Carter  - R.  - Brothers

Carter R. Brothers

Member
Roanoke, Va.
540.512.1805 - office
540.556.9857 - mobile

Education

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

Admissions

  • Virginia State Bar
  • Tennessee State Bar
Mr. Brothers' primary areas of practice are wills, estate planning and administration, taxation, commercial financing, bond finance and corporate law.

Representative Experience

  • 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 various aspects of 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 broad range of 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, ranging from the initial organization of the entity to the eventual sale of the business
  • Representing lenders in commercial financing transactions in Virginia

Professional Affiliations

  • Virginia State Bar, Trusts & Estates Section Board of Governors
  • Roanoke Bar Association, Member
  • Roanoke Valley Estate Planning Council, Member
  • Nashville Bar Association Estate Planning Committee, Past Chairman

Publications and 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
©2016 Spilman Thomas & Battle, PLLC
Michael J. Basile / Responsible Attorney
800.967.8251