Rebecca’s practice focuses on estate planning, estate and trust administration, and business law, with an emphasis on planning for closely-held business owners and their families.
She represents individuals, families, and business owners in the preparation of wills, trust agreements, powers of attorney, and advance medical directives; lifetime and charitable gifting; business succession planning; probate avoidance planning; and, counseling clients on wealth transfer planning and preservation, including more complex planning involving life insurance trusts, retirement assets, and family limited liability companies. Rebecca also represents individuals, banks, and trust companies on various estate and trust administration matters.
Her business practice involves the representation of closely-held companies in all aspects of the business life cycle from start-up and entity formation to the sale, dissolution, or other succession planning for the business and its owners. Rebecca also advises and counsels tax-exempt organizations regarding organization, structure, and compliance with tax laws.
Rebecca enjoys helping clients find practical solutions to achieve their individual and business goals, in a clear and accessible manner. Originally from Northern Virginia, Rebecca has made Richmond her home with her husband, young daughter, and two adopted dogs. When not in the office or chasing after her daughter, she can often be found on a yoga mat.
- University of Richmond, School of Law, J.D., 2005
- Member and Articles Editor of the University of Richmond Law Review
- University of Virginia with a Bachelor of Arts in English and American Government, 2001
- Virginia Business Magazine’s “Legal Elite”, Business Law Category, 2014-2017
- Virginia Business Magazine’s “Legal Elite”, Young Lawyer (Under 40) category, 2013
- Selected to the 2018 Super Lawyers Virginia List, Estate and Probate category
- Selected to the Super Lawyer’s “Rising Stars” Virginia List, Estate and Probate category, 2013-2015
On December 8, 2014
The Virginia Supreme Court recently provided a reminder of the importance for small business owners to coordinate their estate plan with a shareholder agreement or other corporation, partnership, or limited . . .
On July 23, 2014
The IRS recently issued Form 1023-EZ for use by certain nonprofit organizations applying for tax-exempt status under Section 501(c)(3). With the IRS’ tax-exempt unit under . . .
- Virginia State Bar
- Richmond Bar Association
- Business Law Section – Chair, 2018-2019
- Trust Administrators Council of Richmond, Member
- Richmond Estate Planning Council
- Richmond Animal League, Board of Directors and Vice-President
- Previous Adjunct Professor in Estate and Gift Taxation, Master of Accountancy Program at Virginia Commonwealth University School of Business