Charles Nance | Estate Planning

The Nance Law Firm

Charles Nance | The Nance Law Firm

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Firm Summary

Charles Nance’s practice includes trust and estate planning, estate administration, planning for family wealth transfer, and charitable gift counseling. He represents clients on such matters as asset preservation, transfer of a family business, and distribution to family members and favorite charities with a minimum of taxes, fees, and government intervention.

Prior to limiting his practice to estate planning, Charles was an in-house lawyer for a securities broker-dealer, a work-out consultant for private real estate investors, and a developer of tax-credit housing for low income families. He previously served as a legislative assistant in the U.S. House of Representatives and as an assistant to various Virginia elected officials.

Charles is a graduate of the College of William and Mary and earned his law degree from George Mason University, where he was chosen by his peers as Rector (or chairman) of the University’s Board of Visitors. He is a member of the Virginia State Bar (Trusts and Estates Section). He formerly served on the Continuing Education Committee of the Bar Association of the City of Richmond. Charles is a frequent speaker before regional business and professional organizations, is an approved speaker for continuing education programs for insurance and accounting professionals, and is a frequent guest on radio and television programs. He has been interviewed by CNN Financial Network on planning for multi-generational IRA distribution, and was twice selected by Virginia Business Magazine as a leading tax and estate attorney in an annual survey of the state’s “Legal Elite.”

Virginia Governor Tim Kaine appointed Charles Nance to the board of the Virginia College Savings Plan as one of four citizen members, and served as its board chairman for two years. Charles’ past civic involvements include the advisory committee of the Robert R. Moton Museum in Farmville, Virginia (the center for the history of civil rights in education), the President’s Advisory Committee of Shenandoah University, The Fad District Association, and the Church Hill Association and Leadership Metro Richmond. In 2002, he was elected by Richmond voters as the city’s Second District representative to the Richmond Public School Board, and was a candidate for mayor in 2004.

Charles is married to Liz Nance, the marketing director for Virginia Repertory Theater, a business public relations veteran and a former reporter for the Winchester Star and Richmond’s News Leader. Their children are an interior designer in Winchester and an Equity actress and dancer in New York. (And their grandchildren are cute as the dickens.)

Representative programs and topics Charles presents include: Virginia Society of CPAs Financial Planning Conference (Planning For Non-Citizens And Resident Aliens); Bar Association of the City of Richmond and George Mason Law Alumni (Estate Planning Basics); National Active and Retired Federal Employees Association, Retired Officers Association Chapters, and Credit Union members (Getting Your Legal Affairs In Order); Virginia State University Alumni and various faith communities (Your Estate and Legacy Planning); various general audiences (The Four Pillars of Estate Planning).