Locust Grove, Virginia Estate Planning Lawyers

Katherine S. Charapich
Claimed Lawyer ProfileSocial Media
Culpeper, VA Estate Planning Lawyer with 7 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
Jay Braddock Jackson
Claimed Lawyer ProfileQ&ASocial Media
Fredericksburg, VA Estate Planning Lawyer with 15 years experience
(540) 322-1928 600 Lafayette Blvd
Suite 101
Fredericksburg, VA 22401
Free ConsultationEstate Planning, Elder, Insurance Claims and Personal Injury
The Catholic University of America Columbus School of Law
In total, I spent 35 years in the insurance industry, handling liability claims. Prior to attending law school, I worked as an insurance adjuster and in claims management at GEICO. My positions allowed me the opportunity to learn a great deal about insurance company claims operations and the difficulties that large insurance companies face as well as the biggest hurdles for people who need to make claims. My work led me to attend law school while continuing my career in insurance. Following my graduation, I moved into the position of attorney with the company. Since that time, I have defended...
Evan Harris Farr
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Fredericksburg, VA Estate Planning Lawyer with 32 years experience
(800) 399-3277 511 Westwood Office Park
Fredericksburg, VA 22401
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...
Patrick J. Heelen
Claimed Lawyer Profile
Culpeper, VA Estate Planning Attorney with 11 years experience
(540) 718-3198 11004 Muddy Run Lane
Culpeper, VA 22701
Free ConsultationEstate Planning, Business, Landlord Tenant and Trademarks
The Catholic University of America Columbus School of Law
Mr. Heelen attended the Catholic University of America Columbus School of Law while working full-time. He brings considerable professional experience as both a successful corporate manager and former state judicial officer to his practice, which he established in 2012. Mr. Heelen's practice includes the following areas: business formation; business law; corporate law; corporate governance; contracts; trademark registration; regulatory compliance; landlord tenant; wills; and general practice. "Responsiveness and open lines of communication with my clients are hallmarks of my practice, and, in my opinion, critical to the success of any attorney client relationship. My clients don't have to contact me for...
Kara Jenkins
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Culpeper, VA Estate Planning Attorney with 11 years experience
(540) 825-7277 237 East Davis Street
Suite 200
Culpeper, VA 22701
Estate Planning, Bankruptcy, Business and Collections
Vermont Law School
Ms. Jenkins has been practicing law in Virginia since 2008 when she was admitted to the Virginia State Bar. She is also admitted in the U.S. Bankruptcy Court for the Western District of Virginia and the U.S. Bankruptcy Court for the Eastern District of Virginia. She is experienced in various practice areas such as family law, construction law, landlord/tenant actions, estate administration, debt collection, and bankruptcy. She has appeared in Virginia juvenile and domestic relations district court, general district court, circuit court, and the Virginia Supreme Court.
Craig E Buck
Claimed Lawyer Profile
Fredericksburg, VA Estate Planning Lawyer with 45 years experience
1109 Heatherstone Dr
Fredericksburg, VA 22407
Estate Planning and Real Estate
William & Mary Marshall-Wythe School of Law
Private practice with experience in Real Estate and Estate Planning. Have conducted or supervised roughly 35,000 real estate closings.
Tonya Gibbs
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Fredericksburg, VA Estate Planning Lawyer with 10 years experience
(540) 479-1966 705 Westwood Office Park
Fredericksburg, VA 22401
Estate Planning, Business, Divorce and Family
UDC David A. Clarke School of Law
The Law Office of Tonya N. Gibbs, PLC (TNG Legal), has been happily serving the Fredericksburg, Stafford, Spotsylvania, and Culpeper areas since 2012. My law firm was built on a passion for helping people and the desire to provide quality legal representation you can trust, by providing attentive, quality service, and representation with a personal touch. This firm is committed to providing you and your legal issues the personal attention and quality representation you deserve. Let me help you navigate through the complexities of the legal system.
