I concentrate my law practice on planning for the transfer of family wealth. I work closely with clients on the design and implementation of tax-advantaged asset transfers, including planning for the transfer of closely-held business interests. I assist clients with their philanthropic planning, including charitable trusts and family foundations. I draft all manner of revocable and irrevocable trust agreements, buy-sell agreements and other business succession documents, and marital agreements. I work with clients on complex estate and trust administration, including the preparation of estate tax returns, fiduciary income tax returns and private foundation tax returns. I have represented many clients in the resolution of complex family business disputes.
- Master of Laws (Taxation), College of William and Mary, Marshall-Wythe School of Law, 1993
- J.D., University of Virginia School of Law, 1988
- B.A., University of Virginia, 1985
- New York
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We often provide advice and assistance to clients who desire to make significant gifts to charity. We can help clients implement outright transfers to charitable organizations, charitable remainder trusts, charitable lead trusts, and private family foundations.
Individuals serving as trustees engage our firm for assistance with trust administration, including monthly monitoring of the investments held in the trust, preparation of the annual accounting for the trust, and preparation and filing of the annual tax returns required for the trust.
We help clients establish corporations and limited liability companies, including the structure and drafting of shareholders agreements, operating agreements, buy-sell agreements and other arrangements for the management and ownership transition of closely-held enterprises.
The tax laws have been modified to enable most individuals and couples to transfer wealth without engaging in complex tax planning techniques. However, for clients who continue to have exposure to estate taxes, we can advise and assist.