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MARJORIE BROWN

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.

PROFESSIONAL COMMITMENT

Professional affiliations include the North Carolina State Bar, the Cabarrus County Bar Association, and the North Carolina State Bar Association; as well as the National Elder Law Foundation, National Academy of Elder Law Attorneys, the North Carolina Guardianship Association, and the American Bar Association. She is also a 2017 and 2019 North Carolina Pro Bono Honor Society.

COMMUNITY INVOLVEMENT

Marjorie believes in the safety, protection, and quality of life of the elderly population she serves. She is serving in the following capacities in furtherance of these goals:

  • Cabarrus County Task Force for the Prevention of Elder Abuse, serving on the task force since 2013 and is the current Chair;
  • Coltrane LIFE Center, Inc, as a Board Member from 2014 – 2020 and is currently serving as an Ex-Officio Board Member;
  • North Carolina Guardianship Association, Board Member since 2018

Marjorie believes that the voices of all people should be represented in a community. In furtherance of these goals, she is serving in the following capacities:

  • Cabarrus County Chamber of Commerce, Board Member since 2017;
  • Atrium Health Cabarrus Advisory Board since 2020
  • Atrium Health Cabarrus Ethics Committee since 2015

Marjorie believes in the educating of our youth, and has served and is serving in the following capacities:

  • Girl Scout Leader since 2003
  • Cabarrus County Schools Budget Committee, 2013-2019

Education

  • University of North Carolina School of Law, Chapel Hill, North Carolina
    • 1994

Bar Admissions

  • North Carolina, 1994

Certified Legal Specialties

  • Certified as a Specialist in Elder Law, North Carolina State Bar Board of Specialization
  • Certified as an Elder Law Attorney (CELA), National Elder Law Foundation

 

 

JAZMIN G. CALDWELL

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.

PROFESSIONAL COMMITMENT

Jazmin’s professional affiliations include the North Carolina State Bar, the Mecklenburg County Bar Association, the Cabarrus County Bar Association, the North Carolina State Bar Association; and the American Bar Association. She has also been a member of the Charlotte Estate Planning Council. She has also been honored to be on the 2016, 2017, and 2019 Pro Bono Honor Roll by the North Carolina Supreme Court.

COMMUNITY INVOLVEMENT

Jazmin also has a need to give back to her community through volunteerism; where she has been a member of the Concord Rotary Club since 2015, where she is currently serving as the 2020 President and has been member of the Board of Directors since 2016. She has also participated in many service projects such as the Salvation Army Can-A-Thon and Women Build through Habitat for Humanity in Cabarrus County. She currently serves on Cabarrus County Arts Council and is on the Legal Advocacy Panel for United Way of Carolinas. She is also a member of the Concord-Cabarrus Business and Professional Women’s Club where she was the 2019 President, the 2015 Chair of the Frances B. Long Scholarship Committee, the 2016 Chair of the Public Relations and Newsletter Committee; and the 2016-2017 State Parliamentarian for the North Carolina Business and Professional Women’s Club. She is currently serving as State Vice President for North Carolina Business and Professional Women’s Club; as well as a member of the Board of Trustees. She was also the winner of the 2016 Young Careerist Award for the State of North Carolina through the North Carolina Business and Professional Women’s Club; and was featured in an article through the Independent Tribune. She was a member of the Board of Directors for the Ezekiel & Ruth D. Lowe Senior’s Foundation located in Charlotte, NC. She recently participated in the 2019 Cabarrus Arts Council- Dancing for the Arts program; where she and her partner won the “Judges Choice” Award for best performance.

Education

  • Florida A&M University College of Law, Orlando, Florida
    • Juris Doctor
  • University of North Carolina, Chapel Hill, North Carolina
    • B.A., Bachelor of Arts
    • Major: Political Science

Bar Admissions

  • North Carolina
  • U.S. District Court Western District of North Carolina
  • U.S. Supreme Court

Professional Associations

  • Mecklenburg County Bar Association
  • Cabarrus County Bar Association
  • North Carolina State Bar Association
  • American Bar Association
  • Charlotte Estate Planning Council, Member

Honors

  • 2016 Pro Bono Honor Roll by the North Carolina Supreme Court
  • 2016 Young Careerist Award for the State of North Carolina
  • 2019 Cabarrus Arts Council: Dancing for the Arts program- “Judges Choice” Award for best performance

Pro-Bono Activities

  • Concord Rotary Club, serving as member and board of directors since 2015 and is the 2020 Past President
  • Board of Directors for Cabarrus County Arts Council
  • Legal Advocacy Panel for United Way of the Carolinas- Cabarrus County
  • Concord-Cabarrus Business and Professional Women’s Club, serving as a member since 2015- 2019 President, 2015
  • Chair of the Frances B. Long Scholarship Committee, 2016-2020 Scholarship Committee Chair Business and Professional Women’s Club of North Carolina; 2019-2021 BPW/NC Board of Trustees
  • Governing Board Member of the Cabarrus College of Health and Science
  • Board Member of Concord Police Foundation
  • Board Member of Habitat for Humanity- Cabarrus County
  • North Carolina Bar Association- Women in the Profession Committee

Connie Burrough

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.