Providing Estate Planning, Special Needs Planning, and Long-Term Care Planning Solutions.
Brian’s primary practice areas include Estate Planning, Estate and Trust Administration, Guardianships and Conservatorships, Special Needs Planning, and Personal Injury Settlement Consulting and Litigation in support of each of these areas. Brian is also qualified to serve as a guardian ad litem for incapacitated adults.
Practice areas
Planning for families in all stages of life. Planning for families including members with special needs. Planning for seniors.
12 years
Estate and Trust Administration in all Hampton Roads Circuit Courts.
12 years
Special Needs Trusts, Revocable Living Trusts, Irrevocable Trusts, Pet Trusts.
12 years
Guardianships and Conservatorships. Brian also servers as Guardian ad litem in guardianship and conservatorship cases.
12 years
Languages spoken
English
Atlantic Law PLC
5265 Providence Road
Suite 303
Virginia Beach, VA, 23464
State | Status | Acquired | Updated |
---|---|---|---|
VA | Authorized to Practice Law | 2009 | 01/19/2021 |
Legal answers | 0 |
Legal guides | 0 |
Award name | Grantor | Date granted |
---|---|---|
Top Lawyer | Coastal Virginia Magazine | 2021 |
Top Lawyer | Coastal Virginia Magazine | 2020 |
Legal Elite | Virginia Business Magazine | 2020 |
Vann H. Lefcoe Leadership Development Program | Vann H. Lefcoe Leadership Development Fund | 2013 |
Excellence for the Future - Highest Grade in Contracts class | CALI | 2007 |
Eagle Scout | Boy Scouts of America | 1991 |
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Title | Company name | Duration |
---|---|---|
Founder & Attorney at Law | Atlantic Law PLC | 2014 - Present |
Attorney | Oast & Taylor PLC | 2012 - 2014 |
Attorney | Oast & Hook, PC | 2009 - 2012 |
Association name | Position name | Duration |
---|---|---|
National Academy of Elder Law Attorneys | Member | 2016 - Present |
National Academy of Elder Law Attorneys (Virginia chapter) | Member | 2016 - Present |
Norfolk and Portsmouth Bar Association | Member | 2013 - Present |
Hampton Roads Estate Planning Council | Member | 2013 - Present |
I'Anson-Hoffman American Inn of Court | Member | 2013 - Present |
American Bar Association | Member | 2013 - Present |
---|---|---|
US Department of Veterans Affairs | Accredited Attorney | 2013 - Present |
Lefcoe Alumni Association | Member | 2013 - Present |
Portsmouth Bar Association | Member | 2012 - Present |
Virginia Bar Association | Member | 2009 - Present |
Society of Financial Service Professionals | Board of Directors; President | 2009 - Present |
Virginia State Bar, Trusts and Estates Section | Member | 2009 - Present |
Lefcoe Almuni Association | President | 2017 - 2019 |
Lefcoe Alumni Association | Vice President | 2013 - 2016 |
Virginia Trial Lawyers Association | Member | 2009 - 2013 |
Publication name | Title | Date |
---|---|---|
Hope News | Changes Coming to ABLE Act? | 2017 |
Hope News | What is a Representative Payee | 2017 |
Hope News | Understanding the ABLE Act | 2016 |
Hope News | Special Needs Trusts | 2016 |
Hope News | Supported Decision Making | 2016 |
Hope News | Guardianship & Conservatorship | 2016 |
---|---|---|
Hope News | Planned Giving | 2015 |
Hope News | Special Needs Trusts 101 | 2015 |
Hope News | Pooled Special Needs Trusts | 2015 |
Hope News | A Letter of Intent | 2014 |
Hope News | Planning with Purpose | 2014 |
Hampton Roads Inside Business | Charitable Giving for Non-traditional Couples | 2012 |
Virginia Trial Lawyers Association | The Medicaid Lien and Other Liens of the Commonwealth, in “Liens in Personal Injury Actions” | 2011 |
Richmond Journal of Law and Technology | Executive Editor (2008-2009) | 2009 |
School name | Degree | Graduated |
---|---|---|
University of Richmond, The T. C. Williams School of Law | JD - Juris Doctor | 2009 |
University of Illinois, Urbana-Champaign | BS - Bachelor of Science | 1997 |
Conference name | Title | Date |
---|---|---|
Chesapeake Parks and Recreation 55 and Better Program | Estate Planning | 2019 |
Autism Speaks Special Needs Planning Town Hall | Guardianships, Conservatorships, and the Alternatives | 2019 |
Little Theatre of Virginia Beach | Estate Planning and Charitable Giving | 2018 |
