Tom’s practice focuses on estate planning, trusts and estates, estate administration, personal income tax, small business planning and state and local taxes.

Relevant Experience

  • Advised a variety of clients on a full range of estate planning issues, including gift, estate, and generation-skipping tax avoidance, probate avoidance, use of trusts, retirement funds and charitable giving.
  • Prepared numerous estate planning documents, including wills, living trusts, life insurance trusts, generation-skipping or dynasty trusts, trusts for minors, charitable trusts and GRATs and GRUTs.
  • Advised clients and prepared documents involving estate freezes, including family limited partnerships and family limited liability companies.
  • Advised numerous estates and trusts on various matters, including administration, disclaimers, estate tax and fiduciary income tax return preparation and tax planning.
  • Represented both beneficiaries and executors in will contest and will construction cases.

Awards & Recognition

  • “Best Lawyer,” Tax Law, Trusts and Estates, Best Lawyers in America, 1997 - Present.
  • “Super Lawyer,” Tax Law, Trusts and Estates, Virginia Super Lawyers magazine, 2007 - Present.

Insights