Frequently Asked Questions

“What is The Virginia Barrister’s Alliance?”

The Virginia Barrister’s Alliance is the wholly-owned insurance and financial services subsidiary of The Virginia Bar Association. The Alliance exists to meet the personal insurance and financial services needs of firms and member-attorneys of The VBA. By working with and utilizing the products and services of The Alliance, the client will make an immediately-recognized, positive financial impact on the bottom line of The Virginia Bar Association.

“What products and/or services does The Alliance provide?”

Please see our home page for a full itemization of the services available.

“Who works for The Alliance?”

The Virginia Bar Association chose to partner with tenured professionals who bring to the table many years of combined experience. Their business model allows them to help the client by bringing the marketplace to the table.

“Can The Alliance design and implement insurance vehicles for estate planning?”

Yes. Part of the responsibilities of The Alliance include case consultation with attorneys regarding the best way to design different types of insurance to meet the needs of their clients for this very purpose.

“Can The Alliance coordinate its efforts with my CPA?”

Yes. The Alliance regularly consults with tax professionals to narrow down the specific details of a recommendation. This is done with a view to improving and maximizing the tax efficiency of the recommendation.

“My client wants to transfer assets out of their estate. Can The Alliance help?”

Yes. There are many mechanisms that can be used when transferring assets out of an estate, such as Charitable Remainder Trusts. The Alliance has experience with, and access to, the companies which can help with this scenario.

“My client has a child with special needs. Can The Alliance help?”

Yes. Among the many specialists affiliated with The Alliance, we have a Special Care Planner who has experience working with families who have children with special needs.

“How can I set an appointment to meet with The Alliance’s representatives?”

Simply contact The Alliance using the contact information provided and set an appointment with us. We can meet with you at a convenient location.

“If I already have group benefits, can The Alliance help?”

Yes. The Alliance can conduct an analysis of your group benefits to evaluate their efficiency. Additionally, The Alliance can serve as your “Agent of Record”, allowing The Virginia Bar Association to benefit with no additional cost to you.