Oast & Taylor PLC - Portsmouth, VA

Over a Century of Estate and Elder Law Leadership at Oast and Taylor

Safeguarding family wealth and securing vulnerable loved ones requires profound knowledge of probate statutes, tax implications, and healthcare regulations. Tracing its founding in Portsmouth back to 1915, Oast and Taylor PLC is widely recognized as one of the premier estate planning and elder law practices in Virginia. Located at 355 Crawford St, Suite 720, the firm combines more than a century of historical tradition with innovative legal planning. Recognized by U.S. News as a Tier 1 Best Law Firm in Trusts and Estates, the legal team features preeminent attorneys including William H. Bill Oast III, recognized in Best Lawyers in America since 2015, and Sandra L. Smith, a Certified Elder Law Attorney (CELA) named among the Top 50 Women Super Lawyers in Virginia. When families and fiduciaries need to hire an estate planning lawyer who specializes exclusively in preserving independence and generational assets, Oast and Taylor delivers unmatched clarity and compassion.

Comprehensive Wills, Trusts, and Legacy Planning

A properly structured estate plan guarantees that personal intentions are executed flawlessly while minimizing tax burdens and avoiding administrative friction. Operating as leading wills, estate planning and probate lawyers, wills lawyers, and trusts lawyers, the firm tailors bespoke estate strategies for every stage of life. Key planning services include:

• Drafting customized last wills and testaments to establish clear inheritances and testamentary guardians
• Establishing revocable living trusts and irrevocable trusts to safeguard assets and bypass probate
• Creating durable financial power of attorney documents to authorize trusted fiduciaries
• Preparing advance medical directives and healthcare surrogate designations for medical emergencies
• Designing tax-efficient transfer strategies to protect family estates from federal and state tax liabilities

Elder Law, Long-Term Care, and Medicaid Planning

The rising expenses of assisted living and nursing home care can rapidly deplete lifetime savings without proactive planning. The firm elder law practitioners provide compassionate guidance to help seniors qualify for Virginia Medicaid and Department of Veterans Affairs benefits while legally shielding family assets. Through strategic asset spend-down techniques, caregiver agreements, and irrevocable trusts, the firm ensures seniors obtain the highest quality of healthcare without sacrificing their financial legacy.

Special Needs Trusts, Guardianships, and Fiduciary Litigation

Protecting individuals with developmental disabilities requires careful legal structuring to maintain vital public assistance benefits. As skilled power of attorney lawyers and special needs counselors, the firm drafts third-party supplemental needs trusts and first-party trusts. When family members lose capacity, the attorneys assist in petitioning for court-appointed guardianships and conservatorships. Additionally, functioning as tenacious probate lawyers and business litigation lawyers, the practice represents beneficiaries, trustees, and executors in complex will contests, trust disputes, and breach of fiduciary duty lawsuits.

Schedule a Consultation with Oast and Taylor

Whether you need a lawyer urgently to resolve a sudden healthcare crisis or wish to find an attorney to craft a generational trust, Oast and Taylor PLC provides steady guidance with in-office and in-home consultation options. Contact their Portsmouth headquarters today at 757-452-6200 to protect your family future.