Sparrows Point Estate Planning Lawyers

Compare 282 top rated Maryland attorneys serving Sparrows Point.
Mark Edelson
PREMIUM

Maryland Estate Planning Lawyer with 10 years experience

University of Maryland School of Law4th Circuit, District of Columbia, Florida, Maryland, United States District Court, District of Columbia, United States District Court, District of Maryland, United States District Court, Middle District of Florida,...
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Tara Frame
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Pasadena, MD Estate Planning Attorney with 25 years experience
(410) 255-0373 8562 Fort Smallwood Rd
Pasadena, MD 21122
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,...
Stephen A. Drazin
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Dundalk, MD Estate Planning Lawyer with 26 years experience
(410) 730-6536 9 Center Place
Second Floor
Dundalk, MD 21222
Free ConsultationEstate Planning, Bankruptcy, Divorce and Domestic Violence
Stephen Drazin is the Principal, Legal Coordinator, and Managing Attorney at The Drazin Law Center, P.A. Mr. Drazin offers over 20 years of legal experience to individuals and businesses across Maryland, including the Columbia and Baltimore regions. Stephen Drazin is licensed in all the State and Federal Courts within Maryland, as well as, the U.S. Court of Appeals for the Fourth Circuit (in Richmond, VA). Stephen strives to offer an alternative to large law firms by working with clients from the initial consultation through settlement, trial, or case dismissal. Understanding that clients require and desire to know all...
Steven M Berger
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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.
Gerard Miles
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Hunt Valley, MD Estate Planning Attorney with 42 years experience
(443) 589-0150 11350 McCormick Road
Suite 905 Executive Plaza III
Hunt Valley, MD 21031
Free ConsultationEstate Planning, Arbitration & Mediation, Divorce and Family
University of Maryland Francis King Carey School of Law
For more than 30 years, the dependable lawyers of Huesman, Jones and Miles, LLC have provided a broad range of high-quality legal services in the greater Baltimore area and throughout Maryland. Gerard "Gary" Miles firmly believe in resolving disputes, not creating them. For both individuals and businesses, our experienced and practical attorneys strive to address your needs with a calm professionalism.
Richard Lee Adams III
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Timonium, MD Estate Planning Attorney with 2 years experience
(410) 321-5800 30 E. Padonia Road
Suite 306
Timonium, MD 21093
Estate Planning, Elder and Probate
University of Baltimore School of Law
Ricky is an attorney with O'Byrne Law, LLC, focusing his practice in the areas of Estate Planning, Elder Law, Medicaid Planning, Estate, Probate & Trust Administration, Adult Guardianship, and Special Needs Planning. Ricky’s practice includes assisting with the legal needs of same-sex couples and other members of the LGBTQ community.

Ricky has significant experience in his practice areas, having worked for almost twenty years in the legal field, ten of those years as a paralegal. Prior to becoming an attorney, Ricky would work hand-in-hand with clients and other professionals to achieve results and meet objectives. Thus, Ricky is able to leverage...
Richard S. Granat
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Serverna Park, MD Estate Planning Lawyer with 53 years experience
(410) 204-4859 550 M Ritchie Highway
Suite 220
Serverna Park, MD 21146
Free ConsultationEstate Planning, Divorce and Family
Columbia School of Law, Columbia University
I run a virtual law firm in Maryland for pro se litigants in family law. I am the author of "How to Do Your Own Divorce in Maryland, Virginia, and the District of Columbia," and "Divorce: A Do-It-Yourself Manual For Marylanders," I am committed to the concept of the low cost divorce - the divorce that doesn't break your bank.

