Trust, Gift, and Estate Planning

Your financial legacy matters. What goals do you have for passing your wealth on to the next generation and beyond? Do you have a plan to ensure that your assets are protected from taxes to the greatest extent possible?

Trust, gift, and estate planning requires a big-picture approach because of the inextricable link between your business and family financial circumstances. We work closely with our clients’ attorneys and other financial advisors to structure, tailor, and administer plans that place assets where you want them, decrease your tax burden, and make administration of the estate as smooth as possible.

Estate planning accountant out in Charlottesville

Naturally, we appreciate the need for complete confidentiality in these types of financial matters. We take extra precautions to ensure that your private information stays that way.

Trust, gift, and estate planning needs to be established for many families, not just those with significant wealth. In fact, people in a variety of circumstances — including business owners — benefit from this type of proactive thinking. We encourage you to contact us to discuss how we can design a plan that will work for you.

Our Trusts, Gifts, and Estate Services Include:

  • Estate and Gift Tax
  • Advisory and Planning Services
  • Assistance with Execution of Estate Plans
  • Fiduciary Tax Return Preparation
  • Estate Tax Return Preparation
  • Administration of Trusts and Estates
  • Disability Trusts and Guardianships
  • Wealth Transfer Planning
  • Business Succession

For more information about our consulting services, please contact:


Helene H. Downs, CPA
Glenn M. Lankford, CPA


Celia J. Lankford


L. Peyton Humphrey, CPA


Related Articles:


Seeking Tax Shelter Through Charitable Trusts

Seeking Tax Shelter Through Charitable Trusts

If you would like to reduce taxes and give to charity while you meet the financial needs of your family, a charitable trust may be a worthwhile estate planning tool. When families sell highly appreciated assets, they must pay capital gains tax. However, contributing...

Duties of a Trustee

Duties of a Trustee

Whether you need to select a trustee, you have recently become a trustee, or you are a beneficiary of a trust, you can benefit from knowing the duties of the trustee. This article reviews some of the duties of a trustee in order to provide a clear understanding of...

Handling Estate Plans After Remarriage

Handling Estate Plans After Remarriage

While estate planning can have complexities for all families, additional complications may exist for those who remarry. On top of considering your spouse and children in your current marriage, you may have children from prior marriages and stepchildren. Ensuring that...