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Roberts & Stevens,
P.A.
BB&T Building, Suite 1100
One West Pack Square
PO Box 7647
Asheville, NC 28802
828.252.6600
www.roberts-stevens.com
jmason@roberts-stevens.com
direct dial: 828.210.6816
fax: 828.258.6955
Education
- Davidson
College, BA, 1967
- University of North Carolina, School of
Law, JD, 1973
Community Service
- Friends of the Great Smoky Mountains, Board of Directors
- Community Foundation of Western North Carolina, Former Member Board of Directors
- Mountain Area Hospice, Former Member Board of Directors
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John
W. Mason
John
Mason has consistently received
recognition from colleagues for estate planning and probate litigation
expertise. John has extensive experience with trust and estate
planning, counseling clients on estate administration matters, and
trust and estate litigation. His practice includes successful
representation of national banks and a major religious denomination in
trust and estate property matters, as well as negotiating tax
settlements with the IRS. He has been retained as an expert witness in
a variety of estate
and trust cases and has been recognized by Best Lawyers in America as Trust and Estate counsel.
John is author of published treatises on estate administration in North Carolina and the tax
aspects of probate. His cases have been reported by national publications including Trusts and Estates magazine and US Law Week.
He is active in the North Carolina
Bar Association, having recently served as Vice President, and in the
Asheville civic community, where he currently serves on the Board of
Friends of the Great Smoky Mountains National Park. He is a partner at
Roberts & Stevens and has been with the firm for nearly 35 years.
Experience
- Counsel individuals, non-profits, and family businesses on estate administration and post-mortem tax planning
- Counsel individuals and families on trust and estate planning, preparation of wills, trusts, family LLC’s,
charitable trusts and other estate planning documents
- Trusts and Estate disputes and complex litigation
Practices & Industries
- Trusts & Estates, Planning & Administration
- Trusts & Estates, Litigation
- Non-profit Organizations
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Professional
- 28th Judicial District Bar Association, President, 1998-1999
- Author, ‘Types of Probate Administration in North Carolina; Tax Aspects of Probate,’ National Business Institute, 2006
- AV Preeminent Peer Review Rated by Martindale-Hubbell
- The Best Lawyers in America, Trusts & Estates, 2009-2012; Litigation/Trusts & Estates, 2012
- North Carolina Bar Association, Vice President, 2006-2008
- Quoted/cited in Blink (Malcolm Gladwell), Down South: One Tour in Vietnam (William
Hardwick) and Four Trials (John Edwards)
- United States Marine Corps, 1st Lieutenant, Served as a
rifle platoon commander with Company M, Third Battalion, Seventh
Marines in
Vietnam, 1968-1969; Personal decorations include the Bronze Star medal
(with combat "V") and two Purple Heart medals
Bar & Court Admissions
- American Bar Association, Section: Probate and Real Property
- North Carolina Bar Association, Vice-President, 2006-2008;
Board of Governors and Executive Committee, 2006-2008; Chair,
Development Committee 2002-2006; Chair, Mental Health Law Committee
1984-1985
- North Carolina State Bar
- 28th Judicial District Bar, President, 1998-1999;
Secretary-Treasurer, 1979-1981
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