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Charles E. McWilliams, Jr.

Attorney Profile

Top Rated Estate Planning & Probate Attorney in Winchester, VA

Walsh, Colucci, Lubeley & Walsh, P.C.
204 S. Loudoun Street
Winchester, VA 22601
Phone: 540-667-4912
Selected to Rising Stars: 2017 - 2019
Licensed in Virginia Since: 2007
Practice Areas: Estate Planning & Probate, Business/Corporate, Real Estate: Business
Attorney Profile

Attorney Charles E. McWilliams, Jr., is shareholder with the Walsh Colucci Lubeley & Walsh PC law firm, which has four law offices located across northern Virginia. Working primarily out of the firm's Prince William and Winchester offices, Mr. McWilliams provides unmatched legal representation and support to clients across his area who have legal needs involving estate planning as well as business transactions such as mergers and strategic acquisitions.

In addition to being a licensed attorney, Mr. McWilliams is also a certified public accountant with extensive knowledge of state and federal tax laws. This helps him address the tax and financial issues of both his estate planning and business clients so that he can help them mitigate their tax liability, protect their assets and maintain a strong financial outlook.

Through his estate planning practice, Mr. McWilliams regularly works with clients who have considerable net worth, and he has extensive experience helping his clients with business succession planning and other important goals. He has also assisted family members with resolving their conflicts regarding their loved ones' estates, and he keeps a keen focus on developing long-term planning solutions that will serve his clients' heirs well into the future.

Drawing upon his extensive legal knowledge, Mr. McWilliams has taught educational courses for a variety of clients, including accounting firms, investment companies, financial institutions and others. He is also a highly active member of his professional and legal communities, as evidenced by his memberships with the Virginia Bar Association, the Prince William and Frederick County Bar Associations, and the American Institute of Certified Public Accountants.

Honored for his success, Mr. McWilliams has earned an AV-Preeminent peer-review rating* from Martindale-Hubbell, and the Virginia Business magazine voted him a "Legal Elite" in 2014. He has also received many other top rankings from his peers as well as many testimonials and referrals from his satisfied clients.

A 2002 graduate of Hampden-Sydney College, Mr. McWilliams received his Bachelor of Arts in accounting from George Mason University in 2004 and his Juris Doctor from George Mason University's Antonin Scalia Law School in 2007. He also obtained a Master of Laws in taxation from Georgetown University Law Center in 2015. He is admitted to practice in Virginia, West Virginia and the District of Columbia as well as before the U.S. Tax Court.

*AV®, AV Preeminent®, Martindale-Hubbell Distinguished and Martindale-Hubbell Notable are certification marks used under license in accordance with the Martindale-Hubbell certification procedures, standards and policies. Martindale-Hubbell® is the facilitator of a peer review rating process. Ratings reflect the anonymous opinions of members of the bar and the judiciary. Martindale-Hubbell® Peer Review Rating™ fall into two categories – legal ability and general ethical standards.

Practice Areas
Estate Planning & Probate, Business/Corporate, Real Estate: Business
Focus Areas

Estate Planning, Living Wills, Power of Attorney, Probate & Estate Administration, Trusts, Wills, Business Formation and Planning, Limited Liability Companies, Partnership, Sub-chapter S Corporations, Contracts, Business Organizations, Landlord/Tenant

Selections

3 Years Rising Stars
  • Rising Stars: 2017 - 2019

White Papers

  • CONSTITUTIONAL CHALLENGES TO STATE TAXATION OF NON-GRANTOR TRUSTS (2015) - This paper explores the construction and use of incomplete gift non-grantor trusts by taxpayers who wish to avoid state taxation of trust income, particularly in jurisdictions with high marginal tax rates.  These trusts typically originate from states with low or no income tax and are structured such that the trust creator is not considered to be the grantor for Federal income tax purposes.  After developing an understanding of how these trusts are created and function at the Federal level, I will sample state law developed to attack these planning mechanisms and ultimately develop (through synthesis and expansion of existing precedent) theories for Constitutional challenges to these overreaching state laws.  Though this paper should not be viewed as a how-to guide for developing incomplete gift non-grantor trusts, I will focus on best practices for new trusts, in addition to bolstering Constitutional defenses for existing trusts.

About Charles E. McWilliams, Jr.

First Admitted: 2007, Virginia

Professional Webpage: https://thelandlawyers.com/professionals/mcwilliams/

Special Licenses/Certifications

  • American Institute of Certified Public Accountants
  • Licensed as a CPA in Virginia.
  • Certified Public Accountant
  • LL.M in Taxation, with a Certificate in Estate Planning Law from Georgetown University Law Center.  Graduated with Distinction/Honors.
  • Licensed to practice law in West Virginia, Virginia and Washington, D.C.

Pro bono/Community Service

  • Rotary Club of Winchester’s Latest, Director

Bar/Professional Activity

  • Frederick County Bar Association
  • Prince William County Bar Association
  • Virginia Bar Association
  • U.S. Tax Court
  • District of Columbia
  • Virginia
  • West Virginia

Educational Background

  • Hampden Sydney College, B.A. Political Science, 2002
  • George Mason Law, J.D. with concentration in Tax and Estate Planning, 2007
  • George Mason University, B.S. Accounting, 2004
  • Georgetown University Law Center, LL.M in Tax Law with a Certificate in Estate Planning (with honors), 2015

Honors/Awards

  • Virginia's Legal Elite, published by Virginia Business Magazine.  Identified as one of the best in the practice areas of Taxes, Trusts, Estates & Elder Law., Legal Elite, Virginia Business Magazine, 2014
  • Identified as one of the top lawyers of 2015 by Northern Virginia Magazine in the practice ares of Tax, Trusts & Estates., Top Lawyers, Northern Virginia Magazine, 2015
  • Identified as AV Preeminent (highest rating 4.5/5.0) by Martindale-Hubbell Peer Review Ratings., AV Preeminent, Martindale-Hubbell, 2013
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Office Location for Charles E. McWilliams, Jr.

204 S. Loudoun Street
Winchester, VA 22601

Phone: 540-667-4912

Last Updated: 5/15/2022

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