Capitol Heights Estate Planning Lawyers

Compare 419 top rated Maryland attorneys serving Capitol Heights.
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Suren Adams
PREMIUM

We can help get your financial house in order! Call for a free consultation.

I’m an experienced estate planning attorney and serve clients throughout Maryland. I provide personalized representation and handle all types of cases, including wills, trusts, living wills, and powers of attorney. Read More »
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Lynn Loughlin Skerpon, Esquire
PREMIUM

Maryland Estate Planning Lawyer with 41 years experience

State University of New York - BuffaloMaryland and New York
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Capitol Heights, MD Estate Planning Lawyer with 19 years experience
(202) 349-1129 1301 Karen Blvd
Capitol Heights, MD 20743
Estate Planning, Divorce, Employment and Family
Neveen H. Kurtom
Claimed Lawyer ProfileSocial Media
Upper Marlboro, MD Estate Planning Lawyer with 14 years experience
(443) 741-2567 Suite 100
Upper Marlboro, MD 20774
Estate Planning, Divorce, Family and Probate
University of Baltimore School of Law
Karl Lawrence Chen
Claimed Lawyer ProfileLII SilverSocial Media
Largo, MD Estate Planning Attorney with 24 years experience
(301) 358-3981 9701 Apollo Dr #337
Largo, MD 20774
Estate Planning, Business, Personal Injury and Securities
University of Baltimore School of Law
Unique and Unconventional.

Unlike many other lawyers, I had the privilege of working outside the legal profession, giving me the perspective of real world issues from the lenses of my clients.

Before becoming a lawyer, during the late 1980s and early 1990s, I held several positions in sales for various Fortune 1000 companies. I gained significant insight and experience that to this day, cultivates the manner in which I deliver legal services to my clients. I believe that consultative guidance is necessary, whether it's resolving a business transaction or litigating a personal injury claim.

I am a son, husband, father, "pops", friend,...
Robin Rucker Gaillard Esq.
Claimed Lawyer ProfileOffers Video ChatLII Silver
Largo, MD Estate Planning Lawyer with 24 years experience
(301) 363-2933 1401 Mercantile Ln
#105
Largo, MD 20774
Offers Video ChatEstate Planning, Divorce, Family and Probate
University of Baltimore School of Law
My philosophy is a guiding principle in my law practice and I apply it in every facet of serving my clients. My practice is an extension of that philosophy as I help clients problem solve when they are in the throes of a crisis. My philosophy also guides me when I am helping clients to avoid a future crisis through strategic planning and when I help them set priorities to mitigate the impact of a future problem.

Attorney Robin Rucker Gaillard is adept at the law and her ability to listen closely and to provide strong counsel along with a solid...
Benjamin Cutter Marcoux
Claimed Lawyer ProfileSocial Media
Greenbelt, MD Estate Planning Lawyer with 14 years experience
(301) 459-8200 7850 Walker Drive, Suite 160
Greenbelt, MD 20770
Estate Planning, Business, Divorce and Family
American University Washington College of Law
Benjamin Marcoux joined Houlon, Berman, Bergman, Finci, Levenstein & Skok, LLC in June of 2010. Prior to joining the firm, he worked with the Collaborative Law Group in Ellicott City, Maryland. He served clients in a variety of practice areas including: family, civil litigation, collaborative law, wills and probate, and personal injury. Ben has appeared before judges and masters in Montgomery, Prince George's, Howard, Anne Arundel, Calvert and Worcester counties. While in law school, Ben served as Dean's Fellow to Professor Rice, the former Evidence Master for the AT&T break-up litigation. Ben is a member of the...
Emmanuelle Regine Francois
Claimed Lawyer ProfileSocial Media
Upper Marlboro, MD Estate Planning Lawyer with 14 years experience
(301) 358-0377 9701 Apollo Drive, Ste. 301
Upper Marlboro, MD 20774
Estate Planning, Personal Injury and Probate
University of Connecticut School of Law
As the founder and managing partner at Francois Legal Group, LLC, E. Regine Francois applies diverse legal and life experience to effectively represent individuals and businesses across a range of practice areas that include: estate planning, civil litigation, personal injury law, protective orders, and consumer matters.
With over a decade of legal experience, Regine understands the value of meticulous preparation to anticipate and avoid potential problems, while asserting her clients’ rights to the fullest extent. She truly cares about each client and views her role as effectively representing and counseling her clients about their options and the potential realities they face...
Lynn Loughlin Skerpon, Esquire
Claimed Lawyer ProfileLII GoldSocial Media
Greenbelt, MD Estate Planning Lawyer with 41 years experience
(301) 572-3270 7850 Walker Dr
#310
Greenbelt, MD 20770
Estate Planning
State University of New York - Buffalo
Martine A. Jean
Claimed Lawyer Profile
Hyattsville, MD Estate Planning Attorney with 10 years experience
(240) 505-5391 PO Box 223
Hyattsville, MD 20781
Estate Planning, Business, Criminal and DUI
University of Baltimore School of Law
James Carmon
Claimed Lawyer Profile
Lanham, MD Estate Planning Lawyer with 6 years experience
(301) 577-1300 9500 Annapolis Road. Suite B5
Lanham, MD 20706
Estate Planning, Bankruptcy, Criminal and Traffic Tickets
University of Baltimore School of Law
Kate P. Pruitt
Claimed Lawyer ProfileLII Silver
Greenbelt, MD Estate Planning Attorney with 16 years experience
(301) 572-3236 7850 Walker Dr
#310
Greenbelt, MD 20770
Estate Planning, Business and Real Estate
University of Maryland Francis King Carey School of Law
Kate P. Pruitt
PREMIUM

