Radford, VA
Estate planning Lawyer at Radford, VA
Practice Areas: Estate Planning, Real Estate ... +4 more
OUTCOME: Success
Prepared durable power of attorney and advance medical directive for client in an urgent case, where he had fallen and is presently in rehab. I met the family at the rehabilitation facility and the cl ... ient executed the documents within 18 hours after they first contacted my office for assistance.
OUTCOME: Success
Recently completed a guardianship for an individual who was badly injured in an accident and had no Power of Attorney or Healthcare Directive. The guardianship allowed his family to handle his financi ... al affairs and make medical decisions on his behalf during a time while he was unable to do so.
OUTCOME: Success
Assisted a local landowner in setting up several inexpensive "single-member" LLC's for rental properties that he owns. These LLC's, which are disregarded for tax purposes, help protect his personal a ... ssets against liability associated with the rental properties.
OUTCOME: Success
Served as settlement agent on complex $2.3 million commercial closing involving a refinance on a medical office building.
OUTCOME: Success
Successfully prepared estate plan including a "special supplemental needs trust" for a client whose son has a medical condition that prevents him from working and caring for himself. This trust ar ... rangement helped ensure that the son could receive his share of his mother's estate in a manner that did not disqualify him from certain need-based government benefits (such as Medicaid) which he may be receiving at her death.
OUTCOME: Success
Represented executor of an estate in situation where 2 pages of the original Will were misplaced, and only photocopies existed. The Will was initially rejected by the Clerk of Court and I successfully ... petitioned the court to have the photocopies admitted.
OUTCOME: Success
On numerous occasions, I have drafted and created revocable living trust estate planning arrangement for clients that accomplish their primary goals for passing their property to their intended benefic ... iaries, while also (a) keeping the contents of their trust private and out of public view (unlike traditional wills, which require probating in the court) and (b) saving considerable time, hassle and expense related to the court-supervised probate process in Virginia.