Charlotte Hall Estate Planning Lawyers

David Gormley
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David Gormley
Lexington Park, MD Estate Planning Lawyer with 32 years of experience
(301) 863-7480 22196 Three Notch Road Suite 104
Lexington Park, MD 20653
Free ConsultationEstate Planning, Bankruptcy, Personal Injury and Probate
University of Baltimore School of Law
Dave Gormley is a Partner and the head of our Bankruptcy and Real Estate departments. He has been handling bankruptcy and foreclosure cases for over 10 years. There isn’t much related to bankruptcy or foreclosure he has not already seen. Dave is admitted to practice in Maryland and the Federal Courts, including the U.S. Bankruptcy Court and the U.S. Supreme Court. He lives near Annapolis with his family.
Jason T. Fowler
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Jason T. Fowler
Prince Frederick, MD Estate Planning Attorney with 10 years of experience
(301) 799-5529 35 Duke Street
PO Box 2709
Prince Frederick, MD 20678
Free ConsultationEstate Planning, Arbitration & Mediation, Business and Tax
Georgetown University Law Center and St. Thomas University School of Law
Jason Fowler attended Georgetown University Law Center and St. Thomas University, School of Law for his JD. Jason received a MBA during his time in law school. Upon graduation in 2014, Jason pursued a LLM Degree in Tax at Georgetown University Law Center and later graduated in 2015. Jason was selected to be commencement speaker at his graduation. Jason was admitted to practice in the State of Maryland in 2014. Jason was admitted to practice law in the District of Columbia in 2017. He is a member of the Tax, Estate Planning, and Business Sections of the Maryland Bar Association....
Kathleen McClernan
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Kathleen McClernan
Leonardtown, MD Estate Planning Lawyer with 17 years of experience
(240) 309-4179 22715 Washington Street, Suite 201
P. O. Box 188
Leonardtown, MD 20650
Free ConsultationEstate Planning, Criminal Defense, Family and Juvenile
University of Baltimore
Ms. McClernan is the first female recipient of the Leadership in Law Award, Generation JD from the Daily Record in Southern Maryland. She was recognized as a Top 100 Women in Maryland in 2018. She was also previously recognized as The National Trial Lawyers Top 40 Under 40 in 2014. She currently dedicates time as a member of the Board of Directors for the Community Mediation of St. Mary's County and sits on the Ethics Commission for St. Mary's County. Ms. McClernan can be found at lunchtime working with the students of Leonardtown High School for the Mock...
Mr. James D. Ealley
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Mr. James D. Ealley
Prince Frederick, MD Estate Planning Lawyer with 23 years of experience
(410) 535-2200 135 West Dares Beach Rd.
Suite 209A
Prince Frederick, MD 20678
Free ConsultationEstate Planning, Bankruptcy and Probate
University of Baltimore School of Law
Mr. Ealley's practice focuses primarily on Consumer Bankruptcy and Estate Planning. In representing clients in bankruptcy, James understands the financial stress people are experiencing. He understands their concerns to protect their assets, rebuild their financial lives and create a better future for their families. James counsels clients to alleviate their worries and concerns and develop a plan to address their financial problems, whether it be stopping a foreclosure, repossession or garnishment, or erasing credit card, medical or tax debt. Doing so requires a thorough understanding of the Federal Bankruptcy laws. Since beginning his practice in bankruptcy in 2001, James has...
Tamara Fowler
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Tamara Fowler
Prince Frederick, MD Estate Planning Attorney
(301) 799-5529 35 Duke Street,
P.O. Box 2709
Prince Frederick, MD 20678
Free ConsultationEstate Planning, Arbitration & Mediation, Divorce and Family
St. Thomas University School of Law
Choosing a family lawyer is one of the most important decisions you will ever make. Nothing matters more than family matters. Your Family Lawyer must have character, emotional range and most important of all, the right temperament. You are looking for an attorney who has the litigation, mediation and accounting skills to win, but you also need an ally you can trust. When you have both, you can feel confident at every turn and every step of the way.
