Law Firm Overview

The Law Offices of Walter L. Sheffield III, PLLC, located in Raleigh, North Carolina, serves retirees, seniors, and disabled individuals throughout the Triangle, including Wake County and Durham County, as well as the surrounding counties, offering legal advice on asset protection, long term care planning, estate planning, probate avoidance, elder law, guardianship avoidance, wills, trusts, minimizing taxes, and maximizing income.

S.O.S. FOR SENIORS (sm)

Simplification. Organization. Security. These are not easy to achieve in today's complicated world. A single question often involves many facets such as financial security, asset preservation, taxes, housing, investments, and insurance. You need an experienced and knowledgeable attorney who can offer you valuable, affordable advice. Seniors, retirees, disabled individuals, and their families need independent advice from an attorney who serves their interests only. Our "S.O.S. for Seniors (sm)" services are devoted to providing Simplification, Organization, and Security in the areas of asset protection, long term care planning, estate planning, probate avoidance, elder law, guardianship avoidance, wills, trusts, minimizing taxes, and maximizing income. S.O.S. for Seniors (sm) services include law related services in the form of independent investment advice, as well as independent trust services. These services are provided through firms in which Walt Sheffield has an ownership interest, including Armor Investment Advisors, LLC, and National Advisors Trust Company, FSB. These law related services are not legal services, and the protections of the client-lawyer relationship do not apply to them. For more information about these law related services, go to the following websites: http://www.armorinvestmentadvisors.com and www.nationaladvisorstrust.com.

These are the goals we want to achieve for our clients:

• Protect the safety and security of your assets.
• Protect your life savings from the costs of nursing homes and long-term care.
• Help you avoid Probate and Guardianship, using revocable trusts and other asset simplification methods.
• Assist you with maximizing income with minimum risk
• Take steps to help you reduce your taxes.

If you have a legal issues concerning asset protection, long term care planning, estate planning, probate avoidance, elder law, guardianship avoidance, wills, trusts, minimizing taxes, and maximizing income.

Areas of Practice

• Estate Planning 50%
• Elder Law 30%
• Wills 20%
• Probate & Estate Administration
• Trusts
• Trust and Estate Administration
• Asset Protection Planning
• Long Term Care and Disability Planning
• Financial and Estate Planning
• Investment Consulting and Independent Advice
• Charitable Gift Planning and Administration
• Beneficiary Designations for Retirement Assets
• Long Term Care
• Asset Protection

West Practice Categories

Administrative Law, Banking & Finance Law, Bankruptcy Law, Pensions, Benefits & Compensations -- Employee, Estate Planning, Elder Law, Trusts, Wills, Health & Health Care Law, Probate & Estate Administration, Estate Administration, Securities Law