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#1 Virginia private fiduciary

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Virginia private fiduciary

Virginia private fiduciary coordinate our services with individuals, families, courts, and other professionals to create arrangements that are specific to the client's preferences, needs, or resources. We carry Fiduciary Professional Liability Insurance for every fiduciary iVrginia we provide. Denise brings over 30 years of banking, finance, and real estate experience Virfinia her role at Private Client Fiduciary Corporation. She worked in banking for 25 years as a First Vice President, developing her business expertise and Virginia private fiduciary before transitioning to support Virginia private fiduciary in need of professional fiduciary services. Denise has served in a number of community positions including President of a Virginoa that provided transitional housing, a Board Member of a local housing Virginia private fiduciary, and a client advocate for those under guardianship. Additionally, she holds experience working in a guardianship agency. She has provided care for those with developmental disabilities, mental health diagnoses, cognitive deficits, and traumatic brain injuries, advocating for their medical and mental health needs, delivering placement options and care plans, and ensuring quality care on behalf of her clients through direct care staff, assisted living facilities, adult family homes, and hospital providers. Prior to her time with Private Client Fiduciary Corporation, she worked in Virginia private fiduciary field of guardianship for six years as a personal advocate and as a service provider for a community supportive living agency, contracted by the Developmental Disabled Administration. With 27 years of management experience in banking, Summer swing at kews, and property management, Jeannie brings extensive customer service skills to her role at Private Client Fiduciary Corporation. She Virginia private fiduciary at her best when she is working with fidcuiary. Her ability to communicate, organize, and execute with both focus and compassion results in exceptional service for her clients. Prior to riduciary time with Private...

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Our experienced team of attorneys and paralegals also help individual and institutional fiduciaries handle the legal and tax complexities of estate and trust administration. Trust and estate planning and administration have long been among the special strengths of Williams Mullen. Williams Mullen offers an array of sophisticated estate planning services for the disposition of family wealth and the sheltering of assets from income, gift, estate and generation-skipping transfer taxes. For many years, the firm has been general counsel to major bank trust departments, and this relationship has provided a unique opportunity for experience and insight into practical considerations in planning and administration. These include not only the preparation of wills and trust agreements but also a variety of more sophisticated planning devices for the disposition of family wealth and the sheltering of assets from income, gift, estate and generation-skipping transfer taxes. While the firm has a particular appreciation of the benefits of institutional fiduciaries, we recognize that not everyone wishes to use such a fiduciary and that many prefer to have an individual administer estates and trusts. We stand ready to assist any type of fiduciary in any capacity. Our attorneys are skilled in estate and trust administration, particularly with the tax considerations in administering estates and trusts, and we have experienced paralegals whose use of computers and sophisticated software enables them to handle estates and trusts of all sizes in an efficient and cost-effective manner. We have a dedicated team of attorneys who practice primarily in the estate planning and administration field, and several others include estate planning as an important part of their practice. The abilities of this group are evidenced by their activities in professional organizations. Within the group there is the technical skill and experience to meet any need. Those who practice in this field take...

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Virginia private fiduciary


The person you choose to serve as your trustee or executor is one of the most of your estate plan hinges on how well your trustee or executor does his or her job. here: (Note: Messages sent using this form are not considered private. Displaying 10 People in Practice Area. Estate Planning: Private Client & Fiduciary Services. View Practice Area · David D. Addison. Partner. Richmond, VA. Trust in Williams Mullen to help you build an estate plan that will ensure you meet your family and Estate Planning: Private Client & Fiduciary Services.

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