Berryville, Virginia Estate Planning Lawyers

Stacy Costello
PREMIUM

Virginia Estate Planning Attorney with 29 years experience

American University Washington College of LawMaryland, District of Columbia and Virginia
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Christopher T. Craig
PREMIUM

Virginia Estate Planning Attorney with 25 years experience

Mr. Craig is a partner in the Law Firm of Cook Craig & Francuzenko, PLLC. Previously he was a partner in the firm, Sparks & Craig, LLP after serving 10 years as an associate attorney in the predecessor law firm... Read More »
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Berryville, VA Estate Planning Attorney with 43 years experience
(540) 855-4404 28 Rosemont Manor Ln
Berryville, VA 22611
Estate Planning
Matthew Lane Kreitzer
Claimed Lawyer ProfileQ&ASocial Media
Winchester, VA Estate Planning Lawyer with 4 years experience
(540) 333-0330 340 N. Pleasant Valley Rd.
#2574
Winchester, VA 22604
Estate Planning, Criminal, Divorce and Traffic Tickets
William & Mary Marshall-Wythe School of Law
Hi, I'm Matthew.



I approach the practice of law with a focus on helping my clients understand an often complicated legal system. Working collaboratively allows me to anticipate my clients' needs, while also aiding my clients by providing them an informed view of all the potential dangers and rewards of each unique case. My primary practice areas are Divorce, Child Custody, Trusts & Wills and Bankruptcy. However, I also provide legal support for small businesses looking to incorporate, resolve disputes with employees or review potential contracts and business transactions.
Charles E McWilliams Jr.
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Winchester, VA Estate Planning Lawyer with 11 years experience
(540) 667-4912 204 South Loudoun Street
Winchester, VA 22604
Estate Planning, Elder, Probate and Tax
Georgetown University Law Center and George Mason University School of Law
Chuck has practiced in Winchester and throughout northern Virginia since 2007. He is both a lawyer and a Certified Public Accountant (with an LL.M in Tax and Estate Planning) and worked in public accounting before attending law school. Chuck’s practice focuses on complex estate planning and administration matters, resolving tax disputes, business planning, choice of entity, conservation easements and other business matters. Chuck has extensive training in complex estate and business matters and his practice focuses primarily on business owners and families with more than $1 million in liquid assets. Chuck regularly works to resolve family disputes, establish business...
Joshua E Hummer
Claimed Lawyer ProfileSocial Media
(540) 931-7078 2654 Valley Ave
Suite B
Winchester, VA 22601
Winchester, VA Estate Planning Attorney with 13 years experience
Estate Planning, Business and Elder
University of Virginia School of Law
I represent small, medium, national and international businesses, non-profits and individuals on a wide variety of corporate and business matters, including forming companies, drafting and negotiating contracts, dealing with employment matters, handling real estate and land use issues, collecting receivables, and defending and prosecuting litigation. I also assist many clients with their elder care, estate planning and estate administration needs, including drafting wills and trusts, assisting with the appointment of guardians and conservators, and the Virginia probate process. I strongly believe that clients receive the best legal services from an attorney who is intimately familiar with their businesses and goals....
Joan Fine
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Winchester, VA Estate Planning Attorney with 37 years experience
(540) 722-6800 302 W. Boscawen St.
Winchester, VA 22601
Estate Planning, Business, Probate and Real Estate
Boston College Law School
Ms. Fine has practiced law for 35 years, the last 28 in Virginia. Her business law experience started immediately after graduating from Boston College Law School in 1982 when she worked at a 50-attorney Boston law firm. In 1989 she joined the Costello Dickenson firm in Winchester, Virginia, and in 1990 opened her own firm.

Ms. Fine has extensive practice drafting business contracts, including buy-sell agreements, employment agreements and non-competition agreements, and, balancing that experience, she reviews and litigates contracts drafted by other attorneys.

Her Wills, Trusts and Estates practice involves planning, drafting estate documents and probate litigation.

Her equine practice is an...
Nate Lavinder Adams
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Winchester, VA Estate Planning Lawyer with 38 years experience
(540) 667-1330 11 S Cameron St
Winchester, VA 22601
Estate Planning, Business, Divorce and Employment
Washington & Lee University
Nate L. Adams, III, was admitted to the Virginia State Bar in 1981. Since that time, he has tried or argued cases at every level of the Virginia Courts and, with the sole exception of the U.S. Supreme Court, the Federal Courts. He concentrates his practice in business law, incorporation law, workers' compensation, creditor's rights, employment law for both employers and employees, domestic relations, and personal injury.

