Estates, Wills & Trusts

Clients have various needs in the areas of wills, trusts, and related documents. Then there are the multitude of issues to be addressed in settling an estate or administering a trust. Often times these are very sensitive and personal matters. As a sole practitioner, I will personally handle all matters involved in your case.

Whether you need help creating a will or trust, contesting the validity of a will, settling an estate or administering a trust, I have forty years of experience to meet your needs.

Estate Planning

Wills and trusts can be used to meet a variety of estate planning needs. Younger clients may use them in connection with life insurance to benefit a spouse and children. Clients in later years may use them to transition into retirement living arrangements, as well as distributing their estates. In some situations, however, a simple, inexpensive power of attorney may alleviate the need for a trust.

As an experienced estate planning attorney, I am able to prepare wills, trusts, powers of attorney and advanced medical directives to meet the needs of both simple and uniquely complex estate planning situations.

Administration of Estates

As an estate planning attorney, I can also assist clients with the probate of wills and the administration of estates and trusts, including the preparation of accountings for submission to Commissioners of Accounts.

Guardianships and Conservatorships

Sometimes the need arises for the appointment of Guardians and Conservators for persons who have suffered a stroke or who have dementia, and survive with diminished mental capacity. As an experienced litigator, I can also aid you in the negotiation and litigation of the appointment of a Guardian and Conservator for a mentally impaired person.

Numerous unforeseen issues arise in these situations necessitating the help of psychiatrists, investment brokers, accountants and healthcare providers. Often legal issues are intertwined with these issues and I am able to offer you insight and perspective to deal with such legal problems.

Of course, everyone should have an Advanced Medical Directive to address emergency and unanticipated medical decisions.

Will Contests and Other Litigation

Many Estate Planning Lawyers will not go to Court with you, if the need arises. I have litigated Will Contests, Trust Interpretations, and conflicts between beneficiaries and fiduciaries. I am well versed in the psychiatric and psychological issues involved in litigating the prior mental capacity of a decedent to make a valid will.

This may be considered AN ADVERTISEMENT or Advertising Material under the Rules of Professional Conduct governing lawyers in Virginia. This web site is designed for general information only. The information presented at this site should not be construed to be formal legal advice nor the formation of a lawyer/client relationship.