Birch is a trusted advisor to affluent private clients and family offices nationwide. Through his substantial experience in all areas of the tax law, he counsels clients on practical, comprehensive, tax-efficient solutions to their wealth management needs.
He devotes a substantial portion of his practice to estate planning, wealth transfers, succession planning for closely held businesses, and matters relating to family offices and private trust companies. He also advises clients about family councils, charitable giving, and private foundations.
He has extensive involvement with numerous charitable organizations, including service on the boards of Hampden-Sydney College, the Virginia Museum of Fine Arts, and other charitable organizations as well as several private foundations and closely held businesses. He is a fellow of both the American College of Tax Counsel and the American College of Trust and Estate Counsel. He was a longtime member of the Family Firm Institute and is involved with various tax committees of the American Bar Association and other professional groups.
Created a private family trust company to serve as the core component of a family’s family office and to serve as the fiduciary for trusts for various family members living in several states.
Assisted a client in structuring a family limited partnership to take advantage of valuation discounts for estate and gift tax purposes.
Planned the sale of a business by the senior family member to a generation-skipping trust structured as a “grantor trust” to avoid gain on the sale.
Drafted shareholder buy-sell agreements for siblings with restrictive transfer provisions to ensure that stock in the family business given by the parents would not end up in outside hands.
Assisted a client in using family business assets and income to fund and support the family’s private charitable foundation.
Recipient, Patrick Henry Service Award, Wilson Center for Leadership in the Public Interest, Hampden-Sydney College, 2012
Recipient, Algernon Sydney Sullivan Medallion, Hampden-Sydney College, 2008
Recipient, Alumni Citation Award, Hampden-Sydney College, 2005
Recipient, Alumni Award for Distinguished Service, University of Richmond, 1986
Named "Lawyer of the Year," Trusts and Estates, Richmond, Best Lawyers, 2012
Named a Client Service "All Star," BTI Consulting, 2011-2012
Named "Lawyer of the Year," Tax, Richmond, Best Lawyers, 2010
Named to "Virginia Super Lawyers," Estate Planning & Probate, Tax, Business/Corporate, Super Lawyers, Thomson Reuters, 2006-2017
Named to "Legal Elite," Taxes/Estates/Trusts/Elder Law, Virginia Business, 2001-2012
Selected for inclusion in The Best Lawyers in America, Tax Law, Trusts and Estates, Woodward/White, Inc., 1993-2019
Member, Omicron Delta Kappa National Leadership Honor Society
Fellow, American College of Trust and Estate Counsel 1993-present
Trustee Emeritus, 2012-present; Board of Trustees, 1990-2012; Vice Chairman, Board of Trustees, 2000-2001, Hampden-Sydney College
Trustee, Virginia Museum of Fine Arts, 2007-2017
President, 2004-2007; Board of Directors, 1995-2008, Virginia Museum of Fine Arts Foundation
Member, Committee on Fiduciary Income Tax, 1993-present; Editor, ACTEC Journal, 2004-2005; Member, Communications Committee, 2003-present, American College of Trust and Estate Counsel
Member, Committees on Fiduciary Income Tax, Exempt Organizations and Estate and Gift Tax, 1980-present; Chair, Committee on Fiduciary Income Tax, 1991-1993, Taxation Section, American Bar Association
Member, Business Planning Group and related committees, 1996-present; Member, Publications Committees, 2001-present; Member, Communications Committee, 2001-2011; Acquisitions Editor, Real Property, Trust and Estate Law Journal, 1998-present, Section of Real Property, Trust and Estate Law, American Bar Association
Member, Family Firm Institute, 1990-2016
Board of Directors, 1990-2005, 2010-2015; President, 1995-1996; Advisory Board, 2005-2010 and 2015 to present, Hanover Tavern Foundation
Member, Kappa Alpha Court of Honor, 2003-present
Member, Private Business Study Group, 1983-present
Board of Directors, Rosewell Foundation, 2006-2012
Board of Associates, 1990-2005; Chairman, Board of Associates, 1996-1999; Member, Advisory Committee on Estate Planning, 1975-present, University of Richmond
Fellow, Virginia Law Foundation, 1992-present
Member, Virginia Gift Planning Council, 1992-present
Member, William and Mary Tax Conference Advisory Council, 1989-2009
Council, Section of Taxation, Virginia Bar Association, 1988-1990
President, Estate Planning Council of Richmond, 1983-1984
Chairman, Board of Governors, Section of Taxation, Virginia State Bar, 1983-1984
Fellow, American College of Tax Counsel 1988-present