Upcoming Events

 
 

March 15, 2016
(Tuesday):
"Virginia Law for Common Interest Community Managers - 2.0 hours" (CICB approved course)
Location: Rees Broome
Time: Noon - 2:00pm
Event Details & Registration

 

  New Articles of Interest
 
 

Crude Comments Alone May Create An Actionable Hostile Work Environmen
by Susan Richards Salen

   
   
 
JOIN OUR EMAIL LIST
Email:  

Rees Broome Featured
in Forbes Magazine

Experts by Association
Communities Are a Specialty of Rees Broome, PC

Responsiveness, Relationships, Results - Rees Broome, PC Has Grown With Tysons Corner Clientele


Estate Planning and Wealth Management

Whether you are newlyweds just starting out,

Parents with young children to protect,

A business owner trying to insure future ownership of a family business,

An empty nester looking to protect or pass along assets,

Remarried and trying to sort out your complex multi-family financial plans,

Or a retiree who finally has the time to think about estate planning issues that have been nagging at you……..

You need to plan your estate carefully

There are many steps in effective estate planning and wealth management. Almost every adult needs an up to date will. But that is, at best, the first step, and maybenot eventhe best first step for some. Estate planning is a broad and complicated area. We perform estate-planning services for estates of all sizes and complexity. Our goal is to assist you to develop and implement your plan so that you preserve, use, and ultimately transfer assets to intended beneficiaries in the exact way you desire.

Your plan may include a variety of business agreements as well as the more familiar wills and trusts. We will use our experience on your behalf to prepare a complete and effective plan that will accomplish your personal and financial goals while minimizing estate, gift and generation-skipping transfer taxes.

We will review your plan from time to time in the future and consult with you, if you wish, about potential changes in the plan that may be prudent as a result of changes in tax law or in the circumstances of your life.


DISCLAIMER: THE RESULTS OF ANY LEGAL ACTION DEPEND UPON FACTS UNIQUE TO EACH CASE.  NEITHER REES BROOME, PC, NOR ITS ATTORNEYS GUARANTEE OR PREDICT SIMILAR RESULTS IN ANY FUTURE CASE UNDERTAKEN BY REES BROOME, PC OR ANY OF ITS ATTORNEYS.


  John F. Boland

John’s practice has focused on personal estates and wealth transfer between generations for 35 years. He has successfully dealt with an extraordinary range of estate and estate tax issues, including representation of his clients before the IRS and the Virginia Supreme Court. His typical clients are businesses seeking tax advice or individuals who need help with estate planning, estate administration or a dispute involving an estate or family business.

Representative Experience

•  Represented husband of decedent in trial court in action to remove wife’s brother as trustee of a business trust established by decedent’s mother and to establish client’s right in the trust that operated multi-million dollar business
•  Represented minor son of decedent in trial court in action by fourth wife to set aside decedent’s will
•  Represented bank as trustee of several trusts in which disputes arose with or among beneficiaries of the trusts
•  Represented adult children of decedent in actions to establish their rights against claims and actions by father’s widow
•  Represented widow of decedent against children from husband’s prior marriages in actions to determine proper will of decedent and to determine widow’s “augmented estate” elective share
•  Represented adult son in contested action to establish proper guardian of elderly parent whose physical and mental condition had become severely deteriorated while under control of another adult child
•  Represented attorneys-in-fact for elderly client in actions to recover over two million dollars from “charitable” organization to which the client had “loaned” the funds while not legally competent
•  Represented various fiduciaries of estates and trusts in the administration of assets to anticipate and avoid possible claims
• Named to the “Top Lawyers” list for Estate Planning by Northern Virginia Magazine (December 2011)

  William P. Daly, Jr.
Bill Daly, a civil litigation attorney with more than twenty years’ experience in that field, has also worked with individual clients seeking estate planning advice and assistance throughout his career.

Representative Experience

•  Assists clients with estate planning issues, including preparation of wills, trusts, advance medical directives, and general powers of attorney.

  Susan Richards Salen

Susan Salen, a civil litigator, employment attorney and corporate transactional attorney with more than twenty years’ experience, also works with individual clients seeking estate planning advice and assistance.

Representative Experience
•  Assists clients with estate planning issues, including preparation of wills and trusts, estate administration, preparation of advance medical directives and general powers of attorney.

  Tiffany L. Burton

Tiffany Burton, who holds an LLM in Tax, counsels individuals on various aspects of estate planning and related federal and state income matters, including representation in disputes with the Internal Revenue Service and state taxing authorities. She handles preparation of wills, trusts, advance medical directives, and general powers of attorney.

Representative Experience

• Named to the “Top Lawyers” list for Estate and Gift Taxation by Northern Virginia Magazine (December 2011)

 

>Back to Client Services