• 301 Southlake Blvd
    Suite 102
    North Chesterfield, VA 23236

  • Phone: 804.893.3000

    Fax:888.449.2416

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About Us

The firm Roberson, Shepard & Turner, PLC was created to provide clients with quality legal services at affordable prices. Collectively, the partners of Roberson, Shepard & Turner, PLC have more than 50 years of estate planning and estate and trust administration experience.

We take pride in providing our clients with timely, friendly service. 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 firms. We offer most estate planning services on a set-fee basis and provide estate and trust administration services at reasonable hourly rates. We also offer flexible payment arrangements for our clients’ convenience.

We provide 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 clients range from large corporate trust departments to individuals serving as executor or trustee. One thing remains consistent, when you work with one of our partners, you're working with an attorney who is dedicated to providing you with comprehensive solutions to your legal needs.

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services

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
  • Generation-Skipping Trusts
  • Charitable Giving & Planning
  • Irrevocable Life Insurance Trusts (ILITs)
  • Irrevocable Trusts for Lifetime Gifts to Minor Children
  • Lifetime Trust Funding
  • Qualified Personal Residence Trusts
  • Special Needs Trusts
  • Joint Trusts

Estate and Trust Administration

  • 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
  • Disclaimers
  • Elective Shares, Augmented Estate Claims
  • Preparation of Federal and State Estate Tax Returns
  • Preparation of Federal and State Fiduciary Income Tax Returns
  • Preparation of Gift and Generation Skipping Tax Returns
  • Preparation of Estate Tax Portability Returns
  • Preparation of Virginia In-remainder (inheritance) Tax Returns

Roberson Shepard & Turner has been named a Tier 1 firm in Richmond for Trusts and Estates Law by U.S. News – Best Lawyers® “Best Law Firms” in 2014.

Best Law Firm in RichmondOur office is located in North Chesterfield, Virginia and we service clients from Chesterfield, Henrico, Richmond, Powhatan and surrounding counties. We are also available to meet with clients in their home or the office of their financial advisor, as needed.