Maryland Estate Planning Attorney with 16 years experience

University of Maryland Francis King Carey School of LawMaryland
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Karl Lawrence Chen
PREMIUM

Maryland Estate Planning Attorney with 24 years experience

Unique and Unconventional. Unlike many other lawyers, I had the privilege of working outside the legal profession, giving me the perspective of real world issues from the lenses of my clients. Before becoming a... Read More »
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Nakia Gray
Claimed Lawyer Profile
Largo, MD Estate Planning Attorney with 13 years experience
(301) 358-3980 9701 Apollo Drive
Suite 100
Largo, MD 20774
Estate Planning, Business, Probate and Trademarks
Howard University School of Law
Chikadibia Enekwe
Claimed Lawyer Profile
Largo, MD Estate Planning Attorney with 7 years experience
(301) 880-9080 1401 Mercantile lane
Suite 200-x3
Largo, MD 20774
Estate Planning, Immigration, International and Personal Injury
Western Michigan University Cooley Law School
Teresa Cho Edwards
Claimed Lawyer ProfileResponsive Law
Largo, MD Estate Planning Lawyer with 11 years experience
(301) 357-4761 9500 Arena Drive
Suite 440-C
Largo, MD 20774
Estate Planning and Bankruptcy
Suren Adams
Claimed Lawyer ProfileOffers Video ChatLII GoldSocial Media
Bowie, MD Estate Planning Attorney with 17 years experience
(301) 805-5892 4201 Northview Drive, Suite 401
Bowie, MD 20716
Free ConsultationOffers Video ChatEstate Planning, Bankruptcy, Business and Probate
The George Washington University Law School
Suren G. Adams is an attorney with a passion for organization and excellence. She founded Adams Law Office, LLC, over 14 years ago to help her clients get their financial houses in order and find peace of mind. She is an experienced member of the Maryland Bar Association, the District of Columbia Bar Association, the Alliance of Black Women Attorneys, the Christian Legal Society, and the Prince George’s County Bar Association. Suren obtained a Bachelor of Arts degree in Government and Politics from the University of Maryland in 1994 and then completed course work for a Master of Arts...
Michelle Quash Profit
Claimed Lawyer ProfileSocial Media
Greenbelt, MD Estate Planning Attorney with 26 years experience
Suite 700
Greenbelt, MD 20770
Estate Planning, Elder and Probate
Harvard Law School
Our firm specializes in estate planning and elder law solutions serving business owners, families and individuals residing in MD and DC. We understand the challenges of estate planning in this area, so when you visit or call our office, l listen and we talk together until you are comfortable and understand important estate law concepts about, revocable trusts, irrevocable trusts, charitable trusts, business trusts, special needs trusts, wills, estate planning, guardianship, durable powers of attorney, health care powers of attorney, and living wills. Our goal is to give you the information you need to make decisions, so you can...
Erica R. S. Hunt, Esq.
Claimed Lawyer ProfileOffers Video Chat
Camp Springs, MD Estate Planning Attorney with 28 years experience
(301) 702-3788 5847 Allentown Road
Camp Springs, MD 20746
Offers Video ChatEstate Planning, Bankruptcy, Personal Injury and Real Estate
Georgetown University Law Center
I am client focused and results driven. My goal is that each client will feel that they are my only client. I deeply care about people and their welfare. Many clients come to me quite broken, feeling as though they have no hope or solution to their problems. It is important to me that during my representation they be compassionately restored and made whole through my efforts as a lawyer. As I pursue legal results my clients become like family and are treated as such. Although I am a legal counselor to my clients I also find...
Joseph E. Carey
Claimed Lawyer ProfileSocial Media
Bowie, MD Estate Planning Attorney with 40 years experience
(301) 464-2500 14300 Gallant Fox Ln
Suite 223
Bowie, MD 20715
Estate Planning, Criminal, DUI and Traffic Tickets
University of Maryland Francis King Carey School of Law
My name is Joseph Carey, and I founded Carey Law Office 37 years ago. Since that day, the firm has helped people throughout the state get their lives back on track. We understand that there is almost always an underlying reason for people’s actions, and that your life shouldn’t end because you made a mistake. If you are at a crossroads, we can guide you with honest, practical advice and treat you with the dignity and compassion you deserve. When you need help, call Carey Law Office in Bowie or Crofton and schedule a consultation with an experienced attorney who...
Meredith Hill
Claimed Lawyer Profile
Silver Spring, MD Estate Planning Attorney with 8 years experience
(240) 638-2897 8403 Colesville Rd, Silver Spring, MD 20910
Suite 1100
Silver Spring, MD 20910
Estate Planning, Business, Elder and Real Estate
The George Washington University Law School and Indiana University Robert H. McKinney School of Law
Meredith, a native of Montgomery County, Maryland, has been providing quality legal representation since 2011. She concentrates her practice in the areas of Estate Planning, Elder Law, Real Estate andBusiness Law. She understands that a client's unique legal case, can often be emotional and complex. Meredith enjoys educating her clients and walking them through the legal process. She zealously advocates for her clients both in and outside of the courtroom.