Mr. Adams is a graduate of the College of William and Mary (A.B., 1977) and the Washington and Lee University School of Law (J.D., 1981).

Mr. Adams is active in the Winchester community, currently...
Vincent J Mata
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Winchester, VA Estate Planning Lawyer
(540) 686-1203 143 W Boscawen Street
Winchester, VA 22601
Free ConsultationEstate Planning, Elder and Probate
George Mason University School of Law
Vincent J. Mata attended the University of Notre Dame and the Pontifical Athenaeum Regina Apostolorum for undergraduate studies in the classical humanities. He obtained a Master's degree at The Catholic University of America in philosophy, and earned his Juris Doctor at George Mason University School of Law, now Antonin Scalia Law School. Vincent founded Shenandoah Estate Planning & Elder Law PLC, a law firm serving the northern Shenandoah Valley focusing entirely on estate planning and elder law issues.
Larry J Mayer
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Winchester, VA Estate Planning Lawyer with 27 years experience
(540) 868-0750 2971 Valley Ave
Winchester, VA 22601
Free ConsultationEstate Planning, Business, Probate and Securities
Widener University Delaware School of Law
Attorney Larry J. Mayer earned his Juris Doctor degree in 1992 from Widener Univ. School of Law, Delaware, with undergraduate education in Aeronautical Science and Business Administration – Finance. He worked in general aviation as a commercial pilot prior to law school. Admitted to practice law in Virginia, Pennsylvania, and Colorado, his career includes internships with the Civil Division of the US Dept. of Justice and the Chief Counsel’s office for the Federal Aviation Administration. He also served as a litigation attorney in Philadelphia and Denver law firms. Since establishing his own...
Ari N Sommer
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Winchester, VA Estate Planning Attorney with 9 years experience
(540) 324-9328 2971 Valley Avenue
Winchester, VA 22601
Free ConsultationEstate Planning and Elder
Boston College Law School
Ari graduated cum laude from Boston College Law School, where he was the Managing Editor of the Boston College Environmental Affairs Law Review. Originally from Boston, MA, Ari relocated to Virginia in 2011 after meeting his bride, Garland, and joined the Stapleton Elder Law family soon thereafter. The couple wed in Clarke County in 2012 and live “happily ever after” in Charlottesville. Ari and Garland welcomed their first child, Elspeth Margaret, in March, 2015. While Ari’s focus in on Elder Law and Asset Protection, he is also an expert on Veterans benefits. Ari takes the time to listen to...
Maryann C. Conner
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PURCELLVILLE, VA Estate Planning Attorney with 23 years experience
(540) 751-0960 140 N. Hatcher Avenue
PURCELLVILLE, VA 20132
Estate Planning, Business and Elder
James M. Sack
PREMIUM

Virginia Estate Planning Lawyer with 43 years experience

Boston University School of Law and Georgetown University Law CenterDistrict of Columbia and Virginia
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James Douglas McCarthy Esq
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Winchester, VA Estate Planning Attorney with 16 years experience
(540) 722-2181 302 W Boscawen St
Winchester, VA 22601
Estate Planning, Business, Collections and Real Estate
Winchester, VA Estate Planning Lawyer with 14 years experience
(540) 665-0050 120 Exeter Dr
Winchester, VA 22603
Estate Planning, Business and Real Estate
Winchester, VA Estate Planning Attorney
(540) 667-8149 101 S Loudoun St
Winchester, VA 22601
Estate Planning, Business and Tax
Winchester, VA Estate Planning Lawyer with 14 years experience
(540) 667-6400 29 N Braddock St
Winchester, VA 22601
Estate Planning, Business, Collections and Criminal
Winchester, VA Estate Planning Attorney with 23 years experience
(540) 667-8735 125 W Boscawen St
Winchester, VA 22601
Estate Planning, Bankruptcy, Business and Divorce
Matthew Joseph Yao
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Fairfax, VA Estate Planning Lawyer with 8 years experience
(703) 828-5299 10615 Judicial Drive, Suite 102
Fairfax, VA 22030
Free ConsultationEstate Planning, Elder, Family and Immigration
University of Virginia School of Law
I am located in Fairfax, Virginia and serve the Northern Virginia area. My practice focuses primarily on Juvenile and Family Law, Immigration Law, and Elder Law.
Sheri Abrams
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Oakton, VA Estate Planning Attorney with 24 years experience
(571) 328-5795 10467 White Granite Drive
Suite 306
Oakton, VA 22124
Estate Planning, Administrative, Elder and Social Security Disability
The George Washington University Law School
Sheri R. Abrams, Attorney at Law, has been practicing Social Security Disability Law, Estate Planning, Elder Law and Special Needs Planning for more than 20 years. Sheri is rated “AV Preeminent”, the highest rating possible by the Martindale-Hubbell Law Directory, and was named a “Super Lawyer,” one of the “Best Lawyers in America,” one of Virginia’s “Top Rated Lawyers” and one of Virginia’s “Legal Elite.” Sheri is active in many different professional organizations including the Virginia State Bar, District of Columbia Bar, the National Academy of Elder Law Attorneys (NAELA), the Virginia Academy of Elder Law Attorneys (VAELA),...
Katherine S. Charapich
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Culpeper, VA Estate Planning Lawyer with 6 years experience
(540) 812-2046 219 East Davis Street
Suite 320
Culpeper, VA 22701
Estate Planning, Business and Elder
Liberty University School of Law
U Mass Amherst - University of Massachusetts at Amherst - Political Science - Undergraduate Degree

