Steven   Shane
Principal

Contact

Phone: 301.575.0313
Fax: 301.575.0335
Mailing: 8171 Maple Lawn Boulevard ,
Suite 200 , Maple Lawn , MD   20759
Linkedin: Steven Shane

Practice Focus

Estate planning attorney Steven Shane provides strategic counseling to clients in need of estate administration, charitable giving, and business continuity planning while minimizing estate, gift, and generation-skipping transfer tax exposure. He offers legal guidance to clients on asset protection and the proper disposition of assets in accordance with the client’s objectives, while employing tax planning techniques such as the use of irrevocable and revocable trusts, life insurance planning, lifetime gifts, and charitable trusts. Mr. Shane is also experienced in drafting documents for business planning, the incorporation and application for exemption for Private Foundations, and the administration of decedents’ estates.

Points of Distinction

As an estate attorney, Mr. Shane’s knowledge of business and estate planning, combined with his tax background and good communication skills, provides a unique ability to relate to clients and communicate with them effectively about their concerns and objectives. Mr. Shane understands the financial products and vehicles that his clients utilize. He is also a certified public accountant with more than seven years of public accounting experience.

Speeches

Mr. Shane has delivered several seminars to clients, accountants, and the general public regarding estate planning and business issues.

Education & Admissions

  • LL.M. in taxation, University of Baltimore, 2005
  • J.D. (cum laude), University of Baltimore School of Law, 1998
  • B.S. in economics, Washington University, 1992
  • Maryland

Activities

  • Member of the Maryland State Bar Association
  • Member of the Maryland Association of Certified Public Accountants
  • Member of the Baltimore Estate Planning Council and the Howard County Bar Association -- Estates & Trusts Section
  • Commissioner for the Howard County Commission on Aging

Posts

"The Weekly Scenario: Estate Tax & The New Tax Legislation"

Question: I understand the estate tax may be repealed by the new tax legislation that is making its way through…

"The Weekly Scenario: Converting an IRA to a Roth IRA"

Question: I am thinking about converting my IRA to a Roth IRA this year. When is the last day I…

"The Weekly Scenario: Executor of an Estate"

Question: What happens if the executor of an estate discovers foreign accounts or income that the decedent failed to disclose…

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