Meredith first began her legal career as a Public Defender for the Marion County Public Defender Agency in Indianapolis, Indiana. She later moved back home to Maryland and became an...
Eilene Brown
Claimed Lawyer Profile
Bowie, MD Estate Planning Attorney with 21 years experience
(301) 812-3033 .
Bowie, MD 20716
Estate Planning, Bankruptcy and Family
Brooklyn Law School
Attorney Eilene Brown is a seasoned and skilled estate planning lawyer at E. Brown Legal, LLC. Her law firm is committed to helping clients of all ages prepare for the future by equipping them with the estate planning documents they need to protect and transfer wealth. Attorney Eilene Brown proudly serves clients throughout Bowie who need assistance drafting wills and creating succession plans for their businesses. Attorney Eilene Brown strives to provide valuable legal insight and offers unique legal solutions that are tailored to her clients’ specific needs.
Sheereen Middleton
Claimed Lawyer ProfileOffers Video ChatSocial Media
Greenbelt, MD Estate Planning Lawyer with 7 years experience
(301) 245-6883 6301 Ivy Lane, Suite 700
Greenbelt, MD 20770
Free ConsultationOffers Video ChatEstate Planning, Bankruptcy and Real Estate
Sheereen E. Middleton, Esq. is from Silver Spring, MD, and moved to Florida to attend the University of Miami in Coral Gables in 2002. While attending UM, Sheereen was a member of the cheerleading squad and cheered for the football team, volleyball team, and basketball team. After graduating from UM, she attended law school at St. Thomas University in Miami Gardens. Sheereen is a licensed Attorney and Realtor® in both Maryland and Florida. Today, she practices Bankruptcy, Real Estate, and Estate Planning. When Sheereen is not in the office, she enjoys spending time at the beach, and being amongst friends...
Robin Rucker Gaillard Esq.
PREMIUM

