Tax Planning Attorneys in District of Columbia

24 tax planning firms in District of Columbia, 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.

24 firms

FirmWashington, DC

Shulman Rogers

Serves the whole state

Washington office of Shulman Rogers on New York Avenue NW, whose wills, trusts, estates and probate team serves individuals and families throughout Maryland, Virginia and the District of Columbia. Handles probate court filings and proceedings, asset distribution and state and federal estate and gift tax returns, and its attorneys serve as professional trustees and executors. Also plans wills, revocable and advanced trusts and charitable giving, and the firm has a trusts and estates litigation practice.

PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 3 more

Office: 1100 New York Avenue NW, East Tower, Suite 800Washington, DC 20005
Phone: (202) 872-0400

FirmWashington, DC

Thorn Law Group PLLC

Serves the whole state

Tax-controversy firm on Eye Street NW in downtown Washington with a DC probate practice before the Probate Division of the D.C. Superior Court. Managing partner Kevin E. Thorn, a former IRS attorney, and his team handle probate administration and probate litigation: will challenges, disputes over the appointment or conduct of a personal representative, demands for an inventory or accounting, and federal and District tax claims against an estate. Also handles trust administration and estates and trusts disputes.

PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 2 more

Office: 1775 Eye Street NW, Suite 1150Washington, DC 20006
Phone: (202) 349-4033

FirmWashington, DC

Wright & Batchelor LLP

Serves the whole state

Boutique estate planning, estate administration and tax firm on 18th Street NW that handles estate administration in DC, Virginia and Maryland. Attorneys Clay Batchelor and Craig Batchelor file the will, petition the court for probate, carry out will and trust instructions, set up estate and trust accounts, prepare fiduciary accountings and estate returns, and distribute property against receipts and releases. The firm also prepares individual, fiduciary and partnership tax returns and can serve as an independent personal representative or trustee.

PracticesEstate PlanningTrust AdministrationProbateTax Planning

Office: 1601 18th Street NW, Suite 2Washington, DC 20009
Phone: (202) 462-7799

FirmWashington, DC

Whiteford, Taylor & Preston LLP

Since 1933

Pennsylvania Avenue NW office of a multi-state firm founded in 1933. Its Trusts and Estates group guides personal representatives and trustees through probate and trust administration, including estate and fiduciary income tax returns, and litigates will and trust challenges and fiduciary disputes. Also handles guardianship and conservatorship proceedings.

PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 7 more

Office: 1717 Pennsylvania Avenue NW, Suite 1300Washington, DC 20006
Phone: (202) 659-6800

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Forms for Planning and Settling an Estate in District of Columbia

Free District of Columbia 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 District of Columbia, a will is signed before 2 witnesses, and the witnesses sign an affidavit at probate instead of a self-proving affidavit.

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Free

Pour-Over Will

In District of Columbia, 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 District of Columbia forms

Tools for Planning and Settling an Estate in District of Columbia

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

How Much Are Estate & Inheritance Taxes?

District of Columbia levies an estate tax above $4,988,400 (top rate 16%) and no inheritance tax; the federal estate tax applies above $15,000,000.

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What Taxes Apply to My Inheritance?

In District of Columbia, beneficiaries owe no inheritance tax and the estate pays any estate tax above $4,988,400; probate assets arrive when the estate closes, 6 months to 12 months for a simple estate.

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How Does Step-Up in Basis Work?

Inherited assets in District of Columbia 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.

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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 District of Columbia runs $3,820 to $5,730 and a simple will $1,041 to $2,082, against $0 to $549 up front plus a subscription with an online service.

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All District of Columbia tools