Luke Young, Esq.

Legal Services & Fiduciary Consultant

Services

Manage the distribution of your assets on your terms

Wills & Trusts

Manage the distribution of your assets on your terms
Properly and efficiently manage the assets of your estate

Probate Estates

Properly and efficiently manage the assets of your estate
Let a trusted advocate help on your behalf

Power of Attorney

Let a trusted advocate help on your behalf
Complicated situations need experienced solutions

Estate Settlement

Complicated situations need experienced solutions
Have a trusted person mange your healthcare wishes on your behalf

Advanced Medical Directives

Have a trusted person mange your healthcare wishes on your behalf
If you are named Trustee, let a professional answer your questions

Trust Administration

If you are named Trustee, let a professional answer your questions
Understand how a trust is structured to protect you

Beneficiary Rights

Understand how a trust is structured to protect you
Navigate the court system with experienced legal counsel

Trust & Estate Litigation

Navigate the court system with experienced legal counsel

Focused on the Individual

Luke is trusted by clients with complex and delicate situations, often in the most overwhelming times of their lives following the death of a loved one. He has represented trustees and beneficiaries, and negotiated the settlement of difficult family situations. Clients routinely praise his ability to describe technical legal and financial matters in frank, plain English.

Breadth of Experience

Luke Young has been solving legal, financial, and fiduciary issues for individual and business clients since 2005. In the course of his career, he has worked for a big bank, a small bank, a big law firm, and a small law firm. He has handled an insolvent estate (with no assets and only debt), a $500 million estate, and everything in between. He has administered standard personal trusts and complex multi-generational estate plans. He has advised on unique and intense trust and estate litigation.

Fiduciary Consultation

Luke can help to prepare your legal practice or financial institution for the next wave of wealth transfer. He has created trust compliance manuals, policies, procedures, and templates for banks and law firms. He prepared a national trust company to pass its first regulatory audit. He has restructured filing systems, improved work-flow arrangements, and improved client communications for his corporate clients. His expertise enables estate planners to maximize their business development and minimize their liability.

Testimonials

  • I trust him with my life

    Luke is a warehouse of information . If you seek an advisor he is the choice of the highest order. I like him. I know him. and most importantly I trust him with my life.

    I trust him with my life
    Wayne Schneberger
  • Highly ethical and trustworthy

    I have known Luke Young for several years. He is very  professional, personable and knowledgeable. I know when I call he will be prompt and  help me resolve my legal challenges. I also consider him to be highly ethical and trustworthy. I would definitely recommend him.

    E. Tillman
    Springfield, VA

Blog

About

Principal

Luke Young

Principal

Luke is a graduate of Georgetown University, Walsh School of Foreign Service, where he earned his B.S. in Foreign Service. He received his Juris Doctor from Pennsylvania State University and was admitted to the Virginia State Bar in 2005. He also is an Honors Graduate of The Cannon Trust School.

Luke serves in leadership roles for many civic and charitable organizations, including the Kiwanis Club of Roanoke, the Virginia Children’s Theatre, REACH (Real Experiences Affecting Change), and the Roanoke Valley Estate Planning Council. His is a 33rd Degree Scottish Rite Mason and a member of First Christian Church of Roanoke.

FAQs

  • A last will and testament (often just called “a will”) is a legal document that states your wishes regarding the distribution of property owned in your sole name. To qualify as a will in Virginia, this document must be signed in the presence of two witnesses who testify that you are of legal age and sound mind. Wills should also have a “self-proving affidavit,” which is a notarized statement signed by you and the witnesses.

  • Probate is the process by which a court oversees the recording of your will, the qualification of the executor you appointed in your will, and the disposition of all assets that were in your sole name at the time of your death.

  • If you have complex assets or a unique family situation, you may want to avoid the probate process. Probate is a court proceeding, and many probate records are public records. If you want to avoid the costs associated with court oversight, or you have assets or situations that you do not want to make public, you may want to avoid probate. The probate process can also provide certain statutory protections for your estate and your executor, so a decision to avoid probate should be made in consultation with an attorney.

  • A power of attorney (often abbreviated “POA”) is a legal document that empowers an agent to act on your behalf. Usually, when we speak of the POA, we are referring to the financial power of attorney, which allows an agent to manage your finances and real property. The POA can allow an agent to act if you are incapacitated. The POA ends at death.

  • The advance medical directive (or “AMD”) is a document that states your wishes regarding health care decisions, including end-of-life decisions, and empowers an agent to receive confidential health care information and make informed health care decisions if you are unable.

  • A revocable living trust is a structure that can provide for you during any incapacity, state how you want assets distributed after your death, and provide for your spouse and your descendants after your death. A trust is a private arrangement between you and your trustee, therefore assets that are funded into a trust during one’s lifetime will avoid the probate process.

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How to Contact Us

Call our office to schedule a consultation or send us a message using the contact form. We will respond to your inquiry as soon as possible.

Contact Details

Licensed to practice in Virginia
(202) 352-8039
502 Riverland Road SE, Roanoke, VA 24014

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