dcsimg Trust and Estate Administration

Trust and Estate Administration

Estate Planning

McGuireWoods lawyers serve individual clients who seek to transfer assets efficiently to their chosen beneficiaries. As a part of our private client and estate planning services, we help clients consider the impact of federal income, estate, gift and generation-skipping transfer taxes on the transmission of wealth. We develop and implement strategies that can achieve tax savings by establishing trusts for the benefit of family members. Our lawyers also advise individuals and families about the many forms of charitable giving that may be used to reduce taxes.

Our lawyers assist our business clients in transferring ownership and control of their businesses efficiently, using restrictive shareholder and partnership agreements, reorganizations of corporations, and operating agreements of limited liability companies (LLCs), among other strategies.

Additionally, we help clients provide for the special needs of family members, protect the family assets, and assure professional management of these assets. We also provide guidance on premarital and marital dissolution planning.

Estate Administration

In the area of estate and trust administration, we advise executors and trustees, guiding them in all aspects of their fiduciary responsibilities. We regularly counsel clients on related income taxation, as well as gift and estate taxation. With respect to wills and trusts, we represent clients in matters pertaining to their interpretation, litigation and resolution. Furthermore, we rigorously defend valuation and tax audits of estates by the Internal Revenue Services.

CONTACTS

Ronald D. Aucutt Partner T: +1 703 712 5497
Dennis I. Belcher Partner T: +1 804 775 4304
William M. Long Partner T: +1 312 750 8916
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RESULTS DEPEND ON A VARIETY OF FACTORS UNIQUE TO EACH CASE. PRIOR RESULTS DO NOT GUARANTEE OR PREDICT A SIMILAR OUTCOME.

Case Study

McGuireWoods represents the Civil War Preservation Trust in partition suit

McGuireWoods tried a partition suit in Amelia County, Va., Circuit Court for the Civil War Preservation Trust. The trust sought to acquire outstanding interests in property it had purchased in Amelia County. The entire tract will be donated to the Commonwealth of Virginia to enlarge the Sailor's Creek Battlefield Historical State Park. The firm represented the trust on a pro bono basis.

Representative Matter

Trustee facilitating settlement among feuding beneficiaries

Obtained favorable private letter ruling on behalf of trustee to facilitate a settlement among feuding beneficiaries.
Representative Matter

Client with multi-million dollar estate

Assisted in the administration of a multi-million dollar estate with beneficiaries domiciled outside the United States.
Representative Matter

Clients concerning "post-mortem" estate planning opportunities

Advised clients concerning "post-mortem" estate planning opportunities to leverage available estate and generation-skipping transfer tax exemptions.
Representative Matter

Corporate fiduciary

Advised corporate fiduciary concerning various tax issues and document interpretation involving a multi-billion dollar trust.
Representative Matter

Corporate fiduciary

Advised corporate fiduciary in the administration of trusts involving complex tax issues arising from subchapter S corporations held by the trusts.
Representative Matter

Corporate fiduciaries

Represented corporate fiduciaries in modifying and restructuring trusts.
Representative Matter

Individual

Defended individual against lawsuit to appoint a conservator and take control of family wealth.
Representative Matter

Family members

Represented family members in lawsuit to remedy multi-million dollar theft from an incapacitated adult by abuses of powers of attorney and fraudulent gifts and estate planning documents.
Representative Matter

Fiduciary

Represented fiduciary in the reformation of trusts to qualify for the estate tax charitable deduction, saving millions of dollars in state and federal estate taxes.
Representative Matter

Fiduciaries

Represented fiduciaries in suits for advice and guidance in the administration of estates and trusts to resolve issues including scrivener's errors, ambiguous terms, unfavorable tax results, unknown beneficiaries, and complicated charitable dispositions.
Representative Matter

Fiduciaries

Represented fiduciaries in suit to establish lost will.
Representative Matter

Fiduciaries

Assisted fiduciaries in the administration of estates and trusts involving large complex family businesses, including businesses involved in wholesale distribution, trucking, lumber and timber, farming, real estate development, and apartment complexes.
Representative Matter

Fiduciaries

Represented fiduciaries in IRS audits involving valuation disputes and estate tax inclusion issues.
Representative Matter

Fiduciaries

Represented fiduciaries of a complex estate valued at approximately $1 billion in defending claims of surviving spouse.
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Results 1-25 of 26
Show All
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
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
Anders O V Grundberg Anders O. V. Grundberg
Senior Counsel
11 Pilgrim Street
London EC4V 6RN
United Kingdom

T: +44 20 7632 1604
F: +44 20 7632 1638
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
E Graham McGoogan Jr. E Graham McGoogan Jr.
Partner
201 North Tryon Street
Suite 3000
Charlotte, NC 28202-2146

T: +1 704 343 2046
F: +1 704 444 8754
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
Leigh B Middleditch Jr. Leigh B. Middleditch Jr.
Counsel
Court Square Building
310 Fourth Street, N.E.
Suite 300
Charlottesville, VA 22902-1288

T: +1 434 977 2543
F: +1 434 980 2267
vCard
J'lene Mortimer J'lene C. Mortimer
Associate
1750 Tysons Boulevard
Suite 1800
Tysons Corner, VA 22102-4215

T: +1 703 712 5062
F: +1 703 712 5294
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

Charles R Swartz Charles R. Swartz
Counsel
One James Center
901 East Cary Street
Richmond, VA 23219-4030

T: +1 804 775 4351
F: +1 804 698 2187
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
Thomas S. Word Jr.
Counsel
One James Center
901 East Cary Street
Richmond, VA 23219-4030

T: +1 804 775 4360
F: +1 804 698 2211
vCard
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Article

Mandatory Arbitration Clauses in Trusts

Trusts & Estates
August 2013
Results 1-1 of 1