Tax Planning Attorneys in Maryland

18 tax planning firms in Maryland, by county and firm type.

Firm listings are for informational purposes only. SimplyTrust does not endorse or recommend any specific firm or attorney. Contact firms directly to discuss your situation and verify their current practice areas and availability.

18 firms

FirmRockville, MD

Altman & Associates

Since 1996 · Serves 2 counties

Serves Montgomery and Howard counties from Rockville, with meeting locations in Columbia, Washington, D.C., Tysons Corner and Vienna. Handles estate and trust administration and probate and trust litigation, including will contests and breach of fiduciary duty. Practice is limited to estate law; a one-hour initial consultation is $500, applied to the engagement if retained.

PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 6 more

Office: 11300 Rockville Pike, Suite 708Rockville, MD 20852
Phone: (301) 468-3220

Virtual consultations

FirmWestminster, MD

Dulany Leahy & Curtis LLP

Since 1959 · Serves 1 county

Serves Carroll County from downtown Westminster, near the Register of Wills and Orphans' Court. Handles judicial and administrative probate with in-house preparation of estate tax and fiduciary income tax returns, represents clients in estate controversies before the Orphans' Court, and advises trustees administering inter vivos and testamentary trusts. Founded in 1959, the firm has prepared estate planning documents for thousands of individuals.

PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 2 more

Office: 182 East Main StreetWestminster, MD 21157
Phone: (410) 848-3333

FirmLaurel, MD

Downs Law Firm, P.C.

Serves 4 counties

Serves Prince George's, Howard, Montgomery and Anne Arundel counties from Main Street in Laurel. Handles Maryland probate and estate administration and helps successor trustees administer trusts, whether or not the firm drafted the trust, and assists trustees and beneficiaries in the probate court process. Tom Downs has limited his practice to estate planning, probate, trust administration and guardianship since 1995.

PracticesEstate PlanningTrust AdministrationProbateTax Planningand 4 more

Office: 322 Main Street, Suite 102Laurel, MD 20707
Phone: (301) 776-7900

Virtual consultations

Solo PracticeSilver Spring, MD

The Eleff Law Group

Serves 2 counties

Serves Montgomery and Frederick counties from offices in Silver Spring, Bethesda and Frederick. Attorney Susan Eleff handles estate administration and probate for executors and families, along with wills, trusts and estate tax planning. A free initial consultation of up to 15 minutes is available.

PracticesEstate PlanningProbateTax PlanningAsset ProtectionWills Trusts

Office: 12305 Kemp Mill RoadSilver Spring, MD 20902
Phone: (301) 857-1990

Free consultation

FirmEaston, MD

Ewing, Dietz, Fountain & Kaludis, P.A.

Since 1952 · Serves 1 county

Serves Talbot County from Easton, where the firm was established in 1952. Several of its nine lawyers handle the administration of decedents' estates and estate planning, along with gift and estate tax planning and guardianships.

PracticesEstate PlanningProbateTax PlanningGuardianshipWills Trusts

Office: 16 South Washington StreetEaston, MD 21601
Phone: (410) 822-1988

FirmCumberland, MD

Geppert, McMullen, Paye & Getty, P.C.

Since 1950 · Serves 2 counties

Serves Allegany and Garrett counties from offices in Cumberland and Oakland; the firm was founded in 1950. Several attorneys handle estate administration and wills, and Nicholas Monteleone represents executors, trustees and beneficiaries in the administration of estates and trusts, along with estate tax planning, special needs trusts and asset protection.

PracticesEstate PlanningTrust AdministrationProbateElder Lawand 5 more

Office: 21 Prospect SquareCumberland, MD 21502
Phone: (301) 777-1515

FirmWestminster, MD

Hoffman, Comfort, Offutt, Scott & Halstad, LLP

Since 1936 · Serves 1 county

Serves Carroll County from Westminster, where the practice was established in 1936. Handles probate and estate and trust administration, including the inventory, the accounting and Maryland and federal estate and fiduciary income tax returns, along with estate disputes and Medicaid planning. One of the few Carroll County firms that handles Pennsylvania wills and estate and trust administration.

PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 5 more

Office: 24 North Court StreetWestminster, MD 21157
Phone: (410) 848-4444

Solo PracticeFrederick, MD

Martin W. Snyder, LLC

Serves 2 counties

Serves Frederick and Montgomery counties from offices in Frederick and Rockville. Represents personal representatives in Maryland probate proceedings, including out-of-state representatives probating a Maryland estate, represents heirs and beneficiaries over mismanagement of an estate, and counsels trustees administering and terminating trusts. The practice is limited to estate planning, probate and trust administration.

