Top best Estate Planning Lawyers Near me in ZIP 20814

Theodore Goldstock is a business and litigation attorney at Lerch, Early & Brewer in Bethesda, Maryland. He counsels businesses on a broad range of corporate and commercial law matters and represents clients in business-related disputes and commercial litigation. He also advises family-owned businesses on succession planning, governance and other issues.. Understanding of Business Issues Based on Experience Running a Company. As a business attorney, Ted draws on his experience as the former COO and general counsel for his own mid-sized family business. His understanding of today’s business issues and his sensible approach to solving problems is appreciated by clients, including companies that rely on him for general counsel services, commercial transactions, mergers and acquisitions, business formation, succession planning, operating agreements, shareholder agreements, leasing, intellectual property licensing, and general corporate law. Practical and determined, Ted has a deep understanding of the issues facing families in business together, and an ability to customize solutions based on circumstances unique to each family and company.. Resolving Business Disputes. In the area of commercial litigation, Ted handles business disputes, including conflicts among shareholders and limited liability company members. He litigates for his clients in the courts and in administrative proceedings and appeals. In addition, he has substantial experience representing business clients in arbitration proceedings and related litigation regarding the use of arbitration to resolve disputes.. Health Care Providers. Ted often combines his business acumen and litigation experience serving health care providers such as physicians groups, hospitals, surgery centers, and continuing care communities. Ted has handled mergers between physician groups, and transactions involving the consolidation of individual practices into mega groups. He helps individual physicians in their negotiations with hospitals and physician groups, individual hospitals in business transactions, and joint ventures among groups of hospitals. Ted has represented both surgery centers and specialty groups in their dealings with surgery centers. He also has handled transactions with Accountable Care Organizations.. Nonprofit Governance. Ted also represents many nonprofit organizations in all aspects of business transactions, including mergers between nonprofits, joint ventures and corporate governance, as well as obtaining exemptions from income taxes and other state and local taxes.. Ted received his Bachelor of Arts, magna cum laude, from Dartmouth College, where he was inducted into Phi Beta Kappa. He also attended the Chinese University of Hong Kong. Ted received his Juris Doctor from the University of Maryland School of Law. He is admitted to practice in Maryland and the District of Columbia.. Active in Montgomery County civic affairs, Ted serves as general counsel to the Greater Silver Spring Chamber of Commerce and as general counsel to the board of Bethesda Arts and Entertainment District, Inc. and to Temple Shalom in Chevy Chase, Maryland. He also serves as pro bono business counsel to Imagination Stage, where he regularly negotiates agreements with artists and their agents. At Lerch Early, Ted serves on the firm's management committee and board of directors.. Ted is an avid collector of antiques and decorative art, and holds a certificate in Antique and Decorative Art Connoisseurship from The George Washington University. In addition, he is an épée fencer and an avid trap, skeet and sporting clays competitor.

Oren Goldberg, an Of Counsel in the Estate Planning & Administration Group at Pasternak & Fidis, P.C., in Bethesda, Maryland, joined the Firm as an associate in 2008. After helping to launch a family business in 2014, Oren rejoined the Firm in 2018.. Oren advises individuals and families on all aspects of estate planning, probate, and estate and trust administration. He brings knowledge and experience in business succession planning and asset protection planning to the practice. Oren also helps clients achieve their charitable objectives, both in life and after death.. Oren often advises families on multi-generational estate planning. In addition to preparing wills, financial appropriate trusts, and health care powers of attorney, this may include advising clients on appropriate generation-skipping planning, special needs planning, and finding effective ways to maximize avaiable tax exemptions and exclusions. Oren is experienced in the use of various estate planning vehicles, including generation-skipping trusts, life insurance trusts, qualified personal residence trusts, and may advise on the use of supplemental special needs trusts, silent trusts, and best practices when planning for the disposition of family business assets.. Oren believes: “The goal of estate planning, especially when a family business is concerned, should be the efficient transfer of ownership and control, while minimizing taxes and the potential for intra-family conflict.” To that end, Oren often advises clients to take the “long view” with their estate planning, recognizing that the process is ongoing, will require collaboration with accountants and financial advisors, and may involve annual reviews to identify how changing circumstances often open new planning opportunities.. Oren is admitted to the Bar in Maryland, the District of Columbia, and South Carolina (inactive). Prior to joining the Firm, Oren received his LL.M. in Taxation, as well as the Certificate in Estate Planning, from Georgetown University Law Center. He received his Juris Doctorate from the University of South Carolina School of Law where he was Publications Editor of the South Carolina Journal of International Business and President of the Sports and Entertainment Law Society.. After law school and before moving to the D.C. Metro area, Oren clerked for the Charleston County Probate Court in Charleston, South Carolina. Oren’s wife, Laurel, was raised in Charleston, and they maintain ties to the city through the Piccolo Spoleto program, where Laurel’s father directs a program on early music.. Oren graduated from New York University, Tisch School of the Arts with a Bachelor of Fine Arts degree in Film and Television Production. Before attending law school, Oren worked as a film and video editor, but today he more often uses these skills to edit videos of his daughters’ performances.. A native New Yorker and dual American-Israeli citizen, Oren is bi-lingual in English and Hebrew, enjoys visual and performing arts, and particularly cherishes his time with family, including daughters, Hannah and Ellie, and their Sheepadoodle, Penny. When they are not rehearsing for or performing in a musical theater production, playing basketball, or participating in activities at Temple Micah in Washington, DC, the Goldbergs often can be found hiking area parks and trails with Penny, or visiting extended family in New York, South Carolina, Florida, New Zealand, or Israel.

