Estate Tax Planning

Our estate planning attorneys assist clients in preserving family wealth with practical estate and business succession planning techniques. We carefully monitor the ever-changing laws pertaining to estate taxes and we constantly evaluate and re-tool existing strategies to minimize the payment of excessive taxes.

We develop individual plans for each of our clients, utilizing trusts and other tools which allow them to pass a heritage built through years of hard work and savings on to your family and other intended beneficiaries. Depending on each client’s particular situation, the intended disposition of their wealth, and their interest in charitable giving, one or more of the following trusts may be used: charitable trusts, grantor retained annuity trusts, intentionally defective trusts, and other irrevocable trust agreements.

Finally, because Maryland’s estate tax structure no longer mirrors that of the federal government, it is critical that Maryland residents not rely solely on their understanding of federal estate tax exemptions as gage of their estate tax exposure. Our experienced attorneys conduct a careful evaluation of potential tax liability, both at the state and the federal level.