Atty. Phillip Montgomery Jester

Atty. Phillip Montgomery Jester

Mr. Phillip Montgomery Jester is a lawyer practicing taxation & wealth planning, trust & estate law & administration, federal estate & gift tax planning and 4 other areas of law.

Charlotte Charlotte 6 yrs experience 6 year
Call (904) 850-9533 Book Appointment

Profile Summary

About Phillip Montgomery Jester at a glance

Phillip Montgomery Jester is an Associate based in Charlotte, North Carolina, practicing at Fox Rothschild LLP. They have 6+ years of legal experience, licensed to practice since 2020. Their practice focuses on trusts, probate, estate planning, tax, and estate tax. Admitted to practice in North Carolina (2020) and South Carolina (2023). Educated at Wake Forest University School of Law (J.D. Order, 2020) and University of North Carolina at Chapel Hill (B.A., 2017). Serands clients in Charlotte, NC and the surrounding metropolitan area.

Verified attorney profile · Updated June 2026

About

  • Mr. Phillip Montgomery Jester is a lawyer practicing taxation & wealth planning, trust & estate law & administration, federal estate & gift tax planning and 4 other areas of law
  • Phillip received a B.A. degree from University of North Carolina at Chapel Hill in 2017, and has been licensed for 6 years
  • Phillip practices at Fox Rothschild LLP in Charlotte, NC

Practice Areas Explained

Phillip Montgomery Jester's Areas of Practice

Each practice area below reflects the types of cases Phillip Montgomery Jester handles, with a brief overview of what that area of law covers.

Trusts

Phillip Montgomery Jester is one of 104,171 trusts attorneys indexed nationally. Browse trusts attorneys in North Carolina →

Probate

Phillip Montgomery Jester is one of 128,014 probate attorneys indexed nationally. Browse probate attorneys in North Carolina →

Estate Planning & Probate

An estate planning attorney prepares wills, trusts, powers of attorney, and healthcare directives to protect your family and pass on your assets.

Phillip Montgomery Jester is one of 226,536 estate planning attorneys indexed nationally. Browse estate planning attorneys in North Carolina →

Tax Law

Tax attorneys handle IRS audits, tax debt, international tax, estate planning, and tax court litigation.

Phillip Montgomery Jester is one of 85,302 tax attorneys indexed nationally. Browse tax attorneys in North Carolina →

Estate & Gift Tax

Phillip Montgomery Jester is one of 3,765 estate tax attorneys indexed nationally. Browse estate tax attorneys in North Carolina →

Jurisdictional Context

Why local counsel matters in North Carolina

Practicing law in North Carolina. Legal matters in North Carolina are governed by state-specific rules of civil and criminal procedure, statutes of limitations, and substantive law. Cases originating in Charlotte are typically filed in the local municipal court or the appropriate North Carolina state district court, depending on subject matter and amount in controversy. An attorney licensed in North Carolina brings working knowledge of local procedural deadlines, judicial practices in this andnue, and the substantive law that applies to cases brought here. Out-of-state attorneys generally cannot represent clients in North Carolina courts without local counsel or pro hac vice admission.

Looking for additional North Carolina attorneys? Browse all attorneys in Charlotte or all attorneys in North Carolina.

Frequently Asked

Common questions about Phillip Montgomery Jester

Where is Phillip Montgomery Jester's law office located?
Phillip Montgomery Jester's law practice is located in Charlotte, North Carolina. The firm is Fox Rothschild LLP. You can contact the office directly through this profile page.
What practice areas does Phillip Montgomery Jester handle?
Phillip Montgomery Jester focuses on trusts, probate, estate planning, tax, estate tax. Each practice area listed reflects experience handling cases of that type in North Carolina.
How long has Phillip Montgomery Jester practiced law?
Phillip Montgomery Jester has 6+ years of legal experience and has been licensed since 2020.
Where did Phillip Montgomery Jester go to law school?
Phillip Montgomery Jester earned their education at (J.D. Order, 2020); (B.A., 2017).
How can I contact Phillip Montgomery Jester for a consultation?
You can contact Phillip Montgomery Jester directly through this profile page. Click "Ask the Attorney" to submit a question, or "Schedule a Consultation" to book a meeting. Most claimed-profile attorneys respond within one business day.

Education

J.D. Order
Wake Forest University School of Law
- 2020
B.A.
University of North Carolina at Chapel Hill
- 2017

Bar Admissions

North Carolina
Admitted: 2020
South Carolina
Admitted: 2023

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