Real Estate Broker License - Commonwealth of Virginia

Juris Doctorate Degree - Law Degree - Liberty University School of Law - Lynchburg, Virginia

Virginia State Bar - Commonwealth of Virginia
Rhonda Ann Miller
Claimed Lawyer ProfileBlawgsearch
Vienna, VA Estate Planning Lawyer with 23 years experience
(703) 442-3890 8300 Boone Blvd. Suite 550
Vienna, VA 22182
Free ConsultationEstate Planning, Probate and Tax
Loyola Law School
Rhonda Miller is a partner with Dunlap, Bennett & Ludwig, PLLC, working out of their Vienna, Leesburg and Pasadena offices where she concentrates on sophisticated estate planning including special needs trusts, asset protection trusts, spousal lifetime access trusts, charitable remainder trust, qualified small business trusts and other trust used to minimize or eliminate capital gains and estate tax. In addition, she focuses on administering large and complex estates including litigation with respect to those estates and correcting documents to optimize tax efficiencies.
...
Jean Galloway Ball
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Fairfax, VA Estate Planning Lawyer with 41 years experience
(703) 591-4900 10511 Judicial Drive
Fairfax, VA 22030
Estate Planning, Elder and Probate
The George Washington University Law School
Jean Galloway Ball is certified in Elder Law by the National Elder Law Foundation. She does life care and estate planning: preparing powers of attorney, Wills and Trusts for seniors and their families. She assists families with planning for disabled adult children. She advises on families on planning for long term care expenses. She is a recognized litigator in the area of fiduciary litigation including guardianship, Will contests, trust administration, claims against estates, accounts from fiduciaries, undue influence and financial exploitation.
Richard Sternberg
Claimed Lawyer ProfileQ&A
Fairfax, VA Estate Planning Lawyer with 35 years experience
(888) 541-4020 10605 Judicial Dr, B7
Fairfax, VA 22030
Estate Planning, International, Probate and Real Estate
Center for International Legal Studies and Georgetown University
The Law Offices of Richard S. Sternberg is dedicated to the principle that bigger is not always better. Instead, it rests on a tradition that actually antedates the rise of the “mega-firm”-the solo practice. Emulating a country lawyer in a big-city environment allows Mr. Sternberg to provide more individualized service to his clients, and, at the same time, pursue more collegial relations with other members of the Bar. Since 1984, Mr. Sternberg has dedicated his practice to representing individuals and smaller businesses. For those corporate clients who have larger needs, he is affiliated with the Metropolitan Washington Law Consortium,...
James McMurray Johnson
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Manassas, VA Estate Planning Lawyer with 12 years experience
(703) 986-0560 9324 West Street
Suite 201
Manassas, VA 20110
Free ConsultationEstate Planning, Criminal, DUI and Personal Injury
George Mason University School of Law
James M. Johnson graduated from James Madison University in with degrees in Biology and Economics. He received his Juris Doctor from the George Mason School of Law. James Johnson has worked at the outstanding law firms of Pfitzner & Morley, Johnson Ford Law, and now he is the managing attorney at the Johnson Law Firm, PC. He is admitted to practice in all Virginia courts, as well as the Federal and Bankruptcy courts of the Eastern and Western Districts of Virginia.
Mr. Kia Brian Kondori
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Fairfax, VA Estate Planning Attorney with 4 years experience
(703) 385-2080 4085 Chain Bridge Road
Suite 401
Fairfax, VA 22030
Free ConsultationEstate Planning, Business, Immigration and Probate
After passing the Virginia State Bar in 2014, Mr. Kondori became an associate attorney at Pikrallidas & Associates, involved with all types of cases, ranging from personal injury, divorce and family law, contract review & consulting, the ever changing immigration field, as well as civil and traffic matters. Kia aims to continue representing his clients to the best of his abilities as one of the founding attorney's at Kondori, Moorad & Niesen. Mr. Kondori is a homegrown Virginia talent, born and raised in Northern Virginia. He graduated from George Mason University with a B.A. in Government...
