William I. Sanderson


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  • University of Virginia, JD, 2006
  • University of Virginia, BA, 1998
  • District of Columbia
  • Virginia

Fellow, The American College of Trust and Estate Counsel, 2018-present

Selected for inclusion, Private Wealth Law, Band 1, Virginia, Chambers HNW Guide, 2018

Vice Chair, Business Planning Group, Section of Real Property Trust and Estate Law, American Bar Association

Member and Trust & Estates Legislative Committee Member for the Young Lawyers Division, Virginia Bar Association

Member, Board of Directors, Epilepsy Foundation of Virginia, 2000–2003

  • German

Bill is the co-chair of McGuireWoods' private wealth services group and a member of the firm’s fiduciary advisory services practice. He represents both high-net worth individuals and families on a variety of sensitive and complex estate and business planning matters. His practice focuses on the areas of estate planning and estate and trust administration.

A frequent speaker, Bill has also taught Federal Taxation Practice and Procedure at Virginia Commonwealth University School of Business.

Prior to completing his law degree at the University of Virginia School of Law, Bill completed coursework at the University of South Carolina School of Law. While attending the University of Virginia, Bill was a member of the Raven Society and the Jefferson Literary and Debating Society.

In the News

William I Sanderson
T: +1 202 857 1743F: +1 202 828 29612001 K Street N.W.
Suite 400
Washington, DC 20006-1040
T: +1 804 775 4717F: +1 804 698 2212Gateway Plaza
800 East Canal Street
Richmond, VA 23219-3916

Provided comprehensive estate, trust, tax and closely-held business planning advice to multiple generations of high net worth families.

Advised single family office operating in several states on Dodd-Frank Act compliance and related issues.

Drafted multiple grantor retained annuity trusts (GRATs), including GRATs holding closely held business interests and large concentrations of publicly held securities; assisted clients in managing GRAT annuity payments and terminations.

Worked with Generation X and Generation Y members of high net worth families on the legal strategies to finance, build and grow start-up businesses.

Named to "Legal Elite," Taxes/Estates/Trusts/Elder Law, Virginia Business, 2016

Named to “Virginia Rising Stars,” Estate Planning and Probate, Closely Held Business, Super Lawyers, Thomson Reuters, 2012-2016

