Estate Planning and Asset Protection Planning:

The emphasis of this practice area is to assist individuals, families and businesses to create and implement a plan to pass accumulated assets and wealth to heirs and/or charitable organizations in an orderly and efficient manner. Emphasis is placed in minimizing the heavy burden of estate taxes, gift taxes, generation skipping taxes and other imposed inheritance taxes. We advise our clients as to the estate planning tools available to achieve the clients' goals. We prepare wills, trusts, durable and health care powers of attorneys and living wills for individuals and buy-sell agreements for corporate stockholders and/or partners; as well as organize family limited partnerships, limited liability companies and charitable trusts in order to implement the planning strategies. The firm also advises our clients in effective domestic asset protection planning strategies designed to protect their accumulated wealth and assets from threats of creditors by utilizing various trusts, entities, annuities and insurance.

General Financial Planning:

The emphasis of this practice area is to assist our clients in accumulating, growing and maximizing their wealth through advice and counsel utilizing a variety of financial planning tools. Our firm will design a tailored comprehensive financial planning profile. The financial profile includes investment and insurance counseling and planning, estate planning, and other necessary tax planning. Our objective is to increase our clients' wealth by developing sound financial plans, investment plans and retirement plans, while protecting and preserving the accumulated wealth through implementation of properly structured asset protection plans, estate plans, insurance plans and long term care plans. Our firm can design specific plans to implement specific goals such as saving for education and college expenses and retirement. Our philosophy is to develop the financial plans based upon each individual client's unique financial situation, circumstances and goals.

Estate Administration:

The emphasis of this practice area is to assist our clients with the administration of the estate and probate process. We represent clients before the Register of Wills and Orphans' Courts throughout the State of Maryland. We assist with the accumulation, appraisal, reporting, distribution and/or sale of the estate and probate assets. Our firm prepares all necessary documents and forms that are required for administering an estate in Maryland, as well as preparing federal income, fiduciary and estate tax returns.

Corporate and Business Representation:

The emphasis of this practice area is to counsel and advise our clients in all aspects of business organization, stockholder and/or partner relationship matters, commercial contracts, mergers and acquisitions and planning for the transition of ownership and control of the business. Our firm assists with formation of corporations, partnerships, limited liability entities and various other forms of business entities, the negotiation and drafting of buy-sell agreements, partnership agreements, venture agreements, purchase and sale agreements and all other forms of business related contracts. We have expertise in the representation of computer, software and other technology businesses, including software licensing agreements, website and hosting agreements and legal issues related to the usage of the internet.

Elder Law - Long Term Care Planning:

This practice area draws considerably from our estate planning and asset protection department. We counsel and advise our clients in the various issues that effect our elderly client such as nursing home care, assisted living and retirement facilities, hospice care, home health care, as well as the discussion and preparation of Wills, Trusts, Powers of Attorney and Living Wills. The firm assists our clients with issues concerning the payment for medical expenses and long term care expenses, which includes private health insurance issues, Medicare issue and Medicaid issues. We represent our clients before the local Department of Social Services offices for Medicaid application purposes, and counsel and advise our clients as to the purchase of appropriate long term care insurance policies, fixed annuities and variable annuities.