Trusts & Estates

Estate Planning and Probate

The Sack Law Firm P.C. provides comprehensive estate planning, tax planning, business succession planning, charitable planning and wealth management services to individuals and their families, including, but not limited to, family businesses, charitable foundations, real estate developers, entrepreneurs, and executives and principal shareholders of both large companies and closely held businesses.

Our services include:

  • Wills
  • Powers of attorney
  • Advance medical directives
  • Revocable living trusts
  • Business succession planning
  • Asset protection
  • Irrevocable life insurance trusts
  • Family limited partnerships
  • Grantor retained annuity trusts
  • Charitable giving issues and charitable trusts
  • Qualified personal residence trusts
  • Probate proceedings
  • Preparation and audit of gift and estate tax returns
  • Establishing trust vehicles for minors
  • Conservatorship and guardianship proceedings for adults and minors

We have a substantial practice in administrating decedent's estates in Virginia, the District of Columbia and Maryland. We represent executors and trustees in all phases of the estate and trust administration process, including petitions for probate, the use of disclaimers, estate tax returns and fiduciary income tax returns, and post-mortem tax planning.

Please contact our attorneys Stacy Costello and Jim Sack for your Trust & Estates needs.