Top Estate Planning Lawyers in Bethesda | 24 available

7735 Old Georgetown Road , Bethesda , Maryland 20814

Practice Areas: Estate Planning

Firm: Handler & Levine, LLC

4520 East West Highway. , Bethesda , Maryland 20814

Practice Areas: Business & Commercial, Business Formation, Corporate , Estate Planning, Family , Probate , Real Estate , Trusts, Wills, Estate Planning, Estate Planning, Estate Planning

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.

7735 Old Georgetown Road , Bethesda , Maryland 20814

Practice Areas: Estate Planning

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.

Firm: Handler and Levine, LLC

Air Rights Building North   4550 Montgomery Aven , Bethesda , Maryland 20814

Practice Areas: Corporate ,Estate Planning,Probate ,Taxation - State & Federal,Wills

Firm: Pasternak & Fidis, P.C.

1100   7735 Old Georgetown Rd  20 , Bethesda , Maryland 20814

Practice Areas: Estate Planning,Probate ,Real Estate

Firm: Paley Rothman

4800 Hampden Lane , Bethesda , Maryland 20814

Practice Areas: Estate Planning

Pasternak & Fidis Pc Ste 1100 7735 Old Georgetown , Bethesda , Maryland 20814

Practice Areas: Estate Planning

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.

Firm: Wallace Law, LLC

7315 Wisconsin Avenue , Bethesda , Maryland 20814

Practice Areas: Estate Planning, Probate

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.

Firm: Savit & Szymkowicz, LLP

4520 East-West Highway , Bethesda , Maryland 20814

Practice Areas: Arbitration, Civil , Estate Planning, Probate , Probate, Probate

Handler & Levine LLC , Bethesda , Maryland 20814

Practice Areas: Estate Planning

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.

Firm: Bregman, Berbert, Schwartz & Gilday

7315 Wisconsin Ave , Bethesda , Maryland 20814

Practice Areas: Real Estate, Business, Estate Planning

Firm: Lena Barnett & Associates, L.L.C.

Attorneys & Counsellors at Law , Bethesda , Maryland 20817

Practice Areas: Elder , Estate Planning, Non-Profit Corporations, Estate Planning

My grandfather suddenly died when my father was just 7 years old. With no will in place, his estate was ravaged and the family struggled through some very rough years. Lena knows what can happen without planning! She wants to help her clients and client families avoid what her father, her aunt, and her grandmother experienced.. Estate planning enables clients to control what happens to them, their loved ones, & their assets while healthy, upon disability & after death while saving unnecessary expenses, taxes & stress. Business, asset protection & charitable planning are important components of Lena's practice. Lena keeps her clients on top of changes in the laws, while her clients keep her abreast of changes in their lives. She enjoys working with clients who appreciate the care she puts into each case. AV Preeminent 5.0 Peer Review Rated, Martindale HubbellLena welcomes new clients & appreciates referrals.. .

Firm: West and Feinberg, P.C.

4550 Montgomery Ave , Bethesda , Maryland 20814

Practice Areas: Corporate , Estate Planning, Taxation - State & Federal, Contracts & Agreements, Contracts & Agreements, Contracts & Agreements

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.

Firm: JDKatz, PC

4800 Montgomery Lane , Bethesda , Maryland 20814

Practice Areas: Estate Planning, General Litigation, Legal Services

Firm: Avrine Law Firm, LLC

10411 Motor City Drive Ste 750 , Bethesda , Maryland 20817

Practice Areas: Estate Planning

Iryna Avrine is founder and head attorney of the Avrine Law Firm, LLC located in Bethesda, Maryland. Her practice is focused on estate planning and elder law. Mrs. Avrine helps families and retirees reach their financial, retirement, and estate planning goals through creating personalized and comprehensive estate plans. She also serves her clients legal needs in the areas of immigration, special education, and small business. Building relationships and understanding each clients objectives and goals defines Mrs. Avrine's approach to handling her clients legal matters. She is fluent in English, Russian, and Belarusian.. Mrs. Avrine started her journey of becoming an attorney in Minsk, Belarus, where she studied law in the Academy of Public Administration. In the United States, she graduated from the University of Baltimore with a B.A. in Jurisprudence and then attended law school at the University of Baltimore School of Law. In 2014, Mrs. Avrine obtained her law degree with honors, summa cum laude, while finishing at the top of her class. Mrs. Avrine is proudly admitted to practice law in the State of Maryland.. Prior to opening her practice, Mrs. Avrine worked as an attorney at a boutique general practice law firm in Annapolis. Early in her career, she gained experience as a law clerk supporting various practice areas, including trusts and estates, corporate, bankruptcy, and products liability, with law firms in Maryland.. Along with her professional expertise, Mrs. Avrine is a compassionate and personally engaged problem solver, always striving to find the best solution for each of her clients. As resolving legal issues is often an emotional process, Mrs. Avrine maintains a patient, thoughtful, and creative approach while serving her clients legal needs. Away from the office, Mrs. Avrine enjoys hiking with her husband, two children and a precious little dog, reading historical novels and cooking Belarusian food.

Firm: West & Feinberg, P.C.

Ste 775 N , Bethesda , Maryland 20814

Practice Areas: Estate Planning

Firm: Daniel S. Willard, PC

9401 Rockville Pike , Bethesda , Maryland 20814

Practice Areas: General Litigation, Business, Estate Planning

Firm: Cohen & Hertz

7910 Woodmont Ave , Bethesda , Maryland 20814

Practice Areas: Estate Planning, Divorce & Family, General Litigation

Firm: C. Brian Carlin, P.A.

4419 East West Highway , Bethesda , Maryland 20814

Practice Areas: Banking & Finance, Business & Commercial, Estate Planning, Land Use & Zoning, Real Estate , Zoning, Planning & Land Use, Estate Planning

Firm: Robert E. Ward & Associates, P.C.

4520 East West Highway. , Bethesda , Maryland 20814

Practice Areas: Business & Commercial, Estate Planning, International & Trade, Taxation - State & Federal, Business, Business