Education & Admissions
- NC Bar Association (Estate Planning & Fiduciary Law Section Member)
- Mecklenburg County Bar Association
- Charlotte Estate Planning Council
PO Box 190
Rock Hill, SC 29731
Bates Adair is an attorney in Offit Kurman’s Estates and Trusts Practice Group. Bates is admitted to practice in the State of North Carolina and focuses his practice on estate planning for individuals, families, and closely held business owners, as well as estate administration. Bates has significant experience crafting comprehensive estate plans for high-net-worth clients to accomplish their individual goals and objectives. Bate's work includes gifting strategies and other wealth transfer strategies. He has significant experience in crafting comprehensive estate plans for high-net-worth individuals utilizing advanced techniques such as wills, revocable trusts, irrevocable trusts and powers of attorney. In addition to this, Bates has drafted and reviewed various legal agreements for business clients including lease agreements, employment agreements and real estate purchase agreements. As a senior tax consultant for Deloitte Tax LLP, Bates prepared and reviewed federal and state tax returns, including income and gift, for high-net-worth individuals, partnerships, S corporations, and C corporations. He contributed to the planning, analyzing and undertaking of various tax consulting projects for corporate clients, including a successful income tax refund of greater than $45,000,000 for a corporate client. Additionally, he is a member of the NC Bar Association (Estate Planning & Fiduciary Law Section Member) Mecklenburg County Bar Association Charlotte Estate Planning Council.