Question 1

What is the company's mission?

Accepted Answer

The company's mission is to provide clear communication and simplicity in estate planning and probate law. They listen carefully to understand their clients' circumstances and objectives, and then communicate clearly about the legal issues so that the client understands the choices and consequences.

Question 2

What practice areas does the company specialize in?

Accepted Answer

The company specializes in estate and trust planning, estate and trust administration, tax controversies, trust modification, and assisting charitable organizations.

Question 3

How does the company approach estate planning and probate law?

Accepted Answer

The company's approach is to search for the simplest solution that achieves the client's objectives, while minimizing family conflict, taxes, professional fees, and other costs.

Question 4

What is the company's focus when assisting with estate and trust administration?

Accepted Answer

The company's focus is on maximizing value to beneficiaries and minimizing costs, while assisting the executor or trustee to comply with all obligations.

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R. Walton Davis III

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Frequently Asked Questions about R. Walton Davis III

What is the company's mission?

What practice areas does the company specialize in?

How does the company approach estate planning and probate law?

What is the company's focus when assisting with estate and trust administration?

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