Geoffrey Wistow, Esq.

Estate planning & Business counsel

 
 

Your Legacy. Your Plan.

Your plan should be tailored to your needs, your situation, and your budget. Complex, expensive services should never be pushed on clients just to make a quick buck. If your estate or business plan is not easily comprehensible, how can you or your loved ones best take advantage of what you’ve built? We take the time to sit down with every client to determine how to provide exactly what they want and what they need all at a price that fits their situation.

 

Contact

Location

21155 Whitfield Place #103

Potomac Falls, VA 20165

Contact Info

geoffrey@wistowlaw.com

 

 

Legal Services

The BASics

Wills, powers of attorney, and advance medical directives can get you ready for everything everyone should expect to see. Beyond that, making sure your assets are ready for probate can be even more important. Working with you and your financial advisor, we make sure your assets can be used the way you want and be distributed to avoid probate as efficiently as possible.

 

Advanced Planning

Beyond the basics and simple trusts, this field gets complicated with regards to business planning and estate taxes. Businesses need special consideration regarding winding down and potential inheritance. If large assets are entering your estate, make sure you are ready for the sunset of the current tax caps coming in 2026. Irrevocable trusts have been powerful tools for avoiding estate taxes, completing complex gifting, and generating income streams for the grantor during their lives.

Living Trusts

Revocable “living” trusts are fantastic documents to make simple your complex estate all while avoiding probate. These documents allow you to retain control of your assets during your life, and allow you to easily control how your estate can be managed, distributed, and gifted long after you pass. Revocable trusts make sense for families with larger estates with multiple real estate holdings, minor children, or complex distribution or gifting wishes.

 

Probate

Losing a loved one can be incredibly hard to deal with. What makes it worse are the bureaucratic hoops our court systems force you to jump through just to open and wrap up an estate. We can guide you through this process from start to finish, working with you, your family, your financial advisor, and CPA.

Business & Corporate Counsel

Implementing corporate governance documents, creating and reviewing contracts, and reviewing the overall structure of your limited liability company, partnership, or corporation should be on the mind of every business owner. Make sure you have the right documents to operate, and the right pieces in place to handle the loss of a business partner and ensure your succession plan works.

We help our local business owner clients with drafting succession plans, buy/sell agreements, operating agreements, corporate governance documents, and employee retention plans. We also work with them to resolve third-party disputes and negotiations, and review and draft all necessary contracts that business owners may need or encounter.


 

Schedule a free consultation today!

Contact us to set up a free 30 minute consultation. We will use this time to assess your needs and determine whether it makes sense to engage in an attorney-client relationship. All fees and pricing will be established before entering into any formal relationship. The attorney-client relationship will not be formed by submitting the submission form.