Taneytown Estate Planning Lawyers

Paula Calimafde chairs the firm’s Retirement Plans, Employee Benefits and Government Relations practice groups and is also a senior member of the Estate Planning, Tax and Nonprofit groups. She has more than 35 years of experience advising companies and tax-exempt organizations on qualified and non-qualified retirement plans and employee benefits, including non-qualified deferred compensation, welfare benefit and cafeteria plans. She is a nationally recognized leader in the field of creative retirement plan designs for businesses and works closely with management and owners to prepare retirement plans, which suit the particular corporate needs.
Paula’s practice encompasses sophisticated estate planning and advising individuals...

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...

"I develop custom planning solutions that underscore my clients’ personal family profile while achieving their wealth transfer objectives in a tax-favored manner."

Experienced Trusts & Estates attorney practicing wealth transfer planning, estate & trust tax law, fiduciary litigation, and business formation & succession planning. Practice Trusts & Estate Planning and Wealth Transfer, Asset Protection, Tax, & Business Planning. Work with individual clients and small business owners. Advise clients on a full spectrum of tax and estate planning services, including wealth transfer, business, and tax planning. Develop customized solutions that emphasized clients’ personal family profile and priorities; and their wealth transfer objectives.

Currently...

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.

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...

Ashley Wilburn was born and raised in Hagerstown, Maryland and is a North Hagerstown High School alumnus. Ashley’s current practice emphasizes family law, including divorce, alimony, marital property distribution, child custody, child support, prenuptial and postnuptial (separation) agreements, enforcement and post-divorce matters, step-parent and private party adoptions, and child welfare. Her practice also includes estate planning, wills and trust, probate and estate administration, and commercial, contract and civil litigation. Ashley is also court-appointed to represent children in contested custody cases, and she has recently become a certified mediator. She looks forward to expanding her practice to...

Jeffrey Kolender chairs the firm’s Estate Planning and Estate & Trust Administration practice groups. He concentrates primarily in those areas and also advises small businesses in tax business planning. Jeffrey recognizes that each client is different and enjoys the challenge of creating a plan that accomplishes the client’s unique goals. He advises clients about adequately providing for their family, including saving taxes, creating trusts for children, planning for disability, and the special planning issues involved in second marriages and same-sex marriages.
He understands that estate planning can be a complex and emotional process for clients. Jeffrey always takes the time to...

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.

Wayne Eig refers to himself as a business and tax lawyer for individuals and closely held entities, providing advice to clients involved in various business, investment, financial and succession planning activities. Sometimes, his clients are individuals or families, sometimes entities and often a combination of individuals/families and affiliated entities working together. Sometimes, these businesses have great value, sometimes they do not – but all of these clients have needs which require legal attention.
Over the course of his career, Wayne has chaired some of the firm’s major practice groups – Estate & Trust Administration, Estate Planning, Tax, and Corporate. In forty...

Long before I entered law school, I knew that I wanted to focus my career on the practice areas of estate planning, elder law and real estate matters. I experienced, first-hand, the family dynamics that can arise during a crisis. My tenacious approach to representing my clients has founded my reputation as a fierce advocate in litigated matters. I have always had a passion for helping people. I found that sense of purpose fulfilled when assisting clients with some of the most important decisions of their lives, namely estate planning and estate litigation, guardianship matters, elder law, and...

Laura Thomas is the owner of Legacy Legal Planning, LLC. She advises individuals, families and small business of their estate planning needs and tax needs. Laura takes extra care to accommodate her clients’ wishes, understanding that estate administration is often emotionally difficult, and that a well formed plan can be crucial to helping a family get through a challenging time. She is diligent in her drafting of wills, trusts, advance directives, powers of attorney, business formation agreements and transfer documents. Laura is an active member of the Maryland State Bar Association Estate & Trust Section Council, the Howard County Estate Planning...

Craig E. Berman, Esq, CPA, is an attorney licensed to practice before the courts of the State of Maryland. He is a member of the Maryland State Bar Association serving as a member of the estate planning and elder law committee sections. Craig Berman is a certified public accountant licensed in the State of Maryland who has been active on the young members committees of the Maryland Association of Certified Public Accountants and the Alumni Association of the University of Baltimore School of Law. Craig Berman is also a member of the Maryland Senior Resources Network and engages in various...