Mindy Suchinsky serves a wide range of clients in the areas of estate planning, estate and gift taxation, and probate and estate administration. In addition, she advises clients on issues relating to the elderly and those with special needs.. Ms. Suchinsky began her career in the field of deaf education, working as a teacher and a principal in New York and Illinois. She also worked as an editor for Commerce Clearing House where she authored and edited publications in the areas of estate tax, gift tax and income tax.. After moving to Maryland, Ms. Suchinsky began practicing law and worked in various firms in Montgomery County that concentrate in the areas of business law, real estate and trusts and estates. She has been with West & Feinberg, P.C. since 1998. Ms. Suchinsky is a frequent speaker to charitable groups and other local groups in Montgomery County on the topics of charitable giving and estate planning and has served on the Boards of Directors of various charities.. Ms. Suchinsky received her B.S. in speech from Northwestern University in 1976; her Ed.M. in education from Harvard University in 1977; and her J.D. from the Benjamin N. Cardozo School of Law of Yeshiva University in 1983. Ms. Suchinsky is admitted to practice law in Maryland, New York and Illinois.

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.

Marcie Brecher joined West & Feinberg as an associate in 2013.Ms. Brecher concentrates her practice in the areas of estate planning, probate and trust administration.Ms. Brecher began her career in the charitable arena, working for over a decade as a major gift officer for national non-profit organizations. In this capacity, she discussed various philanthropic giving vehicles, including legacy gifts and charitable trusts, with individuals and families.Ms. Brecher received her J.D., cum laude, from the University of Maryland Carey School of Law, her M.A. in international economics from the Johns Hopkins School of Advanced International Studies (SAIS), and her B.A. from Duke University.In law school, she was the Executive Articles Editor for the Journal of Business and Technology Law. Ms. Brecher received the Steven J. Mandell Scholarship Award in May 2011 from the Maryland State Bar Association Business Law Section for outstanding performance in business law coursework. Ms. Brecher is admitted to practice law in Maryland and the District of Columbia.

Marc Feinberg concentrates in estate planning, probate and estate administration. He is a Fellow of the American College of Trust and Estate Counsel and was featured in Washingtonian Magazine’s Top Estate Planners, as well as The Best Lawyers in America, Trusts and Estates, and Super Lawyers.Mr. Feinberg has been active in legal education and public speaking throughout his career in the areas of taxation, estate planning and retirement planning. He taught Estate and Gift Taxation at the Georgetown University Law Center for four years and has lectured widely to practicing lawyers, including American Law Institute-American Bar Association (ALI-ABA) courses, law school symposia, Bureau of National Affairs conferences, annual Tax Section meetings of the American Bar Association, Maryland State Bar Association meetings, and Maryland Institute for Continuing Professional Education for Lawyers (MICPEL) classes.Prior to entering private practice, Mr. Feinberg worked in the Estate and Gift Tax Division of the national office of the IRS for six years, where he authored IRS Publication 904 on Interrelated Computations for Estate and Gift Taxes. Mr. Feinberg received his B.A. in political science from Bucknell University in 1971; his J.D., with honors, from the George Washington University in 1974; and his LL.M. in taxation from the Georgetown University Law Center in 1980. He is admitted to practice law in Maryland and the District of Columbia.

