Estate & Trust Administration Archives - Davis, Agnor, Rapaport, & Skalny

Alina I. Yohannan Joins Davis, Agnor, Rapaport & Skalny, LLC

We are pleased to announce that Alina I. Yohannan has joined the firm as an attorney in the Estate Planning and Business Planning & Transactions Practice Groups. “Alina’s holistic approach to assisting clients with their … Read More

Estate Planning Update: New Maryland Statutory Power of Attorney

Do you have a Power of Attorney (POA)? Do you need one? Recent updates to the Maryland Statutory POA make the process more streamlined and enhance the estate planning toolkit for our clients. Below, our … Read More

Charitable Giving: Ways To Give During Your Lifetime and Upon Your Death.

Many individuals have charities or causes that are important to them, and they naturally want to support these causes. Charitable giving is of particular interest to those who may not have anyone to inherit their … Read More

2022 Legislative Update

The 2022 Legislative Session of the Maryland General concluded in early April with 2,520 bills introduced and 836 signed into law by Governor Hogan; 11 bills were vetoed, and one was overruled. To follow is … Read More

Enhancements To Retirement Could Be On The Horizon

Recently the House of Representatives passed the Securing a Strong Retirement Act of 2022 (SECURE 2.0) with a 414-5 vote. SECURE 2.0 expands on the Setting Every Community Up for Retirement Enhancement (SECURE Act), which … Read More

“…it was really hard to come to the realization [that I want to sell my company], but I got there, and it became palatable, by working with Paul and his group. I think that’s what made it doable for me from an emotional point of view---knowing that I was working with great people who were going to support what I wanted to do and how I wanted to do it. I felt like I wanted a firm that specialized in a M&A transactions and, from the first meeting we had, I knew they were the right choice…steering us through the legal journey of transaction like this. I would recommend Paul to anybody who would be entering this type of transaction and this type of decision---no question! ”