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Charles Edward McWilliams Jr.

Estate planning Attorney at Winchester, VA

5.0   1 review

also known as Chuck McWilliams

  • State Years
    West Virginia - WV 7 years
    Dist. of Columbia - DC 8 years
    Virginia - VA 15 years
  • Licensed for 7 years
    State WV
    Acquired 2016
    Status
    Active No misconduct found
  • Licensed for 8 years
    State DC
    Acquired 2015
    Status
    Good Standing No misconduct found
  • Licensed for 15 years
    State VA
    Acquired 2007
    Status
    Active No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About Charles

Learn Charles’s areas of practice.

4
Practice areas
  1. Estate planning
    40%
    Preparation of wills, trusts, medical directives, powers of attorney, gifting programs, family limited partnerships and discounting techniques. Prepare estate tax returns (Form 706). Estate administration services, disclaimers, statutory claims against estates and advising families on creditor's rights.

  2. Business
    25%
    Tax planning, choice of entity issues and business structuring. I also work on mergers, consolidations and business acquisition strategies for both for-profit and non-profit entities.

  3. Tax
    25%
    Conservation easement and tax credit applications, valuations and appeals. IRS appeals and negotiations, representation of taxpayers and businesses in assessment disputes with Virginia Department of Taxation (often related to sales and use, or BPOL taxes) and IRS (typically payroll tax matters).

  4. Real estate
    10%
    Advise on real estate sales, leasing, landlord/tenant law, property management, business valuation and commercial construction projects.

Mr. McWilliams focuses his practice on complex estate planning, estate administration, tax, real estate and business matters.  Mr. McWilliams feels he can provided better service by limiting his practice to areas in which he has extensive knowledge and experience, and thus he does not handle any litigation (other than tax and estate litigation, with assistance from in-house litigation staff), domestic relations matters (other than premarital agreements), criminal matters, or real estate closings.  Rather, that work is generally referred to another attory at WCLEW who is experienced in such matters.  WCLEW has offices in Winchester, Arlington, Leesburg and Prince William, Virginia. Mr. McWilliams is available to meet at all office locations and also makes house calls (for an extra fee) from the Shenandoah Valley to the Potomac.

 

Mr. McWilliams has a strong background in tax and business matters, and is licensed as a Certified Public Accountant, Attorney and Realtor in Virginia.  He practiced for over four years with a small botique tax, trust and estates firm in Winchester, Virginia before joining Walsh Colucci Lubeley & Walsh, PC in 2012.  Mr. McWilliams attended Hampden-Sydney College (BA, Political Science) and George Mason Universtiy (BS, Accounting) as an undergraduate and worked at a large accounting firm prior to beginning law school at the George Mason University School of Law, where he served as Senior Research Editor of the Journal of Law, Economics & Policy and Treasurer of the Student Bar Administration.  Mr. McWilliams is currently pursuing an LL.M in Taxation, with a Certificate in Estate Planning, from Georgetown University, one of the nation's premier tax and estate planning programs.

 

Mr. McWilliams typically charges based on his standard hourly rate, but estate planning engagements - and some business services, such as the initial set-up of businesses - may be completed on a flat-fee basis.  Please feel free to email Mr. McWilliams with questions.

 

Photos and videos

Contact Charles

Walsh Colucci Lubeley & Walsh, PC
104 North Braddock Street
Winchester, VA, 22601

Reviews

5.0 / 5.0
  1 customer review
5 Star
 
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4 Star
 
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Posted by anonymous | June 19, 2012
My attorney
I have worked with Mr. McWilliams ("Chuck") for several years and he has handled various business and estate planning matters on behalf of myself and my family. He has always been responsive and has an impressive depth of knowledge related to estate, tax and business matters (and I'm sure other areas of law as well, but those are the only things he has done for me). When he doesn't know the answer immediately, he is happy to either research the issue or confer with one of his colleagues who has expertise in that area of the law. For me, the fact that Mr. McWilliams knows "what he doesn't know" is impressive, as he does not proclaim to be a jack of all trades. I greatly appreciate the work he has done for me and my family and hope to continue our relationship for many years to come.
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Cost

