ELDER LAW & ESTATE PLANNING SOLUTIONS - Key Persons
Job Titles:
- Client Relations Manager for Elder Law & Estate Planning Solutions of the Piedmont
Connie Burrough is the Client Relations Manager for Elder Law & Estate Planning Solutions of the Piedmont. She is responsible for client acquisition, customer satisfaction, and client retention. Her main goal is to build trust, confidence, and goodwill with the clients.
Previously, Connie was a Mortgage Loan Originator for Wells Fargo where she was responsible for the total preparation of mortgage loan applications. She interviewed applicants, and insured the loan files were complete prior to preparing the file for review before submitting to a loan processor. She served as a primary contact with all parties on individual loans originated from application to closing, as well as counseled and prequalified potential homebuyers.
Connie also serves as a Guardian Ad Litem for Rowan County. She ensures that the child has a voice, and receives what they need while in foster care by paving a positive path to a child's future of hope and emotional security.
Connie attended the University of North Carolina at Charlotte where she studied Business Administration. She resides in Concord, North Carolina with her husband and two grandchildren.
Practice Areas
Elder Law
Job Titles:
- Attorney
- Partner
- Partner and Attorney at Elder Law & Estate Planning
Jazmin Caldwell is very knowledgeable and provided outstanding service in helping us with our will. She is very affordable with no hidden cost. We highly recommend her services.
JAZMIN G. CALDWELL is a Partner and Attorney at Elder Law & Estate Planning Solutions of the Piedmont. She was the previous owner and sole proprietor of The Law Office of J.G. Caldwell, PLLC; which was established in 2013. As a partner at Brown & Caldwell- Elder Law & Estate Planning Solutions of the Piedmont, she focuses on Estate Planning and Estate Administration. She is also well versed in Corporate Law (Business and Non-Profit Formation), Contract Formation, Real Property Law, and Deed Preparation for the residents of the Piedmont area of North Carolina.
Jazmin has a strong desire to help the community and decided that through legal advocacy she could give back to the community that helped to nurture her. She has successfully litigated traffic offenses; as well as counseled countless clients on estate planning by preparing numerous estate planning documents. She is committed to making her legal services available to everyone and frequently volunteers as a Pro Bono Attorney at the Legal Services of the Southern Piedmont, as well as participating in Free Legal/Will Clinics, such as "Wills for Heroes," through the North Carolina Bar Association. She also provides free "Estate Planning Seminars" for various interested groups, churches, and organizations.
Jazmin's main objectives with her clients is to make sure that they understand that she is dedicated to giving them honest advice and personable service while remaining focused on getting the results that they need in order to make sure they are secure; being protected now and into the future. She has the knowledge base to pinpoint legal issues for clients and make sure the client and their family members are protected.
She earned her Bachelor of Arts degree in Political Science at the University of North Carolina at Chapel Hill and her Juris Doctor at Florida Agricultural and Mechanical University College of Law in Orlando, Florida. She is licensed to practice law by the State of North Carolina and is admitted into the United States District Court of the Western District of North Carolina. She is also admitted to the United States Supreme Court Bar.
Attorney Jazmin G. Caldwell volunteers as a pro bono attorney for the Legal Services of Southern Piedmont and participates in free legal clinics through the North Carolina Bar Association. She was a past president of the Concord Rotary Club and is a current member of the Cabarrus Healthcare Foundation Board, Cabarrus Arts Council Board, and the Cabarrus College of Health & Sciences Governing Board.
MARJORIE BROWN is the founding attorney and current partner of Elder Law & Estate Planning Solutions of the Piedmont. She is the only Attorney in the Cabarrus County area certified as a Specialist in Elder Law by the North Carolina State Bar Board of Specialization. She is also Certified as an Elder Law Attorney (CELA) by the National Elder Law Foundation. In addition to Elder Law, she provides Estate Planning, and Estate Administration for the residents of the Piedmont area of North Carolina.
There are many issues that we face as we and our family members face aging, potential illness, and death. There are many questions that you need answered to ensure that your family is cared for. There are also many issues which could potentially impair the ones you love that you do not know to ask about. Marjorie has the knowledge, skill, and compassion to listen to your concerns, answer those questions you have, and inform you of the issues you may not be aware of.
Marjorie advises clients on effective asset protection strategies and estate planning to provide the maximum benefit to all concerned. While utilizing asset protection strategies, she also aids clients in qualifying themselves or their loved ones for Medicaid. Marjorie also advises clients managing a multitude of concerns surrounding family members with dementia and Alzheimer's.
Marjorie's main objective with her clients is to make sure they leave with a peace of mind knowing that they and their loved ones will be taken care of both now and in the future.
She is a 1994 graduate of the University of North Carolina at Chapel Hill School of Law. She has practiced in the areas of non-profit law, mental health practitioners' law, and as in-house counsel for a non-profit trade association, before entering her current field. She is married with two children and, as such, understands the need for having a concrete estate plan.