We can assist you with estate planning, reduction of estate taxation, and the administration of trusts and decedents’ estates, including post-mortem estate tax planning.
We assist you with your estate planning, most importantly in the transmission of your assets to accomplish your goals and objectives.
We will recommend techniques for the reduction of estate, gift, and generation-skipping taxes, including: asset ownership changes; gifts; life insurance planning, including irrevocable life insurance trusts (“ILIT”); business succession; trusts of all kinds (charitable); credit shelter, bypass, or disclaimer trusts; intentionally defective trusts (“IDT”); grantor retained annuity (“GRAT”) and unitrust (“GRUT”) trusts; qualified personal residence trusts (“QPRT”); and other techniques such as private annuities and self-cancelling installment obligations (“SCIN”).
We help you retitle your assets to avoid having to probate your will and avoid having to qualify an executor. This results in a more streamlined transmission of assets, in substantial savings of energy, and costs after your death, and privacy concerning your affairs.
We assist your executor and trustee with the administration of trusts and decedents’ estates, including: post-mortem estate tax planning; fiduciary obligations; tax considerations involved in the administration of trusts and estates, including issues regarding estate, gift, and individual income taxation, as well as the income taxation of trusts and estates; the accounting process; and in hearings before the Commissioner of Accounts.
We represent beneficiaries, trustees, and personal representatives in IRS and Virginia tax disputes.
Finally, while we try to avoid litigation, when necessary we represent litigants in estate and trust litigation.
ESTATE PLANNING QUESTIONNAIRE
It is most helpful (as well as cost efficient) if you fill out these pages and send them to us prior to your appointment. However, please do not delay your appointment for the lack of answers, since we can assist you with troublesome items at our conference. You may fill the form out on screen and save (use “save as”) the form frequently as you go along. Please do the best that you can!
Please email the completed form to us.
Or, you can print out the form and complete it by hand and mail or fax it to us.
Please fax to (804)-330-5940.