SERVICES

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Personal Planning for Death or Disability

 Estate planning includes choosing who will receive your assets in the event of your death (your "beneficiaries") and who will manage your estate. It may include establishing trusts for your beneficiaries if it would be unwise or problematic for them to receive money outright immediately for any reason. This may include their age or inability to handle money, creditor problems, or the possibility of disrupting public benefits they may receive.  

If you have minor children, you should choose the guardians who will care for them in the event of a sudden death or incapacity of both parents. 

For many clients, estate planning also includes taking steps to minimize estate and/or inheritance taxes, sometimes for multiple generations.  

 Incapacity planning allows you to choose who will make your financial and health care decisions if you are unable to care for yourself.  Through durable financial powers of attorney and health care powers of attorney, including living will declarations (or "advance medical directives"), you can designate individuals to act for you and avoid the alternative of court-supervised guardianships and conservatorships.

Revocable living trusts can be used to avoid court-supervised probate, keeping your affairs private after your death, and to allow for seamless management of your assets in the event of your incapacity.

Types of  estate planning tools and techniques we offer include the following: • Business Succession Plans • Charitable Giving & Planning • Durable Powers of Attorney • Estate & Transfer Tax Planning, Including Credit Shelter or Bypass Trusts for Married Clients • Family Limited Liability Companies & Partnerships • Generation-Skipping Trusts • Gift Tax Return Preparation • Grantor Retained Annuity Trusts (GRATs) • Health Care Powers of Attorney with Living Will Declarations (Advance Medical Directives) • Irrevocable Life Insurance Trusts (ILITs) • Irrevocable Trusts for Lifetime Gifts to Minor Children • Lifetime Trust Funding • Revocable Living Trusts • Qualified Personal Residence Trusts • Special Needs /Supplement Trusts • Testamentary Trusts • Wills for (Single & Married Persons)  

We   offer a wealth of experience in estate, probate, and trust   administration.  We focus on initiating and completing the estate   administration process in a personalized, efficient, and timely manner. 

Services for Fiduciaries

Have you been appointed to serve as Personal Representative (Executor) or Trustee? Do you need to be appointed as an administrator of the Virginia estate of someone who died without a will?  Our services include:

• Probate of Will and Qualification of Fiduciary 
• Beneficiary & Creditor Claims
• List of Heirs, Deeds and Real Estate Affidavits
• Estate Administration (Probate), including filing of Inventories and Accountings
• Practice before all Commissioners of Accounts in Fiduciary Matters
• Preparation of Federal and State Estate and Fiduciary Income Tax Returns
• Probate of Insolvent Estates in Virginia
• Trust Administration for Revocable Living Trusts and Testamentary Trusts, Qualification of the Trustee under Will, Filing or Waiver of Inventories and Accountings for Trustee under Will
• Virginia Resident Agent

 Services for Beneficiaries

When representing a beneficiary, we monitor the administration   of the estate or trust to assure our client that the right steps are being   taken by the fiduciary at the right time. Services include:

• Disclaimers
• Contribution Claims
• Spousal Elective Share Claims
• Exempt Property Claims
• Family Allowance Claims
• Homestead Allowance Claims 

 Information forthcoming. 

 Information forthcoming. 

 Information forthcoming.