I was previous Co-Chair of the ELawyering Task Force of the Law Practice Management Section of the American Bar Association, whose mission is to help lawyers deliver legal affordable legal services over the Internet to clients of...
Stephen John Reichert
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Baltimore, MD Estate Planning Lawyer with 19 years experience
(410) 299-4959 100 International Drive
Baltimore, MD 21202
Free ConsultationEstate Planning, Business, Probate and Real Estate
University of Maryland Francis King Carey School of Law
A motivated and relentless advocate for his clients, Stephen J. Reichert personally handles all aspects of each case from consultation to resolution. Mr. Reichert is a dedicated listener who understands the unique legal needs of his clients and helps them meet their needs in the most effective ways possible. Mr. Reichert received a degree in philosophy at Trinity College before receiving his Juris Doctorate from the University of Maryland School of Law. He has served on the Maryland Journal of International Law and Trade and The Federal Circuit Bar Journal, and directed and advised student attorneys working...
Randall D. Fisher
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Annapolis, MD Estate Planning Lawyer with 31 years experience
(443) 270-6305 170 Jennifer Road
Suite 205
Annapolis, MD 21401
Estate Planning and Business
Texas Tech University School of Law
The Fisher Law Office provides Estate Planning, Estate Administration, Wealth Planning, Business Law, Succession Planning, Asset Protection and Security Clearance advice to businesses and individuals in Annapolis, Arnold, Pasadena, Bowie, Glen Burnie, Severna Park, Edgewater, Baltimore, Columbia, Stevensville, Chestertown, Dunkirk, St. Mary’s City, Washington, D.C., BWI Airport, Anne Arundel County, Prince George’s County, Queen Anne County, Harford County, Talbot County Calvert County, Baltimore County, Baltimore City. We can be reached by email at info@thefisherlawoffice.com or on the web at www.thefisherlawoffice.com.
Jack Sturgill
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Towson, MD Estate Planning Attorney with 45 years experience
(410) 296-6485 606 Baltimore Suite 207
Towson, MD 21204
Estate Planning, Elder, Probate and Real Estate
University of Baltimore School of Law
Jack R. Sturgill, Principal of the Law Office of Jack Sturgill, an experienced litigator over 40 years of experience. His knowledge and experience-based insights regarding the Uniform Standards of Professional Appraisal Practice (USPAP) have earned him a reputation as an ‘appraiser’s attorney.’ Jack also has an insider’s knowledge of state and local government matters, having served as a Maryland Special Assistant Attorney General and Assistant County Attorney, Chief of Real Property.

Jack and his team of dedicated staff members are all guided by a commitment to client service. Together, they make Jack’s Law a successful and efficient practice with...
Adam Habibi
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Elkridge, MD Estate Planning Lawyer with 8 years experience
(443) 296-2570 5871 Washington Blvd
Elkridge, MD 21075
Free ConsultationEstate Planning, Divorce, Immigration and Traffic Tickets
Florida Coastal School of Law
Adam Habibi, born in the State of Maryland was sworn in as an Attorney at the age of 23. Graduating cum laude from the University of Baltimore, and later from Florida Coastal School of Law, Adam was awarded the Outstanding Local Government Contribution Award from the State of Florida Bar Association in 2010. Adam held various roles as the legal negotiator for several Fortune 500 corporations to include AECOM Technology #320 and Science Application International Corporation (SAIC) #240 and Xerox #131. During his tenure with Corporate America, Adam single-handedly led the signing of several multi-million...
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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Jayme L. Levy
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Towson, MD Estate Planning Lawyer with 10 years experience
(410) 512-6605 100 West Rd.
Suite 300
Towson, MD 21204
Free ConsultationEstate Planning, Elder, Probate and Social Security Disability
University of Baltimore School of Law
Brittany Laine Stouffer
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Towson, MD Estate Planning Attorney with 7 years experience
(443) 470-3599 658 Kenilworth Drive, Suite 203
Towson, MD 21204
Free ConsultationOffers Video ChatEstate Planning, Elder and Probate
University of Baltimore School of Law and University of Baltimore School of Law
Britt is a dynamic and energetic Attorney who has dedicated her career to advancing the field of Estate Planning and Elder Law. She is a staunch advocate for the protection and privacy of her clients and has made great advances in Maryland with the Stouffer Legal NFA Trust and Family Gun Trusts. These are wealth preservation and privacy strategies that were previously only available to the wealthy and well connected, now tailors to protect firearm owners and their families. She has also pioneered the Maryland Asset Protection Trust designed for protection from the growing costs Nursing Homes and unexpected predators,rather...
Jeffrey P. Rogyom
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Towson, MD Estate Planning Lawyer with 18 years experience
(410) 929-4578 406 West Pennsylvania
Towson, MD 21204
Estate Planning, Business, Real Estate and Tax
Boston University School of Law and Loyola University New Orleans
Jeff graduated from Boston University School of Law’s Tax LLM program and practice as a tax, business, and estate planning attorney.