Victoria Stoner
Claimed Lawyer ProfileResponsive Law
Fredericksburg, VA Estate Planning Attorney with 19 years experience
(540) 220-0866 3516 Plank Road Suite 104
Fredericksburg, VA 22407
Estate Planning, Business, Collections and Real Estate
University of Richmond School of Law
Jeremy L. Pryor
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Fredericksburg, VA Estate Planning Attorney
(540) 318-5998 725 Jackson Street
Suite 209
Fredericksburg, VA 22401
Estate Planning and Elder
Jeremy Pryor is a Principal at Carrell Blanton Ferris practicing in the areas of elder law, estate planning, estate administration, and incapacity-related litigation. He focuses his representation on protecting assets from the costs of long term care and advising clients seeking qualification for Medicaid benefits or the Veterans Affairs “Aid and Attendance” benefit. In addition to working with seniors and these programs, Jeremy spends a significant portion of his practice in court, representing clients in becoming guardians and conservators, litigating the use or alleged misuse of powers of attorney documents, and serving as a guardian ad litem for incapacitated adults....
Dennis Ahearn
Claimed Lawyer Profile
Fredericksburg, VA Estate Planning Lawyer
(540) 371-9890 904 Princess Anne Street
Suite 304
Fredericksburg, VA 22401
Estate Planning
Fredericksburg, VA Estate Planning Lawyer
321 William St
Fredericksburg, VA 22401
Estate Planning and Real Estate
Fredericksburg, VA Estate Planning Lawyer
(540) 372-6831 725 Jackson St
Fredericksburg, VA 22401
Estate Planning, Bankruptcy, Business and Real Estate
Fredericksburg, VA Estate Planning Lawyer
(540) 372-1040 415 Wolfe St
Fredericksburg, VA 22401
Estate Planning and Real Estate
Charles E McWilliams Jr.
Claimed Lawyer ProfileSocial Media
Prince William, VA Estate Planning Lawyer with 12 years experience
4310 Prince William Pkwy.
Suite 300
Prince William, VA 22192
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...
Sheri Abrams
Claimed Lawyer ProfileSocial Media
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),...
Matthew Joseph Yao
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Fairfax, VA Estate Planning Lawyer with 9 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
My philosophy as a lawyer is to establish a strong attorney-client relationship. My goal is to connect with each client and deliver quality work, personalized service, and exceptional value. As your counselor and representative, you can be confident that everything possible will be done to protect your rights.

You will receive individual attention through every part of the legal process in order to achieve your goals quickly and efficiently. Please contact me to discuss your legal issues, strategies, and solutions in a straightforward and collaborative manner.

I am currently located in Fairfax, Virginia and serve the Northern Virginia area....
Jean Galloway Ball
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Fairfax, VA Estate Planning Lawyer with 42 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.
Britney McPheron
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Ashland, VA Estate Planning Lawyer with 5 years experience
9410 Atlee Commerce Boulevard, Suite 2
Ashland, VA 23005
Estate Planning, Divorce, Domestic Violence and Family
University of Richmond School of Law
I represent clients primarily in Family Law matters such as divorce, custody, visitation, spousal and child support, protective orders and the drafting of property settlement agreements.

Having witnessed my own parents’ divorce in my late teens, I have a unique perspective and experience that I am able to provide to my clients. I enjoy being able to counsel them through tough life transitions. Family law issues are some of the most difficult legal issues a person can face and I believe that it is important to treat every person and situation with respect. I am able to listen to my clients...
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...
James Douglas McCarthy Esq
Claimed Lawyer Profile
Warrenton, VA Estate Planning Attorney with 17 years experience
(540) 722-2181 25 South 4th Street #2
Warrenton, VA 20186
Estate Planning, Business, Probate and Real Estate
University of Dayton School of Law
J. Douglas McCarthy is a founding partner of McCarthy & Akers, PLC. His practice focuses on transactional law dealing with Estate Planning, Real Estate and Corporate matters. Prior to founding McCarthy & Akers, PLC, Mr. McCarthy was a partner in the Winchester, Virginia law firm of Groves and McCarthy.

