Master Certified Independent Trustee (MCIT) Robert W. Haley brings over 27 years of legal expertise and knowledge to his firm, which concentrates solely on the areas of elder law, estate planning (Last Will & Testaments, Durable Powers of Attorney, Health Care Powers of Attorney, Living Wills, Trusts, etc.,.) Asset Protection/Medicaid Planning and fiduciary services thru the firm Stewardship Fiduciary Services, PLLC.
For many years, Robert practiced in real estate law, and in general practice, but decided to narrow his focus to elder law and estate planning when he realized the tremendous need for proper planning to be filled in Southside Virginia.
Robert found the attention to detail that is so important when searching a real estate title can also help families protect their hard-earned assets while securing crucial Medicaid eligibility for their long-term care needs. The Medicaid system is a myriad of rules and regulations and this attention to detail is what can often make the vital difference in planning!
He understands how stressful it is for families when a loved one needs long-term care. He knows that while he cannot take away that burden, he can help give the family some peace of mind in the complex process of securing long-term care Medicaid benefits. Even families that have long-term care insurance in place have legal needs and Robert explains and educates his clients on their options so that they can make the best decision for themselves and their family both now as well as in the future. Robert has seen too many families spend their life savings unnecessarily, or put in a position to sell their family home to qualify for the nursing home and long-term care; Robert and his staff diligently work to help families plan to avoid these heart-wrenching outcomes.
For matters such as this, in estate planning, or when serving as an Independent Trustee or Executor, it is essential to choose an attorney with the education and expertise that gives you confidence in your counsel! Robert works hard to educate himself and his staff on an ongoing basis to provide experienced advocacy and representation for his clients at a time when they are in uncharted and unfamiliar, overwhelming circumstances.
As the only Certified Elder Law Attorney® in Southside Virginia, many attorneys refer their clients to Robert due to his excellent reputation, not only as an expert in his field, but also as an award-winning attorney of the highest ethical standards. In addition, he is also on the Council of Advanced Practitioners (CAP) of the National Academy of Elder Law Attorneys (NAELA), an d a founding member of the Virginia Academy of Elder Law Attorneys (VAELA).
Robert has also earned the Accredited Trust Financial Advisor (ATFA) from Campbell University’s Trust Advisors Institute.
A native of Bassett, Robert came back home to open his law practice in 1995 upon graduating law school after proudly serving our country in the United States Air Force for over eight years. When not in the office, Robert enjoys reading, smoking fine cigars, and travelling with his wife Cricket!
Accepting New Clients
Accepts Trusts/Business in Other States
Trustee, Trustee - Special Needs, Trustee - ILIT, Trustee - Successor, Family Office Advisor, Estate Executor / Administrator
Types of Trusts / SpecialtiesReal Estate in Trusts, Discretionary Trusts, Hold Durable Power of Attorney, Hold Medical Power of Attorney
1460 Fairystone Park Hwy PO Box 864 BASSETT, Virginia 24055-0864