Mr. McCauley’s primary areas of practice are corporate law, trusts and estates, and tax.
Experience
- Assisting 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
- 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
- Aiding clients with formation of charitable organizations with tax-exempt status
- Working with closely held business clients on various matters including the initial organization of the entity, business succession planning and the eventual sale of the business
- Legal Intern, Virginia Indigent Defense Commission, 2020
- Loan Document Specialist, Wells Fargo Bank, 2016-2018
- Junior and Senior Investment Analyst, Industrials Sector, Radford University’s Student Managed Portfolio Organization, 2015
Education
- Radford University, B.B.A., Finance, 2015
- Widener Commonwealth Law School, J.D., 2021
- University of Florida Levin College of Law, LL.M., Taxation, 2022
Distinctions
- CALI Award, Taxation of Business Entities
- Academic Success Fellow for Bankruptcy, 2021
Admissions
- Virginia State Bar
Memberships
- Roanoke Valley Estate Planning Council