Maryland Estate Planning Lawyer with 24 years experience

My philosophy is a guiding principle in my law practice and I apply it in every facet of serving my clients. My practice is an extension of that philosophy as I help clients problem solve when they are in the throes of a... Read More »
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Janelle Ryan-Colbert Esq.
Claimed Lawyer Profile
Upper Marlboro, MD Estate Planning Attorney with 17 years experience
(301) 576-6200 9450 Marlboro Pike, Suite 5
Upper Marlboro, MD 20772
Estate Planning, Criminal, Family and Probate
Sylvia Adams
Claimed Lawyer Profile
Bowie, MD Estate Planning Attorney with 22 years experience
(301) 809-0410 2407 Kegwood Lane
Bowie, MD 20715
Free ConsultationEstate Planning, Business and Real Estate
American University Washington College of Law
Attorney Adams, born in Montgomery, AL, graduated from Oberlin College in Ohio, and moved to Washington, DC to attend American University's Washington College of Law. Following graduation from American, Attorney Adams became a member of the Maryland and DC bars. Her primary areas of practice are Real Estate, Corporate, Contracts, Probate, and, recently, Civil Litigation. Her philosophy is "I will always work diligently and in good faith to protect, advise and educate my clients."
Bonnie Jean Montgomery
Claimed Lawyer Profile
Silver Spring, MD Estate Planning Attorney with 18 years experience
(301) 681-9216 112 Williamsburg Dr
Silver Spring, MD 20901
Estate Planning and Domestic Violence
University of Baltimore School of Law
L Juanita Board Esq.
Claimed Lawyer Profile
Greenbelt, MD Estate Planning Lawyer with 22 years experience
6301 Ivy Lane
Suite 700
Greenbelt, MD 20770
Estate Planning, Business and Family
Camille R. McBride
Claimed Lawyer Profile
Bowie, MD Estate Planning Lawyer with 19 years experience
(301) 861-0007 Suite 216
Bowie, MD 20726
Estate Planning, Appeals, Bankruptcy and Divorce
Licensed to practice in District of Columbia , Maryland, Florida and all United States District Courts in those jurisdictions.
Kathleen Joanna Woody
Claimed Lawyer Profile
Silver Spring, MD Estate Planning Attorney with 44 years experience
(301) 593-5651 8639 16th St
Silver Spring, MD 20910
Estate Planning, Business, International and Tax
Columbia Law School and University of Miami School of Law
Samantha Granderson
Claimed Lawyer ProfileOffers Video ChatResponsive Law
Lanham, MD Estate Planning Lawyer
(301) 646-6837 Lanham, MD 20706
Offers Video ChatEstate Planning, Arbitration & Mediation, Family and Probate
University of Maryland Francis King Carey School of Law
Diane Kay Kuwamura
Claimed Lawyer Profile
Silver Spring, MD Estate Planning Attorney with 25 years experience
(301) 587-2241 1010 Wayne Ave
Suite 350
Silver Spring, MD 20910
Estate Planning, Probate and Tax
The Catholic University of America Columbus School of Law
Brian Robert Gormley
Claimed Lawyer ProfileQ&ASocial MediaResponsive Law
Kensington, MD Estate Planning Lawyer with 17 years experience
(240) 514-2358 10605 Concord St., Ste 420
Kensington, MD 20895
Free ConsultationEstate Planning, Probate and Real Estate
University of Michigan Law School
Brian Gormley has a dynamic transactonal practice with tremendous experience representing clients at all parts of the continuum. Having worked with large institutions in the structured finance and capital markets world, developers, nonprofits and lenders in the multifamily housing market, and individual distressed homeowners and estates, he is familiar with all levels of clients and their associated needs. He has extensive real estate experience, representing clients in multifamily housing transactions, DC TOPA cases (tenant opportunity to purchase act), foreclosure defense and short sales, and as a title attorney and a real estate broker. He also has an active probate and...
Steven M Berger
Claimed Lawyer ProfileSocial Media
Severna Park, MD Estate Planning Attorney with 29 years experience
(410) 777-5916 821 West Benfield Road
Suite One
Severna Park, MD 21146
Estate Planning, Elder and Probate
University of Maryland Francis King Carey School of Law
I serve estate planning clients with plans that promote family harmony while minimizing future tax and administration expenses. A large percentage of my clients are government and corporate employees who have been good stewards of their earnings. Helping families makes my job very rewarding as I listen to life stories and put dreams and concerns into legally binding instructions. My clients become friends and I look forward to their visits.
Jac E. Knust
Claimed Lawyer ProfileQ&ASocial MediaResponsive Law
Columbia, MD Estate Planning Attorney with 47 years experience
(410) 465-8900 5513 Twin Knolls Road
Suite 220
Columbia, MD 21045
Free ConsultationEstate Planning, Divorce, Elder and Probate
University of Baltimore School of Law and University of Maryland Francis King Carey School of Law
Jac E. Knust began his law practice in 1972 and practices primarily in the Central Maryland Metropolitan area. He has engaged in a general law practice for 46 years, with emphasis on family law, divorce, separation and property settlement agreements, elder law, estate planning, wills, probate, trusts, powers of attorney, health care advance directives, criminal matters, real estate, landlord/tenant, business planning, corporations, LLCs, and partnerships. He is a former Assistant State's Attorney for Howard County, a former Assistant Public Defender for Howard County. From 2014 to 2018 Jac E. Knust served as a Special Magistrate for the Circuit...
Tara Frame
Claimed Lawyer ProfileOffers Video ChatSocial Media
Annapolis, MD Estate Planning Attorney with 25 years experience
(410) 255-0373 102 Old Solomons Island Road
Annapolis, MD 21401
Offers Video ChatEstate Planning, Elder and Probate
University of Baltimore School of Law
For as long as I remember, I wanted to be an attorney. My father and founder of the firm, Vernon Frame, was a practicing attorney for over 65 years serving the community before he retired in 2002 at the age of 80. I grew up watching him help the residents of the local communities when they needed legal advice or representation. I attend high school in Severna Park and subsequently moved to Baltimore where I attended the Johns Hopkins University and earned my bachelor's degree. While at Hopkins, I played for the Blue Jay's Women's lacrosse team. After graduation,...
David Bach
Claimed Lawyer ProfileSocial Media
Rockville, MD Estate Planning Lawyer with 28 years experience
(301) 738-7655 1401 Rockville Pike
Suite 650
Rockville, MD 20852
Estate Planning, Divorce, Education and Family
Hamline University School of Law
I have 23 years experience representing parties in divorce, custody, child support, visitation, paternity, and guardianship matters. My goal is to plan for trial from the initial client meeting forward, while at the same time attempting to construct a reasonable settlement for my clients either directly with the other party or through mediation. I was certified as a Collaborative Practitioner March 2011. In addition to representing clients locally, Mr. Bach has extensive experience representing clients involved in international family disputes including divorce, child custody, division of property and family assets, as well as retirement benefits. He has successfully handled...
David Marquardt
Claimed Lawyer ProfileSocial Media
Rockville, MD Estate Planning Attorney with 15 years experience
(301) 603-3480 11810 Grand Park Avenue
Suite 500
Rockville, MD 20852
Estate Planning, Divorce, Elder and Family
University of Miami School of Law
My journey to becoming the owner and founder of Wayside Legal came out of an intense sense of justice and a desire to stand up for people who cannot stand up for themselves. I started Wayside Legal for you. Every day, the firm is devoted to serving clients and the community with enthusiasm and value. Your case isn’t just a legal event but a complete and total life transition, so I strive to be a concierge that can address any and all of the issues you may face.

