Estate Administration

O ur firm assists families and individuals with navigating the maze of probate and the re-titling of assets of a deceased person. We can file all necessary reports to the court and Commissioner of Accounts and negotiate debts with creditors and distributions to beneficiaries. We also prepare tax returns for estates and trusts and personally administer estates and trusts when appropriate.

We advise clients on spousal and family rights including augmented estates, family allowance, and exempt property and homestead exemptions. We also handle elective shares, and the filing of income and estate tax returns. In addition, our firm can assist with insolvent estates (when an estate has limited funds to pay creditors).

Our firm manages and directs the administration of estates, from the simplest to the most complicated estates. Whether your loved one died with a will, a trust, or no estate plan at all, we can create solutions to minimize the complications typically associated with Virginia probate.

Unfortunately, families and beneficiaries often disagree as to how an estate or an incapacitated person’s affairs should be managed. Elder Law Solutions structures compromises and settlements when opposing parties are at an impasse. Such disputes can cost the estate many thousands of dollars in unnecessary legal fees. We can explain the law and likely outcomes to clients who have disputes that may result in litigation.

We can make demands on individuals that may have misappropriated a deceased or incapacitated person's assets, and defend individuals accused of misappropriating assets of the deceased or incapacitated persons. We understand the laws that apply to fiduciaries and can advise clients on how to manage assets when acting as a fiduciary for another person or entity.

Our paralegal Jennifer Morris works closely with Timothy Palmer and our clients to successfully complete the administration of estates.

Estate Planning Questionnaires