Jefferson Estate Planning Lawyers

In practice since 1987, Attorney Evan Farr is widely recognized as one of the leading Elder Law, Estate Planning, and Specials Needs attorneys in Virginia, DC, and Maryland, and one of foremost experts in the Country in the field of Medicaid Asset Protection and related Trusts. Evan Farr has been quoted or cited as an expert by numerous sources, including the Washington Post, Newsweek Magazine, Northern Virginia Magazine, Trusts & Estates Magazine, The American Institute of Certified Public Accountants, and the American Bar Association, and has been featured as a guest speaker on television and numerous radio shows, including Fairfax...

Roy Niedermayer is a member of the firm’s Litigation, Appellate Practice and Government Contracts practice areas. He excels in risk management - he identifies and assesses risk in each of his cases and then discusses alternative strategies in light of probabilities of outcomes to determine what the best cost-benefit course of action is. He may create decision tree analyses, determining what factors affect risk, how to reduce risk, and assigns probability of success. When first meeting with a client, Roy finds out what the client is hoping to achieve and what their goals are - in doing this he understands...

Robert Maclay is Co-President of the firm, and a member of its Estate Planning, Estate & Trust Administration, Corporate and Tax practice groups, among others. In all areas of his practice, Bob’s clients continually praise him for the personal attention he consistently gives them, touting him as a good listener, responsive to their needs, and capable of managing complex issues.
On the estate planning side of his practice, Bob Maclay works with people who may be facing a very difficult time in their lives and alleviates their personal concerns regarding their children and grandchildren. Whether he is preparing wills, trusts or...

Michelle Chapin, a member of the firm’s Estate Planning, Estate & Trust Administration, Tax and Corporate practice groups, advises individuals, families and small business owners regarding their estate and gift planning needs. Recognized as a Top Trusts and Estates Lawyer in Washingtonian magazine, Michelle excels at providing clients with easy to understand explanations of intricate legal and tax matters. She works closely with her clients to create comprehensive and customized estate and business succession plans to achieve their tax and non-tax wealth preservation objectives. She also helps clients implement lifetime gifting and post-mortem wealth transfer strategies and counsels fiduciaries on...

Founded in 2003, Simpson Law, PA provides a comprehensive, compassionate, and convenient way for busy parents and professionals to obtain vitally necessary estate planning services in MD, DC and VA. The standard package of documents provided includes a Will, Power of Attorney for Health Care, Power of Attorney for Finances, and a Living Will. Depending upon the client’s needs, trusts such as marital trusts, children’s trusts, and life insurance trusts are advised and prepared. Suzanne counsels clients with regard to strategies to reduce or eliminate estate tax liability, and makes recommendations regarding asset titling, life insurance, and...

Jeff graduated from Boston University School of Law’s Tax LLM program and practice as a tax, business, and estate planning attorney.

Jeff advises clients on legal and tax issues relating to business transactions, start-ups, corporate mergers & acquisitions, business successions, estate planning, and real estate. Jeff practices both federal and state tax law, and he assists individuals and businesses with tax audit defense and tax planning in the areas of income, corporate, partnership, franchise, sales and use, property, and estate taxes. Jeff's background allows him to consider clients' personal, business, and tax needs. Jeff was the 2013 president...

As a member of the firm’s Tax, Retirement Plans, Employee Benefits, Estate Planning, Estate & Trust Administration, and Corporate practice groups, Arnold Sherman focuses his practice on the areas of tax and business planning, and estate planning and probate administration matters. He has extensive experience in negotiating, structuring and documenting business contracts, tax-deferred exchanges and wealth preservation structures.
Arnie’s knowledge and familiarity with how businesses work make him especially adept at understanding and responding to the needs of his business clients. He is diligent in keeping himself apprised of current tax laws and continually works to provide his clients with the...

Paul Marcotte, Jr. Chairs the firm’s Tax practice group and is a member of its Estate Planning, Estate & Trust Administration and Nonprofit groups. He concentrates his practice on federal, state and international tax matters (both planning and controversy), estate and wealth preservation planning, probate and trust administration, nonprofit organizations, and business counseling and succession planning. Paul helps his clients by putting complicated tax issues into simple English. He makes sure that the individuals, businesses and international clients he services have help navigating our complex tax systems and avoid potential minefields such as increased levels taxation and/or penalties.
Paul’s international...

Sheereen E. Middleton, Esq. is from Silver Spring, MD, and moved to Florida to attend the University of Miami in Coral Gables in 2002. While attending UM, Sheereen was a member of the cheerleading squad and cheered for the football team, volleyball team, and basketball team. After graduating from UM, she attended law school at St. Thomas University in Miami Gardens. Sheereen is a licensed Attorney and Realtor® in both Maryland and Florida. Today, she practices Bankruptcy, Real Estate, and Estate Planning. When Sheereen is not in the office, she enjoys spending time at the beach, and being amongst friends...

