Trusts and Estate Planning Attorneys

Sands Anderson PC's team of estate planning and trust attorneys have extensive expertise and experience in personal and estate planning, probate, estate and trust administration and chancery litigation involving estates and trusts. Our clients include individuals who need to plan their estates in a tax advantageous manner while providing for - and at times protecting - the intended beneficiaries of their estate. Our estate planning attorneys also represent individual and corporate fiduciaries serving as executors, administrators and trustees, as well as individuals and other entities who may have an interest in or claims against an estate or trust. 

Estate Planning 

Complex estate tax planning through the use of charitable trusts, grantor retained annuity trusts and grantor retained unitrusts Counseling concerning the uses of life insurance in estate and business planning Counseling on the methods available to avoid probate and whether such avoidance is appropriate to your estate Using funded and unfunded living trusts Drafting wills and trusts to provide for children and others Planning for the care of minors or disabled individuals with special needs Planning for the succession of ownership in a family business to the next generation Tax planning to minimize or avoid federal and state estate taxes Creatively using gift tax provisions

Estate & Trust Administration 

Whether this firm serves as the fiduciary, represents the fiduciary or represents a beneficiary, creditor or other party interested in the proper administration of an estate or trust, our knowledge of and experience in all aspects of the proper administration of an estate or trust can provide our clients with the protection of their rights at an effective cost. Our services in this area include: 

  • Advising the fiduciary with regard to the estate's interest in jointly owned assets, regarding spousal rights and liability and the proper payment of estate obligations
  • Assisting in the preparation of fiduciary accountings through the use of sophisticated software acceptable to the Commissioners of Accounts
  • Obtaining tax qualified status for charitable trusts or foundations
  • Preparing of estate tax and fiduciary income tax returns
  • Representing fiduciaries, beneficiaries, creditors or claimants in proceedings before the Commissioner of Accounts or in the Courts
  • Representing the Estate or Trust before the Internal Revenue Service on valuation and other tax issues

Probate & Chancery Litigation 

In comparison to other states, the probate of a will or qualification as personal representative of an estate in Virginia is, in most cases, relatively simple. However, there are still many occasions where decisions made at the time of probate can significantly ease the burden of administration or even reduce the potential for litigation. Where litigation becomes necessary or unavoidable, the estate or trust needs to assess and deal with the issue in a way that is most cost effective for the estate while shielding the fiduciary from personal liability; this is where our Virginia estate planning and trust lawyers are very effective. Our services in this area include: 

  • Determining whether probate is in fact necessary for the proper distribution of the estate
  • Determining what kind of probate is necessary to protect the will from potential challenge by parties interested in the estate
  • Representing the Executor or challengers in a will contest
  • Determining the true heirs of an intestate estate
  • Chancery litigation for advice and guidance to construe the will or trust or determine other issues in the administration of the estate or trust
  • Representing creditors or claimants in litigation involving estates
  • Determining and enforcing spousal rights
  • Representing litigants in claims of breach of fiduciary duty

Resources

The Commonwealth of Virginia in partnership with the U. S. Department of Health and Human Services has a special program to inform citizens of the need for individuals to plan for long-term needs now instead of waiting until a crisis occurs in the future. You can find out all the details of the Virginia Long-Term Care Partnership Program at http://www.valtcpartnership.org/

The estate planning lawyers of Sands Anderson serve clients throughout the Mid-Atlantic from our offices in North Carolina and Virginia.

Experience a Personal Level of Service with a Trusts and Estate Planning Attorneys

The Trusts and Estate Planning Attorneys of Sands Anderson pair the resources of a large, multi-practice firm with the level of service found at smaller firms. Choose a Trusts and Estate Planning Attorneys who is experienced in handling cases like yours. Choose Sands Anderson. Get started with us through our online form.





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