Perry A. Coumas

Perry A. Coumas

phone:

(704) 556-9600

Location

Charlotte, NC

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Perry A. Coumas is a partner with Orsbon and Fenninger. He joined Orsbon & Fenninger in 2016. His practice is a blend of estate planning, estate administration, and related proceedings necessary to accomplish his clients’ goals. He has a broad range of experience and is comfortable helping clients with unusually difficult situations.

Perry regularly advises and represents clients in the following matters:

• Basic estate planning which includes preparing testamentary instruments, health care powers of attorney, durable powers of attorney, and HIPAA releases
• Tax Planning including the use of certain types of trusts to aid families in accomplishing their charitable goals and desired tax consequences
• Special needs planning for children who suffer from disabilities
• Guardianship for special needs adults and older adults who are suffering from a debilitating illness
• Representation of Trustees and advising trustees on how to properly fulfill their fiduciary duties
• Trustee removal actions
• Trust modification actions
• Estate Administration
• Conflicts and Actions related to estate administration

Perry is a believer in the power of planning and that proper planning is essential to provide optimal results. He also recognizes that even with proper planning, life can be unpredictable. Perry believes that clients need an attorney who is flexible, diligent, and responsive to achieve desired results.

Perry was raised in Charlotte and attended Wake Forest after graduating from Charlotte Country Day. Perry graduated from Wake Forest University in 2008 with the distinction of Magna Cum Laude and then graduated from Wake Forest University School of Law in 2011. He was admitted to the North Carolina Bar in 2011. Perry was recognized as a Super Lawyers Rising Stars in 2021.

AREAS OF PRACTICE

• Estate Planning
• Probate
• Tax Planning
• Trust Law
• Estate Administration
• Guardianship

Bar Admission

• North Carolina, 2011

Education

• Wake Forest University School of Law, Winston Salem, North Carolina
  • J.D. – 2011
• Wake Forest University, Winston-Salem, North Carolin
  • B.A. – 2008
  • Honors: magna cum laude