As a partner in the firm’s Private Wealth Services Group, Ben's practice involves complex estate planning, estate administration, estate and gift taxation, and fiduciary litigation. Ben also advises corporate fiduciaries on a wide range of matters involving disputes with beneficiaries, investment diversification issues, family offices, trust modifications, and tax and regulatory issues, including matters involving the FDIC and OCC.
Ben serves as a trusted advisor to numerous high-net-worth individuals and families. His clients regularly look to him to design and implement creative and effective wealth transfer and charitable giving plans. He routinely advises corporate fiduciaries in carrying out their fiduciary duties while minimizing liability exposure. Ben’s goal is to provide advice that allows the corporate fiduciary to protect itself while maintaining a strong relationship with the beneficiaries.
Ben is a sought after speaker for continuing education and in-house training seminars and is the author of numerous articles. He is also a Fellow in the American College of Trust and Estate Counsel.
Represent trustee of trust with assets in excess of $4 billion.
Reformation of testamentary trusts to qualify as charitable remainder trusts - saving millions of dollars in unnecessary taxes.
Advising and assisting clients regarding the tax-efficient transmission of family-owned business to younger generations, including the strategic use of partnerships, LLCs, grantor trusts, reorganizations, recapitalizations, employee benefit plans, buy-sell agreements and installment sales.
Establishing complex giving strategies, including charitable lead trusts and charitable remainder trusts, to accomplish the charitable goals of clients while minimizing taxes.
Obtaining favorable private letter rulings from the National Office of the Internal Revenue Service regarding estate and generation-skipping transfer tax issues.
Representing corporate fiduciaries in general fiduciary claims, including actions for removal and improper investments.
Fellow in The American College of Trust and Estate Counsel
AV Preeminent Rated, Martindale-Hubbell
Selected for inclusion, Private Wealth Law, Band 1, Virginia, 2017, "Up and Coming", Virginia, 2018; Chambers HNW Guide
Named to "Virginia Rising Stars," Estate & Probate, Super Lawyers, Thomson Reuters, 2013
Member, Tax Section, American Bar Association
Member, Taxation Section; Trusts and Estates Section, Virginia Bar Association
Member, Trusts and Estates Section, Virginia State Bar
Member, The Estate Planning Council of Richmond, Virginia
Secretary, Trust Administrators Council of Richmond
Fellow, American College of Trust and Estate Counsel
McGuireWoods Again Earns Nationwide Honors in Chambers High Net Worth Guide
July 19, 2019
McGuireWoods Earns Nationwide Ranking in Prestigious Chambers High Net Worth Guide
August 7, 2018