Nathaniel E. Clement, JD, MBA
Attorney at Law
clement@planwealth.com
Nathaniel Clement is a graduate of Washington and Lee University with a B.A. Degree
in Economics. He received an M.B.A. Degree from the Kenan Flagler Graduate School
of Business Administration of the University of North Carolina at Chapel Hill. Mr.
Clement received his J.D. degree from the University of Richmond, where he was a
member of Law Review and concentrated in tax law. He is admitted to practice law
in North Carolina and Virginia. He was President of the Durham-Orange Estate Planning
Council (2002-2003) and a member and past board member of the Triangle Association
of Insurance and Financial Advisors. He is also a member of WealthCounsel, LLC,
a national group of lawyers who are active in estate-planning, and who share planning
techniques and resources. Mr. Clement is one of three attorneys in North Carolina
to complete the Esperti Peterson Institute Master’s Program in advanced estate planning,
a three year post-doctoral program, qualifying him as a Fellow of the Esperti Peterson
Institute. The Esperti Peterson Institute is the first and only institute of its
kind focused on Wealth Strategies Planning® for high net-worth individuals and families,
integrating financial and estate planning with comprehensive administration and
implementation.
He is admitted to practice law in North Carolina and Virginia. He is the current
president of the Mid-South Forum, a regional group of member estate planning attorneys
in NC, SC, VA, GA, TN, KY, AL, and AR.
Clement Law Offices, PLLC, is a law firm in Chapel Hill, North Carolina, with its
practice devoted solely to tax and estate planning law. Wealth Strategies Consulting,
LLC, is a firm that counsels higher net worth families in estate planning and wealth
preservation planning. The firm uses the Esperti Peterson Planning Model™ and the
Life Circle™ to develop plan designs which reflect clients’ hopes, dreams, and even
fears about wealth and their families.
The firm gives advice to individuals and families on how to preserve financial independence
and to transfer wealth with exactly the kinds of controls and tax protections desired.
A good plan should always provide the client with exactly the type of lifestyle
desired. A good plan addresses income taxes, gift taxes and estate taxes, and takes
into account the resources that the client has now and is projected to have. A good
plan incorporates the client’s family, heritage, and community values. Planning
for IRAs, or qualified plans, is also an integral part of a good estate plan.
Nathaniel Clement has co-authored two books on estate planning: LEGACY: Plan, Protect
& Preserve your Estate, and GENERATIONS: Planning Your Legacy. Both books include
Bob Esperti and Renno Peterson as co-authors and other members of the Esperti-Peterson
Institute. Mr. Clement has also authored articles on taxation for Matthew Bender
and Co.’s federal tax service for tax professionals. He has contributed to Conspectus
CuttingEdge, a quarterly wealth strategies magazine for financial professionals.
Nathaniel Clement has practiced estate planning law and estate planning consultation
since 1987. He is a sponsor of many continuing education programs for CPAs and financial
professionals. He and his wife, Starla, live in Chapel Hill. They have two sons.
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