Jeff advises clients on legal and tax issues relating to business transactions, start-ups, corporate mergers & acquisitions, business successions, estate planning, and real estate. Jeff practices both federal and state tax law, and he assists individuals and businesses with tax audit defense and tax planning in the areas of income, corporate, partnership, franchise, sales and use, property, and estate taxes. Jeff's background allows him to consider clients' personal, business, and tax needs. Jeff was the 2013 president...
Richard David Lebovitz
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(410) 828-0680 401 Washington Avenue
Suite 803
Towson, MD 21204
Towson, MD Estate Planning Attorney with 27 years experience
Estate Planning, Divorce, Family and Foreclosure Defense
Duquesne University School of Law
Richard Lebovitz graduated from Emory University with a BA in 1989 having majored in Political Science and Economics. He Graduated from Duquesne University School of Law in 1992, and has been admitted to the Pennsylvania Bar since 1992, and the Maryland Bar since 2005. Richard heads up the office family and Real Estate sections. He represents clients with domestic relations matters, real estate matters, landlord/tenant disputes, litigation, Veteran's claims, contracts and estate practice. He is a member of the Baltimore County, Baltimore City and State of Maryland Bar Associations as well as the Maryland Association for Justice, (formerly Maryland Trial...
Helen Smith
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Baltimore, MD Estate Planning Lawyer with 15 years experience
(410) 539-2800 36 S. Charles Street, Suite 2300
Baltimore, MD 21201
Free ConsultationEstate Planning
University of Baltimore and University of Baltimore School of Law
K. Lynn Carter
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Annapolis, MD Estate Planning Lawyer with 3 years experience
(443) 205-1432 1835 Forest Drive, Suite D-3
Annapolis, MD 21401
Offers Video ChatEstate Planning, Divorce, Family and Real Estate
Charlotte School of Law
Lynn attended Law School in Charlotte, North Carolina and graduated in December 2015. While in school, Lynn served as a judicial intern to the Honorable Albert Diaz in the United States Court of Appeals for the Fourth Circuit, the Honorable Wanda G. Bryant in the North Carolina State Court of Appeals, and the Honorable Robert C. Conrad in the United States District Court for the Western District of North Carolina. In addition to her judicial internships, Lynn interned with the Senior Vice President and Regional Legal Counsel for Balfour Beatty Construction-the 3rd largest builder in the country. Lynn also took...
Joseph Michael Schnitzer
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Pikesville, MD Estate Planning Attorney with 34 years experience
(410) 602-0060 6 Reservoir Circle
Suite 102
Pikesville, MD 21208
Free ConsultationEstate Planning, Business, Probate and Tax
University of Baltimore School of Law
Focus on estate & trust matters, estate planning, administration, litigation and mediation, as well as business transactions, entity formation, purchase and sale transactions and tax controversy matters. Certified Public Accountant (1981). Frequent lecturer for National Business Institute, Inc., Member - The Baltimore Estate Planning Council
Mark Edelson
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Baltimore, MD Estate Planning Lawyer with 10 years experience
(800) 385-2243 201 N Charles St
26th Floor
Baltimore, MD 21201
Estate Planning, Appeals, Bankruptcy and Business
University of Maryland School of Law
Nancy Weller
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Annapolis, MD Estate Planning Lawyer with 32 years experience
(410) 263-3660 22 1/2 West Street
Annapolis, MD 21401
Estate Planning, Arbitration & Mediation, Divorce and Family
University of Baltimore School of Law
I help people separate and divorce with dignity outside of court through mediation, collaborative practice, and legal coaching. I believe families can continue to be families after divorce.
Jessica E Zadjura
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Annapolis, MD Estate Planning Attorney with 8 years experience
1910 Towne Centre Boulevard
Suite 250
Annapolis, MD 21401
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...
Frederick R. Franke, Jr.
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Annapolis, MD Estate Planning Lawyer with 46 years experience
(410) 263-4876 151 West Street Suite 301
Annapolis, MD 21401
Estate Planning
The George Washington University Law School and Washington and Lee University School of Law
In an increasingly complex and specialized world, it is important to keep a specific focus. Our focus is the law involving estates and trusts. Within this practice area, however, we do it all: planning, administration, and litigation. We have over 30 years of experience advising individuals, families and closely held businesses on a variety of matters related to wealth accumulation, preservation and transfer. We prepare wills, trusts, powers of attorney, business planning documents, estate tax returns, and many other documents to address our clients’ estate planning and administration needs. We also litigate estate and trust matters and serve as the...
Edward P. Parent
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Baltimore, MD Estate Planning Attorney with 14 years experience
(800) 385-2243 201 N Charles St
26th Floor
Baltimore, MD 21201
Free ConsultationEstate Planning, Appeals, Arbitration & Mediation and Business
University of Maryland Francis King Carey School of Law
Gilda O. Karpouzian
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Annapolis, MD Estate Planning Attorney with 23 years experience
(410) 280-8864 107 Ridgely Avenue, Suite 9
Annapolis, MD 21401
Estate Planning, Bankruptcy, Divorce and Domestic Violence
University of Maryland Francis King Carey School of Law
Gilda O. Karpouzian moved to Annapolis, Maryland 33 years ago. She graduated Magna Cum Laude from the University of Maryland in 1990 with degrees in Information System Management and Economics. After graduation, she worked for the Maryland Department of Legislative Reference for a year, then entered the University of Maryland School of Law where she obtained her Juris Doctor degree in 1996.