Alycia E Stack
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Alycia E Stack
Leonardtown, MD Estate Planning Attorney with 15 years of experience
(240) 309-4179 22715 Washington Street, Suite 201
PO Box 188
Leonardtown, MD 20650
Estate Planning, Divorce, Elder and Family
American University
Alycia Stack has spent her career litigating in Southern Maryland, helping families and children through times of crisis. She concentrates her practice in family law, including divorce, child custody, and adoption. She most recently represented children in the child welfare system, throughout foster care, terminations of parental rights, and adoptions as a Staff Attorney at Maryland Legal Aid. Prior to that she represented victims of domestic violence in peace and protective order proceedings. Alycia has handled over 300 peace and protective order cases and has extensive training in domestic violence, child abuse and neglect, and trauma. She is active in...
Edward Warren Olmsted
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Edward Warren Olmsted
La Plata, MD Estate Planning Lawyer with 29 years of experience
(301) 934-8434 211 Charles Street
P. O. Box 1966
La Plata, MD 20646
Estate Planning, Elder, Personal Injury and Probate
University of Baltimore School of Law
I am dedicated to providing the highest quality, personal service to all of my clients. I work in a small firm. My partners are also my father and my brother. Unlike the indifferent, "take a number" approach you get at many law firms, we treat each client as a person whose case matters most. We spend the extra time that is needed to make sure you understand the complexities of your case and to get you the best result possible. Our advice is honest and to the point. We'll tell you the good and...
Brian W. Ritter Jr.
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Brian W. Ritter Jr.
Prince Frederick, MD Estate Planning Lawyer with 13 years of experience
(443) 684-2028 30 Industry Lane
Prince Frederick, MD 20678
Estate Planning, Elder and Probate
University of Baltimore
I practice in all aspects of estate planning and elder law. I have over a decade of experience in these and related areas of law. Some of the services I provide include: · Planning for high net-worth individuals · Handling nearly all types of probate, guardianship, and trust administration cases · Representing Personal Representatives of estates in every step of the probate process · Providing Powers of Attorney for healthcare and...
George E. Meng
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George E. Meng
Prince Frederick, MD Estate Planning Attorney with 51 years of experience
(410) 535-5500 85 Sherry Lane
#1B
Prince Frederick, MD 20678
Estate Planning, Appeals, Arbitration & Mediation and Insurance Claims
The Catholic University of America
Top rated attorney George E. Meng concentrates his practice in the field of litigating estate, trust and real property cases. These include will contests, improper handling of estate or trust funds, disputes relating to distributions from estates and trusts, boundary disputes and title issues at both the trial and appellate level. Routine probate, wills, trusts and estate planning are also an integral part of his experience. In addition, Mr. Meng's practice experience includes personal injury litigation and civil litigation in a variety of fields. Mr. Meng has an established reputation among his clients and throughout the legal...
Letoria Knight
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Letoria Knight
Prince Frederick, MD Estate Planning Lawyer with 18 years of experience
(443) 684-5260 65 Duke Street
PO Box 12
Prince Frederick, MD 20678
Estate Planning, Business, Criminal Defense and DUI & DWI
Letoria G. Knight is a graduate of Howard University School of Law, and obtained a B.S. in Mechanical Engineering from Louisiana State University. Her practice areas include: business formation, criminal law, DUI, family law, protective orders, personal injury, and estate planning. She services Calvert, St. Mary’s, Charles, Prince Georges, and Anne Arundel Counties. Call us now to schedule your free consultation. www.Pierecklaw.com
Jessica Andritz
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Jessica Andritz
Lexington Park, MD Estate Planning Attorney with 18 years of experience
22196 Three Notch Road Suite 104
22196 Three Notch Road Suite 104
Lexington Park, MD 20653
Estate Planning, Construction and Real Estate
Jessica has many years of experience in Charles County handling complex zoning, subdivision, and administrative law matters. She has represented many large developers and local businesses. As part of that process, she actually created several of the Home Owner’s Associations in Charles County. Jessica is well known to the local real estate community, and the members of our local government. Jessica heads up our zoning & land use, home owner’s association, and corporate law departments. Jessica can assist clients in obtaining permits and other development-related approvals (concept plans, preliminary plans, site development plans, and final plats). Her current...
Camille R. McBride
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Camille R. McBride
Waldorf, MD Estate Planning Lawyer with 24 years of experience
(301) 861-0007 3195 Old Washington Road
Waldorf, MD 20602
Estate Planning, Appeals, Bankruptcy and Divorce
Licensed to practice in District of Columbia , Maryland, Florida and all United States District Courts in those jurisdictions.
