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.