dcsimg Estate Planning

Estate Planning

McGuireWoods serves clients who seek to transfer assets efficiently to their chosen beneficiaries. We listen to our clients to understand who their beneficiaries are and what their desires as to how property should pass to their beneficiaries during life and at death. We help high-net worth individuals provide for the special needs of family members, and make appropriate decisions relating to premarital agreements and marital dissolution planning. We also advise executors and trustees with respect to the administration of estates and trusts and guide them in all aspects of fulfilling their fiduciary responsibilities, including the taxation of estates and trusts, gifts and generation-skipping transfers, among other issues.

Our experienced estate planning lawyers assist our business clients in planning and executing transfers of ownership and control of their enterprises and holdings. We regularly employ strategies such as restrictive shareholder and partnership agreements, reorganizations of corporations, and limited liability companies (LLCs). To help achieve tax savings, we offer advice on establishing trusts for the benefit of family members that range from the simple to the complex and the many forms of charitable giving that may reduce tax liabilities. We also represent clients in interpreting wills and trusts, as well as resolving related disputes and litigation.

CONTACTS

Ronald D. Aucutt Partner T: +1 703 712 5497
Dennis I. Belcher Partner T: +1 804 775 4304
Lucius H. Bracey Jr. Counsel T: +1 434 977 2515
William M. Long Partner T: +1 312 750 8916
Results 1-7 of 7

RESULTS DEPEND ON A VARIETY OF FACTORS UNIQUE TO EACH CASE. PRIOR RESULTS DO NOT GUARANTEE OR PREDICT A SIMILAR OUTCOME.

Representative Matter

Lawyers and accountants

Assisted lawyers and accountants nationwide in obtaining difficult rulings, audit results, or other favorable outcomes from the Internal Revenue Service.
Representative Matter

Four generations of family members

Represented four generations of family members in estate planning, estate administration, trust administration, investment management, construction projects, real estate issues, alternative energy issues, family business succession, charitable giving and other matters for over 30 years.
Representative Matter

Trustee

Obtained permission from the IRS to file a Form 8939, Allocation of Increase in Basis for Property Acquired From a Decedent, after its January 17, 2012, due date.
Representative Matter

High net worth individuals

Assisted in the formation of private trust companies despite the lack of Treasury-IRS guidance.
Representative Matter

Trustee

Obtained letter rulings from the Internal Revenue Service to facilitate the division, reformation, or early termination of long-term trusts with assets valued in excess of $100 million.
Representative Matter

Individual Estate

Obtained a series of favorable letter rulings from the Internal Revenue Service to facilitate the termination of a long-term trust and its succession by a limited liability company, in order to continue intact a business with assets valued in excess of $1 billion.
Representative Matter

High net worth individuals

Assisted wealthy clients in transferring sufficient wealth to achieve significant charitable objectives and avoid an estate tax audit.
Results 1-7 of 7
Hed Amitai Hed Amitai
Partner
11 Pilgrim Street
London EC4V 6RN
United Kingdom

T: +44 20 7632 1609
F: +44 20 7632 1638
vCard
Ronald D Aucutt Ronald D. Aucutt
Partner
1750 Tysons Boulevard
Suite 1800
Tysons Corner, VA 22102-4215

T: +1 703 712 5497
F: +1 703 712 5286
vCard
Michael H Barker Michael H. Barker
Associate
One James Center
901 East Cary Street
Richmond, VA 23219-4030

T: +1 804 775 1679
F: +1 804 698 4675
vCard
Dennis I Belcher Dennis I. Belcher
Partner
One James Center
901 East Cary Street
Richmond, VA 23219-4030

1750 Tysons Boulevard
Suite 1800
Tysons Corner, VA 22102-4215

T: +1 804 775 4304
F: +1 804 698 2012
vCard

T:+1 703 712 5324
F: +1 703 712 5050

William F Branch William F. Branch
Attorney
One James Center
901 East Cary Street
Richmond, VA 23219-4030

T: +1 804 775 7869
F: +1 804 775 1061
vCard
Herbert H Browne Jr. Herbert H. Browne Jr.
Counsel
201 North Tryon Street
Suite 3000
Charlotte, NC 28202-2146

T: +1 704 343 2043
F: +1 704 444 8713
vCard
Benjamin S Candland Benjamin S. Candland
Associate
One James Center
901 East Cary Street
Richmond, VA 23219-4030

