Maryland Estate Planning Lawyers

James A. Cleaver
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James A. Cleaver
Oxon Hill, MD Estate Planning Lawyer with 46 years of experience
(800) 292-5297 6710 Oxon Hill Rd
#330
Oxon Hill, MD 20745
Free ConsultationEstate Planning, Business and Personal Injury
University of Baltimore School of Law
Stephen Thienel
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Stephen Thienel
Columbia, MD Estate Planning Lawyer with 25 years of experience
(443) 535-9715 10624 Harpoon Hl
Columbia, MD 21044
Estate Planning, Business and Tax
University of Baltimore School of Law and University of Maryland Francis King Carey School of Law
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.
Christina Marlow
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Christina Marlow
Westminster, MD Estate Planning Lawyer
(410) 871-4490 One Court Place
Westminster, MD 21157
Free ConsultationEstate Planning, Divorce, Family and Probate
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...
Christopher J. Martin
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Christopher J. Martin
Rockville, MD Estate Planning Attorney with 11 years of experience
(240) 670-5522 1 Research Court
Suite 450
Rockville, MD 20850
Estate Planning and Probate
Howard University School of Law
Mark Binstock
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Mark Binstock
Bethesda, MD Estate Planning Lawyer with 48 years of experience
(301) 656-7603 4800 Hampden Lane
6th Floor
Bethesda, MD 20814
Estate Planning
The Catholic University of America Columbus School of Law
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...
Kerri Castellini
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Kerri Castellini
Rockville, MD Estate Planning Attorney with 18 years of experience
(301) 825-9030 110 N Washington St #303
Rockville, MD 20850
Estate Planning and Probate
The Catholic University of America Columbus School of Law
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.
Randall D. Fisher
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Randall D. Fisher
Annapolis, MD Estate Planning Lawyer with 35 years of experience
(443) 270-6305 170 Jennifer Road
Suite 205
Annapolis, MD 21401
Estate Planning and Business
Texas Tech University School of Law
The Fisher Law Office provides Estate Planning, Estate Administration, Wealth Planning, Business Law, Succession Planning, Asset Protection and Security Clearance advice to businesses and individuals in Annapolis, Arnold, Pasadena, Bowie, Glen Burnie, Severna Park, Edgewater, Baltimore, Columbia, Stevensville, Chestertown, Dunkirk, St. Mary’s City, Washington, D.C., BWI Airport, Anne Arundel County, Prince George’s County, Queen Anne County, Harford County, Talbot County Calvert County, Baltimore County, Baltimore City. We can be reached by email at info@thefisherlawoffice.com or on the web at www.thefisherlawoffice.com.
Katie Hynes DiFerdinando
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Katie Hynes DiFerdinando
Pasadena, MD Estate Planning Lawyer with 6 years of experience
(410) 255-3073 8562 Fort Smallwood Road
Pasadena, MD 21122
Estate Planning, Elder and Real Estate
Elon University School of Law
Long before I entered law school, I knew that I wanted to focus my career on the practice areas of estate planning, elder law and real estate matters. I experienced, first-hand, the family dynamics that can arise during a crisis. My tenacious approach to representing my clients has founded my reputation as a fierce advocate in litigated matters. I have always had a passion for helping people. I found that sense of purpose fulfilled when assisting clients with some of the most important decisions of their lives, namely estate planning and estate litigation, guardianship matters, elder law, and...
Victor Rosenberg
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Victor Rosenberg
Bethesda, MD Estate Planning Attorney with 60 years of experience
(301) 656-7603 4800 Hampden Lane
6th Floor
Bethesda, MD 20814
Estate Planning, Business and Tax
American University Washington College of Law
Victor Rosenberg, a founding member of the firm, is also a member of its Corporate, Tax, Estate Planning, and Estate & Trust Administration practice groups. He concentrates his practice on corporate, real estate, business, estate planning, probate and tax matters and is also involved in family wealth preservation and business continuity through the establishment of charitable trusts of all types, private foundations, family partnerships and limited liability companies.
Victor is active in trust reformation as well as the financing and sale of beneficial interests in trusts. He has extensive experience in structuring and negotiating business and financing transactions, including the sale...
