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Best Estate Planners in
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2020

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Here Are The Top Estate Planners Near 20149

Miorini Law PLLC

Miorini Law PLLC is a professional group of attorneys and counselors at law located in McLean, DC that has accreditation from the Department of Veteran Affairs, and are proud members of the Virginia Academy of Elder Law Attorneys, and the National Academy of Elder Law Attorneys. They provide many services to their clients including estate planning, probate, estate and trust administration, elder law practices, guardianship, conservationship, international tax and planning, special needs planning, and veteran’s benefits.

Ivy League Financial Advisors LLC

Ivy League Financial Advisors LLC was founded in 1999 in Rockville, DC with a mission to raise the quality standards of legal representation in the community. They maintain a proud membership with the National Association of Personal Financial Advisors, and they adhere to fiduciary standards unlike most in their industry. Ivy League Financial Advisors LLC provides many services within various areas of law including estate planning, comprehensive financial planning, retirement planning, investment management, business planning, tax and insurance analysis, and cash flow and balance sheet analysis.

Rockville, MD 20850

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Fredrick J. Tansil & Associates, LLC

Fredrick J. Tansill & Associates, LLC is a premier legal firm located in McLean, DC that has more than 40 years of experience, and was founded with a dedication to providing superior client care that is both sophisticated and expeditious. Since their founding in 1997, they have become one of the most respected law firms in the area. Fredrick J. Tansill & Associates, LLC provides many services such as estate planning, family wealth protection, transfer planning practice, probate and fiduciary counsel, and tax planning.

Altman & Associates

Altman & Associates is a premier law firm in Rockville, DC that was founded in 1996 with a commitment to providing legal excellence. Their attorneys have years of experience practicing many areas of law including strategic estate planning, business and legacy planning, and finance law. Services provided by Altman & Associates include estate and fiduciary litigation, trust and probate administration, elder law, asset protection, tax planning, retirement and pre-marital planning, wills, trusts, and international estate planning.

Rockville, MD 20852

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Wallace Law, LLC

Wallace Law, LLC is a premier law firm located in North Bethesda that was created to protect the families and businesses that their clients have built. Their attorneys have a dedication to doing everything in their power to get their clients the best results possible from their court proceedings, and to provide them with superior representation. Wallace Law, LLC practices many areas of law such as Estate Planning, Probate, and business law. They provide many services within those areas including last wills and testaments, business succession planning, revocable and irrevocable trusts, general financial powers of attorney, and advanced medical directives.

North Bethesda, MD 20852

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Related Resources

How To Hire An Estate Planning Attorney

How To Hire An Estate Planning Attorney

When planning for the management and maintenance of your wealth and assets after you are gone, you want an attorney who will ensure that your wishes and directives are fulfilled. Consider asking attorney candidates these questions.

Read The Article

Expert Answers To Common Questions:

  1. What does an estate planning attorney do?
  2. What are valuable estate planning services an attorney can provide?
  3. Can estate planning attorneys help create trusts/wills?
  4. Is estate planning the same as drafting a will?
  5. What are the steps involved in estate planning?
  6. How long does the estate planning process last?
  7. What is a trust?
  8. How does a trust fund work?
  9. How does a living trust work?
  10. Do I need a lawyer for a will?
  11. Can you have both a will and a living trust?
  12. How much does it cost to set up a trust?
What does an estate planning attorney do?
An estate consists of the total assets that form an individual’s net worth, no matter how large or small. Estate planning attorneys use their in-depth knowledge of state and federal laws to help people best manage what will happen with their estates after they die or become incapacitated. Estate planning attorneys can prepare wills, form trusts, reduce estate tax burdens, and decrease or eliminate the need for probate court.
What are valuable estate planning services an attorney can provide?

