Gaithersburg: 301-670-7030
Lutherville: 410-769-5400
Frederick: 301-668-2100

Estate Planning

When people hear the word “estate”, they think of millionaires and billionaires. The notion that only wealthy individuals have estates is not accurate. To have an estate, an individual must simply have an ownership interest in property. Thus, your car, home, bank accounts, retirement accounts, artwork, home furnishings, any trusts you are a beneficiary of, and the like are all considered your property and are included in your estate. If you choose not to create a unique customized estate plan or simply feel you do not need a plan because “you do not own very much”, you need to be aware that the state will direct distribution of your assets in accordance with statute rather than your wishes.

To this end, creating an estate plan is very important regardless of the value of your assets. There are many complex factors to consider when creating an estate plan that can include everything from planning for minor children, planning for a special needs child, owning a business, potential tax concerns, to avoiding probate or addressing potential conflicts among your intended beneficiaries. The attorneys of Berman, Sobin, Gross, Feldman & Darby LLP are compassionate to your individual challenges and concerns and will work with you to develop a customized estate plan designed to meet your individual needs.

Our attorneys understand that no two estate plans are alike. Our firm has the skill and knowledge to provide innovative strategies that address the concerns and needs for all types of clients, including:

  • Individuals
  • Couples with minor children
  • Business Owners
  • High net-worth individuals
  • Blended Families
  • Same-sex Couples
  • Families with special needs and elder care concerns

The attorneys of Berman, Sobin, Gross, Feldman & Darby LLP provide you with:

  • Client centered service – Our attorneys’ objectives are serving you and providing you with the personal attention necessary to achieve your goals. No estate plan is the same, and as such, every estate-planning document is tailored to your individual needs to help you and your family minimize any uncertainties and potential conflicts.
  • Ongoing Counseling – Our attorneys will provide you with counsel at all stages of your life, from establishing your estate plan to the administration of your estate. We hope to be your estate-planning attorney for life and are readily available to address any concerns, as well as, your family’s concerns with regard to assistance with estate administration upon your death.
  • Innovative solutions – Our attorneys consult with you to carefully analyze your goals and concerns, posing critical questions and offering advice and guidance on the options available to you to achieve your ultimate goals and resolve any issues or concerns surrounding those goals.

If you or a family member is in need of estate planning assistance, we provide guidance and solutions through a number of options and alternatives that may be available to achieving your ultimate goals. The attorneys of Berman, Sobin, Gross, Feldman & Darby LLP work with clients on a wide array of situations and circumstances that may involve the following matters:

  • Wills, trusts, and other estate planning alternatives
  • Business Succession Planning
  • Special Needs Planning
  • Tax Planning
  • Asset Protection
  • Fiduciary Services
  • Charitable and Foundation Planning
  • Guardianship/ Conservatorship
  • Elder Law

Contact our Estate Planning Attorneys

If you or a relative need an attorney for estate planning matters, please contact the attorneys at Berman, Sobin, Gross, Feldman & Darby LLP. Our attorneys offer a complimentary initial consultation. We represent clients throughout the state of Maryland and Washington, D.C. Our firm can be reached by phone at 301-670-7030, by email, or by completing the inquiry form on our Contact page.

For additional information, please visit our blog, Wills For Working Families.


What Our Clients Say

Known for our unwavering commitment to clients, for our integrity, and for delivering the best results, our clients continue to refer their friends, families and neighbors to us for their legal needs.


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One year ago today I made the call to your office. The best decision I could make. I wanted to share with you how impressed I am with your staff and your professionalism.

Heather P.

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Craig did a great job representing me! He's the lawyer I have trusted with my legal needs because he's professional, knowledgeable, and keeps me informed about my case.

Jaclyn K.

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I would like to express my gratitude for your efforts and dedication for my disability case. It's has been quite a long and upsetting process but you have handled my case in an extremely competent and responsible manner.

Leo H.

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I have recommended Mr. Feldman to several of my friends and colleagues and have heard nothing but excellent reviews. He is the best lawyer I have ever used.

Martin

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I received the check today. I could not believe it until I saw the check. Thank you so much. You have improved my family's quality of life tenfold.

Mike F.

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These guys go above and beyond! They always have your best interest in mind.

Mike W.

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You have been kind throughout this process and I appreciate your professionalism as well as your gentle concern. Thanks for helping us and all the others who need your legal expertise. We are grateful.

Nancy F.

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Thanks to Mr. Shultz's aggressive and professional work ethic style I was able to receive the medical services and compensation pertaining to my case.

Navdeep C.

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I can honestly say this firm is simply TOP NOTCH! They not only have handled countless cases for my members that require their services, they also have gone well beyond their "scope" to help some of my folks in other areas of need.

Rick H.

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The attention and professional care the staff has taken toward my needs has always been excellent. I have no complaints nor worries that my issues discussed are not addressed.

Tim T.

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I just got off the phone with Craig and let him know how thankful we are to you, him and Ken for all your efforts – you are all really terrific to work with!

Val K.

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Locations Throughout Maryland, Virginia & Washington DC

Gaithersburg Office

481 N. Frederick Avenue, Suite 300
Gaithersburg, MD 20877
301-670-7030 / 800-248-3352

Lutherville Office

1301 York Road, Suite 600
Lutherville, MD 21093
410-769-5400 / 800-248-3352

Frederick Office

30 W. Patrick Street, Suite 105
Frederick, MD 21701
301-668-2100 / 800-827-2667

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