Experience

Estate Planning, Trust Planning, and Tax

Brian has counseled clients in numerous estate matters, including:

• The use of traditional tax planning vehicles such as bypass trusts and marital trusts;
• The analysis and establishment of structures such as irrevocable life insurance trusts, family limited partnerships, charitable trusts, personal residence trusts, trusts to receive retirement benefits, and grantor retained annuity trusts;
• The advantages and disadvantages of fiduciary and individual income, estate tax, gift tax, and charitable planning; and
• Business succession planning.

Estate and Trust Administration

In the area of estates and trusts administration, he has extensive experience in the regular and ongoing handling of:

• Probate matters;
• Preparation of federal and Maryland estate tax returns; and
• Preparation of fiduciary income tax returns.