Ms. Karpouzian established her law firm in Annapolis, Maryland in1998 after few years of private practice in one of the larger law firms in Annapolis. She has represented clients from all Maryland cities, including Severna Park, Pasadena, Glen Burnie,...
Lindsey Warren Duvall
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Annapolis, MD Estate Planning Attorney with 29 years experience
(410) 721-1660 166 Defense Highway
Suite 303
Annapolis, MD 21401
Estate Planning and Business
University of Baltimore School of Law
Mr. Duvall received his Juris Doctorate degree from the University of Baltimore in 1990. For over eighteen years, he has successfully represented business and individual clients in the Baltimore/D.C. corridor. Passionate about providing thorough and highly personalized service, Mr. Duvall works with clients to achieve both protection and planning for the future. Duvall Law Firm, LLC has dedicated staff who are ready to serve you in the following areas: Estate Planning Incapacity Planning Wills Trusts Specialized Wealth Transfer Trusts DynastyTrusts Charitable Trusts Gifting Trusts Estate Administration Trust Administration Asset Protection Disability Planning Business Planning New Business Formation Purchase or Sale of Businesses Succession Planning Contract Review Shareholder/Member Agreements Business Outside Counsel Providing small businesses with immediate access to legal...
Lynda Joy Striegel
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Annapolis, MD Estate Planning Lawyer with 43 years experience
(301) 855-2246 888 Bestgate Road,Suite 205
Annapolis, MD 21401
Free ConsultationEstate Planning and Business
Antioch School of Law
MD-DC licensed. Practicing for 35 years. Former securities attorney in DC, New York, Philadelphia. Moved to Calvert County 13 years ago and established private practice focused on estate planning and business law. Author, LIVE SECURE: FINANCIAL PLANNING FOR WOMEN. Regular columnist, Chesapeake Current's "Your Money Matters".
Jennifer C. McManus
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Towson, MD Estate Planning Lawyer
(410) 828-7775 500 York Rd
Towson, MD 21204
Estate Planning and Tax
University of Maryland Francis King Carey School of Law
Cedulie Renee Laumann
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Crownsville, MD Estate Planning Lawyer with 16 years experience
(410) 216-7000 1028 Generals Hwy
Crownsville, MD 21032
Free ConsultationOffers Video ChatEstate Planning, Business, Probate and Real Estate
University of Maryland Francis King Carey School of Law
Attorney Cedulie Laumann is the managing attorney of small law firm in Anne Arundel County, Maryland. The firm accepts clients in real estate, small business, guardianship and civil litigation matters. She enjoys helping clients reach positive solutions to their legal needs. Whether a client needs a simple deed transfer or representation in a "high stakes" lawsuit, quality representation should keep the client's unique needs in mind. Her firm employs innovative "flat fee" billing arrangements and fee options outside the traditional hourly based approach. "Legal Answers & Representation Relevant to YOUR needs!"
