Melissa L. Kreager Attorney

Melissa regularly counsels clients in the areas of estate and gift tax planning, business succession planning, charitable planning and complex intra-family transfers. Her practice is distinguished by the comprehensive, proactive and collaborative approach she brings to all aspects of her work with clients.

Melissa’s experience also includes advising clients on their charitable goals and assisting charities with their formation and ongoing compliance. She has previously served as outside counsel to a community foundation, sits on the Board of The John Crosland School and currently counsels other non-profits and charities.

Experience

Assisted in the successful defense of a caveat proceeding in Florida based on undue influence and lack of testamentary capacity brought by a descendant of a Florida decedent.

Drafted opinion letter for New York counsel stating a good faith argument can be made that the limited liability company law would prevent an involuntary transfer of partnership interests.

  • California
  • Florida
  • North Carolina
  • New York

Named to "North Carolina Rising Stars," Estate Planning and Probate, Nonprofit Organizations, Estate and Trust Litigation, Super Lawyers, Thomson Reuters, 2013, 2015

Mecklenburg County Bar Leadership Class of 2009

  • University of Miami School of Law, LLM, Estate Planning, 2005
  • Case Western Reserve University School of Law, JD, cum laude, 2000
  • John Carroll University, BS, Business Management, 1997

Board of Directors, The John Crosland School, 2013-present

Member, Collaborative Pro Bono Committee, Mecklenburg County Bar, 2011-2013

Co-chair, Estate and Trust Section, Mecklenburg County Bar, 2010

  • Speaker, Practical (Non-Tax) Issues in Estate Planning and Administration, Mecklenburg County Bar Association, February 2009
  • Speaker, Practical Skills in the Basics of Drafting Wills and Trusts, Mecklenburg County Bar Association, February 2009
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