Mr. McCarthy received his J.D. from the Keller School of Law at The University of Dayton, in Dayton, Ohio, where he earned honors in the fields of Taxation, Wills and Trusts. He earned his Bachelor of Science degree from Shepherd University in Shepherdstown, West Virginia, where he majored in Political Science.
Richard Sternberg
Claimed Lawyer ProfileQ&A
Fairfax, VA Estate Planning Lawyer with 36 years experience
(202) 530-0100 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 H. Wilson Jr.
Claimed Lawyer ProfileQ&ABlawgsearchSocial Media
Glen Allen, VA Estate Planning Attorney
(804) 740-6464 4860 Cox Rd
#200
Glen Allen, VA 23060
Free ConsultationEstate Planning, Bankruptcy, Elder and Probate
University of Richmond School of Law
I assist clients with legal problems in the areas of bankruptcy, divorce, wills and trusts, and probate or estate administration. I am an experienced trial lawyer and have been a member of the Virginia State Bar since 1987. While I am glad to help clients settle their legal matters expeditiously and at the lowest costs to their satisfaction, I welcome the opportunity to litigate contested matters when settlement is not an acceptable option. I particularly enjoy the interplay between different practice areas, and have helped clients with both marital or divorce problems and financial problems such as...
Charles W. Hazelwood Jr.
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Burke, VA Estate Planning Lawyer with 41 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...
Kerri Castellini
Claimed Lawyer ProfileSocial Media
(703) 259-8195 10505 Judicial Dr #103
Fairfax, VA 22030
Fairfax, VA Estate Planning Attorney with 14 years experience
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.
Wojtek P Wilczynski
Claimed Lawyer Profile
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.
Mary Ellen
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Fairfax, VA Estate Planning Lawyer with 27 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...
Charles W. Hazelwood III
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Burke, VA Estate Planning Lawyer
(703) 455-5160 9245 Old Keene Mill Road Suite 200
Burke, VA 22015
Free ConsultationEstate Planning, Criminal, Probate and Real Estate
University of Richmond School of Law
I am licensed to practice law in the commonwealth of Virginia. I am a native Virginian and I attended high school at Lake Braddock. I graduated cum laude from the University of South Carolina where I earned a bachelor’s degree majoring in criminal justice. I then graduated from the University of Richmond School of Law. During law school, I interned with the IRS and prosecuted cases at the New Kent County Commonwealth’s Attorney office. Since graduating and becoming licensed, I have focused on estate planning and criminal/traffic defense. My passion for defending and helping his clients has allowed him to...
Syreeta Bailey Stewart
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Glen Allen, VA Estate Planning Lawyer with 10 years experience
(804) 572-4356 4860 Cox Road
Suite 200
Glen Allen, VA 23060
Estate Planning, Bankruptcy, Divorce and Family
University of Richmond School of Law
Syreeta Bailey Stewart, Esq. is an active member of her professional community focused on providing excellent client service. A proud “double-Spider,” Ms. Stewart graduated with cum laude honors from the University of Richmond’s T.C. Williams School of Law in 2010, after receiving her bachelor’s degree from UR’s Westhampton College in 2002, with double-majors in Political Science and Spanish, and a minor in Business Administration. Ms. Stewart has received several academic awards, including the Westhampton College Distinguished Leadership Award, the Women Involved in Leadership and Learning Award, and three CALI Excellence for the Future Awards for receiving the highest...
Andrea Morisi
Claimed Lawyer Profile
Manassas, VA Estate Planning Lawyer with 31 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...