Lindsey Sarowitz joined Handler & Levine, LLC in 2013. Lindsey counsels clients on estate planning, helping them with decisions regarding themselves and their families. Lindsey is integral in the firm's estate administration process, helping guide families through probate and trust administration, following the loss of a loved one.. Lindsey is a member of the Maryland, District of Columbia, and Virginia Bars, and is a member of the Estate Planning Council of Montgomery County, MD. She is also an active member of the Grass Roots Organization for the Well-being of Seniors (GROWS), which is the leading organization dedicated to the well-being of seniors in Montgomery County. As part of her practice, Lindsey provides estate planning seminars to Federal Government employees through the National Institute of Transition Planning. Lindsey is also an adjunct professor at Montgomery College, and regularly teaches “Wills and Estates” as well as “Probate in Maryland.". Lindsey earned her B.S. in Justice, cum laude, in 2007 from American University in Washington, D.C. While in college, she worked at The White House in the Office of National Drug Control Policy, and was an intern at the U.S. Senate. She received her Juris Doctor degree in 2010 from Thomas Jefferson School of Law, in San Diego, CA. In law school, Lindsey was a volunteer mediator at the San Diego Superior Court and was also president of Thomas Jefferson School of Law’s Women’s Law Association.. Lindsey was admitted to the Maryland Bar in 2014, the District of Columbia Bar in 2015 and became a member of the Virginia Bar in January 2021. Lindsey was given the AVVO Clients’ Choice Award in 2020 and has been selected as a “Rising Star” by SuperLawyers for 2021-2022. She was also voted one of the "Top Attorneys" in Bethesda Magazine.

Larry Stern has thirty years of experience in the areas of estate planning and estate administration, and corporate, business and tax matters.. Mr. Stern provides a broad range of estate planning and estate administration services to executives, business owners and other individuals. He helps them develop and implement estate plans that enable them to transfer their assets to future generations while minimizing estate taxes and other costs, helping maintain family relationships and protecting inherited assets from divorce and creditors. He also frequently serves as a Trustee or Personal Representative to help families manage their estates and avoid family disputes.. Mr. Stern also represents a variety of closely-held business entities, including many professional practices and technology companies. He advises them on issues ranging from determining the appropriate choice of entity to various contract and tax issues that arise, works with them on preparing shareholders and buy-sell agreements and employment agreements, and assists them in the sale process.. Mr. Stern received his B.A. in economics from Yeshiva University in 1982, cum laude, and his J.D., with honors, from Georgetown University Law Center in 1985. He is active in many non-profit organizations. Mr. Stern is admitted to practice law in Maryland.

Jim Peppe concentrates his practice in the areas of corporate law, commercial transactions, and estate planning and administration.In his corporate practice Mr. Peppe serves as outside general counsel to a wide range of companies and senior executives. Mr. Peppe's corporate representation includes drafting and reviewing all types of contracts, corporate governance, leasing, licensing, financing, and structuring and drafting complex limited liability company, partnership, and joint venture agreements.Mr. Peppe's transactional experience spans all aspects of business transactions including negotiating and drafting the letter of intent, reviewing and completing the due diligence process, negotiating and drafting the purchase agreement, and closing the transaction. He regularly advises and represents clients in mergers, acquisitions, sales, reorganizations, and recapitalizations.Mr. Peppe also provides a broad range of estate planning and estate administration services to executives, business owners and other individuals, helping them develop and implement estate plans that enable them to transfer their assets to future generations while minimizing estate taxes and other costs and helping maintain family relationships.Mr. Peppe is actively involved in the Maryland State Bar Association (MSBA). He currently serves on the Board of Governors of the MSBA and the Section Council of the Business Law Section. Previously Mr. Peppe was Chair of the Business Law Section's Committee on Unincorporated Business Associations (Limited Liability Companies and Partnerships). Under Mr. Peppe's leadership the Committee drafted and championed the 2011 and 2012 amendments to the Maryland Limited Liability Act. In addition, Mr. Peppe is a past Co-Chair of the Business Law Section of the Bar Association of Montgomery County.Mr. Peppe was recognized as a Rising Star in business and corporate law in the 2009, 2010 and 2012 editions of Maryland Super Lawyers magazine, a distinction that recognizes the top 2.5 percent of lawyers under the age of 40 or those in practice for 10 years or less.Mr. Peppe received his LL.M. from New York University in 2004; his J.D., cum laude, and his M.A. from the University of Michigan in 2000 and 1999, respectively; and his B.A., magna cum laude and Phi Beta Kappa, from Duke University in 1994. Prior to joining the firm he was with Squire, Sanders & Dempsey LLP. He is admitted to practice law in Maryland and the District of Columbia.

