Tel: (804) 915-7030
Fax: (804) 915-7037

 

Dick Davis has been named among Virginia's
Legal Elite
by Virginia Business

Serving Virginians for a Quarter Century

 

 

Estate Planning

 

 

     
 
  • Wills
  • Trusts
  • Advance Medical Directives
 
  • Power of Attorney
  • Family Limited Partnerships
 
       
 

Representative Experience:

  • Unified credit by-pass trust planning insuring both husband and wife utilize $2 million estate tax exemption.
  • Irrevocable life insurance trust planning providing for estate tax (and income tax) free benefits to beneficiaries.
  • Favorable settlement of IRS proposed increase in value of corporation originally reported on estate tax return.
  • Successful defense of Executor charged with liability for unpaid estate tax.
  • Substantial reduction through settlement of estate tax liability asserted as a result of IRS audit (U.S. District Court proceeding).