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Business and Estate Planning Attorney Serving Loudoun County, VA

Whether you are forming a new company in Ashburn’s tech corridor, updating a trust after a family change, or stepping back from a business you have spent two decades building, the legal decisions you face in Loudoun County carry weight that generic online templates cannot handle. A poorly structured operating agreement can expose your personal assets to a business dispute. An estate plan built on outdated beneficiary designations can send assets to the wrong person, regardless of what your will says. I work with Loudoun County business owners and families who want legal work done correctly the first time.


I am a business and legacy planning attorney based in Leesburg, at the center of Loudoun County. My practice focuses on two areas that frequently intersect: business law and estate planning. Clients who own a company usually need both, because the plan for what happens to your business when you retire or die is an estate planning question as much as a business one. I work directly with every client, on a fixed-fee model, so there are no hourly billing surprises and no delegation to junior staff.

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    (540) 425-8278

    Why Loudoun County Clients Choose Brandon Davis, Esq.

    Loudoun County is not a small rural market anymore. It is one of the fastest-growing counties in the United States, home to a concentrated mix of federal contractors, technology companies, and high-earning families who have accumulated real assets and need real legal counsel. That diversity of client situations is exactly the kind of work my practice is built to handle.

    Direct Access to Your Attorney

    In many firms, you meet a named partner once and your work gets handed off. I handle every matter personally, from the first consultation through final documents. For business clients dealing with a contract dispute or a succession question, that continuity matters.

    Fixed-Fee Pricing With No Hourly Surprises

    My fixed-fee model means you know the cost before work begins. The $200 consultation fee is credited toward your legal fees if you retain me. That structure rewards clients who are serious about getting their legal foundation right.

    Business Law and Estate Planning Under One Roof

    Most attorneys specialize in one or the other. I handle both, which matters because the two rarely stay separate. A business owner’s estate plan has to account for their company interest, their buy-sell agreement, and their succession intentions, in coordination. When the same attorney handles both sides, nothing falls through the gap.

    Built Around Your Values, Not a Standard Package

    Legacy planning means something different to every family. Some clients want assets transferred as efficiently as possible. Others want a structure that reflects decades of family decisions or the specific needs of a child with a disability. I spend time understanding what you are actually trying to protect before recommending any legal structure.

    The Virginia Legal Landscape for Business and Estate Matters

    Virginia’s business formation laws are governed by the Virginia Stock Corporation Act and the Virginia Limited Liability Company Act, both of which give business owners meaningful flexibility in structuring entities and governance. The state’s probate process runs through the circuit court in the county where the decedent resided, which for Loudoun County residents means the Loudoun County Circuit Court in Leesburg. Probate in Virginia can be time-consuming and public, which is one of the primary reasons clients in this area choose revocable living trusts over simple wills.

    Virginia also has no state estate tax, which positions it differently from neighboring Maryland. However, the federal estate tax exemption under the Tax Cuts and Jobs Act is scheduled to sunset without Congressional action. Clients with significant real property, investment accounts, or business interests in Loudoun County should not assume current exemption levels are permanent.

    Legal Services for Loudoun County Clients

    Business Law

    Loudoun County businesses range from solo contractors to multi-entity enterprises, and the legal needs at each stage are different. I work with business owners on the foundational documents and ongoing legal structure that protect what they have built.

    Operating Agreements and Shareholder Agreements: Custom-drafted governance documents that address voting rights, profit distribution, member buyouts, and what happens if a partner wants out or passes away.
    Fractional General Counsel Services: Ongoing legal support on a fixed-fee subscription basis, covering contract review, vendor agreements, compliance questions, and risk management without the cost of in-house counsel.
    Business Succession Planning: Structuring the transition of your business through sale, transfer to family, or internal buyout, including coordination with your estate plan to ensure the two are aligned.
    Buy-Sell Agreements: Legally binding arrangements that govern how a business interest transfers when an owner exits, becomes incapacitated, or dies, preventing disputes and protecting remaining owners.

    Legacy (Estate) Planning

    Estate planning in Loudoun County is not one-size-fits-all. Families here often have a mix of real property, retirement accounts, business interests, and personal assets that each require specific handling under Virginia law.

