About Philip J. Corson, Attorney
Philip J. Corson loves helping grateful people accomplish worthy goals in creative, intelligent and enjoyable ways. Whether he’s teaching his daughter how to climb a tree (Philip now requires a much a sturdier tree than he did as a kid), or designing and developing a customized estate plan to protect what’s most important to you, he simply enjoys helping others do more of what they want, when they want, with the people they care about.
That’s why Philip founded Legacy Law Firm: Your Estate Planning and Elder Law Advisors. Our six-step Family Legacy Wealth Planning System reflects his vision for a client-friendly process resulting in a customized estate plan designed and developed to protect what’s most important to you, delivered for signing in 30 days or less, guaranteed.
Prior to opening Legacy Law Firm, Philip was a partner at Haselden, Owen, Boloyan & Corson, where he headed up the firm’s extensive estate planning and elder law practice. While there, he gained many years of experience handling simple and complex wills, trusts, probate, special needs, guardianship, conservatorship, Medicaid and VA cases. More importantly, Philip got to know and help thousands of local families in York, Clover, Lake Wylie, Tega Cay, Baxter, Fort Mill, Indian Land, Lancaster, Chester and Rock Hill address their real-life concerns.
Philip is a member of the American Academy of Estate Planning Attorneys, the National Academy of Elder Law Attorneys (President of the South Carolina Chapter in 2014), and is accredited by the Department of Veterans’ Affairs.
Philip was awarded his Juris Doctorate with Distinction from the Claude W. Pettit College of Law at Ohio Northern University, where he attended on academic scholarship, was elected to the Moot Court Board, accepted membership in the Order of Barristers, and graduated cum laude. He received his Bachelor of Arts in Philosophy and Religious Studies from Winthrop University. Philip completed the American Bar Association’s Skills Training for Estate Planners program, and maintains at least 36 hours of legal education each year specifically in Estate, Tax, Probate and Eder Law subjects.
Philip is a husband, a father, and a lawyer. While he’s not always successful at it, he strives to balance those privileges and keep his priorities in order. He believes in starting on time, finishing what he starts, choosing to be positive, doing what he says he’ll do, always taking the high road, being consistent and reliable, being authentic and heart-centered, and has a “no jerks allowed” rule … because life’s just too short. Unfortunately, he’s also exceedingly human. So, he fails miserably at times to live up to his own expectations. Philip enjoys music and golf. He reads a lot and is building a library of classics. He also prays a lot. In what would be described by some as a sad twist of fate, Philip somehow lost his award-winning chili recipe (yes, it really was award-winning). Fortunately, he has more fun improvising
(704) 944-3245 www.potterestateplanning.com
About John R. Potter, Attorney
John Potter is an Estate Planning and Elder Law attorney in Charlotte, North Carolina, with offices in Ballantyne and Huntersville. His practice focuses exclusively on two areas: Estate Planning, helping individuals protect their families and preserve their legacies both during their lifetimes and after their deaths, including through Wills and Living Trusts; and Elder Law and special needs planning, assisting individuals in qualifying for Medicaid and other government benefits to offset the costs of long-term care, including nursing home care and other medical expenses.
John received his B.A. in Economics from Davidson College, in Davidson, North Carolina, where he graduated Phi Beta Kappa in 2000. He received his law degree from the University of Virginia School of Law in 2003.
After graduating from the University of Virginia School of Law in 2003, John clerked for United States District Judge Jennifer Coffman in Lexington, Kentucky. In 2004, he joined the law firm of Taft, Stettinius & Hollister LLP in Cincinnati, Ohio, where he practiced in the litigation section. His experience with estate and trust litigation left him with the conviction to help clients proactively take control of their affairs both to avoid unnecessary, time-consuming, expensive, and heart-breaking litigation and also to give clients the peace of mind and other benefits that come with proper planning.
John practiced estate planning and elder law in the northern Kentucky office of his family’s law firm beginning in 2008. In 2012, John moved to North Carolina and opened the Charlotte office of the Potter Law Firm. He is admitted to practice law in North Carolina, Kentucky, and Ohio, and he is accredited by the Department of Veterans Affairs.