I represent individuals in a range of estate planning matters, including the preparation of wills, trusts, powers of attorney, advance health care directives, and designations of standby guardian. I enjoy advising clients through the entire estate planning process so that their estate planning goals are met and they feel empowered after executing their estate plan.

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.

I am Susan Eleff, an attorney with over forty years of experience in estate planning, business transactions and commercial and residential real estate matters. I welcome new clients in the areas where I practice, and make every effort to provide outstanding service.  I invite you to watch the very short "whiteboard" video posted by my photo on my "home page" on this Avvo site.. My estate planning practice includes the preparation of wills, trust agreements, family limited partnerships with planned gifting, powers of attorney, and medical directives. I formulate comprehensive plans to address tax aspects, asset protection and business succession, in accordance with clients' needs and priorities.My transaction practice extends to a broad range of matters, including corporate, partnership and limited liability company start-ups, mergers, acquisitions, divestitures and reorganizations, private placement of securities, buy-sell and employment agreements, secured transactions and intercreditor agreements, work-outs and refinancings.My real estate work encompasses property acquisitions, sales, development, financing, tax-free exchanges, leasing, restrictive covenant and easement agreements for retail, office, industrial, residential, condominium and mixed-use properties, including big box and shopping center developments, office buildings, raw land, and other real estate. I have also handled trial and appellate litigation on adverse possession cases in the Maryland state courts.I am admitted to practice in Maryland, Virginia, the District of Columbia, Pennsylvania, New Jersey and Illinois. I am a graduate of the University of Pennsylvania School of Law, and was a Benjamin Franklin Scholar at the University of Pennsylvania, receiving my B.A. there in two years after high school, summa cum laude, Phi Beta Kappa, with honors in my major, Economics, where I was awarded the Shanbaum Prize (top Economics graduate). I have been rated "AV Preeminent" in the Martindale-Hubbell Peer Review Ratings, the highest rating by that service.

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.

For over twenty years, Joe Leone has concentrated his practice in representing closely-held business entities such as partnerships, limited liability companies and corporations, from formation through sale or dissolution. Mr. Leone has handled a wide variety of legal issues and serves as an advisor and counselor to his clients on general corporate matters. In addition, Mr. Leone regularly renders advice about the appropriate choice of business entity and how new businesses should be capitalized.. Mr. Leone has extensive experience representing clients in a variety of business transactions, including mergers and acquisitions, joint ventures, strategic alliances, reorganizations, divestitures, and liquidations.. Mr. Leone provides legal services related to medical and dental practice transitions throughout the Washington, D.C. region. His clients in this area include physicians, podiatrists, dentists, and the business entities in which they practice, as well as ambulatory surgery centers. Mr. Leone handles all aspects of the medical and dental practice structure through and including the structuring, negotiating, documenting and implementing employee arrangements, partnership arrangements, acquisitions and sales. Mr. Leone heads the firm's medical and dental acquisition practice.. Mr. Leone also provides estate planning services to business owners and other individuals, helping them transfer their assets to future generations while minimizing transfer taxes.. Mr. Leone received his B.A. in economics from Brandeis University in 1983, cum laude; his J.D., with honors, from the George Washington University in 1986; and his LL.M. in taxation from the Georgetown University Law Center in 1993.. Mr. Leone is admitted to practice law in Maryland, the District of Columbia, Virginia and Florida. He is a member of the District of Columbia Bar, the Maryland State Bar Association and the American Bar Association.

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.