Martine A. Jean
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Martine A. Jean
Hyattsville, MD Estate Planning Attorney with 13 years of experience
(240) 505-5391 PO Box 223
Hyattsville, MD 20781
Estate Planning, Business, Criminal Defense and DUI & DWI
University of Baltimore School of Law
Jonathan J. Goldberg
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Jonathan J. Goldberg
Rockville, MD Estate Planning Attorney with 36 years of experience
(301) 654-5757 401 N Washington St
#500
Rockville, MD 20850
Free ConsultationEstate Planning, Civil Rights, Elder and Nursing Home
The George Washington University Law School and The George Washington University Law School
Lindsey Warren Duvall
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Lindsey Warren Duvall
Annapolis, MD Estate Planning Attorney with 33 years of experience
(410) 721-1660 166 Defense Highway
Suite 303
Annapolis, MD 21401
Estate Planning and Business
University of Baltimore School of Law
Mr. Duvall received his Juris Doctorate degree from the University of Baltimore in 1990. For over eighteen years, he has successfully represented business and individual clients in the Baltimore/D.C. corridor. Passionate about providing thorough and highly personalized service, Mr. Duvall works with clients to achieve both protection and planning for the future. Duvall Law Firm, LLC has dedicated staff who are ready to serve you in the following areas: Estate Planning Incapacity Planning Wills Trusts Specialized Wealth Transfer Trusts DynastyTrusts Charitable Trusts Gifting Trusts Estate Administration Trust Administration Asset Protection Disability Planning Business Planning New Business Formation Purchase or Sale of Businesses Succession Planning Contract Review Shareholder/Member Agreements Business Outside Counsel Providing small businesses with immediate access to legal...
Karl L. Chen
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Karl L. Chen
Largo, MD Estate Planning Attorney with 28 years of experience
(301) 358-3981 9701 Apollo Dr #381
Largo, MD 20774
Free ConsultationEstate Planning, Business and Probate
University of Baltimore School of Law
Unique and Unconventional For nearly thirty years, I've cultivated a rich and diverse legal career, beginning with a focus on securities law and corporate compliance for seventeen years. During this time, I honed my skills in navigating the complexities of financial regulations and transactions, ensuring compliance and protection for my corporate employers. Transitioning into a general practice for the subsequent thirteen years, I broadened my expertise across various legal domains, providing comprehensive counsel to individuals and businesses alike. However, it was in the last five years that I found my true passion and calling in estate planning. Devoting my energy solely to...
Jennifer C. McManus
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Jennifer C. McManus
Towson, MD Estate Planning Lawyer
(410) 828-7775 500 York Rd
Towson, MD 21204
Estate Planning and Tax
University of Maryland Francis King Carey School of Law
Wayne Eig
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Wayne Eig
Bethesda, MD Estate Planning Attorney with 48 years of experience
(301) 656-7603 4800 Hampden Lane
6th Floor
Bethesda, MD 20814
Estate Planning, Business and Tax
George Washington University - Mount Vernon campus
Wayne Eig refers to himself as a business and tax lawyer for individuals and closely held entities, providing advice to clients involved in various business, investment, financial and succession planning activities. Sometimes, his clients are individuals or families, sometimes entities and often a combination of individuals/families and affiliated entities working together. Sometimes, these businesses have great value, sometimes they do not – but all of these clients have needs which require legal attention.
Over the course of his career, Wayne has chaired some of the firm’s major practice groups – Estate & Trust Administration, Estate Planning, Tax, and Corporate. In forty...
Mr. Paul A. Capriolo
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Mr. Paul A. Capriolo
Westminster, MD Estate Planning Lawyer with 39 years of experience
(410) 871-3091 196 East Main Street
Westminster, MD 21157
Free ConsultationEstate Planning, Criminal Defense, DUI & DWI and Divorce
The Catholic University of America
Paul Capriolo has been practicing law for over 30 years. He resides in Carroll County Maryland and practices primarily in his home County of Carroll and also in the neighboring Counties of Howard and Baltimore. In addition to being a lawyer, Paul is a Family Law mediator and conducts both private mediation and Court ordered mediation in his role as a mediator appointed by the Judges of the Circuit Court for Carroll County Maryland. In 2014, Paul Capriolo merged his practice with Cynthia Hatten Unglesbee and we now provide more comprehensive services for the benefit of our clients.
