Solo PracticeWashington, DC
Serves the whole state
Estate and fiduciary practice overlooking Farragut Square in downtown Washington, steps from Farragut North. Guides personal representatives and trustees through estate and trust administration: marshaling assets, evaluating creditor claims, and preparing accounts for the probate court and beneficiaries, with limited-scope advice for the do-it-yourself fiduciary. Also drafts wills, revocable trusts, and powers of attorney.
PracticesEstate PlanningTrust AdministrationProbateTax Planningand 7 more
- Office
- 1717 K Street NW, Suite 900Washington, DC 20006
Solo PracticeWashington, DC
Serves the whole state
Georgetown trust-and-estate practice off the C&O Canal (1050 30th Street NW), concentrating on federal taxation with an emphasis on trust and estate planning and administration for clients in the Washington, DC metropolitan area. Works with executors from the filing of the will and the petition to open probate through inventories, accounts, creditor negotiations, and estate and income tax returns to the closing of the estate. Founder Lewis J. Saret is both an attorney and a Certified Public Accountant.
PracticesEstate PlanningTrust AdministrationProbateTax Planningand 3 more
- Office
- 1050 30th Street NWWashington, DC 20007
Washington, DC office of a national firm near Mount Vernon Square (901 New York Avenue NW), where Private Client partner Mary Ann Mancini advises high-net-worth families, many with wealth in real estate or closely held businesses. Represents fiduciaries and beneficiaries in trust and estate administration and litigation and before the IRS, and plans estates with irrevocable dynasty trusts, entity structuring, and life insurance trusts.
PracticesEstate PlanningTrust AdministrationProbate LitigationTrust Litigationand 5 more
- Office
- 901 New York Avenue NW, Suite 300 EastWashington, DC 20001
Washington, DC office of Lowenstein Sandler in Foggy Bottom (2200 Pennsylvania Avenue NW), home of Beth Shapiro Kaufman, National Chair of the firm's Private Client Services group and a former Associate Tax Legislative Counsel in the Treasury Office of Tax Policy. The trusts and estates group works with executors and trustees in estate administration and handles the fiduciary litigation that arises from it, and advises high-net-worth individuals and family offices on estate, gift, and generation-skipping transfer tax planning and IRS controversies.
PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 4 more
- Office
- 2200 Pennsylvania Avenue NWWashington, DC 20037
Solo PracticeWashington, DC
Serves the whole state
Wills, trusts, estates and fiduciary firm on 50th Street NW in upper Northwest Washington, serving clients in the District of Columbia, Virginia, and Maryland, with a second office in McLean, VA. Advises executors, trustees, guardians, and conservators on administration and represents beneficiaries, and litigates will and trust contests, undue influence, breach of fiduciary duty, and heir determination proceedings. Will also serve as the personal representative, trustee, or guardian ad litem, and meets clients virtually or by appointment.
PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 4 more
- Office
- 4301 50th Street NW, Suite 300Washington, DC 20016
FirmRockville, MD
Since 2002 · Serves the whole state
General practice rooted in northwest Washington, DC for generations, now working from downtown Rockville, MD, whose attorneys work under both Maryland and DC probate law. Prepares and files probate and administration petitions, mandatory court reports, formal and informal accountings, and estate, fiduciary income, and personal income tax returns, resolves creditors' claims, and distributes estate and trust assets. After a trust creator dies, handles beneficiary notification, asset liquidation, required court approvals, and trust ambiguities and disputes.
PracticesEstate PlanningTrust AdministrationProbateTax Planningand 2 more
- Office
- 39 West Montgomery AvenueRockville, MD 20850
Washington, DC office of a global firm at 500 North Capitol Street NW, whose Private Client Practice Group here is headed by partner Leigh-Alexandra Basha. Counsels an affluent international client base on estate and trust administration, domestic and international tax and estate planning, foreign trust planning, and family wealth preservation, along with business succession, expatriation, and pre-immigration planning.
