I enjoy meeting with and getting to know my clients. Then I can discuss with my clients planning options that are relevant to their given circumstances. As a result, my clients are very well educated regarding their estate plans and are able to make informed decisions concerning their estate plans.
I understand that each individual’s and each family’s needs are different and that it is important to create estate plans that are custom made for my clients. Estate planning is much more than money and property.
It is about people, spouses, children, grandchildren, favorite family members and close friends. Estate planning is about your family's security and prosperity. Estate planning is about minimizing taxes and remembering your favorite charity.
ESTATE PLANNING ATTORNEY IN VIRGINIA BEACH, VA
I became an attorney because I wanted to help people. The favorite moment of my practice is when a client tells me “I now have peace of mind.”
USING MY KNOWLEDGE AND EXPERIENCE TO DESIGN YOUR IDEAL FUTURE
Special Needs Trusts
Business Succession Planning
A REPUTATION OF SUCCESS
If you’re in need of counsel near the coast, don’t worry. I serve the entire Virginia Beach area.
South of the Elizabeth River? My services extend down to the border of North Carolina.
If you’re nestled in Norfolk in between Virginia Beach and Chesapeake, then you’re covered.
I MAKE LAW PERSONAL
Similarly, business succession planning requires that I educate my client such that my client understands the planning options and is then able to make informed business succession planning decisions.
SPECIAL NEEDS TRUST
A very young girl suffered a serious and permanent brain injury while undergoing surgery.
I DRAFTED THE SPECIAL NEEDS TRUST WHICH ALLOWS HER TO QUALIFY FOR MEDICAID, WHICH COVERS PAYMENT FOR A RESIDENTIAL GROUP HOME WHEN HER PARENTS ARE NO LONGER ABLE TO TAKE CARE OF HER.
BUSINESS SUCCESSION PLANNING
I have a corporate client whose owners decided to develop a business succession plan.
SUCH A PLANNING PROVIDES FOR THE TRANSFER OF AN OWNER’S SHARE IN THE BUSINESS IN THE EVEN THAT OWNER RETIRES, DIES OR BECOMES INCAPACITATED. THIS INVOLVED A GOOD DEAL OF TAX PLANNING.
Under current law, the estate tax will apply to less than one percent of the population. However, I have drafted estate plans for those who are subject to the estate tax with the goal to reduce or eliminate estate tax liability.