McCandlish Lillard is pleased to announce that Wills, Trusts & Estates Principals, Elizabeth Gray and Melinda Merk, have once again been recognized by Washingtonian Magazine and their peers as Top Financial Advisers in the Estate Attorney category for 2024. The 2024 Top Financial Adviser list will be featured in the January 2024 issue which hits newsstands on December 21st, 2023, and the online listing will be available in mid-January.

This exclusive list of top estate attorneys, fee-only financial planners, fee-based advisers, tax accountants, and insurance advisers was compiled by distributing surveys to hundreds of people who work in the local financial industry, asking them whom they would trust with their own finances.  The Washingtonian also did its own research, consulting industry experts and publications.

Our firm’s Wills, Trusts & Estates Team provides proactive and experienced legal advice to individuals, families and business owners to design and implement an estate plan that protects and preserves assets while minimizing taxes and administrative burdens, leaving a lasting legacy from one generation to the next.  Our attorneys embrace a collaborative approach, and welcome the opportunity to work with a team of professional advisors to implement the most effective estate plan.

For seniors and individuals with disabilities or other special needs, we can also assist with long-term care planning, special needs planning and Medicaid planning, and initiate guardianship and conservatorship proceedings when needed.

We also provide advice and assistance in administering estates and trusts, and help clients to navigate the probate process.  When disputes arise among fiduciaries, beneficiaries and claimants during the administration of an estate or trust, we strongly advocate for our clients and bring decades of experience in resolving such disputes through skillful negotiation and/or court action.

McCandlish Lillard has been providing creative legal advice and advocacy to meet the legal needs of businesses and individuals in Northern Virginia and the Washington, DC area for more than a century.  The firm provides legal services in the following practice areas:  Business & Information Technology, Elder Law/Special Needs, Family Law, Litigation, Personal Injury/Workers' Compensation, Real Estate, Taxation, and Wills, Trusts & Estates.