Estate Planning and Taxation

Estate Planning Attorneys Serving Newport News, VA and all of Hampton Roads

JBWK offers comprehensive life and estate planning services to our clients for the management and transfer of wealth during life, upon incapacity and at death in ways that will minimize taxes and carry out the goals of our clients for their families and other beneficiaries.  Our focus is on educating and advising the client on all available options, including the tax and non-tax consequences of their choices.  Clients include individuals, partnerships, limited liability companies, trusts and estates, and tax-exempt organizations.

Our attorneys regularly advise clients on sheltering assets from income, gift, estate, and generation-skipping transfer taxes, and help clients preserve wealth for future generations.  The planning techniques we employ range from simple wills and powers of attorney to a variety of revocable and irrevocable trusts.  We tailor each plan to our client’s unique goals and work with our client’s other professional advisors such as CPAs, financial planners, investment managers, insurance advisors and trust officers in a team approach to planning.  We also assist with the management of trusts and estates during all phases of administration, to include probate.

We assist our business clients in planning for a smooth transition and management of business interests at incapacity and death through the preparation of family partnerships, limited liability company agreements, stockholder agreements, buy-sell agreements, marital agreements and installment sales.

Areas of Concentration include:

  • Estate Planning
  • Estate and Trust Administration
  • Business Succession Planning
  • Charitable Planning
  • Elder Law Issues
  • Guardianships and Conservatorships
  • Non-Profit Organizations
  • Fiduciary Accounting Issues
  • Estate and Gift Taxes
  • Estate and Trust Litigation
  • Retirement Asset Planning
  • IRS Private Letter Rulings

The attorneys in this Practice Group are active in estate planning and tax groups, including the Peninsula Estate Planning Council.  Additionally, our attorneys often serve as fiduciaries for estates and all types of trusts.

Members of our Estate Planning & Taxation Law Group


 

Experienced Estate Planning Attorneys Serving Newport News, Hampton, York County, Poquoson, Gloucester, Williamsburg and all of Hampton Roads

CALL: 757-347-2823

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