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EDUCATION University of Virginia School of Law, Charlottesville, Virginia, J.D., 1980 Yale University, New Haven, Connecticut, M.A., 1977 Princeton University, Princeton, New Jersey, A.B. Russian Studies, with Distinction, 1975 ADMITTED Virginia Illinois U.S. District Court for the Northern District of Illinois U.S. Court of Appeals for the 7th Circuit |
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Charles D. Fox IV
Partner
Court Square Building, 310 Fourth Street, N.E., Suite 300
cfox@mcguirewoods.comP.O. Box 1288 Charlottesville, Virginia 22902-1288 F: 434.980.2280 |
Mr. Fox's extensive experience includes estate planning and administration, and charitable organizations. He works with clients regarding planning for families with closely held businesses, including ownership succession issues; the use of family limited partnerships, limited liability companies, and other techniques to transfer wealth at significantly reduced transfer tax costs; and counseling on the appropriate uses of family offices.
He works with groups interested in reforming the federal tax system, and advises and consults with other law firms on substantive estate planning issues and the administration of their practices. His experience also includes successful audits of estate tax returns involving unique assets such as art, trust and estate litigation, and the formation and operation of public and private charities, including the formation of charities after the sale of not-for-profit hospitals to for profit corporations.
Mr. Fox has contributed numerous articles to many publications including Trusts & Estates, Estate Planning, Trusts & Trustee, and the Journal of Asset Protection. He was a member of the editorial board of Trusts & Estates, and is currently chair of the editorial board of Trust & Investments. He also writes a bi-monthly column for Trust & Investments, and a semi-annual column for the CCH Estate Planning Corporate Library. He is a member of the CCH Estate Planning Advisory Committee. He was also editor of the ACTEC Journal from 2005-2006.
He is the co-editor of Estate Planning Strategies After Estate Tax Reform: Insights and Analysis (CCH, 2001). He is the author of the Estate Planning with Life Insurance volume of the CCH Financial Planning Library, and co-author of the books Estate Planning Manual (2001 edition), Fiduciary Law and Trust Activities Guide, and Tax Law Guide, all published by the American Bankers Association.
He lectures annually around the country at numerous seminars on estate planning and trust administration topics for banks, bar associations and other organizations, including the University of Miami Heckerling Estate Planning Institute and the Notre Dame Estate Planning Institute.
Mr. Fox is on the faculty of The National Trust School and the National Graduate Trust School, and was an adjunct professor at Northwestern University Law School from 1983-2005. He is currently a lecturer in law at the University of Virginia School of Law. He serves or has served on the boards of several charities including the University of Virginia Law School Foundation and the Episcopal High School in Virginia, from which he received its Distinguished Service Award in 2001.
- Fellow, Regent, American College of Trust and Estate Counsel
- Named One of the “Best Lawyers in America," Woodward/White, Inc.
- Named an Illinois "Super Lawyer," Law & Politics Magazine
- Named a Virginia "Super Lawyer," Law & Politics Magazine
- Named One of America's Leading Lawyers, Chambers USA
- American Bar Association, Real Property and Probate Section
- Chicago Bar Association, Trust Law Committee
- Duke University Estate Planning Council
