Partner
Current• Designs and implements estate plans to preserve, protect, and transfer assets through lifetime gifting, trusts, and other testamentary vehicles.• Advises clients on guardianship and other incapacity issues.• Helps clients to leverage assets through use of trusts, business entities and valuation discounts.• Advises clients on estate and trust administration, including valuing and probating estate assets, preparation of gift and estate tax returns and post mortem tax planning for Maryland, DC, and Virginia.• Advises clients on all manner of gift and charitable planning, including preparation of gift tax returns and charitable remainder trusts.• Works with business owners to create business succession plans for closely held businesses, including creation of family limited partnerships and limited liability companies.• Advises clients on domestic aspects of international estate planning, and has designed estate plans for clients with citizenship in the U.K, Brazil, Hong Kong, and Macau.
