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Tag Archives: Attorney David Galinis

What is so “Special” about a Special Needs Trust?

By Berman, Sobin, Gross, Feldman & Darby LLP |

The Problem. You have a disabled child who is currently receiving need-based public assistance such as Supplemental Security Income (SSI) and Medicaid. Your child is receiving those benefits because he or she is disabled and because he or she does not have sufficient income and resources. As a parent, you want to make sure… Read More »

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Death of a Loved One: Practical and Legal Guidance

By Berman, Sobin, Gross, Feldman & Darby LLP |

Dealing with the death of a loved one both before and after death are the two most difficult situations in our lives. In addition to the emotional toll, there are also innumerable details, practical and legal, surrounding a loved one’s death. Most people are not aware of the steps that need to be taken… Read More »

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How Does the New Fiscal Cliff Legislation Affect my Estate Tax Planning?

By Berman, Sobin, Gross, Feldman & Darby LLP |

On January 2, 2013 the American Taxpayer Relief Act of 2012 was enacted, avoiding the so-called “fiscal cliff.” In addition to income tax changes, the law contained provisions on estate taxes which certainly did avoid something very cliff-like. Had the law not been enacted, the federal estate tax exemption would have reverted to $1… Read More »

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Maryland Same Sex Estate Planning in 2013 and Beyond

By Berman, Sobin, Gross, Feldman & Darby LLP |

Estate planning in Maryland for same sex couples is dramatically different as a result of two groundbreaking legal developments in 2013. On January 1 same sex marriage became legal in Maryland and on June 26 the Supreme Court struck down portions of the Defense of Marriage Act (DOMA). As a result, same sex married… Read More »

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Preparing For the Death of a Loved One: 7 Practical Recommendations

By Berman, Sobin, Gross, Feldman & Darby LLP |

This is not an easy time and, emotionally, there is not much that your lawyer can do to help. What we can to is to assist you in understanding some of the practical issues involved. Below we describe seven recommendations of things to do before your loved one passes. At a minimum, this list… Read More »

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5 Things to Understand About Maryland’s Inheritance Tax

By Berman, Sobin, Gross, Feldman & Darby LLP |

1. It’s All About Who Inherits Maryland has both an estate tax and inheritance tax. The estate tax is assessable if more than one million dollars passes at death. The total dollar value of the property determines whether there is an estate tax. The inheritance tax is not dependent upon the value of the… Read More »

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The End of the 12 Year Maryland Estate Tax Experiment

By Berman, Sobin, Gross, Feldman & Darby LLP |

The Maryland legislative session of 2014 began with a bang. Specifically, the House introduced HB 739 that presumably could cause major changes to the way you and I plan for the inevitable. Yesterday, the Maryland Senate approved Maryland State HouseHB 739 that will recouple the Maryland estate tax exclusion with that of the federal… Read More »

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Avoid Naming Your Minor Children as Beneficiaries

By Berman, Sobin, Gross, Feldman & Darby LLP |

Beneficiary designations can be an effective tool to avoid probate, if used appropriately. (See Beneficiaries Instead of Probate: Use Caution). Assets can go quickly and directly to loved ones after your death. However, there are certain types of beneficiaries that should be avoided. First and foremost – no minor beneficiaries! I recently represented a… Read More »

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Beneficiaries Instead of Probate: Use Caution

By Berman, Sobin, Gross, Feldman & Darby LLP |

The term “probate” refers to the court process whereby a decedent’s assets are gathered together and, after the payment of the decedent’s debts, distributed to the decedent’s heirs. One way to avoid probate is through the use of beneficiary designations. The only assets that pass through probate are assets the decedent owned in his… Read More »

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Domestic Partnerships: How to Avoid Costly Inheritance Taxes on the Family Home

By Berman, Sobin, Gross, Feldman & Darby LLP |

In this modern era, families come in all shapes in sizes. It has become fairly common for same sex couples to buy a home and raise children. Then there are opposite sex couples who share their lives, including buying a house together, but forego the formalities of marriage. In 2009 the Maryland legislature enacted… Read More »

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