When you need your estate plan to work, it’s already too late. That is not a position you want to find yourself in – as Greg Jimeno knows all too well. Greg’s grandparents crafted their estate plan with two main concerns: protecting the assets they had spent their lives accumulating, and the high cost of nursing home care. They thought they had a plan that helped them to balance these two competing concerns but, when the time came, Greg watched as they realized that the estate planning tools they had relied upon did not protect them as well as they could...

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...

Paul Marcotte, Jr. Chairs the firm’s Tax practice group and is a member of its Estate Planning, Estate & Trust Administration and Nonprofit groups. He concentrates his practice on federal, state and international tax matters (both planning and controversy), estate and wealth preservation planning, probate and trust administration, nonprofit organizations, and business counseling and succession planning. Paul helps his clients by putting complicated tax issues into simple English. He makes sure that the individuals, businesses and international clients he services have help navigating our complex tax systems and avoid potential minefields such as increased levels taxation and/or penalties.
Paul’s international...

In practice since 1987, Attorney Evan Farr is widely recognized as one of the leading Elder Law, Estate Planning, and Specials Needs attorneys in Virginia, DC, and Maryland, and one of foremost experts in the Country in the field of Medicaid Asset Protection and related Trusts. Evan Farr has been quoted or cited as an expert by numerous sources, including the Washington Post, Newsweek Magazine, Northern Virginia Magazine, Trusts & Estates Magazine, The American Institute of Certified Public Accountants, and the American Bar Association, and has been featured as a guest speaker on television and numerous radio shows, including Fairfax...

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...

Ricky is an attorney with Frame & Frame, 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...

Robert Maclay is Co-President of the firm, and a member of its Estate Planning, Estate & Trust Administration, Corporate and Tax practice groups, among others. In all areas of his practice, Bob’s clients continually praise him for the personal attention he consistently gives them, touting him as a good listener, responsive to their needs, and capable of managing complex issues.
On the estate planning side of his practice, Bob Maclay works with people who may be facing a very difficult time in their lives and alleviates their personal concerns regarding their children and grandchildren. Whether he is preparing wills, trusts or...

The National Law Center, George Washington University J.D., with Honors
University of Maryland, BA Major in Government & Politics, Minor in Psychology
Civic, Professional, Foundation and Corporate Affiliations:

Delegate to Democratic National Convention
Campaign Manager for Rep. Michael D. Barnes
Rockville Chamber of Commerce – Past President
National Capital Chapter of MS Society - Board of Trustees, and Past Chair
Shady Grove Hospital Fund Campaign - Major Gift Chair
Montgomery County Bar Association –Chair Judicial Selections; Member of Ethics, Fee Arbitration and Legislation Committees
Silver Spring Chamber of Commerce - Vice President
Montgomery County Chamber of Commerce - Liquor Control Evaluation
Rockville Alternative Community Service Commission
Montgomery County Volunteer MS Committee -...

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...

At the Law Office of Adam Habibi, P.C. we handle many US immigration cases on behalf of clients throughout the United States and from around the world. Our mission is to provide you with individual attention and professional service at every step on the path toward achieving your immigration goals. U.S. immigration law is extremely complex and the assistance of a professional guiding you throughout the process is absolutely essential. We also offer affordable pricing and flat rates. Since 2011 the Law Office of Adam Habibi, P.C., has served clients from Maryland, Virginia and Washington, D.C. Reaching innumerable successes in-Court and...

Attorney in a boutique law firm focusing on estate planning, trust administration and probate matters, including foreign or ancillary estates, in Maryland, the District of Columbia and Virginia.

Has the thought of putting together an estate plan, trust , will, living will or power of attorney drain you? Do you need a guardianship for a loved one and don't know where to turn? Is the estate you need to administer or are about to probate making your life hectic? Has your family put you in charge of sorting a difficult family situation and you don't know where to turn or even the questions to ask? Do you need a plan for the future for yourself or a loved one that you have been putting off until now? Have you lost money due...