Rates
  • Hourly Rates $ 380-380 per hour
Payment methods
Cash, Check, Credit Card

Resume

AVVO RATING 9.7 (Superb)

Work Experience

  • Attorney
  • Walsh Colucci Lubeley Emrich & Walsh, PC
  • 2012 - Present
  • Owner
  • Winchester Property Management, LLC
  • 2008 - Present
  • Attorney
  • Owen and Truban, PLC
  • 2007 - Present
  • Law Clerk
  • Walsh Colucci Lubeley Emrich & Walsh, PC
  • 2005 - 2007
View all work experience

Education

  • Georgetown University Law Center
  • LL.M - Master of Laws
  • 2015
  • Heckerling Institute on Estate Planning
  • 2011
  • George Mason University School of Law
  • JD - Juris Doctor
  • 2007
  • George Mason University
  • BS - Accounting
  • 2004
  • Hampden-Sydney College
  • BA - Political Science
  • 2002
View all education

Legal Cases

  • PLR 2010-41049
  • Positive

Associations

  • Certified Public Accountant
  • CPA
  • 2007 - Present
  • Rotary Club of Winchester's Latest
  • Director
  • 2011 - 2013
  • Real Estate License
  • Virginia
  • 1998 - 2014

Languages Spoken

  • English

Honors and Awards

  • AV Preeminent Rated
  • Martindale-Hubbell
  • 2019
  • Rising Star
  • Super Lawyers
  • 2019
  • Rising Star
  • Super Lawyers
  • 2018
  • Rising Star
  • Super Lawyers
  • 2017
  • Top Attorneys 2015
  • Northern Virginia Magazine
  • 2015
  • Legal Elite
  • Virginia Business Magazine
  • 2014
View all awards

Publications

Speaking Engagements

  • 10 Things Every Lawyer Should Know About Trusts & Estates
  • Virginia CLE
  • 2012
  • Will Sunday @ Opequon Presbyterian Church
  • Estate Planning Seminar
  • 2011
  • Wells Fargo Charitable Giving Luncheon
  • Charitable Giving
  • 2011
  • BB&T Private Financial Services Seminar
  • Planning for Blended Families
  • 2011
View all speaking engagements

Attorney endorsements

Received (5)
Given (3)
Endorse Charles
Real estate Attorney | Oct 18
Relationship: Fellow lawyer in community
"I endorse this lawyer's work. Charles' insights are greatly appreciated, particularly regarding estate planning and business. His contributions are cogent and informative. Anyone dealing with estate planning, real estate and business issues would be well advised to consult with Charles."
Tax Attorney | Jul 23
Relationship: Fellow lawyer in community
"I endorse this lawyer's work. His answers are insightful and thorough."
Estate planning Attorney | Jul 21
Relationship: Fellow lawyer in community
"I endorse this lawyer's work. I have had a chance to review some of your answers and I have found them to be quite helpful in the field of estate planning."
Estate planning Attorney | Jul 21
Relationship: Fellow lawyer in community
"Chuck McWilliams is a knowledgeable attorney can assist with estate planning and administration and related tax issues. He is friendly and gets to know his clients. He has given me great tax planning advice, and I intent to use him even more in the future. Highly recommended."
Estate planning Attorney | Jul 13
Relationship: Fellow lawyer in community
"I endorse this lawyer's work. I am familiar with Mr. Mcwilliams from his many insightful and intelligent answers to questions posted on Avvo. Always willing to help out and give good concise answers. In the end, you may need to hire an attorney to get to the outcome you seek, but at least here you can get a good start with his informative answers, blogs, and legal guides."
Social Security & Disability
Divorce and separation