Eugene Sim
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Fairfax, VA Estate Planning Lawyer with 14 years experience
(703) 896-7686 4000 Legato Road
Suite 1100
Fairfax, VA 22033
Free ConsultationEstate Planning, Elder, Military and Tax
Georgetown University Law Center
Gene received his B.S. degree in Material Science from the School of Engineering and Applied Sciences at Columbia University. He received his J.D. degree from Georgetown University Law Center and served as Senior Editor for the Georgetown Journal on Poverty and Policy. Through competitive selection processes, Gene was selected as a Super Lawyers Rising Star (2009, 2011, 2012, 2013 - (DC/VA), 2014 (DC)(Law & Politics Magazine) and as Virginia Business Magazine’s Legal Elite (Taxes, Estates and Trusts, 2008, 2010, & 2013). Featured on Fox News and other media outlets, he also is an accredited attorney for...
Sammid Joseph Mansoor
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Leesburg, VA Estate Planning Attorney with 9 years experience
(888) 731-5999 44084 Riverside Parkway #120
Leesburg, VA 20176
Free ConsultationEstate Planning, Business and Elder
Western Michigan University Cooley Law School
My passion is helping individuals, families, and business owners achieve peace of mind by developing and implementing creative, customized, and yet cost effective plans. As part of my goal oriented estate planning process, I first seek to understand your goals and needs. My advice focuses on how your estate planning documents advance your goals. I use plain English and easy to understand visual aids, so you know what you need to do in order ensure that your plan works the way you intend. My personal mission is to make estate planning as accessible, efficient and streamlined as possible...
Wojtek P Wilczynski
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Fairfax, VA Estate Planning Attorney
(571) 418-1985 10627 Jones Street, Suite 201-B
Fairfax, VA 22030
Free ConsultationEstate Planning, Divorce, Family and Immigration
Temple University
I am a sole practitioner dedicated to serving my clients by providing excellent legal representation with flexible payment options. I believe everyone deserves to have legal counsel, and for that reason, I am willing to work with clients who may require alternative payment options and who cannot afford the typical attorney fees.
Kerri Castellini
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Leesburg, VA Estate Planning Attorney with 13 years experience
(703) 592-8375 20 W Market St
Leesburg, VA 20176
Estate Planning and Probate
The Catholic University of America Columbus School of Law
Kerri Castellini is primarily a DC-based attorney with a focus on estate and trust administration, guardianship for incapacitated adults and minors, and estate planning. She brings her legal experience to the Trusts and Estates Practice Group and is currently admitted to practice law in Washington DC, Maryland, and before the supreme court. She is passionate about providing a high level of attention to her clients to come up with a plan that is best for their unique circumstances.
Ms. Alvi Aggarwal
Claimed Lawyer ProfileBlawgsearchSocial Media
Fairfax, VA Estate Planning Attorney with 8 years experience
(703) 273-4230 4165 Chain Bridge Road
Fairfax, VA 22030
Estate Planning, Probate and Tax
The George Washington University Law School and University of Miami School of Law
Sharon R. Moss
Claimed Lawyer ProfileQ&A
Manassas, VA Estate Planning Attorney with 6 years experience
(703) 335-9390 9324 Main Street
Manassas, VA 20110
Estate Planning, Divorce and Family
University of Hawai'i at Manoa William S. Richardson School of Law
Sharon Moss is an associate at Farrell & Croft, P.C. practicing family law and estate planning. She is experienced in handling every type of family law matter in Virginia, including separation, divorce, custody and support cases. In her estate planning practice, Ms. Moss drafts wills, trusts, advance medical directives, living wills, and powers of attorney.

