Estate Planning

The firm represents individuals and business owners on a variety of estate planning matters on an hourly or fixed fee basis. Services include:

• Wills
• Advanced Medical Directives (Living Wills) & Medical Powers of Attorney
• Powers of Attorney (Durable, Springing, Special & General)
• Trusts (Grantor, Insurance, Charitable, Living Trusts, etc.)
• Family LLC's
• Gifting Programs

Representative Experience:

• Counseled families and business owners on income, gift and estate tax planning strategies;
• Drafted comprehensive plans including wills, POA's, AMD's, Crummey trusts, Insurance trusts, Family LLC's, charitable lead trusts, disclaimers and related business transfer plans;
• Implemented post-mortem estate tax reduction strategies;
• Represented clients on Medicaid eligibility issues before Virginia Department of Medical Assistance Services;
• Prepared federal (709) and state estate tax returns;
• Advised trustees on various distribution, investment and accounting issues.