Elaine Fors-MacKellar
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Annapolis, MD Estate Planning Lawyer with 39 years experience
(301) 461-4646 Suite #406
Annapolis, MD 21401
Estate Planning, Education and Elder
Georgetown University Law Center
Life-long resident of Montgomery County, MD. More than thirty years experience helping families to solve practical problems for wealth succession. Planning for special needs individuals. Education advocacy for students with disabilities.
Eric Fifer
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Towson, MD Estate Planning Attorney with 14 years experience
(410) 339-7313 22 W Pennsylvania Ave
Towson, MD 21204
Offers Video ChatEstate Planning, Elder, Probate and Tax
University of Maryland Francis King Carey School of Law
David M. Goldman
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Baltimore, MD Estate Planning Attorney with 20 years experience
(410) 205-4830 600 Reisterstown Road
Suite605
Baltimore, MD 21208
Free ConsultationEstate Planning, Elder, Family and Probate
Northeastern University
David M. Goldman is a Maryland attorney in general practice, focusing primarily on Family Law, Wills & Estates and Elder Law, with a commitment to the highest standards of personal service for his clients and their families. He graduated from Northeastern University School of Law in 1996 and has been a member of the Bar of the State of Maryland since 1999. David is also an expert in Jewish Law, and is active in community affairs.
Josephia Elease Georgetta Rouse
Claimed Lawyer ProfileOffers Video ChatSocial MediaResponsive Law
(410) 366-6664 1537 Light Street
Baltimore, MD 21230
Offers Video ChatBaltimore, MD Estate Planning Lawyer with 6 years experience
Estate Planning, Family, Personal Injury and Probate
Charlotte School of Law
Nicole M. Whitaker
Claimed Lawyer ProfileSocial Media
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Towson, MD Estate Planning Lawyer
(410) 207-9272 406 W Pennsylvania Avenue
Suite 200
Towson, MD 21204
Estate Planning, Family and Immigration
University of Baltimore School of Law
Nicole M. Whitaker, owner of Whitaker Legal, LLC, is also an adjunct professor at the University of Baltimore School of Law where she teaches Legal Analysis, Research and Writing. After living in Madrid, Spain, Ms. Whitaker speaks Spanish fluently. In her free time, she teaches English as a Second Language for the Community College of Baltimore County.
Kevin F. Bress
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Towson, MD Estate Planning Lawyer with 35 years experience
(410) 938-8800 901 Dulaney Valley Rd.
Suite 400
Towson, MD 21204
Estate Planning, Elder and Tax
University of Baltimore School of Law
Serving clients with the estate planning, wills, estates, trusts and elder law for 30 years.
Adjunct Professor at University of Baltimore for Elder Law and in the LLM program for Trust & Estate Taxation


