Estate & Trust Administration

We help fiduciaries efficiently administer estates and trusts by offering the following services:

• Probate Representation – We proudly administer more Baltimore County estates than any other firm.*
• Non-probate disposition guidance
• Trustee Counsel
• Estate Tax and Fiduciary Income Tax planning and return preparation
• Asset collection and distribution
• Post-mortem tax planning
• Fiduciary accounting
• Ongoing Trust Representation and Compliance
• Beneficiary Representation
• Tax Exempt Organization Establishment and Compliance

We generally offer estate and trust administration services on an hourly (i.e., a la carte) basis. We can provide as much or as little assistance as the client desires.

*This claim is based on a survey of all regular estates opened in Baltimore County in 2017.  Our attorneys serve as counsel of record for more estates than any other firm.