    Revocable Living Trusts: A trust allows your estate to pass to beneficiaries without going through Virginia’s public probate process, maintaining privacy and reducing administrative delay for your family.
    Wills and Pour-Over Wills: A properly drafted will under Virginia Code ensures your wishes are honored and, in combination with a trust, captures any assets not already held in trust at death.
    Powers of Attorney: A durable power of attorney under Virginia Code Section 64.2-1602 gives a designated agent authority to manage financial decisions if you become incapacitated.
    Healthcare Directives and Advance Medical Directives: Virginia’s Advance Medical Directive statute allows you to name a healthcare agent and specify treatment preferences, removing that burden from your family during a crisis.
    Beneficiary Coordination: Many estates are damaged not by missing documents but by outdated beneficiary designations on IRAs, 401(k)s, and life insurance policies that override whatever a will or trust says.

    My Process

    01

    Consultation

    Every engagement starts with a $200 creditable consultation where I listen to your situation before recommending anything. The conversation covers your business structure, your family, your assets, and what you want to protect.

    Two professionals in dress shirts engaged in discussion over documents and a tablet.

    02

    Custom Plan Development

    I build a legal plan around your specific situation. For business clients, that may mean an operating agreement drafted around your ownership structure and succession goals. For estate clients, it means coordinating every document, account, and beneficiary designation into a coherent whole.

    Two professionals in suits engaged in a document review at a wooden table with a laptop.

    03

    Document Drafting and Review

    All documents are drafted by me personally and reviewed with you in detail before signing. You will understand what each document does and why it is structured the way it is.

    Man in black suit holding brass balance scale on wooden table in office.

    04

    Ongoing Support

    Laws change. Families change. Businesses change. My practice is designed for a long-term relationship, not a single transaction. Clients are encouraged to revisit their plans when trigger events occur, including marriage, divorce, a business sale, or a significant change in assets.

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    Areas I Serve

    Serving Communities Across Loudoun County

    I serve clients throughout Loudoun County, Virginia, including:

    Leesburg, Ashburn, Sterling, Purcellville, Lansdowne, Broadlands, Brambleton, South Riding, Hamilton, Round Hill, Lovettsville, Hillsboro, Waterford, and surrounding communities throughout the county.

    Distance within Loudoun County is not a barrier. I work with clients in person at my Leesburg office and offer remote consultations for clients in western Loudoun who prefer not to travel. Whether your business is located near Dulles or your farm sits near the West Virginia line, the legal services available to you are the same.

    • Loudoun County, VA

    • Leesburg, VA

    • Ashburn, VA

    • Sterling, VA

    • Purcellville, VA

    • Winchester, VA

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    Frequently Asked Questions

    For most Loudoun County homeowners with meaningful assets, a trust is worth serious consideration. A will goes through the Loudoun County Circuit Court probate process, which is public and can take months. A revocable living trust bypasses that entirely. Assets held in trust pass to beneficiaries without court involvement. That said, a will is still needed alongside a trust to name a guardian for minor children and capture any assets not transferred into the trust before death. A consultation is the right place to determine which combination fits your estate.

    Fractional general counsel gives you access to a dedicated business attorney on an ongoing basis without hiring someone full time. For Loudoun County businesses that regularly deal with contracts, vendor relationships, or compliance questions, it is far more cost-effective than hourly billing. Brandon’s model operates on a fixed-fee subscription, so your legal costs are predictable month to month. It is best suited to businesses past the startup stage that need consistent guidance but are not large enough to justify in-house counsel.

    Your business interest is an asset that has to go somewhere when you die. A business owner’s estate plan needs to address who takes over operational control, how the interest is valued, and whether other owners have the right to purchase your share before it passes to a family member. Buy-sell agreements, operating agreement succession clauses, and trust ownership structures all play a role. When the same attorney handles both the business and the estate, nothing falls through the gap between the two documents.

    A plan more than three to five years old deserves a review. Specific events that trigger an immediate update include: marriage or divorce, the birth or adoption of a child, the death of a named trustee or beneficiary, a significant change in asset value, a business sale, or a move from another state. A plan drafted while you lived outside Virginia may not function as intended under Virginia law. Updating costs far less than fixing a plan that no longer reflects your intentions.

    Schedule a Consultation With Brandon Davis, Esq.

    If your business or your family has assets worth protecting, the right time to build a legal plan is before a problem forces the issue. I serve Loudoun County clients from my Leesburg office with the direct attention and legal precision your situation deserves. Consultations are subject to a $200 creditable fee. Contact the office at 540-425-8278 or email contact@bdavisatlaw.com to schedule.

    Schedule your consultation with Brandon Davis, Esq. today.