Co-author, "IRS Settlement With Carmex Owners Is Surprising," Law360, April 14, 2016
Co-Author, "Frank Aragona Trust v. Commissioner," American Bar Association, Probate and Property, Volume 28, Number 5, November 5, 2014
Co-author, "S Corporations: Tax Planning for Transitions," Probate & Property Magazine, July/August 2012
Co-author, "Estate Tax Deferral, Planning Now and Being Prepared Later," ABA Trusts & Investments Magazine, March – April 2008
Speaker, "Recent Developments in Estate Planning," Baker Tilly Estate and Trust Conference, May 31, 2018
Speaker, "Security Issues for High-Net-Worth Families, Ethics," 12th Annual Fiduciary Advisory Services Seminar; Issues Confronting Institutional Fiduciaries, October 4, 2017
Speaker, "All About That Basis: What We Estate Planners Should Be Thinking About When It Comes to Income Tax," Hampton Roads Estate Planning Council, November 15, 2016
Moderator, "The Impact of the 2016 Elections on Taxes," Post-Election Program, McGuireWoods LLP Webinar, November 10, 2016
Speaker, "Lessons from Virginia Fiduciary Litigation Cases," 35th Annual Trusts and Estates Seminar, October 27, 2016
Speaker, "Litigation Lessons to Lessen Lamenting: Practical Planning Pointers from Virginia Fiduciary Cases," Virginia CLE Trust and Estate Seminar, October 2016
Speaker, "Duties and Powers of the Trustee," FOX Trustees and Beneficiaries Workshop, June 22, 2016
Speaker, "Distribution Provisions: Understanding the Issues and Options," FOX Trustees and Beneficiaries Workshop, June 22, 2016
Speaker, "All About That Basis: Income Tax Aspects of Estate Planning," The Douglas W. Connor 37th Annual Advanced Estate Planning and Administration Seminar, April 30, 2016
Speaker, "Directed and Divided Trusteeships….and the New Uniform Directed Trustee Act," Trust Advisor’s Forum, February 22, 2016
Faculty, "Estate Planning in a World of Creditors and Predators: Asset Protection for Every Estate Planning Client," 34th Annual Trusts and Estates Seminar, October 20 & 28, 2015
Speaker, "Delegation, Directed Trustees, and Divided Trustees" and "Twenty Steps to Avoid Fiduciary Litigation (Ethics)," Be a Road Warrior, Not Road Kill: Issues Confronting Fiduciaries, October 7, 2015
Speaker, "Old MacDonald Has a Farm . . . With Corporate Farming Statutes Here and Special Use Valuation There, What Kind of Planning Can Old MacDonald Do?," 2015 Joint Fall CLE Meeting, Closely Held Business Committee – ABA Tax Section, Business Planning Group – ABA Real Property, Trust and Estate Section, September 18, 2015
Speaker, Recent Developments, Baker Tilley Virchow Krause, June 24, 2015
Speaker, "The New Paradigm of Perpetual Planning," 67th Annual Virginia Conference on Federal Taxation, June 5, 2015
Speaker, "It’s Just (Planning for) Marriage: Applying Decisions and Guidance About Same-Sex Marriage from Courts, Agencies, Legislatures, and Public Officials to the Contemporary Estate and Trust Practice," 43rd Annual University of Richmond Estate Planning Seminar, May 13, 2015
Speaker, "Forming Entities," D.C. Bar Estate Planning Update, February 9, 2015
Speaker, "Investment Decisions Including Issues with Closely Held Businesses Facing Trustees," "Income Tax Issues With 3.8% Supplemental Tax" and "Ethical Considerations for Professional Fiduciaries," What You Do Not Know Can Hurt You, October 7, 2014
Panelist, "Pre-Death and Post-Death Estate Planning for Closely Held Businesses," ABA Joint Fall Meeting, ABA Real Property, Trust and Estate Section, September 19, 2014
Panelist, "Recognizing the Full Scope of the Trustee Role," Southeastern Family Office Forum, September 18, 2014
Speaker, "Fending Off the Forced Sale: How to Weave, Bob, Hop, Skip and Jump When Administering an Estate with Illiquid Assets," The Douglas W. Conner 34th Annual Advanced Estate Planning and Administration Seminar, May 3, 2014; District of Columbia Bar Tax Section Estate Planning Committee, September 9, 2014
Speaker, "Drafting LLC Operating Agreements: Important Provisions for Closely-Held Businesses," District of Columbia Bar CLE Program, August 20, 2014
Speaker, "The Brave New World of Certainty: Is That What Estate Planning in 2014 Really Can Be?," $name, Financial Planning Association of Central Virginia, 8th Annual Financial Forum, June 5, 2014
Speaker, "Everything Old is New Again, Except Some Things That Are Just New: Recent Developments in Estate Planning, Estate and Gift Taxation, and Estate and Trust Administration," 13th Annual VSCPA Industry Conference, May 21, 2014
Speaker, "Who Doesn’t Want to Inherit Something? The Basics of Post-Mortem Estate Planning with Disclaimers and Assignments," District of Columbia Bar: Estates, Trust and Probate Law Series, May 15, 2014
Speaker, "Drafting Operating Agreements for LLCs and Other Business Entities," District of Columbia Bar CLE Program, February 18, 2014
Speaker, "Challenges in Trust Departments Working with Family Offices," and "Ethics Concerns for Trust Officers," Surmounting the Current Challenges: Issues Confronting Professional Fiduciaries, October 10, 2013
Panelist, Advising the Fiduciaries of Trusts Holding Business Interests, ABA Section of Taxation and Section of Real Property, Trust & Estate Law, 2013 Joint Fall CLE Meeting, September 20, 2013
Speaker, Who’s on First? Issues Confronting Professional Fiduciaries, The Fiduciary Advisory Services Seminar, co-presented by the Fiduciary Education Center, October 9, 2012
Speaker, "Health, Support & What? Distribution Provisions: Understanding the Issues and Options," Family Office Exchange Workshop for Grantors, Trustees and Beneficiaries, November 2011; March 2012
Speaker, "The Good, the Bad, and the Litigation Over Investment Concentrations," Virginia CLE Trust Administration Seminar, February 2012
Speaker, "The Estate Planning Toolbox: A Practical Guide for Advisors," Central Arizona Estate Planning Council, February 2012
Speaker, "GOTCHA Transactions in the Formation, Structure and Conveyance of Business Interests," American Bar Association RPTE-Tax Joint CLE Meeting, Fall 2011
Speaker, "Paying the Estate Tax from the Private Business Using Section 6166," Virginia CLE on Business Succession Planning, September 2011
Speaker, "Estate Planning for the Closely Held Business," William and Mary 56th Annual Tax Conference, November 2010
Speaker, "1-2-3 GRAT! A Practical Look at Three Days in the Life of an Essential Estate Planning Technique," Virginia Bar Association Trusts and Estates Legislative Committee Annual Meeting, January 2010
Speaker, "Navigating the Trustee's Duty to Disclose," ABA Joint Tax & RPTE Fall Meeting, September 2008
Speaker, "Putting Creativity into a Corporate Box: Selecting the Right Entity for Your Arts Business," August 2008
Speaker, "Navigating the Trustee's Duty to Disclose," Trusts and Estates Seminar, August 2008