Practice Area: Estate Planning and Asset Protection, Disability and Special Needs Planning, Elder Law, VA Planning, Estate Administration, Trust Creation and Administration, Trustee Support, Medicaid Applications and Medicaid Protected Trusts, Asset Protection, Disability & Special Needs Planning
About: Languages Spoken:
English, Spanish, German, French | Experienced attorneys serving businesses and individuals throughout MarylandI regularly advise clients on all matters related to estate planning, special needs planning, estate and trust administration, and elder law. I work closely with clients to identify their estate planning goals and prepare the necessary Wills and Trusts to implement my clients’ wishes.I work in close partnership with my clients on the development of their estate pl...
Former Firm Names: We are proud to continue serving clients under our established name.
Clients: I regularly advise clients on all matters related to estate planning, special needs planning, estate and trust administration, and elder law. I work closely with clients to identify their estate planning goals and prepare the necessary Wills and Trusts to implement my clients’ wishes.
I work in close partnership with my clients on the development of their estate plans. I understand that estate planning conversations about private family matters and finances may be uncomfortable. I meet my clients where they are and recognize that each family is unique. I am there to help.
My philosophy is holistic. I build a relationship with my clients and their families, so I have them covered legally and can jump right in should my clients experience an emergency. As part of the planning process, I offer a family meeting to help all family members and friends named as agents, personal representatives or trustees understand my client’s intentions.
To ensure my clients’ estate plans are properly implemented, I assist my clients with updating beneficiary designations and proper titling of assets. I work closely with the other advisers in their lives, such as their financial advisers, accountants and insurance advisers.
I understand that planning for special needs individuals is complex. Each case is specific to that person’s needs and abilities. I help families resolve concerns beyond legal matters. I prepare special needs trusts as the overarching plans for the entire life cycle o
Other Office Locations: We offer remote legal services and assist clients anywhere.
References: References are shared directly with clients to ensure confidentiality.