Estate Planning, Tax, and Probate

The estate planning, tax, and probate department of Bouland & Brush has a long-established reputation for providing quality, professional service to a diverse clientele. We serve a range of clients from individuals with modest incomes to families with a significant net worth. Our attorneys strive to understand the personal objectives of our clients in order to create individually tailored solutions using a range of sophisticated estate and tax planning techniques.

We serve our clients’ needs at every stage of the estate planning process from the drafting of wills and trusts to probate proceedings and litigation. Our expertise includes planning for valuation discounts, planning for charitable intentions, and addressing multi-generational intentions. Our team of professionals includes a Certified Public Accountant and two estates and trusts paralegals. The essence of our practice is understanding our clients’ wishes and needs so that we can fully represent their interests during each of these phases.

Our experience includes:

Estate Planning

• Drafting of wills, trusts, powers of attorney, and advance medical directives
• Life insurance and retirement asset planning
• Creation and administration of charitable trusts and private foundations
• Preparation of pre- and post-marital agreements
• Family limited partnerships and limited liability companies
• Guardianships and conservatorships
• Creation of dynasty trusts

Tax

• Representation before the Internal Revenue Service
• Federal and Maryland estate tax return preparation
• Fiduciary income tax return preparation
• Personal income tax preparation

Probate

• Administrative and judicial probate
• Ancillary probate
• Administration of estates and trusts
• Estate and trust controversies
• Will contests
• Trust contests
• Will and trust interpretation claims
• Will and trust litigation