Kerri Bloom Cohen
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Towson, MD Estate Planning Lawyer with 18 years experience
(410) 657-2515 606 Baltimore Avenue
Suite 407
Towson, MD 21204
Estate Planning, Divorce, Family and Probate
University of Baltimore School of Law
As a native of Baltimore, Maryland, Attorney Cohen has been practicing here for over 17 years. She established the Law Offices of Kerri Cohen after working for 11 years for the State of Maryland in Baltimore City at the Office of the Public Defender as an experienced criminal defense trial attorney. She represented clients charged with serious felonies such as homicide, rape, robbery and drug charges among other crimes. Attorney Cohen has tried hundreds of cases before Judges and Juries in the Circuit Court, District Court and Juvenile Courts.

Attorney Cohen graduated Magna Cum Laude from the University of...
Christia Anne Pritts
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Towson, MD Estate Planning Attorney with 18 years experience
(410) 828-7775 500 York Rd
Towson, MD 21204
Estate Planning and Tax
Georgetown University Law Center and University of Baltimore School of Law
Onikki T. Walker
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Baltimore, MD Estate Planning Lawyer with 6 years experience
(888) 653-0833 The Walker Collective
822 Guilford Ave #638
Baltimore, MD 21202
Free ConsultationEstate Planning, Business, Entertainment & Sports and Trademarks
Texas Southern University Thurgood Marshall School of Law
The Walker Collective - A Law Firm For Creatives provides affordable counsel for creative entrepreneurs and the people who love them. Ms. Walker has been personally involved in the sports and entertainment realm in some capacity for over a decade, so she understands the unique demands of these industries. The ultimate goal of her practice is to provide customized representation and develop affordable legal solutions to assist each client.
Ilona Shparaga
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Baltimore, MD Estate Planning Lawyer with 3 years experience
(800) 385-2243 201 N Charles St
26th Floor
Baltimore, MD 21201
Estate Planning, Business and Employment
University of Baltimore School of Law
Marie-Yves Nadine Jean-Baptiste
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Towson, MD Estate Planning Lawyer with 2 years experience
(443) 707-8692 600 Washington Avenue, Suite 201
Towson, MD 21204
Estate Planning, Family, Probate and Tax
Gordana Schifanelli
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Annapolis, MD Estate Planning Attorney
2450 Riva Road, 2nd Floor
Annapolis, MD 21401
Estate Planning, Criminal, Divorce and Stockbroker Fraud
University of Baltimore School of Law
The attorneys at Schifanelli & Associates are tough-minded advocates, expert researchers and litigators, focused, and determined to solve difficult cases. Marc Schifanelli is retired US Army Special Forces veteran with enourmous experience in immigration and criminal defense. Gordana Schifanelli is licensed financial advisor, littigator and focues in family law, child custody and FINRA Littigation/Broker Fraud.
Shereese Matthews
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Annapolis, MD Estate Planning Attorney with 2 years experience
(443) 205-1435 1835 Forest Drive
Suite D-3
Annapolis, MD 21401
Estate Planning, Divorce, Family and Real Estate
Charlotte School of Law
Shereese earned her Bachelors in Business Administration from Howard University in 2009, and was awarded her J.D. degree from Charlotte School of Law in 2017. During her law school career, Shereese worked in the School's Wills Practitioner's Clinic where she primarily assisted members of the community with their estate planning needs. Shereese also served as the President of the Christian Legal Society during her final two years of law school. .


Before beginning her legal career, Shereese worked several years in the Office of Sponsored Programs at Howard University
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Estate Planning Lawyers in Nearby CitiesEstate Planning Lawyers in Nearby Counties

Sparrows Point Estate Planning Legal Aid & Pro Bono Services

Legal Aid Bureau, Inc.
(410) 539-5340
Baltimore, MD


The Lawyers Clearinghouse
(410) 837-0755
Baltimore, 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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