As a member of the firm’s Tax, Retirement Plans, Employee Benefits, Estate Planning, Estate & Trust Administration, and Corporate practice groups, Arnold Sherman focuses his practice on the areas of tax and business planning, and estate planning and probate administration matters. He has extensive experience in negotiating, structuring and documenting business contracts, tax-deferred exchanges and wealth preservation structures.
Arnie’s knowledge and familiarity with how businesses work make him especially adept at understanding and responding to the needs of his business clients. He is diligent in keeping himself apprised of current tax laws and continually works to provide his clients with the...

Jason Morton is a graduate of the University of Baltimore School of Law and was admitted to the Bar in 1994. Jason served as a law clerk in the Circuit Court for Washington County before practicing with Strite and Schildt, P.A. He was an adjunct professor of Civil Litigation, Employment Law, Constitutional Law and Legal Ethics at Kaplan University. He joined our firm in 2011. Jason’s practice emphasizes Family Law, including divorce, custody, visitation and guardianships. He also handles a variety of other types of cases that involve contracts and litigation. He has served...

Michael F. Callahan practices family law, estate planning and elder law in Maryland, Virginia and the District of Columbia. Mr. Callahan is the partner in charge of the firm’s estate planning and elder law practice.
He received his Juris Doctor from Georgetown University in 1987, and is a member of the Georgetown Chapter of Order of the Coif. He has practiced law for over thirty years.
He has been named among the top lawyers by Washingtonian Magazine and Maryland Super Lawyers
He lives with his wife, their children from time to time, and their cat in Arlington, Virginia.

Mark Goldstein, one of the founders of the firm, is a member of its Corporate, Financial Services, Estate Planning and Estate & Trust Administration practice groups. He concentrates on corporate, business, estate and tax planning and advises large and small corporations, general and limited partnerships, associations and proprietorships on sophisticated business planning issues. He represents a large number of estate planning clients and is well respected for his ability to communicate and implement complicated plans in a practical manner. Mark has significant experience in structuring and negotiating business and financing transactions, reorganizations and private placement syndications. He has served as...

Mark Rothman is a founding member of the firm and currently serving as senior counsel to the Corporate, Estate Planning, Tax and Estate & Trust Administration practice groups. He practices primarily tax and business law and estate planning, and represents large real estate holding companies and large retail operating companies. He has extensive experience structuring proposed business ventures, such as limited liability companies, limited liability partnerships and Subchapter-S corporations, and also represents clients in conjunction with the sale and acquisition of a business. In addition to his business-related practice, Mark handles sophisticated and complex estate and succession planning matters, particularly...

Founded in 2003, Simpson Law, PA provides a comprehensive, compassionate, and convenient way for busy parents and professionals to obtain vitally necessary estate planning services in MD, DC and VA. The standard package of documents provided includes a Will, Power of Attorney for Health Care, Power of Attorney for Finances, and a Living Will. Depending upon the client’s needs, trusts such as marital trusts, children’s trusts, and life insurance trusts are advised and prepared. Suzanne counsels clients with regard to strategies to reduce or eliminate estate tax liability, and makes recommendations regarding asset titling, life insurance, and...

The law firm of Pare & Assoc., LLC (formerly Law Offices of Alice Pare) is a 10+ attorney law firm with locations in Germantown and Silver Spring. We practice several disciplines, including all aspects of family law, Trusts and Estates, Probate, Criminal Law, Bankruptcy, and consumer protection. We strive for excellence and to counsel our clients to react to their circumstnaces with reason. We do our best to keep our fees low and affordable, and encourage our clients to work toward settlement. When settlement is not possible, then we aggressively pursue our clients goals through litigation. We strive to partner...

As a native of Baltimore, Maryland, Attorney Cohen has been practicing here for over 20 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...

Meredith Hill Law is a women run law firm that serves as legal concierge and general counsel for small businesses, as well as, assists individual clients with their estate plans. From the start of her legal career, Meredith knew that she wanted to start her own law firm. She wanted to create a business and brand of her own that would be a positive impact to others in her community. When she first began her firm, Meredith fell in love with running her businesses and it sparked a desire for her to help other business owners with their legal needs.

As...