PracticesEstate PlanningTrust AdministrationProbateTax Planningand 2 more
- Office
- 500 North Capitol Street NWWashington, DC 20001
FirmWashington, DC
Serves the whole state
Georgetown, Washington office (by appointment) of Andre O. McDonald's estate planning and elder-law firm, headquartered in Columbia, MD with a second Maryland office in Bethesda. Assists DC executors and administrators with probate and trustees with trust administration, and helps families with Medicaid and long-term-care planning, special-needs planning that protects government benefits, and adult guardianship. Consultations are offered virtually or in person.
PracticesEstate PlanningTrust AdministrationProbateElder Lawand 7 more
- Office
- 1025 Thomas Jefferson Street NW, Suite 400Washington, DC 20007
Solo PracticeBethesda, MD
Serves the whole state
Probate, trust-administration and estate-planning practice on Wisconsin Avenue in Bethesda that handles District of Columbia estates before the D.C. Superior Court Probate Division. Attorney Megan Wallace works primarily with personal representatives: filing the will, securing appointment, preparing the inventory, notifying heirs and creditors, preparing District and federal estate tax returns and filing accountings. Also handles ancillary probate of foreign decedents' DC real estate and assists heirs and beneficiaries.
PracticesEstate PlanningTrust AdministrationProbate
- Office
- 7315 Wisconsin Avenue, Suite 790EBethesda, MD 20814
FirmWashington, DC
Since 1982 · Serves the whole state
Estate, elder-law and nonprofit firm on 17th Street NW near Farragut Square, founded in 1982 by John H. Quinn, Jr. and serving Washington, DC, Maryland and Northern Virginia. Represents trustees and beneficiaries of trusts and estates under DC, Maryland and Virginia law, including trust and estate disputes, and advises personal representatives and other fiduciaries on their duties. Also handles Medicaid long-term-care planning for nursing home costs.
PracticesEstate PlanningTrust AdministrationTrust LitigationElder Lawand 4 more
- Office
- 888 17th Street NW, Suite 640Washington, DC 20006
Solo PracticeWashington, DC
Serves the whole state
Elder-law and estate practice in a Capitol Hill office on G Street SE, serving clients throughout Washington, DC, Maryland and Virginia. Attorney David Jonathan Taylor, a Certified Elder Law Attorney who clerked in the Superior Court of the District of Columbia, guides personal representatives through DC Probate Division filings, creditor notice, taxes and distribution, and helps trustees administer trusts after a death. Also handles Medicaid and long-term-care planning, special needs trusts and guardianship petitions.
PracticesEstate PlanningTrust AdministrationProbateElder Lawand 4 more
- Office
- 621 G Street SEWashington, DC 20003
Solo PracticeWashington, DC
Serves the whole state
Estate planning practice on Thomas Circle NW serving Washington, DC, Northern Virginia and Montgomery County. After a death, attorney Scott Sweitzer helps executors through probate and helps trustees inventory trust assets, pay debts and distribute to beneficiaries outside probate court. Also plans for parents of minor children and for real estate investors. The firm offers a free 15-minute phone consultation.
PracticesEstate PlanningTrust AdministrationProbateAsset Protectionand 2 more
- Office
- 1 Thomas Circle NW, Suite 700Washington, DC 20005
FirmWashington, DC
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
FirmWashington, DC
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
FirmWashington, DC
Serves the whole state
Business, real estate and estate firm in the Chevy Chase Pavilion on upper Wisconsin Avenue NW, serving Washington DC for over 30 years. Its attorneys handle regular, small and modified DC estate administration for personal representatives (marshalling assets, the inventory and information report, accountings, claims and distribution), trust administration, and probate litigation over will and trust challenges and executor or trustee conduct in Maryland and DC courts. Also represents parties in DC and Maryland guardianship proceedings.
PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 2 more
- Office
- 5335 Wisconsin Avenue NW, Suite 400Washington, DC 20015
FirmWashington, DC
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
FirmWashington, DC
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