Estate Planning, Trust Planning, and Tax

Brian has counseled clients in numerous estate matters, including:

  • The use of traditional tax planning vehicles such as bypass trusts and marital trusts;
  • The analysis and establishment of structures such as irrevocable life insurance trusts, family limited partnerships, charitable trusts, personal residence trusts, trusts to receive retirement benefits, and grantor retained annuity trusts;
  • The advantages and disadvantages of fiduciary and individual income, estate tax, gift tax, and charitable planning; and
  • Business succession planning.


Estate and Trust Administration

In the area of estates and trusts administration, he has extensive experience in the regular and ongoing handling of:

  • Probate matters;
  • Preparation of federal and Maryland estate tax returns; and
  • Preparation of fiduciary income tax returns.
Attorney Profile
  • University of Maryland Francis King Carey School of Law (J.D., 1988)
  • University of Maryland - College Park (B.S., 1985)
Bar Admissions
  • State of Maryland
  • District of Columbia
Court Admissions
  • U.S. Tax Court
  • U.S. Court of Federal Claims
  • Maryland State Bar Association, Tax Section
  • District of Columbia Bar
  • Baltimore Estate Planning Council