Dennis Starks
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Dennis Starks
Accokeek, MD Estate Planning Attorney with 45 years of experience
(301) 292-4863 14203 Cold Harbour Dr
Accokeek, MD 20607
Estate Planning, Antitrust, Business and Communications
Over twenty years of experience representing small, medium, and large businesses before state, federal, administrative tribunals and courts. Specializing in business modelling, corporate governance, finance and revenue, mergers and acquisitions, economic regulation, antitrust, transportation, and communications law.
Marie Palmquist
Waldorf, MD Estate Planning Lawyer with 30 years of experience
(301) 843-7157 603 Post Office Rd
Waldorf, MD 20602
Estate Planning, Arbitration & Mediation, DUI & DWI and Divorce
Suren Adams
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Suren Adams
Bowie, MD Estate Planning Attorney with 22 years of experience
(301) 805-5892 4201 Northview Drive, Suite 401
Bowie, MD 20716
Estate Planning and Probate
The George Washington University Law School
Suren G. Adams is an attorney with a passion for organization and excellence. She founded Adams Law Office, LLC, over 20 years ago to help her clients get their financial houses in order and find peace of mind. She is an experienced member of the Maryland Bar Association, the District of Columbia Bar Association, the Alliance of Black Women Attorneys, the Christian Legal Society, and the Prince George’s County Bar Association. Suren obtained a Bachelor of Arts degree in Government and Politics from the University of Maryland in 1994 and then completed course work for a Master of Arts...
Brian Robert Gormley
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Brian Robert Gormley
Kensington, MD Estate Planning Lawyer with 22 years of experience
(240) 514-2358 10605 Concord St., Ste 420
Kensington, MD 20895
Free ConsultationEstate Planning, Probate and Real Estate
University of Michigan Law School
Brian Gormley has a dynamic transactonal practice with tremendous experience representing clients at all parts of the continuum. Having worked with large institutions in the structured finance and capital markets world, developers, nonprofits and lenders in the multifamily housing market, and individual distressed homeowners and estates, he is familiar with all levels of clients and their associated needs. He has extensive real estate experience, representing clients in multifamily housing transactions, DC TOPA cases (tenant opportunity to purchase act), foreclosure defense and short sales, and as a title attorney and a real estate broker. He also has an active probate and...
Glen E. Frost
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Glen E. Frost
Annapolis, MD Estate Planning Attorney with 15 years of experience
(410) 431-2524 839 Bestgate Road
Suite 400
Annapolis, MD 21401
Estate Planning, Business and Tax
University of Baltimore, University of Baltimore and University of Baltimore
Glen E. Frost is the Managing Partner of Frost Law, a certified public accountant, and Certified Financial Planner®. He practices tax, business, estate planning, and white-collar crime. Glen manages a team of attorneys, certified public accountants, enrolled agents, former IRS employees, certified fraud examiners, and other professionals at the firm.

Frost Law is headquartered in the Washington, D.C. Metropolitan Area, and has office locations in Maryland, Virginia, Washington, D.C., Pennsylvania, and Florida. The firm serves clients domestically and abroad.

Glen is able to provide a holistic approach to resolving the legal, tax, business, and financial needs of clients with his diverse background....
Raymond E. Brown
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Raymond E. Brown
Annapolis, MD Estate Planning Attorney with 8 years of experience
1910 Towne Centre Blvd
Suite 250
Annapolis, MD 21401
Estate Planning, Elder and Probate
University of Baltimore School of Law
Raymond E. Brown is a founding member of The Law Office of Raymond E. Brown, LLC. His focus is on estate planning and associated practices in Maryland and the District of Columbia. Raymond brings compassion, understanding, and thoroughness to the table when listening to clients explain their goals and vision. He regularly donates free time to assisting underrepresented and impoverished individuals, believing that everyone should have a say when it comes to their legacy and medical decisions. Whether you have a large or small estate, you’re single, divorced, military, or a business owner, Raymond’s approach and system of processes will provide...
David Marquardt
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David Marquardt
Rockville, MD Estate Planning Attorney with 19 years of experience
(301) 603-3480 11810 Grand Park Avenue
Suite 500
Rockville, MD 20852
Estate Planning, Divorce, Elder and Family
University of Miami School of Law
My journey to becoming the owner and founder of Wayside Legal came out of an intense sense of justice and a desire to stand up for people who cannot stand up for themselves. I started Wayside Legal for you. Every day, the firm is devoted to serving clients and the community with enthusiasm and value. Your case isn’t just a legal event but a complete and total life transition, so I strive to be a concierge that can address any and all of the issues you may face.

