ROBERT L. FREED
Educational Background and Experience: 1969 – Bachelor of Science in Accounting, Virginia Commonwealth University; 1972—J.D., Marshall Wythe School of Law, College of William & Mary. Member of Law Review. Awarded Seidman Medallion for Studies in Federal Taxation. 1973—passed the certified public accountant exam in Virginia.
Admitted To: United States Tax Court; United States Court of Appeals, Fourth Circuit; United States District Court, Eastern District of Virginia; all Virginia State Courts.
Teaching & Lecturing: Adjunct Associate Professor of Law, T.C. Williams School of Law, University of Richmond (1978–1989); Adjunct Professor in Estate Planning and in Estate Taxation, Graduate Tax Program, School of Business, Virginia Commonwealth University; Instructor: Advanced Business Tax Planning, American College. Lecturer: Accounting for Lawyers and Financial Provisions of the Revised Model Business Corporation Act, CLE Programs, T.C. Williams School of Law, Univ. of Richmond; Frequent lecturer on estate planning and administration for: Annual V.C.U.-V.S.C.P.A. Tax Conference; Virginia Society of CPA’s; Univ. of Richmond Estate Planning Seminar; and Virginia Continuing Legal Education, including The Douglas W. Conner 31st Annual Advanced Estate Planning and Administration Seminar (2010).
Memberships: American College of Trust and Estate Counsel; Virginia and American Bar Associations; Virginia State Bar; Richmond Estate Planning Council; University of Richmond Estate Planning Advisory Council; Past Member Affiliated Professions Committee, Certified Public Accounting Subcommittee, Virginia State Bar; Past Member and Chair, Third District Ethics Committee, Section II, Virginia State Bar; Past Member and Chair of the Disciplinary Board of the Virginia State Bar; President of Temple Beth Ahabah; Audit Chair and Member of the Board of The Trust Company of Virginia, the Business Advisory Council of Virginia Commonwealth University; and Past Member of the Board of the Hospital Hospitality House, Richmond, Virginia.
Recognition: Named to The Best Lawyers in America, Woodward/White; one of the “Big Trouble Specialists” by Richmond Surroundings Magazine; one of Richmond’s best estate planners by Richmond Magazine; one of Virginia’s Elite Lawyers by Virginia Business; one of Virginia’s Super Lawyers (top 5%) by Law and Politics and Richmond Magazine (2006, 2007, 2008); and, 100 Top Estate Planning Attorneys by Worth Magazine.
GEORGE B. SHEPHERD, JR.
Educational Background and Experience: 1988—Bachelor of Science in Commerce, concentration in Accounting, University of Virginia; 1990—passed the certified public accountant exam in Virginia; 1993—J.D., Cum Laude, The T.C. Williams School of Law, University of Richmond. Member of the McNeill Law Society. Awarded Lawyers Co-Operative Publishing Company Book Award for Studies in Federal Taxation.
Admitted To: United States Tax Court; all Virginia State Courts.
Lecturing: Lecturer for Virginia Continuing Education on topics including estate planning, employment and buy-sell agreements, and legal ethics; Lecturer for the Virginia Society of Certified Public Accountants on representing physicians and medical practices.
Memberships: Virginia Bar Association, Richmond Bar Association, Virginia State Bar, Richmond Estate Planning Council, and Private Business Study Group.
Recognition: Named as one of Virginia’s Elite Lawyers in Taxes, Estates, and Trust Law in 2005 by Virginia Business.