Frederick R. Franke, Jr.
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Frederick R. Franke, Jr.
Annapolis, MD Estate Planning Lawyer with 49 years of experience
(410) 263-4876 151 West Street Suite 301
Annapolis, MD 21401
Estate Planning
The George Washington University Law School and Washington and Lee University School of Law
In an increasingly complex and specialized world, it is important to keep a specific focus. Our focus is the law involving estates and trusts. Within this practice area, however, we do it all: planning, administration, and litigation. We have over 30 years of experience advising individuals, families and closely held businesses on a variety of matters related to wealth accumulation, preservation and transfer. We prepare wills, trusts, powers of attorney, business planning documents, estate tax returns, and many other documents to address our clients’ estate planning and administration needs. We also litigate estate and trust matters and serve as the...
Robert Beatson II
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Robert Beatson II
Potomac, MD Estate Planning Attorney with 43 years of experience
(301) 340-2951 9818 Glynshire Way
Potomac, MD 20854
Estate Planning, Business, Probate and Tax
Further information is at www.beatsonlaw.com
James L Mayer
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James L Mayer
Marriottsville, MD Estate Planning Lawyer with 48 years of experience
(410) 442-1088 2400 Longstone Lane, S 106
Mariottsville
Marriottsville, MD 21104
Estate Planning, Business, Probate and Real Estate
University of Maryland Francis King Carey School of Law
We focus on prompt responses on a human level to clients' legal needs. We have had forty years experience in a broad range of legal issues involving individuals, small businesses and real estate developers. We work with individual property owners to develop, sell and purchase residential and commercial property.
Victoria Eve Kelly
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Victoria Eve Kelly
Bethesda, MD Estate Planning Lawyer with 42 years of experience
(240) 242-9074 10411 Motor City Drive
Suite 750
Bethesda, MD 20817
Estate Planning, Probate and Tax
Duke University School of Law
Robin Rucker Gaillard
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Robin Rucker Gaillard
Largo, MD Estate Planning Lawyer with 28 years of experience
(301) 363-2933 1401 Mercantile Ln
Suite 571
Largo, MD 20774
Estate Planning, Divorce, Family and Probate
University of Baltimore School of Law
My philosophy is a guiding principle in my law practice and I apply it in every facet of serving my clients. My practice is an extension of that philosophy as I help clients problem solve when they are in the throes of a crisis. My philosophy also guides me when I am helping clients to avoid a future crisis through strategic planning and when I help them set priorities to mitigate the impact of a future problem.

Attorney Robin Rucker Gaillard is adept at the law and her ability to listen closely and to provide strong counsel along with a solid...
George E. Meng
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George E. Meng
Prince Frederick, MD Estate Planning Attorney with 50 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...
Thomas O’Toole
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Thomas O’Toole
Baltimore, MD Estate Planning Lawyer with 36 years of experience
(866) 573-0441 201 N Charles St
#2102
Baltimore, MD 21201
Free ConsultationEstate Planning, Business, Medical Malpractice and Probate
The Catholic University of America Columbus School of Law
Gilda O. Karpouzian
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Gilda O. Karpouzian
Annapolis, MD Estate Planning Attorney with 27 years of experience
(410) 280-8864 107 Ridgely Avenue, Suite 9
Annapolis, MD 21401
Estate Planning, Bankruptcy, Divorce and Domestic Violence
University of Maryland Francis King Carey School of Law
Gilda O. Karpouzian moved to Annapolis, Maryland 33 years ago. She graduated Magna Cum Laude from the University of Maryland in 1990 with degrees in Information System Management and Economics. After graduation, she worked for the Maryland Department of Legislative Reference for a year, then entered the University of Maryland School of Law where she obtained her Juris Doctor degree in 1996.

Ms. Karpouzian established her law firm in Annapolis, Maryland in1998 after few years of private practice in one of the larger law firms in Annapolis. She has represented clients from all Maryland cities, including Severna Park, Pasadena, Glen Burnie,...