Meredith Hill Law is a women run law firm that serves as legal concierge and general counsel for small businesses, as well as, assists individual clients with their estate plans. From the start of her legal career, Meredith knew that she wanted to start her own law firm. She wanted to create a business and brand of her own that would be a positive impact to others in her community. When she first began her firm, Meredith fell in love with running her businesses and it sparked a desire for her to help other business owners with their legal needs.

As...

Kerri Castellini is primarily a DC-based attorney with a focus on estate and trust administration, guardianship for incapacitated adults and minors, and estate planning. She brings her legal experience to the Trusts and Estates Practice Group and is currently admitted to practice law in Washington DC, Maryland, and before the supreme court. She is passionate about providing a high level of attention to her clients to come up with a plan that is best for their unique circumstances.

Mark W. Oakley is an established litigation attorney concentrating on civil litigation, personal injury, construction law, and criminal and traffic defense. He also advises business clients, negotiates and drafts contracts, and handles a variety of litigation matters at all levels of the state and federal court systems. Mr. Oakley is trained and certified in the collaborative practice of law. Mr. Oakley is a graduate of the University of Maryland School of Law (J.D. 1987), and the University of Maryland, College Park (B.A. 1984). He is a member of the Maryland State Bar Association, the District of...

"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...

As an adoptive mother of 5, Sheri A. Mullikin represents expectant mothers and fathers, adoptive parents, and children in private or independent, agency, and international adoptions throughout central Maryland, including newborn, stepparent and other relative/kinship adoptions. Ms. Mullikin also helps individuals and families protect their loved ones through estate planning and administration legal services, including wills, trusts, powers of attorney, and advance health care directives.

Jon is an attorney who specializes in business law who also serves as a business counselor. His passion is enriching the lives of entrepreneurs by making their businesses better. Jon has been the Director of Entrepreneurship and Workforce Development for the Carroll County Department of Economic Development. While there, he worked to establish a leading business support service network that includes the Carroll Business Path, the Carroll County Small Business Loan Fund, and the “Know Before It’s Go” regulatory compliance assistance program. In addition, he worked to improve workforce development as head of the Carroll County Business and Employment Resource Center. Before...

Mark Rothman is a founding member of the firm and currently serving as senior counsel to the Corporate, Estate Planning, Tax and Estate & Trust Administration practice groups. He practices primarily tax and business law and estate planning, and represents large real estate holding companies and large retail operating companies. He has extensive experience structuring proposed business ventures, such as limited liability companies, limited liability partnerships and Subchapter-S corporations, and also represents clients in conjunction with the sale and acquisition of a business. In addition to his business-related practice, Mark handles sophisticated and complex estate and succession planning matters, particularly...

Further information is at www.beatsonlaw.com

Marlow Law, LLC is a client-centered law firm, and prides itself on client satisfaction. Our mission is to provide our clients with prompt and effective legal representation, handling client needs with integrity, honesty, and diligence. We understand that the circumstances surrounding your need for an attorney can be stressful. Let Marlow Law, LLC serve as your dependable, personable, and compassionate advocate.

Contact us today to schedule your free, 30 minute initial consultation.

Christina Marlow graduated, Magna Cum Laude, from McDaniel College in 2008 with a B.A. in Psychology and Sociology, a concentration in Criminal Justice, and a minor in Spanish. Ms. Marlow...

Jeffrey Kolender chairs the firm’s Estate Planning and Estate & Trust Administration practice groups. He concentrates primarily in those areas and also advises small businesses in tax business planning. Jeffrey recognizes that each client is different and enjoys the challenge of creating a plan that accomplishes the client’s unique goals. He advises clients about adequately providing for their family, including saving taxes, creating trusts for children, planning for disability, and the special planning issues involved in second marriages and same-sex marriages.
He understands that estate planning can be a complex and emotional process for clients. Jeffrey always takes the time to...

Nicole devotes her law practice exclusively to building and protecting families. When working with her clients, she takes an educational approach so her clients fully understand their options and the steps they should take to achieve their goals. She takes the time to listen to your concerns and answer any questions you may have. As a result, she has a better understanding of your situation and can respond effectively with practical and sensible solutions. Nicole's unique assisted reproduction/surrogacy program is designed to give both Intended Parents and Surrogate Mothers support and peace of mind from the moment they contact her office...

