EVERGREEN ESTATE PLANNING & ELDER LAW
Planning For All Seasons Of Life

About

Planning For All Seasons of Life

Philosophy

Matthew S. Schrum is the owner and founding attorney of Evergreen Estate Planning & Elder Law.  Matthew has dedicated his legal practice to estate planning, but with a special love for representing the needs of those aged 65 and above—hence the “Elder Law” label (a name already established for his favorite line of service). 

Matthew’s legal philosophy is that all individuals challenged by disability, or by the complexities of aging, are entitled to protect and preserve their independence, their dignity, and their assets to the maximum extent provided by law. 

Matthew is experienced in trust-based planning, asset protection, Medicaid planning, Medicaid applications and appeals, special needs planning, and helping wartime Veterans receive the financial benefits they deserve when they need it most.

 

Get in touch

Call Evergreen Estate Planning & Elder Law at

(336) 793-1938

Book an appointment ▸

 
 
 
 

Attorney

Matthew S. Schrum


 

Education

CHARLOTTE SCHOOL OF LAW
Juris Doctor, 2010

UNC-WILMINGTON
B.A., English, 2001

North Carolina Teaching Fellow

Activities & Affiliations

• North Carolina Bar Association, Member


• IP Law for Creatives Association, Member-at-Large
• Civil Rights Conservation, Secretary

Bar Admissions

• North Carolina

 
 

 
 
 

Partner

Spencer Smith

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Education

PIERCE SCHOOL OF BUSINESS
Masters of Business Administration, 1999

WORLD UNIVERSITY
B.A., Economics, 1995

Activities & Affiliations

• ABCD Bar Association, Member
• Constitutional Conservation, Member

Bar Admissions

• New York, Illinois, California

 
 

 
 
 

ASSOCIATE

Isabel Sonam

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Education

EMPIRE SCHOOL OF BUSINESS
Masters of Accounting, 2002

NAMELESS UNIVERSITY
B.A., Accounting, 1999

Activities & Affiliations

Certified Public Accountant: New York (1980) & New Jersey (1987)
Certified Financial Planner (1992)