Providing Customized Estate Plans
Every estate is different. Every person has different goals in terms of what they would like to happen to their estate after they are no longer able to enjoy it. For this reason, estate planning should never be a one-size-fits-all process. At the law firm of Surovell Isaacs Petersen & Levy in Fairfax, Virginia, our attorneys provide client-oriented legal representation. We take the time to get to know you so we can provide an estate plan that is customized to meet your needs.
When you choose our law firm, you can be confident knowing that you have chosen a team that includes attorneys who have been listed in Best Lawyers in America and Super Lawyers. We have been recognized for providing quality representation to people like you.
A Full-Service Estate Planning Law Firm
At our law firm, you will find lawyers who have more than three decades of experience handling all aspects of estate planning. The sophisticated tools that we frequently incorporate into plans include:
- Wills
- Revocable and irrevocable trusts
- Powers of attorney
- Advance medical directives
- Estate freezes
- Family limited partnerships
- Involuntary and voluntary guardianships
Incorporating Trusts into Estate Plans
While it is possible for some people to accomplish their goals simply by creating a will, a trust is often necessary when the goals are more complex or the estate is large and diverse.
Trusts come in many forms: Life insurance trusts, "Crummey" trusts, 2503(c) trusts for minors, unified credit shelter trusts, Qualified terminable interest (QTIP) trusts, charitable remainder trusts, charitable lead or income trusts, personal residence trusts, qualified personal residence trusts, grantor retained annuity trusts, grantor retained unitrusts and qualified domestic trusts.
Our attorneys can help you determine whether you require a trust and what trust makes the most sense for you.
Helping You Manage Your Loved One's Estate
If you have found yourself appointed the executor of a loved one's estate or the administrator of a trust, you may find yourself at a loss as to what steps you are required to take. This is not something that people are prepared for. Your choice of attorney can impact the cost and the amount of time spent in the process, as well as the way that disputes are resolved. By choosing an attorney at the law firm of Surovell Isaacs Petersen & Levy in Fairfax, Virginia, you can be confident knowing that you have experience on your side.
Our team members have a thorough understanding of the probate process as well as all other estate administration matters. Attorneys from our firm have been listed in Best Lawyers in America and Super Lawyers, recognition that we have earned by providing quality, client-oriented legal representation to people like you.
A Full-Service Probate and Estate Administration Law Firm
At our law firm, you will find lawyers who have more than three decades of experience handling probate and estate administration. Our goal is to:
- Efficiently handle all proceedings in probate court.
- Assure the orderly and efficient transfer of property to the intended beneficiaries.
- Advise the personal representative and trustee on federal and state tax matters so that the estate may be handled at the lowest possible total cost.
- Complete the process with a minimum of estate, gift, generation-skipping and income tax costs.
- Effectively resolve will contests and other estate disputes
Following Through on Your Loved One's Wishes
Whether formalized through an estate plan or simply conveyed to family members verbally, your loved one had certain wishes in terms of how assets would be passed on. Our goal is to follow through on those wishes.
Our client-oriented legal representation involves a high level of personal attention. Our attorneys will get to know you and your family. We will learn about your loved one and your loved one's wishes. As we move forward, we will make it clear to you that every step we take is based on your loved one's wishes.
Schedule a Consultation About Your Case
Call us at 703-648-8279 or send us an e-mail to schedule a consultation with one of our experienced estate planning attorneys.