I am a veteran attorney licensed in Maryland, D.C. and Virginia, handling all...
Tara Frame
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Tara Frame
Annapolis, MD Estate Planning Attorney with 30 years of experience
(410) 255-0373 234 West Street
Annapolis, MD 21401
Estate Planning, Elder and Probate
University of Baltimore School of Law
For as long as I remember, I wanted to be an attorney. My father and founder of the firm, Vernon Frame, was a practicing attorney for over 65 years serving the community before he retired in 2002 at the age of 80. I grew up watching him help the residents of the local communities when they needed legal advice or representation. I attend high school in Severna Park and subsequently moved to Baltimore where I attended the Johns Hopkins University and earned my bachelor's degree. While at Hopkins, I played for the Blue Jay's Women's lacrosse team. After graduation,...
Michelle Quash Profit
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Michelle Quash Profit
Chevy Chase, MD Estate Planning Attorney with 31 years of experience
(301) 882-3670 2 Wisconsin Circle
Suite 700
Chevy Chase, MD 20815
Estate Planning, Elder and Probate
Harvard Law School
Our firm specializes in estate planning and elder law solutions serving business owners, families and individuals residing in MD and DC. We understand the challenges of estate planning in this area, so when you visit or call our office, l listen and we talk together until you are comfortable and understand important estate law concepts about, revocable trusts, irrevocable trusts, charitable trusts, business trusts, special needs trusts, wills, estate planning, guardianship, durable powers of attorney, health care powers of attorney, and living wills. Our goal is to give you the information you need to make decisions, so you can...
Steven M Berger
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Steven M Berger
Severna Park, MD Estate Planning Attorney with 34 years of experience
(410) 777-5916 821 West Benfield Road
Suite 1
Severna Park, MD 21146
Estate Planning and Probate
University of Maryland Francis King Carey School of Law
I serve estate planning clients with plans that promote family harmony while minimizing future tax and administration expenses. A large percentage of my clients are government and corporate employees who have been good stewards of their earnings. Helping families makes my job very rewarding as I listen to life stories and put dreams and concerns into legally binding instructions. My clients become friends and I look forward to their visits.
Richard Sternberg
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Richard Sternberg
Potomac, MD Estate Planning Lawyer with 41 years of experience
(202) 530-0100 6509 Persimmon Tree Road, Suite 100
Potomac, MD 20818
Estate Planning, International, Probate and Real Estate
Center for International Legal Studies and Georgetown University
The Law Offices of Richard S. Sternberg is dedicated to the principle that bigger is not always better. Instead, it rests on a tradition that actually antedates the rise of the “mega-firm”-the solo practice. Emulating a country lawyer in a big-city environment allows Mr. Sternberg to provide more individualized service to his clients, and, at the same time, pursue more collegial relations with other members of the Bar. Since 1984, Mr. Sternberg has dedicated his practice to representing individuals and smaller businesses. For those corporate clients who have larger needs, he is affiliated with the Metropolitan Washington Law Consortium,...
David Bach
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David Bach
Rockville, MD Estate Planning Lawyer with 32 years of experience
(301) 738-7655 1401 Rockville Pike
Suite 650
Rockville, MD 20852
Estate Planning, Divorce, Education and Family
Hamline University School of Law
I have 23 years experience representing parties in divorce, custody, child support, visitation, paternity, and guardianship matters. My goal is to plan for trial from the initial client meeting forward, while at the same time attempting to construct a reasonable settlement for my clients either directly with the other party or through mediation. I was certified as a Collaborative Practitioner March 2011. In addition to representing clients locally, Mr. Bach has extensive experience representing clients involved in international family disputes including divorce, child custody, division of property and family assets, as well as retirement benefits. He has successfully handled...
Valerie E Anias
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Valerie E Anias
Annapolis, MD Estate Planning Lawyer
(443) 906-0025 168 West Street
2nd Floor
Annapolis, MD 21401
Estate Planning, Divorce, Domestic Violence and Family
University of Baltimore School of Law
From divorce and adoption to the drafting of your estate plan, A Team Family Law is here for you and your family. Call us to learn more about our firm and the services we can provide for you and your family. Valerie E. Anias is owner and founder of A Team Family Law, LLC. Val brings compassion, understanding, and thoroughness to the table when taking on a case. She is passionate about assisting underrepresented individuals and advocates for her clients irrespective of their gender, race, sexual orientation, family status, etc. Whether the issue involves a child custody dispute, divorce,...