I am a veteran attorney licensed in Maryland, D.C. and Virginia, handling all...
Jessica E Zadjura
Claimed Lawyer ProfileSocial Media
Columbia, MD Estate Planning Attorney with 9 years experience
10015 Old Columbia Road
Suite B-215
Columbia, MD 21046
Free ConsultationEstate Planning and Family
University of Baltimore School of Law
Jessica Zadjura was born and lived in Prince George's County until graduating high school and then relocated to Anne Arundel County where she currently resides. She has been active in the Howard County Women's Bar Association for the past 4 years, serving on the executive board for the past 3 years. Jessica believes in giving back to the community. She volunteers her time by participating in Wills for Heroes, a pro bono program created after September 11, 2001 to provide first responders and their families with essential estate planning documents. She also volunteers one day a month at the family...
Kerri Castellini
Claimed Lawyer ProfileSocial Media
(301) 825-5744 7316 Wisconsin Ave #350
Bethesda, MD 20814
Bethesda, MD Estate Planning Attorney with 14 years experience
Estate Planning and Probate
The Catholic University of America Columbus School of Law
Kerri Castellini is primarily a DC-based attorney with a focus on estate and trust administration, guardianship for incapacitated adults and minors, and estate planning. She brings her legal experience to the Trusts and Estates Practice Group and is currently admitted to practice law in Washington DC, Maryland, and before the supreme court. She is passionate about providing a high level of attention to her clients to come up with a plan that is best for their unique circumstances.
Li Weng
Claimed Lawyer ProfileSocial Media
Rockville, MD Estate Planning Lawyer with 8 years experience
(301) 804-8356 10741 Gloxinia Dr
Rockville, MD 20852
Free ConsultationEstate Planning, Family and Immigration
University of Texas - Austin
Founding partner Li Weng works in Rockville Law Group LLC’s practice areas of estate planning, family law, and immigration. Li brings a background of over 6 years in estate planning, anticorruption, and trade matters, as well as transnational practice experience. Over several years, Li advised multinational companies undergoing internal and SEC investigations on potential violations by the companies’ subsidiaries of anti-bribery provisions of the Foreign Corrupt Practices Act. In addition, she represented companies during ITC investigations of antidumping and countervailing duty matters. Most recently, Li was employed with the Rockville, MD firm of Altman and Associates, where she helped the...
Peter Antonoplos
Claimed Lawyer ProfileSocial Media
Chevy Chase, MD Estate Planning Lawyer with 17 years experience
(301) 328-8927 5425 Wisconsin Avenue,
Suite 600
Chevy Chase, MD 20815
Free ConsultationEstate Planning, Business, Probate and Real Estate
Georgetown University Law Center and The Catholic University of America Columbus School of Law
For over a decade, Mr. Antonoplos has represented individuals, families and business leaders with real estate, litigation, and estate planning and probate matters. Mr. Antonoplos has been selected as a SuperLawyers Rising Star three years consecutively. Mr. Antonoplos’ practice covers a wide range of topics from real estate, estate planning and probate, to commercial litigation, asset protection and preservation and business law issues. A classic generalist, Mr. Antonoplos counsels clients on business transactions and routinely litigates real estate; construction and probate matter is the Courts of the District of Columbia and State of Maryland on behalf of individual and corporate...
Linda Schwartz
Claimed Lawyer Profile
Bethesda, MD Estate Planning Attorney with 46 years experience
(301) 656-7603 4800 Hampden Lane
6th Floor
Bethesda, MD 20814
Estate Planning, Arbitration & Mediation, Business and Legal Malpractice
American University Washington College of Law
Linda Schwartz is a senior member of the Professional Ethics & Discipline, Estate Planning, Estate & Trust Administration, Corporate, and Real Estate practice groups. She has considerable experience in complex real estate and commercial transactions, business planning, executive succession planning, and estate planning and administration for both U.S. and non-U.S. citizens. For more than 30 years, she has served as counsel to prominent national, regional and local developers and business owners. In 2006, she was elected to the American College of Real Estate Lawyers.
Throughout her legal career, Linda has been active in public service. She is a former Assistant Attorney...
Deborah Cohn
Claimed Lawyer Profile
Bethesda, MD Estate Planning Lawyer with 41 years experience
(301) 656-7603 4800 Hampden Ln
6th Floor
Bethesda, MD 20814
Estate Planning and Tax
The George Washington University Law School
Debbie Cohn’s keys to professional success are as diverse as her eclectic client base that consists of professionals, business owners, retirees, and non-U.S. citizens. Yet perhaps her most critical—and comforting—characteristic is an ability to explain complex concepts in a way her clients can understand. Debbie’s approach to estate planning is equal parts pragmatic and creative, which helps put her clients at ease with the knowledge that their families will be cared for and protected, and their asset protection and wealth management goals will be met. And her wealth of experience and vast knowledge of the law allow her to blend...