With the many intricacies of assets, taxes, and state and federal laws that can affect a person’s estate, an estate planning lawyer can be a valuable professional asset, no matter how large or small a person’s estate may be. An estate planning attorney can:

  • Create a comprehensive plan to protect a client's legacy, that includes a will, power of attorney, trusts, life insurance, and advanced medical directives
  • Optimize an estate plan as tax laws, life events, assets, and goals change over time
  • Protect a client’s loved ones by preventing assets from entering probate
  • Help clients designate a person to make important health decisions for them if they become incapacitated

Can estate planning attorneys help create trusts/wills?
Estate planning attorneys can create trusts and wills. Through a will, an attorney can help a client designate their estate’s beneficiaries and assign an executor to represent the will in probate court. These attorneys can also create trusts, allowing a client to assign a trustee to oversee the estate, potentially avoiding probate court and holding assets to be distributed over time.
Is estate planning the same as drafting a will?
While both estate plans and wills officially document how their owners wish to allocate certain assets after their death, there are key differences. In estate planning, a will is often just one of several documents that form a comprehensive plan. In a will, people must designate a person responsible for executing their will after their death. The will can include guardians for their children when they die and beneficiaries to receive an inheritance of money, property, and other assets.
What are the steps involved in estate planning?

To create a thorough and effective estate plan, individuals should follow these steps:

  • Prepare a will that designates an estate executor; indicate who will receive what assets, and assign a trust and guardians for any children. Consider using an attorney if the will is in any way complex.
  • To avoid probate, have an attorney create a revocable living trust.
  • Assign beneficiaries to other assets, such as life insurance policies, retirement plans, and securities.
  • Use an attorney to prepare a living will, name a health care proxy, and create a HIPAA release form.
  • Update the plan every five years.

How long does the estate planning process last?
The length of the process can vary greatly depending on the size and complexity of the estate, the specific law office, and whether there’s an emergency or urgent need. If you’re using an attorney, you can generally expect it to take one to five weeks. You may be able to speed up the process by immediately providing your attorney with any bank statements or other documents they need.
What is a trust?
A trust is an agreement between a grantor, a trustee, and a beneficiary. In this agreement, the grantor allocates funds or real property assets to the trustee to be held either until the grantor passes away or until a specific, agreed-upon date. At that point, it's the responsibility of the trustee to distribute funds or property to the beneficiary or beneficiaries. While there are similarities between a will and a trust, a will is a more comprehensive document that typically requires probate court, while a trust allows assets to pass to the beneficiary without probate.
How does a trust fund work?
When opening a trust fund, a grantor allocates a trustee to oversee and manage assets in the account. This trustee can sometimes be a relative, an estate lawyer, or a bank that acts as the legal owner of the trust. While holding assets, the trustee is required to file taxes on trust assets.
How does a living trust work?
A living trust enables a grantor to manage their assets through a trustee while still alive. They can continually add funds and/or property to their trust fund by transferring them to the trustee, who accepts ownership of everything held in the fund. The grantor can name a beneficiary for their trust, and their assets will be automatically transferred to that person or establishment upon their death.
Do I need a lawyer for a will?
No, a lawyer is not required to draft or complete a will. However, there are some scenarios in which hiring an estate lawyer to assist with a will is a good idea, including when children or high-value assets are involved. Additionally, an estate lawyer can help to reduce probate fees and taxes paid by loved ones after a person dies. It's also best to work with a professional to ensure that the will addresses everything necessary, such as funeral plans, guardianship, and asset distribution.
Can you have both a will and a living trust?
Yes, and individuals who have a living trust should also have a will. While a living trust enables a person to leave funds and assets to a loved one when they're gone, a will is required to cover any assets that aren't included in the trust, such as guardianship of dependents, funeral plans, and forgiveness of outstanding debts, if applicable.
How much does it cost to set up a trust?

The cost of setting up a trust varies quite a bit depending on a variety of factors, including terms that are in place, special provisions for minor beneficiaries, and trustees' basic fees. In most cases, the minimum cost of setting up a trust is about $1,500, but depending on the factors mentioned above, this cost can increase by thousands of dollars.