Richard Adams Email and Phone Number

I am responsible for managing the ongoing fiduciary needs of significant personal trust clients throughout the U.S. I help to ensure that each trust is administered in accordance with its specific provisions and that the trust's terms are carried out with prudent fiduciary oversight.

I was an associate attorney with Frame & Frame, LLC. My approach to the practice of law incorporated a holistic and compassionate form of advocacy. I enjoyed working with clients of all ages, backgrounds, and needs, and my practice included assisting with the legal needs of same-sex couples and other members of the LGBTQ community. My practice was focused in the areas of estate planning, elder law, medicaid planning, estate, probate & trust administration, adult guardianship, and special needs planning.

As an attorney with O'Byrne Law, LLC, my practice was focused in the areas of estate planning, elder law, medicaid planning, estate, probate & trust administration, adult guardianship, and special needs planning. My overall goal was to help facilitate the investment in the future health and happiness of my clients and their families. By use of the best strategies and with the right documents in place, I worked to help avoid bitterness, confusion, and chaos.

As an attorney in the Tax & Wealth Planning group at RMG, I assisted people of all levels of wealth and income to protect their legacy by using various tools, such as a Last Will and Testament, Financial Powers of Attorney, Advance Medical Directive/Living Will, Trusts, and Deeds. I also provided a comprehensive review of how my client’s assets are titled and the distribution that would occur upon their passing, while assisting in identifying potential fiduciaries. When someone passed away, I worked to assist the family in all aspects of the probate and estate process from beginning to end, transitioning wealth according to the wishes of the decedent and the law. I represented Personal Representatives or other interested parties as to their associated rights and in administering the estate. When necessary, I assisted in filing claims against a Will and advocating for the rights of heirs before the Orphans’ Courts.For my clients that were faced with special needs or disabilities or are simply over the age of 65, I utilized the various planning options available that allow for the protection of assets and the receipt of long term care benefits. I served clients of all ages and backgrounds, including those who are newly-married or beginning a family, those who identify as LGBTQ, those who are part of a blended family, and those who are elderly or have special needs.

As a Paralegal in the Tax & Wealth Planning group at RMG, I served as the primary client contact on ample probate and trust administration cases. I provided detailed information to clients, attorneys, and other professionals. I worked closely with clients and other third-parties throughout the entire probate process. I drafted various estate planning documents, including last will and testaments, health care directives, financial powers of attorney, promissory notes, and deeds. I assisted in the transfer and re-titling of assets to family members, trusts, and other entities. Record deeds. I completed various corporate filings, including articles of organization and incorporation and UCCs with Maryland SDAT and other jurisdictions. Coordinated with the IRS to obtain EINs. Prepared Maryland estate tax returns and coordinated appraisals and valuation of assets. Maintained bank records and prepared necessary petitions, schedules, and affidavits. Analyzed investments and performed trust accounting tasks for trust administration files, including processing invoice payments, depositing checks, and monitoring monthly premium payments.

Represented clients before the Internal Revenue Service (IRS) and the Comptroller of Maryland to resolve outstanding tax disputes. Assisted clients in understanding their rights and responsibilities and how to successfully navigate the complexities of their ongoing tax controversies. Prepared and filed a petition to the U.S. Tax Court on behalf of taxpayers, involving direct and home business expenses and operations. Successfully negotiated an Offer in Compromise with IRS. Worked with the IRS to resolve identity theft issues to achieve filing compliance. Successfully obtained Installment Agreements with the Comptroller of Maryland and IRS to resolve outstanding tax liabilities and to release lien placed on driver’s license. Assisted in the preparation of seminar materials for community outreach initiatives for low-income taxpayers.

In the role of an Elder Law Case Manager/Paralegal, assisted several partners of a large law firm in the practice of Elder Law and Estate Planning. Drafted estate planning documents, including last will and testaments, trusts, health care directives, financial powers of attorney, care management agreements, assignments, promissory notes, and deeds. Worked with clients to complete the entire application process for Maryland Medical Assistance from beginning to end. Managed Trust accounts and worked with financial institutions on behalf of clients.

Supported attorney and a paralegal as primary legal secretary. Assisted in handling client needs and managing growing law practice. Drafted letters and other legal documents; collected and analyzed information; initiated telecommunications; organized client conferences, and attorney meetings; scheduled couriers, and prepared expense reports.

Supported the Marketing Director and Librarian as needed. Created and maintained a comprehensive inventory of law library materials. Kept and monitored legal volumes to ensure that law library was kept up-to-date. Assisted with creation and implementation of marketing plans and procedures.

Supported all staff with copying, file maintenance, filing, and other general office functions. Processed physical files offsite and created computer database for same. Assisted HR Director and Firm Administrator with ordering and delivering office supplies and other tasks as assigned.