Practical Advice for the Real World
At Lutzel, Broadway & Associates, we focus our practice to four specific areas of the law: Real Estate, Estate Planning (Wills and Trusts), Business Law and Asset Protection. By concentrating our practice to just four disciplines, we are able to provide the highest level of knowledge, service and counsel to our clients.
The attorneys at Lutzel, Broadway have more than sixty years of combined experience in practicing law. Our attorneys are licensed in North Carolina, South Carolina, Alabama, New York and Washington, D.C. We have offices in Lake Norman (Mooresville) and Charlotte (Ballantyne) to better serve our clients.
Service to our clients is paramount to everything else that we do. We understand that we are in a service industry and our counsel is our stock in trade. The support staff at Lutzel, Broadway value our clients as if they were family. Since we are not a mega-firm with monthly billable quotas to meet, we can take the time that is truly needed to provide the service you deserve.
We are committed to providing the highest level of service, professionalism and integrity to our clients.
“Now it is required that those who have been given a trust must prove faithful. “ 1 Cor. 4:2
We are partnered with ARAG legal insurance and SEANC membership plans.
Se Habla Español.
3440 Toringdon Way, Ste. 308
Charlotte, NC 28277
542 Williamson Rd. Ste. 1
Mooresville, NC 28117
email@example.com 704-799-3570 or
Areas of Practice
Estate Planning - WILLS and TRUSTS
Without a Will or a Trust, state law will dictate who receives your assets and who raises your minor children upon your passing. We believe that you can make those decisions better than the state legislature. However, we also understand that for many clients, estate planning can be very confusing and intimidating.
Our goal is to provide the most complete and easy to use estate plan possible. Not only will we draft a positive, enforceable, and solid plan for the future of your estate that will achieve your goals, we will also provide step by step instructions for you to follow in how to utilize the plan. We also provide step by step instructions for your family to follow in our proprietary Legacy Plan. The Legacy Plan is a guide created by our firm to enable your family to locate your assets, locate your beneficiaries and provide the information necessary to carry out your estate plan with ease. With over 28 years of experience, our lead estate planning attorney will assist you in preparing the plan that is right for you. Your plan may include a simple Last Will and Testament or a more complex Special Needs Trust or Revocable Living Trust. We will provide information, answer questions and address your concerns so that you can make the best decisions possible when it comes to your estate. We also provide Living Wills, Durable Power of Attorney and Health Care Power of Attorney.
With an office in Lake Norman we can serve clients from Mooresville, Cornelius, Davidson, Huntersville, Troutman, Terrill and beyond; and an office in South Charlotte we can serve clients in Charlotte, Union County, York and Lancaster County, SC.
Whether you are starting a new business or purchasing an existing business, our attorneys will walk you through the process. New business ventures are exciting but can be intimidating. Our goal is to take the intimidation out of it and assist you in moving forward with your business the right way. Our attorneys will discuss with you your goals, your business idea and business model. Based on your objectives, we will make recommendations as to what type of structure (LLC, S-corp., partnership, etc.) would best suit your needs and enable you to attain your goals. Factors that always need to be considered when structuring a business is the type of business you are starting or purchasing, the number of people that will be involved in the business, what are the tax implications on the business and you as an individual, along with the unique aspects you will bring to this business. So whether you own or are starting a new company, or selling your business, we can assist you every step of the way.
Buying and selling real property can be an enjoyable experience or it can be a challenge. Many times, the knowledge and experience of your legal counsel dictates how the transaction concludes. Protecting your interests, regardless of whether you are buying or selling, is the sole concern of our attorneys. Our goal is to make the transaction as smooth as possible and be there to answer all of your questions as they arise. We understand how intimidating the process of buying or selling a home can be and we want to make sure your concerns are addressed.
We live in a law-suit crazy, financially risky world; one where people unexpectedly lose their assets. More families, individuals and businesses get sued or go bankrupt each year. It can happen to anyone! That’s why so many people today are anxious to protect their wealth; they seek financial security and want peace of mind!
Asset protection is a strategy to title your savings, property, business, and other assets and to shield them from lawsuits and other claims. Asset protection is a safety net. It doesn’t guarantee that you won’t get sued or run into other financial issues; but if you do, you will lose fewer assets.
Not everyone gets sued. Not every lawsuit is wealth-threatening or the lawsuit may be fully covered by your insurance. But, if ever are sued, you certainly would want to be able to shield and shelter your assets from being lost in that lawsuit. Our goal is to give you the peace of mind that if something did happen, you were well protected. The key is to have a plan in place before any trouble arises. Waiting until a lawsuit develops is often times too late to do any protecting.
Use the form below to contact us regarding your legal enquiry. Please be as detailed as possible. Include your industry along with any specific document requests. To help us best service your enquiry, we recommend that you first describe the issue you’re having before telling us what you want to achieve. You may also email or call us to make an appointment.
For job opportunities, please email us your resume. We’re always looking for new and exceptional talent to lead the firm into uncharted fields of practice.