Diane Thompson is a firm shareholder nationally recognized for her legal practice focusing on estate and wealth transfer planning, trusts and estates administration, and taxation.
A highly respected estate and tax planning lawyer, Diane is a much sought after advisor to ultra high and high net worth individuals and families on the broad range of very complex estate planning concerns. She focuses on personalized planning with an emphasis on reducing the tax impact of federal income, estate, gift and generation-skipping transfer taxes to maximize the transfer of wealth. She guides personal representatives through the estate administration process and prepares estate tax returns, inheritance tax returns and fiduciary income tax returns of the United States and other jurisdictions.
One focus of Diane’s practice is post-mortem tax and disclaimer planning. She maintains the most complete compilation of estate and tax reference resources in the country on disclaimer law, which is used nationally by many other professionals.
Diane is a frequent lecturer, particularly on the subject “Disclaimers: When, Why & How to Say ‘No’ to an Inheritance.” She has lectured at many top industry conferences including the University of Miami Heckerling Institute on Estate Planning, Notre Dame Tax and Estate Planning Conference, Duke Estate Planning Conference, Southern California Tax & Estate Planning Forum, among others.
Diane authored “Chap. 13, When it is Better to Disclaim Than to Receive: Proceedings of the 39th Annual Heckerling Institute on Estate Planning” (Matthew Bender & Co. 2005). Additionally, she has instructed courses for numerous state CPA societies.
From 1988 through 1996, Diane taught courses in advanced estate planning and federal taxation of estates, gifts and trusts at William & Mary Law School.
Representative Cases & Transactions
Honors & Awards
Grantor Retained Annuity Trusts (“GRATs”) - January 2012
American College of Trusts and Estates Counsel.