A native Virginian, Ms. Moss is a military spouse, and has lived in many states over the last 16 years. She graduated cum laude in the top 20% of her class from the William S. Richardson School of Law at the University of...
Mary Ellen
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Fairfax, VA Estate Planning Lawyer with 26 years experience
(703) 896-7945 4000 Legato Road
11th Floor
Fairfax, VA 22033
Estate Planning
American University Washington College of Law
Mary Ellen Lench is the principal of M.E. Lench, P.C., and her practice is concentrated in estate and trust administration and business planning. Mary Ellen has been in practice for more than 18 years, representing clients in the Washington D.C. Metropolitan Area, and she focuses on personal service to her clients. She has been teaching estate planning classes through Loudoun County Adult Education for the past eight years and was recently voted among the Legal Elite for Trust/Estate/Elder Law Attorneys by Virginia Business Magazine. Mary Ellen received her J.D. from American University, cum laude, and was Editor of the Law Review. Following...
Christopher T. Craig
Claimed Lawyer ProfileLII GoldSocial Media
Fairfax, VA Estate Planning Attorney with 25 years experience
(703) 865-7480 3050 Chain Bridge Rd
#200
Fairfax, VA 22030
Estate Planning, Business and Employment
George Mason University School of Law
Mr. Craig is a partner in the Law Firm of Cook Craig & Francuzenko, PLLC. Previously he was a partner in the firm, Sparks & Craig, LLP after serving 10 years as an associate attorney in the predecessor law firm of Herge, Sparks & Christopher from 1995-2004.

Prior to 1995, he served as a legislative analyst for the government affairs firms of Albers & Co., Inc. and the Center for State Policy Research.

Mr. Craig represents companies, corporations, partnerships and individuals in business, contract law, intellectual property, and a wide range of other practice areas to include estate/trust planning and administration, election...
Kathleen M. Stotish Esq.
Claimed Lawyer ProfileSocial Media
Falls Church, VA Estate Planning Lawyer with 6 years experience
(703) 237-1200 201 Park Washington Ct
1st Floor
Falls Church, VA 22046
Estate Planning, Business, Divorce and Family
American University Washington College of Law
Kathleen Marie Stotish was born and raised in central New Jersey, and has called northern Virginia "home" for nearly a decade. She focuses her practice on business transactions and commercial litigation, and also works in the areas of collections/creditors' rights law, and family law. Ms. Stotish has also been certified by the Commonwealth of Virginia as a Guardian Ad Litem for Incapacitated Adults. Ms. Stotish graduated cum laude from the Washington College of Law at American University in 2012. During law school, Ms. Stotish worked as a Law Clerk with the Law Offices of Jonathan Gelber,...
Evan Harris Farr
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Fairfax, VA Estate Planning Lawyer with 31 years experience
(800) 399-3277 10640 Main St
Suite 200
Fairfax, VA 22030
Free ConsultationEstate Planning, Elder, Nursing Home and Probate
William & Mary Marshall-Wythe School of Law
In practice since 1987, Attorney Evan Farr is widely recognized as one of the leading Elder Law, Estate Planning, and Specials Needs attorneys in Virginia, DC, and Maryland, and one of foremost experts in the Country in the field of Medicaid Asset Protection and related Trusts. Evan Farr has been quoted or cited as an expert by numerous sources, including the Washington Post, Newsweek Magazine, Northern Virginia Magazine, Trusts & Estates Magazine, The American Institute of Certified Public Accountants, and the American Bar Association, and has been featured as a guest speaker on television and numerous radio shows, including Fairfax...
Loretta Morris Williams
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Fairfax, VA Estate Planning Lawyer with 17 years experience
(703) 591-4900 10511 Judicial Drive
Fairfax, VA 22030
Estate Planning, Elder and Probate
The Catholic University of America Columbus School of Law
Stacy Costello
Claimed Lawyer ProfileLII Gold
McLean, VA Estate Planning Attorney with 29 years experience
(703) 883-0102 8270 Greensboro Dr
#810
McLean, VA 22102
Estate Planning, Business and Probate
American University Washington College of Law
Deborah Nelson Arthur
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Annandale, VA Estate Planning Lawyer with 37 years experience
(703) 658-6050 5031 Backlick Road
Annandale, VA 22003
Estate Planning, Bankruptcy, Divorce and Elder
George Mason University School of Law
Deborah N. Arthur has built a long-standing reputation in the Fairfax County, Virginia community for being an attorney with a drive for success. Earning her B.S. in Business Administration from George Mason University in 1977, she continued her education, earning her J.D. from George Mason University in 1982, after spending two years at the Department of Justice. Since then, she has assisted those in need of legal representation in matters concerning divorce, bankruptcy, personal injury, family law, and estate matters. So, what separates Mrs. Arthur from the crowd?
She understands that bad things sometimes happen to good people. That's why she...
Charles W. Hazelwood Jr.
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Burke, VA Estate Planning Lawyer with 40 years experience
(703) 455-5160 9245 OLD KEENE MILL ROAD
200
Burke, VA 22015
Estate Planning, Elder, Probate and Real Estate
The George Washington University Law School and University of Richmond School of Law
Charles W. Hazelwood, Jr., or "Chuck", has accumulated a significant legal skill set over the past four decades. His communication skills and negotiating abilities were honed and perfected over time as he handled thousands cases. He has a thorough understanding of the law and comprehensive experience with handing estates and trusts, real estate issues, personal injury cases, and more. His long-standing legal acumen has been time-tested by the significantnumber of cases he has handled. Born in Richmond, Virginia, Chuck attended West Springfield High School.