T: +1 804 775 1047
F: +1 804 225 5341
vCard
Keonna Carter Keonna D. Carter
Associate
One James Center
901 East Cary Street
Richmond, VA 23219-4030

T: +1 804 775 7848
F: +1 804 698 2227
vCard
Adam M Damerow Adam M. Damerow
Associate
77 West Wacker Drive
Suite 4100
Chicago, IL 60601-1818

T: +1 312 849 3681
F: +1 312 698 4553
vCard
W. Birch Douglass III W. Birch Douglass III
Counsel
One James Center
901 East Cary Street
Richmond, VA 23219-4030

T: +1 804 775 4315
F: +1 804 698 2043
vCard
Kurt A Friesen Kurt A. Friesen
Associate
Court Square Building
310 Fourth Street, N.E.
Suite 300
Charlottesville, VA 22902-1288

T: +1 434 977 2585
F: +1 434 980 2265
vCard
Meghan L Gehr Meghan L. Gehr
Associate
One James Center
901 East Cary Street
Richmond, VA 23219-4030

T: +1 804 775 4714
F: +1 804 698 4676
vCard
Kristen Frances Hager Kristen Frances Hager
Partner
One James Center
901 East Cary Street
Richmond, VA 23219-4030

T: +1 804 775 1230
F: +1 804 698 2071
vCard
Kelly L Hellmuth Kelly L. Hellmuth
Associate
One James Center
901 East Cary Street
Richmond, VA 23219-4030

T: +1 804 775 1164
F: +1 804 698 2029
vCard
William M Long William M. Long
Partner
77 West Wacker Drive
Suite 4100
Chicago, IL 60601-1818

T: +1 312 750 8916
F: +1 312 920 6591
vCard
Michele A W McKinnon Michele A. W. McKinnon
Partner
One James Center
901 East Cary Street
Richmond, VA 23219-4030

T: +1 804 775 1060
F: +1 804 698 2115
vCard
Stephen Murphy Stephen W. Murphy
Associate
Court Square Building
310 Fourth Street, N.E.
Suite 300
Charlottesville, VA 22902-1288

T: +1 434 977 2538
F: +1 434 980 2266
vCard
John B O'Grady John B. O'Grady
Partner
One James Center
901 East Cary Street
Richmond, VA 23219-4030

T: +1 804 775 1023
F: +1 804 698 2132
vCard
Richard Risino Richard LM Risino
Associate
11 Pilgrim Street
London EC4V 6RN
United Kingdom

T: +44 20 7632 1708
F: +44 20 7632 1638
vCard
William I Sanderson William I. Sanderson
Associate
2001 K Street N.W.
Suite 400
Washington, DC 20006-1040

One James Center
901 East Cary Street
Richmond, VA 23219-4030

T: +1 202 857 1743
F: +1 202 828 2961
vCard

T:+1 804 775 4717
F: +1 804 698 2212

Bryan A Stark Bryan A. Stark
Associate
One James Center
901 East Cary Street
Richmond, VA 23219-4030

T: +1 804 775 1086
F: +1 804 698 2263
vCard
Justin Trent Justin F. Trent
Attorney
One James Center
901 East Cary Street
Richmond, VA 23219-4030

T: +1 804 775 4728
F: +1 804 698 2110
vCard
Gino Zaccardelli Gino Zaccardelli
Partner
1750 Tysons Boulevard
Suite 1800
Tysons Corner, VA 22102-4215

T: +1 703 712 5347
F: +1 703 712 5241
vCard
Results 1-5 of 5
Event

New Developments in Tax and Wealth Planning

Complimentary Program

Wednesday, October 30, 2013
Richmond, VA
Speaking Engagement

The USC Gould School of Law Tax Institute

January 28-30, 2013
Los Angeles, CA
Speaking Engagement

16th Annual Charitable Planning Seminar

Mirror, Mirror on the Wall, What Is Happening to the Estate Tax in 2013 – If at All?

January 25, 2013
Dallas, TX
Event

Post-Election Teleconference

Estate and Gift Tax Planning for 2012 and 2013

November 7, 2012
Event

New Developments in Tax and Wealth Planning

October 24, 2012
Richmond, VA
Results 1-5 of 5