Ashley Wilburn was born and raised in Hagerstown, Maryland and is a North Hagerstown High School alumnus. Ashley’s current practice emphasizes family law, including divorce, alimony, marital property distribution, child custody, child support, prenuptial and postnuptial (separation) agreements, enforcement and post-divorce matters, step-parent and private party adoptions, and child welfare. Her practice also includes estate planning, wills and trust, probate and estate administration, and commercial, contract and civil litigation. Ashley is also court-appointed to represent children in contested custody cases, and she has recently become a certified mediator. She looks forward to expanding her practice to...

I have been practicing law for over twenty-five years, and was selected as the attorney for several major legal service plans, including Chase Manhattan, American Express and Montgomery Wards Legal Service Plans, helping thousands of satisfied clients with their legal problems, and have been an AARP member attorney. In my legal practice, I have taken many cases to trial when necessary, but have settled many hundreds of disputes to the mutual satisfaction of my clients, sometimes involving hundreds of thousands of dollars. In the process, I have handled many cases in such areas of concentration as: Probate, Wills, Trusts, Estate Planning, Elder...

Paula Calimafde chairs the firm’s Retirement Plans, Employee Benefits and Government Relations practice groups and is also a senior member of the Estate Planning, Tax and Nonprofit groups. She has more than 35 years of experience advising companies and tax-exempt organizations on qualified and non-qualified retirement plans and employee benefits, including non-qualified deferred compensation, welfare benefit and cafeteria plans. She is a nationally recognized leader in the field of creative retirement plan designs for businesses and works closely with management and owners to prepare retirement plans, which suit the particular corporate needs.
Paula’s practice encompasses sophisticated estate planning and advising individuals...

Mark Binstock is a member of the firm’s Litigation practice group who concentrates a significant portion of his practice in litigation involving estates, trusts, guardianships and other fiduciary matters. He has experience in commercial litigation, a substantial portion of which involves commercial contracts, construction litigation, domestic relations and personal injury, while appearing regularly before the federal and state courts in Maryland, Virginia and the District of Columbia.
Every client has their own unique and individual needs and goals in pursuing matters in court. Mark strives to identify those needs during the course of representation. He is sensitive to his clients’ personalities...

Mark Goldstein, one of the founders of the firm, is a member of its Corporate, Financial Services, Estate Planning and Estate & Trust Administration practice groups. He concentrates on corporate, business, estate and tax planning and advises large and small corporations, general and limited partnerships, associations and proprietorships on sophisticated business planning issues. He represents a large number of estate planning clients and is well respected for his ability to communicate and implement complicated plans in a practical manner. Mark has significant experience in structuring and negotiating business and financing transactions, reorganizations and private placement syndications. He has served as...

Linda Schwartz is a senior member of the Professional Ethics & Discipline, Estate Planning, Estate & Trust Administration, Corporate, and Real Estate practice groups. She has considerable experience in complex real estate and commercial transactions, business planning, executive succession planning, and estate planning and administration for both U.S. and non-U.S. citizens. For more than 30 years, she has served as counsel to prominent national, regional and local developers and business owners. In 2006, she was elected to the American College of Real Estate Lawyers.
Throughout her legal career, Linda has been active in public service. She is a former Assistant Attorney...

Debbie Cohn’s keys to professional success are as diverse as her eclectic client base that consists of professionals, business owners, retirees, and non-U.S. citizens. Yet perhaps her most critical—and comforting—characteristic is an ability to explain complex concepts in a way her clients can understand. Debbie’s approach to estate planning is equal parts pragmatic and creative, which helps put her clients at ease with the knowledge that their families will be cared for and protected, and their asset protection and wealth management goals will be met. And her wealth of experience and vast knowledge of the law allow her to blend...

Steve Thienel is an attorney and managing member of Thienel Law Firm, a Maryland law firm dedicated to servicing the needs of professionals and business owners. In his law practice, Steve focuses his practice on a full spectrum of legal services in the areas of tax, business, estate planning, and family law matters to maximize client opportunities while preserving wealth. He represents entrepreneurs, investors, business owners, executives, and professionals in both litigation and transactional matters. Steve is an entrepreneur and business owner himself having been a business consultant, academic, and corporate executive prior to starting his own law practice.

Aquanetta J. Betts is founder and principal attorney of Betts Law Offices, LLC, offering services to individuals and businesses in Maryland and the District of Columbia. Estate Planning - Wills, Trusts, Guardianships, Powers of Attorney Business Law - Limited Liability Company, Corporations, Partnerships Real Estate - New Home Construction, Deeds, Leases (Commercial and Residential) Employment Law. Let us know how we can help you.

Jennifer's practice focuses primarily in the area of employment and labor law. Jennifer provides a range of services for union clients-- from contract negotiation, grievance processing and arbitration, to representation at the NLRB. Jennifer also represents employees in a variety of matters, including unlawful discrimination and wage-and-hour disputes.