Estates & Trusts

Clients who seek our counsel in our estates and trusts practice require personalized solutions from lawyers who are pragmatic, communicate well, and think creatively. These are the characteristics we set as our standards. Our lawyers understand that success depends on meeting our clients’ self-defined goals.

Our attorneys guide our preparation of your estate plan by getting to know you and the important aspects of your life. We work with our clients to design and implement simple and complex estate plans that account for foreseeable problems—whether tax related, interpersonal, or financial—to afford the highest possibility of avoiding issues, conflicts, or litigation as your plan is implemented.

We prepare wills, financial powers of attorney, and advance medical directives.  We are experienced in the establishment of family foundations and charitable giving plans. Our attorneys also frequently devise dynasty and unique financial trust vehicles designed to reduce or defer state and federal estate taxes.

We have extensive experience in the area of estate administration and routinely assist clients in the administration of estates in the courts of Maryland and the District of Columbia. We also regularly advise fiduciaries and beneficiaries on a wide array of trust administration matters, as well as family foundations and charitable institutions on matters ranging from creation to ongoing operations.  We also frequently represent clients in litigation in fiduciary matters, whether the issue is the validity or interpretation of an instrument or the proper conduct or compensation of the fiduciary.

Services

Business Succession Planning

Charitable Gift Planning

Estate and Gift Tax Aspects of Life Insurance and Retirement Benefits

Estate and Trust Administration (including probate)

Estate and Trust Mediation and Litigation

Estate Planning (including wills, trusts, and tax planning)