ESTATE & TRUSTS DEPARTMENT | Estate Planning

Estate planning is one of the most fundamental and most important legal services that a lawyer can provide to clients. The estate plans we design assist clients, to the maximum extent possible, to minimize the burden of gift and estate taxes and to protect assets from the threat of existing and potential creditors. Because tax laws, asset portfolios and family dynamics all change on a regular basis, it is important for estate planning clients to review and re-evaluate their estate planning goals and documents every 3-5 years or more often as circumstances require.

The members of Offit Kurman’s Estate Planning Practice Area are uniquely dedicated to the design, documentation and implementation of high-quality estate plans for individuals and families. We routinely assist high net worth families by developing a plan to transfer wealth from one generation to successive generations. Our planning process considers each client’s unique needs and challenges and tailors a solution for the preservation of assets for future generations. Whether a client has sophisticated or basic goals and enjoys substantial wealth or is of more modest means, our lawyers can develop a customized plan that is tailored to meet the specific needs and objectives for the client in question.

Our Estate Planning Practice Area has very substantial experience in the following areas:

Preparation of Wills, Trusts and related Estate Planning Documents
Formation and Representation of Private Foundations
Retirement, Charitable Giving and Life Insurance Planning
Pre-Marital and Post-Marital Agreements
Preparation of Dynasty Trusts, Charitable Remainder and Lead Trusts, Grantor Retained Annuity Trusts and Qualified Personal Residence Trusts
Sales to Intentionally Defective Trusts
Gift Tax Planning
Preparation of Family Limited Partnerships, Offshore Asset Protection Trusts and other Estate Planning Vehicles

For further information regarding Offit Kurman’s Estate Planning Practice Area, contact Maurice Offit by e-mail at moffit@offitkurman.com or by phone at 301.575.0308.

PRACTICING ATTORNEYS
Michael Donnelly mdonnelly@offitkurman.com Washington Area: 301.575.0356 | Baltimore Area: 443.738.1556
Stephen R. Elville selville@offitkurman.com Washington Area: 301.575.0315 | Baltimore Area: 443.738.1515
Rajiv K. Goel rgoel@offitkurman.com Washington Area: 301.575.0316 | Baltimore Area: 443.738.1516
Diane S. Kotkin dkotkin@offitkurman.com Washington Area: 301.575.0355 | Baltimore Area: 443.738.1555
Stanley J. Neuhauser sneuhauser@offitkurman.com Washington Area: 301.575.0362 | Baltimore Area: 443.738.1562
Maurice L. Offit moffit@offitkurman.com Washington Area: 301.575.0308 | Baltimore Area: 443.738.1508
Steven E. Shane sshane@offitkurman.com Washington Area: 301.575.0313 | Baltimore Area: 443.738.1513
Reed Spellman rspellman@offitkurman.com Washington Area: 301.575.0363 | Baltimore Area: 443.738.1538
Louis Jay Ulman lulman@offitkurman.com Washington Area: 301.575.0354 | Baltimore Area: 443.738.1554