Estate Tax Advisory Alert


When the estate tax exemption amount was doubled to $11.2 million beginning this year, the estate planning strategies implemented in many of the trust documents prepared over the last 30 years became unnecessary.  While this tax relief is welcome news, it also presents the challenge to amend and restate those revocable trusts (promptly) which contain terms requiring that Marital and Family Trusts be established for the surviving spouse.


In order to eliminate these mandatory complexities for our clients, we developed the Estate Tax Advisory Initiative as a method of evaluating each client’s circumstances and providing focused and efficient solutions for the preservation of each family legacy.


If your estate plan was designed to address the possibility of an estate tax liability, we recommend clicking on the link above for some further reading to determine whether an amendment to your revocable trust is in order.

(Read more under “Laws & Opinions & Stuff”)

National Association of Estate Planners & Councils

Trust and Estate Law Trust and Estate Litigation

Acquisition International Global 2015 Legal Awards for Essential & Advanced Estate Planning

Virginia Continuing Legal Education Faculty 2015

National Academy of Elder Law Attorneys, Inc.

Trust and Estate Law Trust and Estate Litigation

Virginia Business Legal Elite 2015

Accredited Estate Planner Designation

Avvo Client’s Choice Award

Trust and Estate Law Trust and Estate Litigation

Virginia Rising Star Super Lawyers

News and Events

Headlines & Other Vile Gossip

  • Michael Jackson's Estate Faces Demand for Big Tax Payment Read More
  • Department of Justice fights ethics training order from Federal Court Read More

Laws & Opinions & Stuff

  • Estate Tax Exemption More Than Doubles in 2018 Read More
  • Virginia Enacts Changes to Spousal Elective Share Rules (Effective 1/1/2017) Read More

Firm News & Announcements