Lewis W. Webb III is the Chair of the Private Client Services Group and a member of the Business Taxation Group at Kaufman & Canoles. Lewis represents an exclusive number of multi-generational family groups as they seek to thoughtfully transmit values, work ethic, businesses, investments and other tangible and intangible assets to successive generations, both currently alive and as yet unborn.
The approach is holistic, seeking to work with the family and their advisors to implement coordinated legal, investment, tax, accounting, insurance and business advice across assets and generations.
Consistent focused efforts toward family goals typically produce significant gains over the years, especially when the family group is working toward the same ends. More and more families of significant wealth focus energy on ensuring their monetary assets are in alignment with, and do not undermine crucial intellectual, societal and integrity capital of the family.
Often times, charitable giving is used to satisfy and reinforce a multiple of goals and desires. Effectively dealing with family dynamics and issues is a crucial component of the skill sets Lewis brings to the table.
Lewis represents clients from the creation of the plan and its implementation, through estate administration and then onto the operation of resulting trusts, foundations and business entities, often serving as a fiduciary.
- University of Virginia; B.A., 1983
- University of Virginia School of Law; J.D., 1986
- Virginia State Bar; Former Member Board of Directors, Trust and Estates Section
- American Bar Association; Taxation and Real Property, Probate and Trust Law Sections
- Virginia Bar Association; Trust and Estates Section
- Chrysler Museum of Art; Board of Trustees, Chair, 2014-2016
- Represented client in termination of charitable remainder trust and division of assets between current beneficiaries and charity
- Created numerous Private Foundations drafted to reflect personal desires of clients
- Created numerous GRATs with resulting distribution of significant assets to beneficiaries upon termination
Rate : $$$