We periodically circulate updates on important legal changes that are of interest to our clients.  Please contact us to receive our updates or with any questions.


March 2018

Estate, Gift and GST Tax Updates for 2018; Planning for Increased Exemption & Portability; The Tax Cuts and Jobs Act; Powers of Attorney for Family Members; Transferring Assets to Revocable Trusts; Changes to Virginia’s Elective Share Law



December 2016

Aen Webster Walker and Leslie Wood Bradenham join Cochran Allan; Estate, Gift and GST Tax Updates for 2017; Charitable IRA Rollovers; Consistent Basis Reporting; Potential Loss of Valuation Discounts for Gifts of Interests in Family Businesses



October 2014

Estate, Gift and GST Tax Updates for 2015; Updating Estate Plans for Portability and Existing Trusts That Are No Longer Needed; Tax on Net Investment Income; Inherited IRAs; Digital Assets.

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