Bar Admissions

North Carolina

Education

Wake Forest University, J.D., magna cum laude, 2013, Order of the Coif; Managing Editor, Wake Forest Law Review, 2012-13

University of Virginia, B.A., 2010

Profile

John Forneris practices in the areas of estate planning, trust and estate administration, and estate and gift tax planning. As a trusted advisor, he assists high-net-worth individuals and families with the development of wealth transfer and charitable giving strategies that achieve their personal and financial goals with thoughtful, tax-efficient planning. John advises clients on business succession and multigenerational planning strategies to preserve family wealth and legacy values.

John's experience includes the preparation of federal gift, estate and fiduciary income tax returns and various estate planning documents, including wills, powers of attorney, revocable trusts, irrevocable life insurance trusts, spousal lifetime access trusts (SLATs), grantor retained annuity trusts (GRATs), charitable remainder trusts (CRTs) and generation-skipping transfer tax-exempt trusts.

In addition, he is a contributing author to the North Carolina Estate Planning Forms Manual, a popular resource for North Carolina attorneys.

Honors & Awards

Experience

Experience

  • Drafts comprehensive estate planning documents, including wills, revocable trusts, durable powers of attorneys and health care proxies, and living wills.  

  • Provides guidance regarding implementation of estate plans tailored to each client’s unique personal and financial situation, including assets titling and beneficiary designations and tax considerations related to retirement benefits and life insurance policies.

  • Assists clients with lifetime gifts to grantor trusts, spousal lifetime access trusts, dynasty trusts, grantor retained annuity trusts and irrevocable life insurance trusts.

  • Facilitates intergenerational transfer tax planning for high-net-worth families.

  • Prepares and files federal estate tax returns, federal gift tax returns, and federal and state fiduciary income tax returns for estates and trusts.

  • Assist clients with modifications of irrevocable trusts through judicial and nonjudicial consent modification procedures and the exercise of trustee decanting powers.

  • Provides comprehensive advice to fiduciaries on all tax and non-tax aspects of trust and estate administration.

News & Events

Events

Affiliations

Professional Affiliations

  • North Carolina State Bar Board Certified Specialist, Estate Planning and Probate Law
  • Charlotte Alliance Young Professionals, Board of Directors, 2018-20
  • Charlotte Estate Planning Council, Member, 2014-present; Board of Directors, Secretary, 2022-present
  • North Carolina Bar Association, Estate Planning and Fiduciary Law Section, Legislative Committee Member
  • Mecklenburg County Bar Association, Estate Planning & Probate Section, Member

Community Affiliations

  • Lakewood Preschool Cooperative, Board of Directors, 2016-present; Chair, 2020-21
Main Menu

Robinson, Bradshaw & Hinson, P.A. Cookie Preference Center

Your Privacy

When you visit our website, we use cookies on your browser to collect information. The information collected might relate to you, your preferences, or your device, and is mostly used to make the site work as you expect it to and to provide a more personalized web experience. For more information about how we use Cookies, please see our Privacy Policy.

Strictly Necessary Cookies

Always Active

Necessary cookies enable core functionality such as security, network management, and accessibility. These cookies may only be disabled by changing your browser settings, but this may affect how the website functions.

Functional Cookies

Always Active

Some functions of the site require remembering user choices, for example your cookie preference, or keyword search highlighting. These do not store any personal information.

Form Submissions

Always Active

When submitting your data, for example on a contact form or event registration, a cookie might be used to monitor the state of your submission across pages.

Performance Cookies

Performance cookies help us improve our website by collecting and reporting information on its usage. We access and process information from these cookies at an aggregate level.

Powered by Firmseek