Capitol Heights Estate Planning Legal Aid & Pro Bono Services

Maryland, Bar Foundation, Inc. Montgomery County Pro Bono Program
(301) 424-7651
Rockville, MD

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Related Practice Areas

Elder Law
Probate
Tax Law

Planning your estate?

Estate planning arranges for the transfer of an individual's estate at the time of death. An estate consists of all property owned at death before it is distributed by will, trust, or intestacy laws. An estate may contain both real property and personal property. Estate planning allows an individual to decide exactly who will benefit from his or her estate, and to what extent. It can also reduce the taxes imposed on the transfer of assets at death.

An experienced estate planning lawyer can help minimize the amount of the estate surrendered to taxes as well as ensure that the management and distribution of the estate is carried out according to your plans. Particularly when your plans are complex and/or you have substantial property or assets, it is important to have an attorney who can ensure that your plan functions the way you intend. Depending on the complexity of your individual situation, your estate planning team may include attorneys, financial planners, bankers and insurance professionals. Some states certify attorneys as estate planning specialists, which means they have met certain requirements for experience, education, and testing in that field.


Fiduciary: A person or institution who manages money or property for another and who must exercise a standard care imposed by law, i.e., personal representative or executor of an estate, a trustee, etc.

Personal representative: The person who administers an estate. If named in a will, that person's title is an executor. If there is no valid will, that person's title is an administrator.

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