Estate Planning & Administration

Spotts Fain has extensive experience in assisting individuals and families with the issues relating to preserving and passing on of assets to loved ones and other beneficiaries, as well as the sensitive personal issues that are a part of this planning.  We offer a full range of estate planning services and our experience includes:

• Tax planning to minimize or eliminate estate and gift taxes
• Succession planning to ensure the continuation of a business
• Insurance trusts, usually Irrevocable Trusts, to provide funding for the payment of estate taxes without increasing those taxes
• Living trusts to avoid probate, facilitate asset administration or to provide special planning for a loved one
• Limited liability companies and family limited partnerships to minimize the amount of estate and gift tax on assets that are passed on to loved ones
• Wills, revocable and irrevocable Trusts, Powers of Attorney, and Advanced Medical Directives (Living Wills)
• Charitable Trusts, gifts and bequests
• Other important estate planning techniques
• Trust & Estate Litigation - lead counsel as well as local counsel in federal courts and Virginia state courts
• Conservation Easements

We also assist our clients in Estate Administration.

Our attorneys approach estate planning knowing that often these are very sensitive and private matters for our clients.  We endeavor to provide our clients with an estate plan that meets not only the objectives of preservation of our clients’ estates, but also a plan that meets our clients’ objectives with regard to their family needs.