Estate Planning And Probate

Wills, Estates And Estate Planning

Dunton, Simmons & Dunton, L.L.P., provides clients with sophisticated trust and estate tax planning services. Partners Ammon G. Dunton Jr., Craig H. Smith and Morgan W. Alley make up the firm's wills, trusts and estates group.

In addition to drafting wills and trusts, we also draft and offer advice on durable powers of attorney, advance medical directives, medical powers of attorney, irrevocable life insurance trusts, family partnerships, and other documents associated with estate and wealth transfer planning. We also assist personal administrators and executors with the process of estate administration (Craig H. Smith, Morgan W. Alley and Ammon G. Dunton, Jr.).

Probate And Estate Administration

If you have lost a loved one, the last thing you want is to deal with the stress of a complex probate process. Before property can be distributed, however, fiduciaries may have extensive responsibilities for gathering and selling assets, locating heirs and giving them proper notice, satisfying creditors, obtaining the proceeds of life insurance policies and other non-probate property, obtaining appraisals, preparing accountings, and preparing and filing tax returns. Simply qualifying as an executor or personal administrator (if the deceased died without a will) can be confusing to novices.

Dunton, Simmons & Dunton, L.L.P., advises and assists clients through every step of settling their loved one's estate. We also provide representation to clients in probate disputes, including will contests and interpretation, and during legal disputes surrounding fiduciary misconduct. In addition to assisting clients through the process of estate administration, partner Craig H. Smith serves as Lancaster County, Virginia's Commissioner of Accounts. Our attorneys also represent the interests of surviving spouses and children during probate administration.

Estate Planning

We are pleased to assist clients with will and trust drafting and all of their other estate planning needs. Our goal is to help clients distribute their property to their intended beneficiaries as desired and limit exposure to unnecessary estate taxes. We also assist clients in sophisticated means of probate avoidance and probate cost minimization services. We believe strongly that each of our clients benefit from our experience in estate planning, wealth transfer and tax planning.

In addition to a consideration of financial matters, we aid clients in the development of living wills, powers of attorney and other estate planning instruments that provide a measure of protection in the event of an unexpected illness or injury. Through careful estate planning, we help our clients reduce the likelihood of family disputes, guardianship or conservatorship costs, and other challenges that can arise when an individual's wishes are not clearly defined. Our attorneys also assist with trust administration.

Morgan W. Alley is a certified financial planner.

Contact Dunton, Simmons & Dunton

To contact our Lancaster County wills and estates attorneys about estate planning, probate or trust administration services, call 804-435-5069 or 866-603-0774 or contact us by email.