Why Stein Sperling?

We structure uniquely personal, flexible and effective plans to help our clients preserve maximum wealth throughout every stage of life.

Estates and Trusts at Stein Sperling Stein Sperling Estates and Trusts Practice Maryland Wills and Estate Planning at Stein Sperling Maryland Estate Tax at Stein Sperling

Estates + Trusts

Although traditionally viewed as an area of law dealing with the disposition of property after death, estate planning encompasses far more. It is a dynamic process that takes into account personal, financial, health and family goals throughout a client’s lifetime as well as after death. While clients still have and need estate plans to provide for their families or other desired beneficiaries, now more than ever they are also engaging in estate planning to protect assets for their own use, whether pre-retirement, post-retirement or in preparation for a period of incapacity or illness.

Stein Sperling’s Estates and Trusts practice provides a broad range of services that include the organization and development of estate plans, assistance in the administration of trusts and estates, and working with clients step-by-step through the probate process. Our attorneys combine experience, knowledge and the practical applications of estate, trust, business and tax laws with innovative approaches designed to meet clients’ needs and objectives.

Our experience and backgrounds, along with patience and understanding, are the qualities that highlight our approach. We listen carefully to our clients and then take the initiative to educate them about the options that are available to meet their goals, working closely with them through the various personal, financial, health and tax changes that affect their estate plans over time. Our clients, with whom we build close and lasting relationships, include a wide range of individuals, families, entrepreneurs and businesses requiring sophisticated estate, trust and tax-related legal services.

Representative Matters

After a Circuit Court Judge appointed him as Successor Special Administrator, senior litigation principal David C. Driscoll, Jr. successfully defended a Petition to Caveat in a jury trial in the Circuit Court for Montgomery County. The petition was filed by certain heirs who challenged the validity of the amendment to a Last Will and Testament. Mr. Driscoll acted both as the appointed administrator of the estate and as the attorney for the litigation. Stein Sperling provided representation to the Estate through the skill and experience of its Estates and Trusts department and members of its Civil Litigation team.

Estate planning is about providing protection and assisting clients in meeting their goals.

Steven A. Widdes Steven A. Widdes

Estate planning is a personal experience; empathy and understanding brings a lot to the table.

Ann G. Jakabcin Ann G. Jakabcin

I clearly explain the planning techniques that will address a client's specific needs and concerns.

David B. Torchinsky David B. Torchinsky

There are seldom perfect solutions for clients, but there are always optimum ones.

Dave De Jong Attorney David S. De Jong

Resource Center

Estate Planning FAQs: Maryland Probate

Letters of Administration? "Interested Persons"? Accounts? Learn about the Maryland Probate Process.

Read more - Estate Planning FAQs: Maryland Probate
Estate Planning FAQs: Making a Portability Election

What is portability? From DSUE and Form 706 to remarriage, this resource outlines the basics.

Read more - Estate Planning FAQs: Making a Portability Election

Media + Events + Videos

“Life Planning” to Preserve Quality of...

Powers of Attorney and Medical Directives help to preserve our clients' quality of life.

Read more - “Life Planning” to Preserve Quality of...
Asset Protection for Clients Getting Married,...

Our attorneys help clients properly title and protect their assets when they remarry.

Read more - Asset Protection for Clients Getting Married,...
11/8/2018 A Resolution for 2019 and Every Year: Reviewing...

It's important to make sure your estate documents and beneficiary designations are up to date.

Read more - A Resolution for 2019 and Every Year: Reviewing...
11/1/2018 Advantages of an Irrevocable Life Insurance Trust...

A properly drafted ILIT provides a number of useful estate planning benefits.

Read more - Advantages of an Irrevocable Life Insurance Trust...


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