Neal C. Baroody
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Neal C. Baroody
Baltimore, MD Estate Planning Lawyer with 37 years of experience
(866) 573-0441 201 N Charles St
#2102
Baltimore, MD 21201
Free ConsultationEstate Planning, Business, Medical Malpractice and Probate
University of Baltimore School of Law
Suzanne Benvenuto Simpson
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Suzanne Benvenuto Simpson
Spencerville, MD Estate Planning Attorney with 32 years of experience
(301) 421-0190 2000 Spencerville Rd
Spencerville, MD 20868
Estate Planning, Elder and Probate
George Mason University School of Law
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...
Eilene Brown
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Eilene Brown
Bowie, MD Estate Planning Attorney with 25 years of experience
(301) 812-3033 .
Bowie, MD 20716
Estate Planning, Bankruptcy and Family
Brooklyn Law School
Attorney Eilene Brown is a seasoned and skilled estate planning lawyer at E. Brown Legal, LLC. Her law firm is committed to helping clients of all ages prepare for the future by equipping them with the estate planning documents they need to protect and transfer wealth. Attorney Eilene Brown proudly serves clients throughout Bowie who need assistance drafting wills and creating succession plans for their businesses. Attorney Eilene Brown strives to provide valuable legal insight and offers unique legal solutions that are tailored to her clients’ specific needs.
Andrew Gross
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Andrew Gross
Towson, MD Estate Planning Lawyer with 15 years of experience
(443) 846-0740 600 Washington Avenue, Suite 201
Towson, MD 21204
Free ConsultationEstate Planning and Elder
University of Baltimore School of Law
Mr. Gross began his legal career at civil litigation firm dedicated to helping the victims of juvenile lead poisoning, before becoming an Assistant State’s Attorney in Baltimore City. From there, he joined the U.S. Army’s Judge Advocate General’s Corps, and was assigned to various locations around the United States, where he advised military leaders at all levels. He also had the opportunity to represent Soldiers in front of numerous Courts-Martial and Administrative Proceedings. Upon leaving the Army, Mr. Gross joined a medium-sized civil litigation firm in Towson before taking the opportunity to return to where he started as a law...
Peter D Randolph
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Peter D Randolph
Bethesda, MD Estate Planning Lawyer with 16 years of experience
(301) 530-8800 1 Dudley Court
Bethesda, MD 20814
Estate Planning, Business, Probate and Tax
American University Washington College of Law
Peter Randolph takes particular pride in spotting risks his clients had not previously seen and in crafting solutions to mitigate those risks and advance client interests. His multi-jurisdictional practice is focused on probate and trust administration, business and taxation. Our clients’ lives don’t stop at the state line and Peter has ensured that he can advise clients comprehensively on issues that affect their lives and livelihoods across the region and as far west as California.

Peter advises executors, trustees, and beneficiaries in the areas of probate and trust administration, including pre and post-mortem planning, and estate and fiduciary income tax....
Paul Marcotte Jr
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Paul Marcotte Jr
Bethesda, MD Estate Planning Lawyer with 42 years of experience
(301) 656-7603 4800 Hampden Lane
6th Floor
Bethesda, MD 20814
Estate Planning, Business and Tax
Georgetown University Law Center and University of Baltimore School of Law
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...
Deborah Cohn
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Deborah Cohn
Bethesda, MD Estate Planning Lawyer with 45 years of experience
(301) 656-7603 4800 Hampden Ln
6th Floor
Bethesda, MD 20814
Estate Planning and Tax
The George Washington University Law School
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...
Meetesh V Patel
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Meetesh V Patel
Columbia, MD Estate Planning Attorney with 23 years of experience
(240) 390-0600 9192 Red Branch Road
Suite 110
Columbia, MD 21045
Estate Planning, Business, Immigration and International
Brian Barkley
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Brian Barkley
Frederick, MD Estate Planning Lawyer with 53 years of experience
(301) 627-1231 8 West Third Street
Frederick, MD 21701
Estate Planning, Bankruptcy, Divorce and Family
The George Washington University Law School
The National Law Center, George Washington University J.D., with Honors
University of Maryland, BA Major in Government & Politics, Minor in Psychology
Civic, Professional, Foundation and Corporate Affiliations:

Delegate to Democratic National Convention
Campaign Manager for Rep. Michael D. Barnes
Rockville Chamber of Commerce – Past President
National Capital Chapter of MS Society - Board of Trustees, and Past Chair
Shady Grove Hospital Fund Campaign - Major Gift Chair
Montgomery County Bar Association –Chair Judicial Selections; Member of Ethics, Fee Arbitration and Legislation Committees
Silver Spring Chamber of Commerce - Vice President
Montgomery County Chamber of Commerce - Liquor Control Evaluation
Rockville Alternative Community Service Commission
Montgomery County Volunteer MS Committee -...
