About Bartal Law

At Bartal Law Life & Legacy Planning, our primary objective is to educate and empower you to plan, so your wishes and legacy will be carried-on! And are here to assist you with available legal planning tools so you and your loved ones will be safeguarded at those unexpected, yet natural life events. Estate planning can be complex, but our firm is here to simplify the planning process, and guide you with compassion and clarity in securing your family’s future.

We prioritize relationships, and open communication. And listen to your wishes and needs. We take a collaborative approach to your estate plan through all stages of the planning and design process. Allowing you to make your choices in achieving your unique goals.

We are your Family Legacy Lawyer, and are here to assist all types of families, from all walks of life. Single, married, with kids, or carrying for furry babies, wealthy or just starting out, heading to college, or toward retirements you can benefit from a tailored estate plan. Don’t leave your legacy to chance, to strangers, or the court making these sensitive, crucial family decisions. Have a plan in place and navigate life’s uncertainties with confidence and peace. Everyone needs an Estate Plan. Let us be your guide in creating a secured future and a plan for you and your loved ones.

Meet Your Family Legacy Lawyer

Daphne Bartal, Esq., Tax LL.M

Hi, I’m Daphne Bartal, welcome our family legacy firm! Am an Attorney with a dedicated career of over 15 years in the fields of Estate, Trusts and Taxation. Am also a busy Mom. Being an Attorney and a caregiver to family members with various needs, I understand first-hand the importance of proper planning for emergencies, and natural life events.

I strive to educate, and empower you through compassion and expertise on the available tools, so you can protect yourself and loved ones. And so when life happens, it will be your choices and wishes that are honored!

Am here to answer your questions, simplify the legal landscape of wills and trusts, and propose solutions that will fit you and your particular family needs. Having a tailored estate plan in place, with your own choices is an amazing mean in preserving and passing-on your identify and values. And it will allow you to address yours and your loved-ones needs at those unpredictable times, and beyond, with the comfort of having your plan-in-place.

Fun facts about me:

Greg Herman-Giddens, Esq., Tax LL.M

Greg Herman-Giddens, Esq., Tax LL.M, TrustCounsel, has been practicing law for nearly 40 years. As an Of Counsel in our team Greg brings his extensive experience, knowledge, and creative solutions to complex planning matters. He is a Board Certified Specialist in Estate Planning and Probate Law (NC) as well as a Certified Financial Planner. He serves clients in North Carolina, Florida and New York. Primarily in Chapel Hills NC, Raleigh NC, Charlotte NC, Naples FL, Miami FL, New York City, and Long Island, NY.

Known for his empathetic approach and attention to details, Greg is dedicated to guiding and counseling individuals and families through tailored legal, estate, and business planning, ensuring their legacies are protected and wishes are honored.

Greg received a B.A. from the University of North Carolina, a J.D. from Tulane University Law School, and an LL.M. in Estate Planning from the University of Miami School of Law. He is a member of the New York, North Carolina, Florida, and Tennessee Bars. He is also licensed as a Solicitor in England and Wales, and a full member of the international Society of Trust and Estate Practitioners.

Greg has presented continuing legal education programs on a local and national level and is the author of numerous articles on tax and estate planning topics. And often serves as an expert witness in trust and estate litigation matters.

Our Family Legacy Firm Approaches:

Relational & Personalized

We strive to make every interaction personable and authentic. Before we even start drafting any document we want to get to know you! your family, your hopes and dreams, concerns, and your goals.

We emphasize open honest communication, transparency, absolute trust and confidentiality. We will share and explain upfront the costs you’ll incur, what is included in your estate plan service, and which steps will be needed to be taken in the future. I always appreciate the trust you have in my services.

Educational & Convenient

Bartal Law Life and Legacy Planning will be here to educate you, answer your questions and simplify any complex estate planning concepts and tools.

With our education and counseling you will be empowered to make your own decisions for yourself and family. We will be here along the process to guide you, so you can make the proper choices for your health, wealth and legacy.

Your Vision & Our Guidance

We welcome individual and families from all walks of life and backgrounds, and we will always treat you with respect and care. We are here to listen to you, and tailor a plan that address your unique needs. We hear you with an open mind and heart, are here to assist you be well prepared, and strengthen you, your family, and the community.

A Virtual Law Firm

In our very demanding, busy world, and as a mom to young children, I understand the importance of flexibility and convenience. Knowing that many people put off their estate planning for years due to other time commitments (including myself for many years, must admit! ) I have designed a simplified, supportive virtual planning process. You don’t need to leave the comfort of your home or office to come to mine, and together we will work to design exactly the plan you desire and need. Most of our communication will occur virtually, saving you time, travel, logistical arrangement and stress.

We’ll use phone and video calls, texts, and emails. I’ll even provide you with a secure online client portal that can be used to communicate, exchange important documents ( available to you 24/7.) You will also be able to securely sign some documents through it (some will still need to be signed in person.)

We help individuals and families protect and preserve their wealth, familial health, and legacy!

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Book a Peace-of-Mind Planning Session

Getting in touch with me is easy. Schedule a brief 15-minute chat with me via this link: 15MinChat or email with your matter to: support@bartallaw.com

Ready to start on your planning, learn about your options, pricing: book a Peace-of-Mind-Planning-Session.