D A V I S L A W G R O U P

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The Legacy Conversation©

At our first meeting we will do a lot of listening and hear from you about your family values, concerns and objectives for establishing a legacy plan uniquely designed to meet your personal goals. Before discussing possible solutions, we want to know what is important to you and your family, and also to hear about any concerns you believe may be obstacles to fulfilling your plan.

All of us have unique family experiences and challenges that require careful thought and creativity in finding solutions that will meet personal objectives, and provide peace of mind. Some of the issues we commonly talk about include the following:

  • concerns about who will handle your affairs in the event of your disability or death;
  • maintaining privacy and control in the event of your disability or death;
  • children who should not inherit large amounts immediately;
  • young children who require the naming of a guardian;
  • a family member who has special health or special needs considerations;
  • family members who may be irresponsible and spend anything you leave to them;
  • a second marriage or a spouse who is not related to your children;
  • assets with potential income tax ramifications such as retirement accounts and annuities;
  • assets that are not easily converted to cash such as business interests and real estate;
  • large life insurance policies that increase the size of your estate for estate tax purposes;
  • closely held business interests, partnership interests and concerns about succession;
  • family business concerns;
  • large estates with federal or state estate and gift tax potential;
  • real estate or other assets located in different states;
  • personal liability and asset protection issues;
  • providing for educational or medical expenses for your family;
  • children or other beneficiaries who may have large taxable estates;
  • family members who may not get along;
  • family members who may get divorced from their spouse or have creditor issues;
  

Questions? Contact Us

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Estate & Trust Planning

Estate Planning is essentially the process of preserving and protecting your assets and property during your lifetime, then providing instructions for them to be passed on to

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Corporate and Business Transactions

At Davis Law Group we have a unique perspective in our corporate and business law practice. Most "corporate" law firms focus on serving the business rather than

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Elder Law

Elder Law – Guiding You and Your Family through the Complexities of Aging At DLG, our Family Legacy Process© doesn’t stop after you set up your estate

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Probate & Trust Administration

When a close relative or friend dies, there are several important legal and taxation matters to be addressed.  Depending on how property and other assets are titled,

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Civil Litigation

Representing a client involved in business disputes, contract disputes, including mediation, arbitration, or civil litigation in court, is a big responsibility -- one we don't take lightly.

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Church and Non-Profit Organizations

Church and non-profit law requires a special understanding of the issues and challenges that face non-profit and religious institutions. The legal advice that best serves business and

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Commercial Real Estate Transactions

At Davis Law Group we understand that the commercial real estate process can be one of the most stressful events our clients will ever experience. Hampton Roads

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Family Law & Collaborative Practice

The attorneys at Davis Law Group have extensive experience in representing individuals who find themselves in the middle of broken relationships, and we are effective advocates when

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Employment Law

Few relationships impact our daily lives as much as the relationships we have at our workplaces. For most people, it is the place they spend the majority

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Adoptions

Over the past several years we have helped a number of families work through the complexities of domestic and international adoption in virtually every scenario you can

Our dedicated team of attorneys, paralegals, clerks and administrative staff at Davis Law Group are ready to assist you with your legal questions and needs from real estate transactions to estate plans to the adoption process and more, our team has a diverse background of experience and expertise. 

Douglas W. Davis
Attorney, Managing Partner
Douglas H. Cook
Attorney, of Counsel
Jake Balderson
Attorney
Stephen Haynes
Attorney
Jeff Coombs
Attorney
Jacob Tise
Paralegal
Lauren Baust
Paralegal
Marcie Kelly
Paralegal
Sharon Mead Williams
Senior Paralegal, Real Estate
Christen Davis
Paralegal, Business & Corporate Law & Estate Planning
Michelle Temple
Paralegal Non-Profit & For Profit Entities
Melissa Smith
Client Relationships & Marketing Manager
Vicky Banta
Accounts Manager

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