Jacqueline Sharman
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Richmond, VA Estate Planning Lawyer with 14 years experience
(804) 755-7599 3957 Westerre Parkway
Suite 105
Richmond, VA 23233
Estate Planning, Bankruptcy, Divorce and Family
Regent University School of Law
I represent clients in a variety of legal areas. I regularly represent clients all over the Richmond area and I often travel as far east as Virginia Beach, as far north as Spotsylvania, as far west as Charlottesville and as far South as Dinwiddie. I assist clients with obtaining and defending protective orders, uncontested and contested divorce, spousal support, child custody, visitation and support, pre-nuptial agreements, property settlement agreements, Chapter 7 and Chapter 13 bankruptcy, criminal defense, business formation and dissolution and general civil litigation.
Bernard John-Eduard van Gils
Claimed Lawyer ProfileSocial MediaResponsive Law
Warrenton, VA Estate Planning Attorney
Warrenton, VA 20186
Estate Planning, Business, IP and Probate
American University Washington College of Law
Bernard "Bert" van Gils works in the areas of estate planning and business law. His business practice includes general counsel services, local and international business transactions, copyrights, trademarks and non-profit organizations. He has facilitated, negotiated and drafted transactions for companies active throughout the United States and for companies conducting business in Europe, Latin America and Southeast Asia. As he was a business owner before becoming a lawyer, Bert especially enjoys assisting business owners with establishing and growing their businesses. He has assisted businesses in information technology, retail and wholesale sales, engineering, building and home contracting, printing,...
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...
Christopher T. Craig
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Fairfax, VA Estate Planning Attorney with 26 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...
Sharon B Ten
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Ashland, VA Estate Planning Attorney with 25 years experience
(804) 755-7599 9410 Atlee Commerce Blvd., Suite 2
Ashland, VA 23005
Estate Planning and Probate
University of Richmond School of Law
Jessica R Clay Esq.
Claimed Lawyer Profile
Gainesville, VA Estate Planning Lawyer with 12 years experience
(703) 754-0503 7430 Heritage Village Plaza
Suite 202
Gainesville, VA 20155
Free ConsultationEstate Planning, Bankruptcy and Criminal
University of Baltimore School of Law
Mr. Ryan C. Young
Claimed Lawyer ProfileSocial MediaResponsive Law
Glen Allen, VA Estate Planning Lawyer with 9 years experience
(804) 793-8335 5030 Sadler Place
Suite 205
Glen Allen, VA 23060
Estate Planning, Business, Elder and Probate
Hofstra University
Allison Luck Bridges
Claimed Lawyer ProfileSocial Media
Hanover, VA Estate Planning Attorney
(804) 358-8000 13224 Hanover Courthouse Road
Hanover, VA 23069
Estate Planning, Criminal, DUI and Divorce
University of Richmond School of Law
Representing individuals and families throughout the Richmond Metropolitan area, including Caroline, Hanover, Henrico, and Chesterfield Counties and the City of Richmond. My practice areas focus on adoption, family law, divorce, support, child custody and visitation, criminal and traffic law.
Loretta Morris Williams
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Fairfax, VA Estate Planning Lawyer with 18 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
Lewis A. Martin III
Claimed Lawyer ProfileSocial Media
Charlottesville, VA Estate Planning Attorney with 41 years experience
(434) 817-3100 400 Locust Avenue, Suite 1
Charlottesville, VA 22902
Estate Planning and Real Estate
University of Virginia
Lewis A. Martin, III began his law practice by joining his father upon his graduation with a JD from the University of Virginia in 1979. He focuses his practice in the areas of real property law, including commercial real estate, mechanics’ and materialmen’s liens, like-kind exchanges, and advanced property conveyances and financing, as well as estate planning and administration, serving as an Assistant Commissioner of Accounts for Albemarle County, Virginia. Mr. Martin was born and raised in Charlottesville, and values the relationships he’s developed through a lifetime of calling Central Virginia his home.
Mr. Kia Brian Kondori
Claimed Lawyer ProfileSocial Media
Fairfax, VA Estate Planning Attorney with 5 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...
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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.