Trusts, Estates & Tax Issues

The law firm of Clement Wheatley stands out due to our ability to carefully manage and protect estates worth millions of dollars. Our clients trust us with asset preservation because they are aware of our reputation for high-quality representation. That reputation is built on dedicated service to clients in Danville and throughout Virginia since our founding in 1936.

Trusts and Estates

Our trust and estate practice features both planning and administration components.

In terms of estate planning, we utilize wills, trusts, powers of attorney and more in order to develop personalized plans to meet the needs of our individual clients. We use techniques that allow clients to take advantage of incentives under estate and gift tax laws. These techniques are designed to help you pass your estate on to the next generation intact.

We also assist with business succession planning. Essentially, this is an estate plan that outlines the future of a large or small business after a principal has passed away.

In terms of trust and estate administration, our attorneys take great care to see that the wishes of the decedent are carried out accordingly. Our clients appreciate our ability to handle tax returns and all other aspects, particularly in cases involving valuable assets.

Tax Issues

Our lawyers can address a wide range of tax issues for individuals and businesses. We understand capital gains tax issues. We understand estate and gift tax laws.

Essentially, we are committed to wealth management. We want to help our clients keep their wealth intact, both now and for the next generation.

Contact Us for More Information

To discuss trusts, estates and tax issues, refer a client or learn more about our firm, contact us today.

Contact Information

Danville Office
549 Main Street
P.O. Box 8200
Danville, VA 24543-8200
Telephone (434) 793-8200

South Boston Office
The Security Building
554 North Main Street, Suite 111
South Boston, VA 24592
Telephone (434) 575-8200

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