The law firm of Shepard & Turner, PLC was created by its partners to provide clients with high quality estate planning and administration services in a timely, professional manner. By focusing on a single practice area, we leverage efficiency with the latest technology to provide legal services that are unencumbered by much of the traditional overhead of larger law firms. We offer certain estate planning services on a set-fee basis, encouraging clients to participate fully in the process without the ticking of a billable clock. We provide estate and trust administration services at reasonable hourly rates, employing cost effective solutions whenever possible.
The firm provides estate planning services to a broad range of clients, from individuals looking for simple wills to clients with significant wealth who seek complex estate and gift tax planning. We also offer an array of estate and trust administration services. Our administration clients range from large corporate trust departments to individuals serving as executor or trustee.
Collectively, the partners of Shepard & Turner, PLC have more than 70 years of estate planning and estate and trust administration experience, including prior experiences as partners in one of Virginia’s largest law firms and in-house counsel in one of the region’s largest banks.
What We Offer
Estate Planning Services
Wills (Single & Married Persons)
Revocable Living Trusts
Advance Medical Directives
Durable Powers of Attorney
Estate & Transfer Tax Planning, Including Credit Shelter Trusts for Married Clients
Family Limited Liability Companies & Partnerships
Charitable Giving & Planning
Irrevocable Life Insurance Trusts (ILITs)
Irrevocable Trusts for Lifetime Gifts to Minor Children
Lifetime Trust Funding
Qualified Personal Residence Trusts
Asset Protection Trusts
Estate and Trust Administration Services
Estate Administration and Probate
Preparation of Fiduciary Inventory and Accountings
Administration of Insolvent Estates in Virginia
Qualification and Administration of Testamentary Trusts
Ancillary Probate in Virginia
Beneficiary & Creditor Claims
Elective Share, Augmented Estate Claims
Preparation of Federal and State Estate Tax Returns
Preparation of Federal and State Income Tax Returns for Estates and Trusts
Preparation of Gift and Generation Skipping Tax Returns
Preparation of Estate Tax Portability Election Returns
Preparation of Virginia In-remainder (inheritance) Tax Returns
Our office is located in the west end of Richmond, Virginia and we service clients from Henrico, Richmond, Goochland, Powhatan, Hanover, Chesterfield and surrounding counties. We are also available to meet with clients in their home or the office of their financial advisor, as needed.