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MARYLAND ESTATE PLANNING LAWYER & ATTORNEY

Wills, Living Wills, Trusts, Probate, Tax Planning, Asset Protection
Legal Advice & Representation in Baltimore, Annapolis, Columbia, Bethesda, Bowie, Frederick & Eastern Shore

Julie Schejbal, Chtd.
Attorney at Law

Experienced Estate Planning Lawyer & Attorney providing legal advice and legal help in various estate planning matters:

» Wills, Living Wills
» Trusts, Living Trusts
» Asset Protection
» Executor & Probate
» Estate Tax, Death Tax & Gift Tax
» Tax Planning
» Charitable Remainder Trust

Legal Advice for Estate Tax Planning

MARYLAND ESTATE PLANNING EXPERIENCE:

In most people’s minds, a successful estate plan simply transfers assets or wealth to the next generation. A successful estate plan is much more than that. It may include strategies to: (i) minimize the amount of estate and death taxes paid to the federal government or to the State of Maryland; (ii) plan for the incapacity of the elderly client or the relative of a client; (iii) plan for minor children or grandchildren; (iv) provide for asset protection; (v) provide for distributions to charities; and (vi) provide for business succession planning.

The Law Offices of Julie A. Schejbal, Chtd. brings a wealth of experience to solving a client’s estate planning needs. As a former IRS estate tax attorney, Julie Schejbal uses her experience to provide comprehensive tax savings for clients. She employs techniques such as: (i) living (or revocable) trusts; (ii) non-marital deduction trusts (or bypass trusts); (iii) insurance trusts; (iv) charitable remainder trusts; (v) charitable lead trusts; (vi) business buy-sell agreements; (vii) limited liability companies (LLC’s); and (viii) trusts for minors.

We also utilize numerous strategies to provide for a client’s incapacity including: (i) advance medical directives (or living wills); (ii) financial powers of attorney; and (iii) living trusts. After a client’s death, we also aid the personal representative (or executor) in navigating the probate process or the trust administration, including representing the personal representative in front of the local probate court or IRS, in the event of dispute. We also prepare all estate and trust tax returns for the client.