Christopher Longmore
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Christopher Longmore
Lexington Park, MD Estate Planning Lawyer with 27 years of experience
(301) 862-3764 22738 Maple Road
Suite 210
Lexington Park, MD 20653
Estate Planning, Business, Collections and Real Estate
Georgetown University Law Center
Chris is a partner at the firm, Dugan, McKissick & Longmore, LLC, whose practice areas include complex civil litigation, estate planning, zoning/land use and related real estate matters, and government contracts. His litigation practice focuses primarily on business and partnership disputes, construction-related contract disputes and other real estate related matters. He also represents clients in personal injury matters and leads the firm’s collections practice. Chris received his law degree, magna cum laude, from the Georgetown University Law Center in 1997 where he was Editor-in-Chief of the American Criminal Law Review and a Writing Law Fellow. Chris joined Dugan, McKissick and...
Tatiana Nicole Francisco Arias Laracuente
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Tatiana Nicole Francisco Arias Laracuente
Largo, MD Estate Planning Attorney
(240) 599-3799 9701 Apollo Drive
Largo, MD 20774
Estate Planning, Bankruptcy, Collections and Landlord Tenant
University of Maryland Francis King Carey School of Law
Thomas Downs
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Thomas Downs
Laurel, MD Estate Planning Attorney with 41 years of experience
(301) 776-7900 322 Main Street
Suie 102
Laurel, MD 20707
Free ConsultationEstate Planning
University of Maryland - Baltimore
Tom Downs is an Estate Planning Attorney who currently resides in Laurel, Maryland with his wife, Margie Lazzati Downs. They have three children, Patrick, Lauren, and Joseph Downs.

Patrick is married,  and is a civilian employee of the US Army, following five years service as an Army officer. He served a one year tour in Afghanistan, during which he lead numerous dangerous missions. We are proud of his service and thankful that he and his team made it home safely. We have a great appreciation for those who serve, and what they and their families do.

Lauren is married. She teaches at...
Kerri Bloom Cohen
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Kerri Bloom Cohen
Towson, MD Estate Planning Lawyer with 22 years of experience
(410) 657-2515 606 Baltimore Avenue
Suite 407
Towson, MD 21204
Estate Planning, Divorce, Family and Probate
University of Baltimore School of Law
As a native of Baltimore, Maryland, Attorney Cohen has been practicing here for over 20 years. She established the Law Offices of Kerri Cohen after working for 11 years for the State of Maryland in Baltimore City at the Office of the Public Defender as an experienced criminal defense trial attorney. She represented clients charged with serious felonies such as homicide, rape, robbery and drug charges among other crimes. Attorney Cohen has tried hundreds of cases before Judges and Juries in the Circuit Court, District Court and Juvenile Courts. Attorney Cohen graduated Magna Cum Laude from the University of...
Crystal Sewak Richard
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Crystal Sewak Richard
Centreville, MD Estate Planning Attorney with 17 years of experience
(410) 758-0877 124 N. Commerce St.
Centreville, MD 21617
Estate Planning, Family, Probate and Real Estate
The Catholic University of America Columbus School of Law
Jeffrey Kolender
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Jeffrey Kolender
Bethesda, MD Estate Planning Lawyer with 40 years of experience
(301) 656-7603 4800 Hampden Lane
6th Floor
Bethesda, MD 20814
Estate Planning and Tax
The George Washington University Law School and University of South Carolina School of Law
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...
Paula Calimafde
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Paula Calimafde
Bethesda, MD Estate Planning Lawyer with 47 years of experience
(301) 656-7603 4800 Hampden Lane
6th Floor
Bethesda, MD 20814
Estate Planning, Business and Tax
The Catholic University of America Columbus School of Law
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...

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