Ann Marie Daniel

Ann Marie Daniel is an estate planning and elder law attorney in Charlotte, North Carolina, and the founder of her own Charlotte practice. Since establishing the practice in 2007, she has helped individuals and families prepare wills and trusts, administer estates, and address adult guardianship questions. Her work also includes Medicaid matters and planning for the legal and financial decisions that can accompany aging and incapacity. The practice also helps clients consider who should make decisions if illness or diminished capacity prevents them from acting independently.

Ann Marie graduated magna cum laude from Seton Hall University School of Law in 1991. She began practicing law in New Jersey before making Charlotte her home in 1995. Her legal education and years of practice inform her approach to drafting estate planning documents and navigating court procedures. She is licensed in North Carolina and has continued to concentrate her work on the needs of families dealing with later-life transitions.

Her estate planning work covers wills, trusts, financial powers of attorney, health care powers of attorney, and advance directives. In estate administration, she helps personal representatives understand how to gather assets, address debts, and distribute property through the probate process. Ann Marie also advises on guardianship proceedings when an adult cannot make or communicate essential decisions and assists with Medicaid issues involving long-term care. Long-term care questions can involve Medicaid eligibility, nursing home expenses, and the financial criteria governing access to public assistance.

Ann Marie Daniel belongs to the Elder Law and Estate Planning Sections of the North Carolina Bar Association, the National Academy of Elder Law Attorneys, and the North Carolina Guardianship Association. Her practice emphasizes personal service and careful preparation when families face difficult choices. By combining advance planning with guidance through probate and guardianship, she helps clients document their wishes and understand the responsibilities that follow major life changes.

Law Office Affiliations

• Attorney, Ann Marie Daniel Attorney at Law, PLLC
• Member, The North Carolina State Bar

Licensed State

• North Carolina

Education

• Seton Hall University School of Law
  Juris Doctor (JD)

Awards & Badges