Bill practices in the areas of estate planning, estate administration, elder law, taxation and business transactions. He has substantial experience in a variety of trust and estate matters including estate planning, administration and will contests, tax planning for individuals and closely held businesses, and organizing and advising charitable organizations. He is also a frequent speaker on changes in the new tax law.
Representative Experience
- Estate planning for individuals and owners of closely held businesses
- Tax planning for individuals and closely held businesses
- Estate administration including ancillary administration
- Representation of clients under audits before the Internal Revenue Services, State Tax Departments and Municipal Tax Departments
- Requesting and successfully obtaining private letter rulings
- Organization of charitable organizations and obtaining favorable tax exempt determination letters
- Charitable giving advice
- Planning corporate reorganizations
- Will contests
Prior Legal Experience
Bill was previously a Partner with Steptoe & Johnson in Clarksburg, West Virginia.