Charles W. Hazelwood, Jr. has bar memberships in the U.S. District Court for the Eastern District of...
Forrest White
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Leesburg, VA Estate Planning Lawyer with 19 years experience
(703) 737-3770 4 Loudoun St SE
Leesburg, VA 20175
Estate Planning, Collections, Landlord Tenant and Probate
Loyola University New Orleans
Forrest E. White is a sole practitioner based in Leesburg, Virginia practicing in the areas of real estate, corporate and business law, employment law, family law, wills and estate planning and general civil litigation. Mr. White currently serves as of counsel to more than thirty privately held corporations and limited liability companies in Northern Virginia, including Blue Ridge Title & Escrow, Inc. Prior to founding Forrest E. White, P.C. in 2003, Mr. White was in the general counsel's office of a corporate investigations and security firm responsible for, among other things, the corporation's transactional documents, corporate compliance and oversight, and litigation...
Andrea Morisi
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Manassas, VA Estate Planning Lawyer with 30 years experience
(703) 468-8031 9200 Church Street
Suite 202
Manassas, VA 20110
Free ConsultationEstate Planning
The George Washington University Law School
Are you looking for a Manassas estate planning attorney and wondering where you can turn to receive the help you need at this time? You have come to the right place! At Morisi Associates law firm, you can rest assured in the help you can secure from a lawyer who cares about you and wants to help you make the right decisions for your future. Attorney Andrea Morisi obtained her Bachelor of Science degree at Boston College. She later went on to earn her Juris Doctorate at George Washington University National Law Center. She has been authorized to practice throughout...
Christopher Todd Mays
Claimed Lawyer Profile
Manassas, VA Estate Planning Lawyer with 14 years experience
(703) 665-0836 10432 Balls Ford Road
Suite 300
Manassas, VA 20109
Estate Planning, Divorce, Family and Probate
Christopher Mays received his BS from Virginia Tech and JD from the George Washington University Law School. Chris has received various awards for his work as a family law attorney, including recognition as a “Top Lawyer” by Northern Virginia Magazine. He has lectured at Continuing Legal Education seminars for the Virginia Trial Lawyers Association and local bar associations in Northern Virginia. He has also written for the Journal of the Virginia Trial Lawyers Association and co-authored written materials for Virginia CLE (Continuing Legal Education). As an attorney, Chris focuses his practice on representing individuals and families in matters relating...
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Elder Law
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Tax Law

Planning your estate?

Estate planning arranges for the transfer of an individual's estate at the time of death. An estate consists of all property owned at death before it is distributed by will, trust, or intestacy laws. An estate may contain both real property and personal property. Estate planning allows an individual to decide exactly who will benefit from his or her estate, and to what extent. It can also reduce the taxes imposed on the transfer of assets at death.

An experienced estate planning lawyer can help minimize the amount of the estate surrendered to taxes as well as ensure that the management and distribution of the estate is carried out according to your plans. Particularly when your plans are complex and/or you have substantial property or assets, it is important to have an attorney who can ensure that your plan functions the way you intend. Depending on the complexity of your individual situation, your estate planning team may include attorneys, financial planners, bankers and insurance professionals. Some states certify attorneys as estate planning specialists, which means they have met certain requirements for experience, education, and testing in that field.


Fiduciary: A person or institution who manages money or property for another and who must exercise a standard care imposed by law, i.e., personal representative or executor of an estate, a trustee, etc.

Personal representative: The person who administers an estate. If named in a will, that person's title is an executor. If there is no valid will, that person's title is an administrator.