestnut Hill, MA, B.A., magna cum laude, Economics and English, 1982

Bar Admissions

North Carolina, South Carolina, Texas

Awards

Rated as Preeminent (5.0 out of 5.0) by Martindale Hubble, based upon client reviews
Recipient of the Client Champion Platinum Award, 2012 to Present
Rated as Superb (9.3 out of 10) by Avvo
IR Global International Referral Network Silver Member

Work History

Attorney, Thomas J. Gorman, P.A., Charlotte, NC 2023-Present
Attorney/Partner, Taylor English Duma LLP, Charlotte, NC 2022-2023
Attorney/Shareholder, Gorman & Associates, P.A., Charlotte, NC 1988-2022
Attorney, Petree, Stockton & Robinson (now Kilpatrick Townsend & Stockton, LLP) Charlotte, NC 1987
Attorney, Baker, Smith & Mills, Dallas, TX 1985-1986
Legal Intern, U.S. Department of Transportation, Office of the Secretary, Washington, DC 1983

Community Involvement & Advisory Boards

First Citizens Bank- Charlotte Area Advisory Board
Catholic Charities- Diocese of Charlotte Board of Directors
St. Matthew Catholic Church World Hunger Drive. Meal packing event MC
Parish Pastoral Council, Chairperson
Thompson-Pratt Financial Group Trusted Advisor Panel
Merrill Lynch Fox-Kaplan Wealth Management Team Board of Advisors
Knights of Columbus Council #10852- Third Degree
Duke University School of Law Cornerstone Society

Seminars and Lectures

Hines-Fox Group of Merrill Lynch “Estate Planning in the New Normal”
Ameriprise Financial “Estate Planning for Financial Advisors” Seminars

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About Thomas J. Gorman, P.A.

Thomas J. Gorman, P.A.

Practicing law since 1985 and located in Ballantyne Corporate Park in Charlotte, North Carolina, I am licensed in both North and South Carolina. I offer professional, personalized service to promptly and successfully complete estate planning matters.

Trusts & Estate Planning

To provide proper estate planning, an attorney must be a good listener. I listen to what you or your  client want to accomplish, learn about priorities and family relationships, and then draft an estate plan to meet those needs. I draft everything from simple wills to complex trusts, powers of attorney, living wills, health care powers of attorney, credit shelter trusts, probate avoidance trusts, Medicare and Medicaid trusts, VA trusts, special needs trusts, family limited partnerships, gifting plans, and virtually all of the other estate planning documents.

Most importantly, I want to tailor an estate plan to a client’s particular needs. My philosophy is to keep the estate plan as simple as possible, while accomplishing all of a client’s goals. For most of the will and estate planning documents, fixed fees are charged based upon the documents actually prepared- there is no “guessing” what the fee will be.

Please contact me and let me know how I can help!

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Exclusive IR Global advisor for Trusts & Estates in North Carolina

Ballantyne Corporate Park 15720 Brixham Hill Ave., Suite 300 Charlotte, NC 28277

Exclusive IR Global advisor for Trusts & Estates in South Carolina