Top best Probate Lawyers Near me in ZIP 20814

Stephanie Perry is the Managing Partner of Pasternak & Fidis, and she concentrates her practice on estate planning, estate and trust administration, and premarital and domestic partnership agreements.. Stephanie advises clients in the preparation of wills, trusts, powers of attorney, and advance health care directives, and she also counsels clients with respect to the administration of estates and trusts. In estate planning, Stephanie’s goal is to provide each client with a plan that will meet the client’s personal objectives, while also preserving wealth and minimizing transfer tax liabilities. In estate and trust administration, Stephanie strives to make what can be a very challenging process as manageable and efficient for clients as possible. According to Stephanie, the most rewarding aspect of her practice is “getting to know clients and their families and serving as a trusted adviser who will help them achieve their primary objective of taking care of family.”. Stephanie also works closely with the Firm’s domestic relations attorneys on premarital and domestic partnership agreements. Stephanie’s primary objective in working with clients in these matters is to make sure a client is properly educated, understands his or her rights, and concludes the process with an agreement that is acceptable to both parties.. Stephanie has been recognized as one of the area’s top estate attorneys by Washingtonian and Bethesda Magazine; she has been recognized by Best Lawyers in Maryland; and she has also been recognized by Maryland and D.C. Super Lawyers in the areas of estate planning and probate every year since 2015. Stephanie is past Co-Chair of the Steering Committee of the Estates, Trusts and Probate Law Community of the District of Columbia Bar. Stephanie is also a member of the Estate Planning Council of Montgomery County.. Originally from Jacksonville, Florida, Stephanie received her B.S. in Political Science and English from Florida State University and her J.D. from Emory University School of Law in Atlanta, Georgia. After practicing in Atlanta for several years, she joined Pasternak & Fidis. Stephanie is admitted to the Bar in Maryland, the District of Columbia, Virginia, and Georgia.. An unwavering believer in the power of education, Stephanie serves as Vice-Chair of the Board of Trustees of the Washington School for Girls (WSG), an all-girls, tuition-free private school. Located in the District of Columbia, WSG provides access to education and support to 3rd through 8th grade students and their families in order to prepare them for success in high school and beyond. The Firm has also fervently supported WSG for several years.

Megan M. Wallace concentrates in the areas of estate planning, probate and trust administration. In addition to preparing wills, trusts, financial and health care powers of attorney, Ms. Wallace guides estate planning clients through the process of naming guardians for minor children and planning for the transfer of family businesses. Her clients include single people, married couples, families, and unmarried partners and their children.. Ms. Wallace guides numerous estates through the probate process, including foreign or ancillary probate matters. Ms. Wallace handles complex creditor issues and heir issues. In addition, Ms. Wallace has helped several clients unwind ownership of real property that was never properly transferred from a decedent.

I graduated first in my class from law school and thereafter clerked for a federal judge, joined the Washington office of a prestigious New York law firm and then became a federal prosecutor in the District of Columbia where I tried numerous criminal cases.  Thereafter I became general counsel to a New York Stock Exchange REIT, where I worked for 14 years.  I returned to law school at night, studying to become an estate planner and opened my own practice in 1998. I am a solo practitioner and enjoy helping my clients with their estate planning needs, which include trust preparation and administration and some estate tax planning.

Frank Baldino is an estate planning attorney who co-chairs Lerch, Early & Brewer’s estate planning & probate group in Bethesda, Maryland. His focus is on protecting the assets his clients have accumulated and minimizing federal and state tax liability. These clients range from homeowners whose property has appreciated to people with significant investment, retirement, business, and real estate holdings.. Frank develops estate planning and tax strategies that allow his clients to protect their assets for their families and future generations. He often works closely with their accountants and financial planners to provide comprehensive planning advice. He listens carefully in order to understand the big picture, and strives to make them comfortable, even when discussing difficult topics. Washingtonian and Bethesda magazines have named Frank as a “Top Lawyer” for estates and trusts, and he is listed in the Best Lawyers in America directory.. One of Frank’s greatest strengths is his ability to explain complex concepts in an easy-to-understand way. His calm and friendly demeanor encourages clients to think about the sometimes challenging and emotional aspects of planning an estate – from making sure a spouse is provided for to deciding what happens to children in the event of a parent’s death. With precision and detail, he then prepares wills, trusts and probate documents that reflect each client’s desires.. In addition, Frank is experienced in the areas of charitable giving, estate planning for . citizens, tax planning with respect to retirement plans and stock options, business succession planning, and estate and trust administration. He is admitted to practice in Maryland, the District of Columbia, New Jersey, and New York, and is a member of the U.S. Tax Court.. A Hackensack, N.J., native, Frank received his Bachelor of Arts, with honors, from Muhlenberg College in Allentown, Pa. He received his Juris Doctor from the Seton Hall University School of Law and his Master of Laws (LL.M.) in Taxation from the New York University School of Law.. He is an active member of the Washington, D.C., Estate Planning Council and the Estates and Trusts Section of the Maryland State Bar Association. Frank co-authored the book Basic Estate Tax Planning, the Maryland State Bar Association's publication designed primarily as a reference for estate planning attorneys. He also co-authors articles on current trends in estate and tax law for the monthly publication Estate Planning Journal.. Outside work, Frank enjoys spending time with his wife and daughter and reading non-fiction like one of his recent favorites, Bill Bryson’s A Short History of Nearly Everything.

A little more about me.  I am a third generation Washingtonian, my mother was born and raised in Northwest Washington, D.C., and my father in Northeast Washington, D.C.  My father's parents immigrated to America from Russia, but my mother's parents were born in Southeast Washington, D.C., where my grandmother was raised.. I have three daughters, one at Elon University in North Carolina, and two who still attend the Charles E. Smith Jewish Day School in Rockville, Maryland.  My wife is the Resource Counselor at Silver Creek Middel School in Kensington, Maryland.

Experienced Probate attorney serving clients in Bethesda and surrounding areas.

Experienced Probate attorney serving clients in Bethesda and surrounding areas.

Experienced Probate attorney serving clients in Bethesda and surrounding areas.

Experienced Probate attorney serving clients in Bethesda and surrounding areas.

Experienced Probate attorney serving clients in Bethesda and surrounding areas.

Experienced Probate attorney serving clients in Bethesda and surrounding areas.

Experienced Probate attorney serving clients in Bethesda and surrounding areas.

Experienced Probate attorney serving clients in Bethesda and surrounding areas.

Experienced Probate attorney serving clients in Bethesda and surrounding areas.

Experienced Probate attorney serving clients in Bethesda and surrounding areas.

Experienced Probate attorney serving clients in Bethesda and surrounding areas.

Experienced Probate attorney serving clients in Bethesda and surrounding areas.

Experienced Probate attorney serving clients in Bethesda and surrounding areas.

Experienced Probate attorney serving clients in Bethesda and surrounding areas.

Experienced Probate attorney serving clients in Bethesda and surrounding areas.

Experienced Probate attorney serving clients in Bethesda and surrounding areas.

Experienced Probate attorney serving clients in Bethesda and surrounding areas.