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Spilman Thomas & Battle, PLLC

Carter R. Brothers

Carter R. Brothers

Member

Expertise

  • Bond Counsel
  • Corporate & Business Law
  • Banking & Finance Law
  • Closely Held Business Services

WSG Practice Industries

Activity

Profile
Mr. Brothers' primary areas of practice are wills, estate planning and administration, taxation, bond finance and corporate law.

Bar Admissions

Admissions

  • Virginia State Bar
  • Tennessee State Bar

Education

  • Williams College, B.A., 1990
  • Vanderbilt University, J.D., 1997
  • University of Florida, Masters of Law in Taxation, LL.M., 1998
Areas of Practice

Banking & Finance Law | Bond Counsel | Closely Held Business Services | Corporate & Business Law | Federal Taxation | Private Client Services | Public & Project Finance | Public Finance | Wills, Estates & Trusts

Professional Career

Significant Accomplishments

  • Advising clients on income and transfer tax planning matters, including succession issues for closely held business clients and advanced gift techniques for high net worth individuals
  • Preparing and executing estate planning documents, including revocable trusts, wills, irrevocable trusts, charitable trusts, advance medical directives, and powers of attorney, and assisting with the implementation of the estate plan, including the funding of trusts and the preparation of beneficiary designations for retirement benefits
  • Advising and assisting individual and corporate fiduciaries with trust and estate administration and state fiduciary issues, including the preparation of state and federal tax returns and local court filings
  • Counseling and advising charitable organizations on tax-exempt issues, ranging from the application for tax-exemption to securing tax-exempt bond financing
  • Serving as bond counsel to Virginia localities and authorities on tax-exempt and taxable bond issues
  • Representing closely held business clients on various matters including the initial organization of the entity, business succession planning and the eventual sale of the business


  • Seminars

  • Speaker, "An Estate Planner's Perspective on Recent Tax Developments -- The Year in Review," Virginia CLE's 32nd Annual Trusts and Estates Seminar, October 2013
  • Articles

    Publications & Presentations

    • Speaker, "An Estate Planner's Perspective on Recent Tax Developments -- The Year in Review," Virginia CLE's 32nd Annual Trusts and Estates Seminar, October 2013
    • "Drafting Effective Wills and Trusts," National Business Institute, June 2006
    • "Five Questions to Ask Before Structuring Tort Recovery for a Disabled Client," VSB Litigation News, Spring 2006
    • "The Probate Process From Start to Finish in Virginia," National Business Institute, June 2003


    WSG's members are independent firms and are not affiliated in the joint practice of professional services. Each member exercises its own individual judgments on all client matters.

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