Education & Admissions
Professional Affiliations
- NC Bar Association (Estate Planning & Fiduciary Law Section Member)
- Mecklenburg County Bar Association
- Charlotte Estate Planning Council
Bates Adair
Contact
Mailing address:
PO Box 190
Rock Hill, SC 29731
PRACTICE FOCUS
Gregory "Bates" Adair is an attorney in Offit Kurman’s Estates and Trusts practice group. He focuses his practice on estate administration, estate planning & probate for individuals, families and closely held business owners. 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.
RECOGNITIONS
- Super Lawyers 2023 Rising Start in Estate Planning & Probate
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