Todd A. Stewart

Todd A. Stewart is a managing partner, attorney, and Certified Public Accountant who advises high-net-worth individuals, business owners, and families on estate planning, probate, trust administration, succession planning, and wealth preservation. His practice combines tax knowledge, legal analysis, and financial insight to help clients make informed decisions about personal and business assets. He works closely with founders of privately held companies and guides families through transitions that may span multiple generations.

Stewart earned his J.D. from Wake Forest University School of Law in 1990. He received a B.S. in Business Administration and Accounting, cum laude, from West Virginia Wesleyan College in 1987, where he made the Dean’s List. His education in law, business, and accounting supports his ability to evaluate complex tax and estate issues while developing practical strategies that reflect each client’s long-term goals.

Before entering private practice, Stewart worked as a tax lawyer with a Big Four international accounting firm. He has practiced law since 1990 and founded his own practice in 1995. His current work is primarily devoted to trusts and estates, with additional experience in corporate and transactional law. He also collaborates with accountants, investment bankers, and financial advisors who serve affluent business owners, helping coordinate legal, tax, and financial planning around significant transitions.

Todd A. Stewart is admitted to practice in North Carolina and South Carolina, the U.S. District Court for the Western District of North Carolina, and the U.S. Tax Court. He has been a North Carolina Board Certified Specialist in Estate Planning and Probate Law since 2008 and holds an active North Carolina CPA license. His professional involvement includes bar association sections focused on estate planning, fiduciary law, business, and taxation, reflecting a sustained commitment to careful planning and practical client service.

Law Office Affiliations

• Managing Partner, Stewart Law, P.A.
• Member, Council Member, North Carolina Bar Association , Estate Planning, Business & Taxation Section, Fiduciary Law Section
• Member, Mecklenburg County Bar

Licensed State

• North Carolina

Education

• Wake Forest University School of Law
  Juris Doctor (JD)
• West Virginia Wesleyan College
  BS in Business Administration, Major: Business Administration/Accounting, Cum Laude

Awards & Badges