Adam Habibi
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Adam Habibi
Bethesda, MD Estate Planning Lawyer with 13 years of experience
(443) 296-2570 6710 Rockledge Drive
Bethesda, MD 20817
Free ConsultationEstate Planning, DUI & DWI, Divorce and Immigration
Florida Coastal School of Law
At the Law Office of Adam Habibi, P.C. we handle many US immigration cases on behalf of clients throughout the United States and from around the world. Our mission is to provide you with individual attention and professional service at every step on the path toward achieving your immigration goals. U.S. immigration law is extremely complex and the assistance of a professional guiding you throughout the process is absolutely essential. We also offer affordable pricing and flat rates. Since 2011 the Law Office of Adam Habibi, P.C., has served clients from Maryland, Virginia and Washington, D.C. Reaching innumerable successes in-Court and...
Li Weng
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Li Weng
Rockville, MD Estate Planning Lawyer with 12 years of experience
(410) 243-5500 10741 Gloxinia Dr
Rockville, MD 20852
Free ConsultationEstate Planning, Family and Immigration
University of Texas - Austin
Founding partner Li Weng works in Rockville Law Group LLC’s practice areas of estate planning, family law, IPO and immigration. Li brings a background of over 12 years in estate planning, anticorruption, and trade matters, IPO, SPAC, OTC, immigration as well as transnational practice experience. Over several years, Li advised multinational companies undergoing internal and SEC investigations on potential violations by the companies’ subsidiaries of anti-bribery provisions of the Foreign Corrupt Practices Act. In addition, she represented companies during ITC investigations of antidumping and countervailing duty matters. She helped the firm’s clients to develop their estate, retirement, and gift planning...
Nancy Weller
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Nancy Weller
Annapolis, MD Estate Planning Lawyer with 36 years of experience
(410) 263-3660 22 1/2 West Street
Annapolis, MD 21401
Estate Planning, Arbitration & Mediation, Divorce and Family
University of Baltimore School of Law
I help people separate and divorce with dignity outside of court through mediation, collaborative practice, and legal coaching. I believe families can continue to be families after divorce.
Amy L. Griboff
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Amy L. Griboff
Rockville, MD Estate Planning Attorney with 22 years of experience
(301) 339-8725 751 Rockville Pike
Suite 7
Rockville, MD 20852
Estate Planning, Elder and Probate
American University Washington College of Law
I use my personal and legal experiences to help my clients and their families. I have written articles for the National Academy of Elder Law Attorneys and Maryland State Bar Association. I spoken at Churches, Junior League, NARFE, Ameriprise, Prudential, Montgomery Hospice, American Association of Daily Money Managers, Grass Roots Organization for the Well-Being of Seniors (GROWS), and Hospice Caring on topics, such as, Estate Planning: Wills and Trusts, Common Mistakes in Estate Planning, Planning for Long Term Care, Advance Medical Directives, and Guardianship.
Jessica E Zadjura
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Jessica E Zadjura
Annapolis, MD Estate Planning Attorney with 13 years of experience
1910 Towne Centre Boulevard
Suite 250
Annapolis, MD 21401
Free ConsultationEstate Planning and Family
University of Baltimore School of Law
Jessica Zadjura has firsthand knowledge of the hurdles divorced families face - she is the child of divorce, one of five siblings in a blended family, a wife, a mother, and a stepmother. Jessica's life experience helps guide her clients through every step of the family law process, whether in or out of court. As a seasoned litigator, mediator, and child attorney, Jessica uses her personal experiences and years of legal knowledge to help you determine the ideal process for your family. Jessica received her Bachelor of Arts in criminal justice from the University of Maryland. She earned her Juris...