Hampton Roads Chapter meeting | Special Needs Trusts, ABLE Accounts, and Guardianships | 2018 |
Financial Advisors meeting | Estate Planning Perils | 2018 |
2018 Tidewater Autism Summit | Guardianships, Conservatorships, and the Alternatives | 2018 |
---|---|---|
Zion Baptist Church Wills and Probate Workshop | Estate Planning 101 | 2017 |
A Workshop for Parents | Guardianships, Assisted Decision Making, and Special Needs Trust | 2016 |
Zion Baptist Church Wills and Probate Workshop | Estate Planning 101 | 2015 |
Senior Law Day - Portsmouth Bar Association | Estate Planning | 2015 |
Portsmouth TRIAD Senior Day | Estate Planning | 2015 |
NBI Seminar: Post-Settlement Strategies in Personal Injury | Post-Settlement Planning Strategies in Personal Injury | 2015 |
Monumental United Methodist Church | Common Estate Planning Errors | 2015 |
EVMS Glennan Center for Geriatrics | Capacity Required to Execute Estate Planning Documents | 2015 |
Churchland Rotary Club | Common Estate Planning Errors | 2015 |
Portsmouth Task Force on Aging | Estate Planning and Elder Law | 2014 |
Portsmouth Senior Station | Powers of Attorney | 2014 |
Virginia Beach Civic League | Is Your Estate Plan in Order? | 2013 |
Various Churches in Hampton Roads, Virginia | Estate Planning and Elder Law | 2013 |
Seniors Group of Portsmouth Church | Common Errors in Estate Planning | 2013 |
Seminar at Roger Brown's Restaurant, Portsmouth, VA | Common Errors in Estate Planning | 2013 |
Various churches in Hampton Roads, Virginia | Estate Planning and Elder Law | 2012 |
September 2012, Princess Anne AARP | Estate Planning and Elder Law | 2012 |
Lions Club of Virginia Beach | Top 10 Mistakes made in Planning for Your Future | 2012 |
Financial Advisory Breakfast | Estate Planning and Elder Law | 2012 |
Disabled Veterans of America - Portsmouth, Virginia | Department of Veterans Affairs Aid & Attendance Benefits | 2012 |
Various churches in Hampton Roads | Estate Planning and Elder Law | 2011 |
South Norfolk Community Meeting | Estate Planning and Elder Law | 2011 |
Navy Transition Forum | Planning for Parents of Children with Disabilities | 2011 |
Eggleston Services | Special Needs Trusts | 2011 |
Churchland House- Portsmouth, Virginia | Department of Veterans Affairs Aid & Attendance Benefits | 2011 |
Various churches in Hampton Roads | Estate Planning and Elder Law | 2010 |
Various churches in Hampton Roads | Estate Planning and Elder Law | 2009 |
Case name | Outcome |
---|---|
Appointment of Guardian & Conservator | Parents appointed as Guardian & Conservator |
Apointment of Guardian | Guardian appointed |
Guardianship of Individual with Special Needs | Guardians appointed |
Establish Special Needs Trust | Special Needs Trust established |
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Wed May 27 2020
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Philip Russo, Estate planning Attorney on Nov 12, 2015
Relationship: Fellow lawyer in community
Brian is very committed to the legal profession and evidences it in his skill in assisting those with estate planning needs. While he is versed in all facets of estate planning, he is especially adept in Medicaid/Special Needs planning. He is also empathetic to his clients’ needs and brings a very pleasant demeanor to the attorney/client relationship.
Jonathan Halperin, Trusts Attorney on Nov 11, 2015
Relationship: Worked together on matter
I have had the opportunity and pleasure to work With Brian on several matters over the last 3 years. He is bright, hardworking and an extremely talented advocate and advisor. I will continue to work with Brian, and unqualifiedly endorse him as an outstanding estate, trust, special needs and probate attorney.
Mark Favaloro, Estate planning Attorney on Oct 26, 2015
Relationship: Worked together on matter
I wholeheartedly endorse Brian. He is a consummate professional who excels in every facet of his practice. I look forward to working with him again.
Peter Louie, Estate planning Attorney on Apr 17, 2015
Relationship: Fellow lawyer in community
Brian is a diligent advocate and careful in his work. I gladly recommend him.
Patrick Austin, Estate planning Attorney on Jan 8, 2015
Relationship: Fellow lawyer in community
I endorse Brian. He's a great attorney who understands the importance of client-focused service.