The living trust is the critical foundation of everyone’s estate plan. It is designed to make full use of the lifetime exemptions of both spouses by shifting ownership, but not control, of the assets so both spouses can enjoy the full use of all assets, and still leave the maximum amount they can for their desired beneficiaries.
Our firm has a long history of partnering with physicians and their medical practices of all specialties to provide comprehensive, creative and strategic plans that benefit the doctor, their practice and their families.
A Family Bank Trust, a term coined by our principal Bill Conway, is an irrevocable trust which allows families to make gifts to the trust in any amount up to five million dollars in a lump sum or in increments over the lifetime of the trustmakers.
An estate plan doesn’t end when you leave our office with your documents. We work with you and your family to implement and maintain your custom-designed plan through enhanced services, education and assistance as you put your plan into action.
Mr. Conway and Mrs. Pannell keep abreast of the most up-to-date changes in all aspects of estate planning, and continually advise me on how these changes might affect me.
- Wilma Probst, Alexandria, VA
In drafting and revising my estate planning documents, Bill Conway and Jessica Pannell were extremely responsive to my specific needs and circumstances. They, as well as their support staff, are committed to providing quality services for their clients.
- Louis Levy, Alexandria, VA
|Estate and Trust Administration|
|Estate Planning Services|
|Non US Citizen Consideration|
|Special Needs Planning|
|Asset Protection & Business Planning|