Peter Antonoplos
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Peter Antonoplos
Chevy Chase, MD Estate Planning Lawyer with 22 years of experience
(301) 328-8927 5425 Wisconsin Avenue,
Suite 600
Chevy Chase, MD 20815
Free ConsultationEstate Planning, Business, Probate and Real Estate
Georgetown University Law Center and The Catholic University of America Columbus School of Law
For two decades, Mr. Antonoplos has represented individuals, families, and business leaders with real estate, litigation, and estate planning and probate matters. Mr. Antonoplos has been selected as a SuperLawyers Rising Star three years consecutively. Mr. Antonoplos’ practice covers a wide range of topics from real estate, estate planning, and probate, to commercial litigation, asset protection, and preservation, and business law issues. A classic generalist, Mr. Antonoplos counsels clients on business transactions and routinely litigates real estate; construction and probate matter is the Courts of the District of Columbia and the State of Maryland on behalf of individual and corporate...
Neveen H. Kurtom
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Neveen H. Kurtom
Largo, MD Estate Planning Lawyer with 18 years of experience
(443) 741-2567 9701 Apollo Drive
Suite 100
Largo, MD 20774
Estate Planning, Divorce, Family and Probate
University of Baltimore School of Law
Jason A. DeLoach
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Jason A. DeLoach
Oxon Hill, MD Estate Planning Attorney with 28 years of experience
(800) 292-5297 6710 Oxon Hill Rd
#330
Oxon Hill, MD 20745
Free ConsultationEstate Planning, Business, Municipal and Personal Injury
University of Baltimore School of Law
Todd K. Pounds
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Todd K. Pounds
Oxon Hill, MD Estate Planning Attorney with 36 years of experience
(800) 292-5297 6710 Oxon Hill Rd
#330
Oxon Hill, MD 20745
Free ConsultationEstate Planning, Business, Municipal and Personal Injury
University of Baltimore School of Law
Erica R. S. Hunt
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Erica R. S. Hunt
Camp Springs, MD Estate Planning Attorney with 32 years of experience
(301) 702-3788 5847 Allentown Road
Camp Springs, MD 20746
Estate Planning, Bankruptcy, Personal Injury and Real Estate
Georgetown University Law Center
I am client focused and results driven. My goal is that each client will feel that they are my only client. I deeply care about people and their welfare. Many clients come to me quite broken, feeling as though they have no hope or solution to their problems. It is important to me that during my representation they be compassionately restored and made whole through my efforts as a lawyer. As I pursue legal results my clients become like family and are treated as such. Although I am a legal counselor to my clients I also find...
Megan Marie Wallace
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Megan Marie Wallace
Bethesda, MD Estate Planning Attorney with 28 years of experience
(301) 468-0603 4520 East West Highway
Suite 700
Bethesda, MD 20814
Estate Planning, Elder, Probate and Tax
Georgetown University Law Center and Western Michigan University Cooley Law School
Attorney in a boutique law firm focusing on estate planning, trust administration and probate matters, including foreign or ancillary estates, in Maryland, the District of Columbia and Virginia.
Cedulie Renee Laumann
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Cedulie Renee Laumann
Crownsville, MD Estate Planning Lawyer with 21 years of experience
(410) 216-7000 1028 Generals Hwy
Crownsville, MD 21032
Free ConsultationEstate Planning, Business, Probate and Real Estate
University of Maryland Francis King Carey School of Law
Attorney Cedulie Laumann is the managing attorney and founding member of small law firm in Anne Arundel County, Maryland. The firm handles real estate, small business, and estate/trust matters. She enjoys helping clients reach positive solutions to their legal needs. Her firm employs innovative "flat fee" billing arrangements and fee options outside the traditional hourly based approach. "Legal Answers & Representation Relevant to YOUR needs!"
Cheryl Sellers Johnson
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Cheryl Sellers Johnson
Rockville, MD Estate Planning Lawyer with 30 years of experience
(800) 988-9930 1 Research Court, Suite 450
Rockville, MD 20850
Free ConsultationEstate Planning
Georgetown University Law Center and Chicago-Kent College of Law, Illinois Institute of Technology
"I develop custom planning solutions that underscore my clients’ personal family profile while achieving their wealth transfer objectives in a tax-favored manner."

Experienced Trusts & Estates attorney practicing wealth transfer planning, estate & trust tax law, fiduciary litigation, and business formation & succession planning. Practice Trusts & Estate Planning and Wealth Transfer, Asset Protection, Tax, & Business Planning. Work with individual clients and small business owners. Advise clients on a full spectrum of tax and estate planning services, including wealth transfer, business, and tax planning. Develop customized solutions that emphasized clients’ personal family profile and priorities; and their wealth transfer objectives.

Currently...
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