Business & Estate Planning A law practice focused on helping small businesses and families build, protect, and transfer wealth in an efficient manner.
Services Include: Wills, Trusts, Medical Directives, Powers
of Attorney, Probate, Estate Administration, Business Formation, and
Small Business Succession – Clients include small business owners, individuals and families who
need wills, trusts, incapacity documents, asset protection, and
cross-border estate planning and administration, including probate.
About Suzanne E. Luna Ms. Luna graduated from Regent University School of Law with a Juris
Doctorate where she also earned her Master of Laws degree in
International Taxation. In 2008, she earned the certification,
Professional Financial Planner, from Old Dominion University's College
of Business and Public Administration. She is licensed in Virginia, and the law office is conveniently located in the Virginia Beach town center.
Additional Training She has attended the American Bar Association/American Law
Institute's "Skills Training for Estate Planners" in Atlanta, Georgia,
the "In Depth Estate Planning" course in Madison, Wisconsin, and the Heckerling Institute for Estate Planning hosted by the
University of Miami. She has also served as a Fellow with the American
Bar Association's Real Property, Trust and Estates section.
Professional and Community Associations
American Bar Association, Real Property, Trust and
Estates, Fellow 2006-08, Acquisition Editor for the Books and Media
Committee 2007-12
Jennifer Byler Institute 2010
Order of Saint Luke, the Physician, Co-Convenor 2009-12
Virginia Beach Rotary Club, Rotarian of the Year 2006-07,
Paul Harris Fellow 2008, Board member 2007-12, Treasurer 2008-09,
President Elect 2009-10, President 2010-11
Virginia State Bar
Virginia Women Attorneys Association, Treasurer 2006-08
Certifications and Appointments
Professional Financial Planner, Old Dominion University 2008
Notary Public, Commonwealth of Virginia 2000-2016
Publications
American Bar Association, Probate and Property Magazine, Financial Crimes Against the Elderly, Bernard v. Foley, January/February 2008 Vol. 22 No. 1.
National Speaking Engagements:
Spring Symposium, May 2007, Washington DC, American Bar Association, Real Property, Trust and Estate, Recent Non-Tax Developments.
Spring Symposium, May 2008, Washington DC, American Bar Association, Real Property Trust and Estate, Dynasty Trust Jurisdiction Selection, Panel Discussion
Contact Information One Columbus Center, Suite 600
Virginia Beach, Virginia 23462
(757) 490-7818
Copyright 2006-12, material on this website may be used only with written permission from the author
