Brian Schaefer assists clients with elder and special needs law, probate law, wealth transfer, estate planning, trust and tax issues. Brian advises clients in planning and administering a wide range of trusts and estates. The scope of his practice includes advising clients regarding asset protection, tax, and post-mortem planning strategies designed to achieve the client’s objectives. Brian’s practice also includes helping elderly clients with Medicaid planning, special needs trusts, guardianships, the financial abuse of elders, and advising on benefits such as Medicare and Social Security Disability.
Brian earned his undergraduate degree from Middlebury College in 1994, and later moved to Scotland to earn a Ph.D. in Philosophy from the University of Edinburgh in 2002. After teaching philosophy for several years back in the U.S., Brian decided to apply his analytical skills to the law, and he earned his law degree from the University of North Carolina School of Law in 2009. Brian then practiced as an attorney with firms in Morehead City and Charlotte before coming to Waynesville.
Brian’s wife Joslyn serves as Rector of Grace Church in the Mountains, and Brian takes an active role in the life of the church. Brian and Joslyn like to stay busy hiking, reading, playing music, entertaining friends, and spending time with their eight-year-old son Elias, and their one-year-old daughter, Susannah.
Brian is licensed to practice law in the state of North Carolina and is a member of the North Carolina Bar Association as well as the National Academy of Elder Law Attorneys (NAELA).