General Maryland Estate Planning

• Guidance in forming a dispositive plan
• Plans to minimize Federal/Maryland estate and gift taxes
• Preparation of Simple and Complex Wills, Powers of Attorney, Living Wills and Various Trust Agreements
• Review of Life Insurance Policies,Investment/retirement plans and business agreements
• General and Limited Powers of Attorney
• Advance Healthcare Directives

Maryland Wills

• Simple Wills
• Complex Wills
• Testamentary Trust Provisions
• Living Wills or Advance Directives
• Tax Planning Wills

Maryland Trusts

• Revocable Trusts
• Irrevocable Trusts
• Life Insurance Trusts
• Charitable Trusts
• Minors Trusts
• Generation Skipping Trusts
• Qualified Personal Residence
• Qualified Domestic Trusts
• Special Needs Trusts
• Complete Trust Funding and Administration

Maryland Probate (Estate Administration)

• Preparation and filing of all court documents
• Location and identification of estate assets
• Appraisal of assets including businesses
• Preparation of Estate Tax Returns
• Dispute Resolution between interested parties

Estate Planning for Unmarried Couples

• Domestic Partnership Agreements
• Dispositive plan for Life Partners
• Advance Healthcare Directives
• Adult Adoptions

Maryland Guardianship and Incapacity Planning

• Planning for Incapacity through advance healthcare directives, powers of attorney and trusts
• Guardianship Proceedings
• Planning for Chronically Ill Spouse, Partner or family member

Business Succession Planning

• Solutions beginning from an understanding of your company's issues and concerns for the future. I then create a customized, cost effective solution to protect your business assets and/or to counsel your business as you pass the reins to a successor.

Maryland Business Law & Formation

• Incorporation
• Limited Liability Entities
• Professional Associations
• General/Limited Partnerships
• Family Limited Partnerships
   
  

  • Agreements

  • Shareholder Agreements
  • Partnership Agreements
  • Operating Agreements
  • Office/Space Sharing
  • Expenses/Resource Sharing
  • Marketing Agreement.
  • Non-Compete Agreements
• General Business Counseling and Representation