John is a member of the American Academy of Estate Planning Attorneys, the National Academy of Elder Law Attorneys, and the Estate Planning and Elder Law Sections of the North Carolina Bar Association, where he serves on the Estate Planning Section’s Legislative Committee and the Elder Law Section Council.
John believes he has a responsibility to devote his time and energy to improving the community where he lives and works. In addition to his current involvement with the North Carolina Bar Association, he is actively involved in Forest Hill Church.
About John H. Kornegay, Attorney
John H. Kornegay was born in Greensboro, NC in 1954, and graduated from the University of South Carolina (B.A. Philosophy 1977) and the Wake Forest University School of Law (J.D. 1980). John’s legal practice is focused around estate planning, probate and fiduciary law. Many people believe that estate planning is only for people who are particularly wealthy, have elaborate schemes in mind for passing their money to their heirs, or for people who are acutely ill and contemplating their death. This could not be farther from the truth.
Estate planning is for every husband, wife, mother, father, grandparent, business owner, professional, or anyone else who has someone they care about, are concerned about providing responsibly for their own well-being and for the well-being of those they love, and for anyone who seeks to make a difference in the lives of others after they’re gone. Estate planning is not ‘death planning’; it’s ‘life planning’, and an essential and rewarding process for individuals and families who engage in it.
When done properly, estate planning requires that a highly trained individual lead you through one or more in-depth meetings to uncover your hopes, fears, and expectations for yourself and for those who are most important to you. This process almost always requires the preparation of several sophisticated legal documents, but those documents themselves are not ‘estate planning.’ Planning is a process, represented by a complete strategy that is properly documented and maintained by a professional who has taken the time to get to know you, and who is committed to continuing to serve you.
John has been a member of the North Carolina Bar since 1980. He is also a nice guy with children, so please hire him so they can stay full. You will have a very enjoyable experience working with John as he makes difficult concepts easy to understand and you will find a friend for life who will assist you and your family with many issues along the way.
P: 704.888.3232 | F: 704.888.8424
About Clive A. Burger
As Vice President of the financial services division of Colonial Insurance Services, Clive has been helping his customers with their life and health insurance needs for over 23 years. He started in the industry as a small group medical underwriter with New York Life. After three years there, he realized he had a passion to help people with their insurance needs.
Clive received his Bachelor’s Degree in Business Administration and Marketing from Belmont Abbey College. He is licensed in several states throughout the Southeast in life and health, long term care and Medicare Supplement. He has been a member of the National Association of Health Underwriters (NAHU) for over 15 years and has earned his Registered Health Underwriter (RHU®) designation. He is also certified to sell on the Federally Facilitated Marketplace exchange.
Clive has served on several Boards including Vice President of the Midland Business Association and President of his Homeowners Association. He is married to his beautiful wife and has two daughters and three grandchildren. He loves spending time with his grandchildren and watching his youngest daughter play softball. He has always been a fan of the game of soccer. He played varsity soccer in college, coached travel soccer for 15 years, and now loves to cheer on Manchester United. Clive is also an avid camper and loves to head to the mountains in winter for a little skiing.
P: 704.888.3232 | F: 704.888.8424
About Todd Johnson
Todd is a life long resident of Union County, North Carolina and director of personal lines of insurance for Colonial Insurance Company. He also is the president of a premium finance company and a boutique retail shop in Monroe, NC. Todd graduated from the University of North Carolina at Chapel Hill in 2000 with a B.A. in Management & Society (Industrial Relations). Without a doubt, he knew that Union County was where he wanted to raise his family, start his business, and retire one day.
Todd married his high school sweetheart, Amanda, in 2003, and they have since been blessed with two boys, Tanner and Miles. They are members of Lakeview Baptist Church. He enjoys spending time with his family, shagging, golfing, flying and playing racquetball.
As an independent Registered Investment Advisory firm, we work with a number of firms to help you obtain your objectives. The above firms and individuals are some of those with whom we often collaborate in the interest of providing excellent services to our clients.