PracticesEstate PlanningTrust AdministrationProbateTax Planningand 2 more

Office: 129 W. Patrick Street, Suite 3Frederick, MD 21701
Phone: (301) 662-0007

FirmBaltimore, MD

Mobley and Brown, LLP

Serves 2 counties

Serves Baltimore City and Baltimore County, including Towson, Owings Mills and Dundalk, from 1 North Charles Street downtown. The trusts-and-estates practice handles probate, estate and trust administration, probate, estate and trust litigation, and guardianship, along with wills, powers of attorney, and special-needs and Medicaid asset-protection trusts.

PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 7 more

Office: 1 North Charles Street, Suite 1101Baltimore, MD 21201
Phone: (410) 385-0398

Free consultation

FirmLa Plata, MD

Mudd, Mudd & Fitzgerald, P.A.

Since 1907 · Serves 3 counties

Serves Charles, St. Mary's and Calvert counties from La Plata, two blocks from the Charles County Circuit Court. Handles estate administration through the Register of Wills and Orphans' Court, including the petition to open the estate, estate tax returns, payment of creditor claims and distribution to heirs, and represents parties in contested wills, caveats and estate disputes. The firm traces its roots to 1907.

PracticesEstate PlanningProbateProbate LitigationElder Lawand 2 more

Office: 116 La Grange AvenueLa Plata, MD 20646
Phone: (301) 934-9541

FirmEaston, MD

Parker Counts

Serves 2 counties

Serves Talbot and Dorchester counties from offices in Easton and Cambridge, with ties dating back to 1954. Advises fiduciaries and beneficiaries on the administration of estates and trusts, including probate, post-mortem tax planning and federal and state estate tax returns. Represents clients in will contests and other estate and trust litigation, and handles guardianships.

PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 4 more

Office: 129 North Washington StreetEaston, MD 21601
Phone: (410) 822-1122

Solo PracticeCumberland, MD

Robb & Walsh LLC

Serves 2 counties

Serves Allegany and Garrett counties, including Cumberland, Frostburg, Oakland and Deep Creek Lake, from an office in Cumberland. A general practice whose estate work covers estate administration, estate and tax planning, wills and trusts. James E. Walsh has practiced law in Allegany County since April 1988.

PracticesEstate PlanningProbateTax PlanningWills Trusts

Office: 18 N Centre StreetCumberland, MD 21502
Phone: (301) 722-5511

Solo PracticeTowson, MD

Rogyom Law

Serves 2 counties

Serves Baltimore and Washington counties from offices in Towson and Hagerstown. Jeff Rogyom handles probate administration alongside wills, trusts, special needs planning, life estate deeds and business succession planning, and bills most matters at a flat fee. Holds an LLM in Tax from Boston University School of Law.

PracticesEstate PlanningProbateTax PlanningSpecial Needs PlanningWills Trusts

Office: 215 Washington Avenue, Suite LLZTowson, MD 21204
Phone: (410) 929-4578

Virtual consultations

FirmTowson, MD

Royston, Mueller, McLean & Reid, LLP

Since 1956 · Serves 1 county

Serves Baltimore County from Towson, where the firm was formed in 1956. Its trusts and estates group handles estate and revocable trust administration, from the petition for probate through the inventory, administration accounts and estate tax returns, as well as will contests and guardianship; its attorneys also serve as trustees and personal representatives.

PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 5 more

Office: 102 West Pennsylvania Avenue, Suite 600Towson, MD 21204
Phone: (410) 823-1800

FirmAnnapolis, MD

Law Office of Raymond E. Brown

Serves 1 county

The Law Office of Raymond E. Brown specializes in estate planning and administration, partnering with families in Annapolis and throughout Anne Arundel County for wills, trusts, and managing asset distribution following death.

PracticesEstate PlanningTrust AdministrationProbateTax Planningand 2 more

Office: 1910 Towne Centre Boulevard, Suite 250Annapolis, MD 21401
Phone: (443) 554-9944

Free consultation

FirmPotomac, MD

Shulman Rogers

Serves the whole state

Serves clients throughout Maryland from Potomac, with a second Maryland office in Baltimore. Its wills, trusts, estates and probate team handles probate court filings, estate administration and state and federal estate tax returns, and its attorneys serve as trustees and executors; a separate trusts and estates litigation group handles will and trust contests and breach of fiduciary duty claims.

PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 5 more

Office: 12505 Park Potomac Avenue, Sixth FloorPotomac, MD 20854
Phone: (301) 230-5200

FirmAnnapolis, MD

Sims & Campbell

Serves the whole state

Serves Maryland from offices in Annapolis and Towson. The firm administers estates and trusts, handles probate, and takes on estate and trust litigation, including will contests, caveat proceedings and fiduciary malfeasance claims.

PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 5 more

Office: 181 Harry S. Truman Parkway, Suite 150Annapolis, MD 21401
Phone: (410) 263-1667

FirmColumbia, MD

The Spencer Law Group

Serves 7 counties

Serves Howard, Baltimore, Carroll, Anne Arundel, Harford, Frederick and Montgomery counties from Columbia. Assists executors and beneficiaries with petitions for probate, the estate inventory, creditor claims and distribution, and litigates will contests and claims against trustees for breach of fiduciary duty.

PracticesEstate PlanningProbateProbate LitigationTrust Litigationand 3 more

Office: 5850 Waterloo Road, Suite 140Columbia, MD 21045
Phone: (410) 203-2223

Estate planning attorneys in Maryland average $370 an hour for wills and estates work. A flat-fee package runs $1,110 to $2,220 for a simple individual will and $4,250 to $6,375 for a basic revocable trust. An online service prices the same documents in the tens to low hundreds of dollars; the Maryland will cost calculator sets the two side by side.

In Maryland, estates valued at $50,000 or less qualify for the Petition for Administration of Small Estate, a court procedure short of full probate. That route is a form rather than a court case, and most families handle it without an attorney. Above the line, formal probate generally benefits from counsel for the procedural work, even when nothing is contested. The Maryland probate calculator estimates the cost by estate value.

In Maryland, the situations where counsel is typically worth the cost are: a blended family with children from a prior relationship; a business, rental property or significant investment assets; a dependent with special needs, who needs a special-needs trust to keep benefits; an estate near or above the Maryland estate tax threshold of $5,000,000; substantial property in more than one state. Where none of these apply, an online or self-help document is often enough.

Maryland splits the two: probate attorney fees of typically 2.1% to 3.3% of the estate, but the executor's compensation follows a statutory schedule, about $19,080 on a $500,000 estate. That makes the executor's share predictable, which helps when a family member serves and is unsure what to charge.

Filter the directory by county and by the practice area you need, and look for experience with your situation; a board certification in estate planning, trust or probate law is a strong signal. Most Maryland estate planning attorneys offer an initial consultation, some free and some for a flat fee. Ask up front whether the firm bills by the hour or by package, and what your situation is expected to cost.

Tax Planning Attorneys in Maryland

Maryland attorneys average $370 an hour for wills and estates work. A basic will from an attorney runs $1,110–$2,220; online services cost $30–$300.

Maryland imposes both a state estate tax and an inheritance tax on top of the federal exemption. Families with estates near the state thresholds usually want planning help — the math gets non-trivial fast.

Estates under $50,000 in Maryland can use a simplified affidavit instead of formal probate. Most families in that range can handle it without retaining counsel.

SimplyTrust Editorial·Updated October 15, 2026

Legal Sources

Data sourced from Maryland statutes and official state code. How we research.

Forms for Planning and Settling an Estate in Maryland

Free Maryland forms for planning an estate or settling one: a will, trust, powers of attorney, TOD deed, and the probate forms an executor files.

$12/month

Revocable Living Trust

Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.

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Free

Last Will and Testament

In Maryland, a will is signed before 2 witnesses, and it is self-proved when properly executed.

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Free

Pour-Over Will

In Maryland, a pour-over will is signed before 2 witnesses and moves anything left outside the trust into it through probate.

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All Maryland forms

Tools for Planning and Settling an Estate in Maryland

Free calculators and checklists for planning or settling an estate in Maryland: will and trust costs, probate, executor pay, and inheritance taxes.

How Much Are Estate & Inheritance Taxes?

Maryland levies an estate tax above $5,000,000 (top rate 16%) and an inheritance tax on beneficiaries; the federal estate tax applies above $15,000,000.

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What Taxes Apply to My Inheritance?

In Maryland, an inheritance is subject to a state inheritance tax at a rate set by the beneficiary's relationship; probate assets arrive when the estate closes, 6 months to 9 months for a simple estate.

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How Does Step-Up in Basis Work?

Inherited assets in Maryland take a basis reset to fair market value on the date of death, and the gain on a later sale faces ordinary income tax at the state's regular rates, plus a 2% surtax on the whole gain once federal AGI exceeds $350,000.

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When Do I Have to Withdraw an Inherited IRA?

See which federal withdrawal rules apply to an inherited IRA, Roth IRA, or employer plan, the deadline year, and the missed-withdrawal tax.

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What Does Estate Planning Actually Cost?

An attorney-prepared revocable trust in Maryland runs $4,250 to $6,375 and a simple will $1,110 to $2,220, against $0 to $549 up front plus a subscription with an online service.

Compare Costs

All Maryland tools