Estate Planning, Probate & Taxation

Personal service for the most private legal decisions affecting your family, asset preservation, and wealth transfer planning…

Wills

Living (Revocable) Trusts

Irrevocable Trusts, including Life Insurance Trusts

Testamentary Trusts

Estate Tax and other Transfer Tax Planning

Durable Powers of Attorney (Financial and Healthcare)

Medical Directives

Guardianships

Family Limited Liability Companies

Family Limited Partnerships

Succession Planning

Estate Administration

• Inventories
• Accountings
• Practice before Commissioner of Accounts in Fiduciary Matters

Trust Administration

Preparation and Filing of State and Federal Fiduciary Income Tax Returns

Preparation and Filing of State and Federal Estate Tax Returns

Probate Claims (Contribution, Elective Share, Exempt Property, Family Allowance, and Homestead)

Representation before the Virginia Department of Taxation and Internal Revenue Service

For Litigation Related to Estates, Trusts and Taxation, see Trial Practice & Arbitration