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Here Are The Top Estate Planning Attorneys 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.

(703) 448-6121

McLean, VA 22102

Website

(703) 448-6121 Website

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.

(301) 258-1300

Rockville, MD 20850

Website

(301) 258-1300 Website

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.

(703) 847-1359

McLean, VA 22101

Website

(703) 847-1359 Website

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.

(301) 468-3220

Rockville, MD 20852

Website

(301) 468-3220 Website

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.

(301) 468-0603

North Bethesda, MD 20852

Website

(301) 468-0603 Website

The Law Offices of Tyrrell Masoin & Pillote P.C.

The Law Offices of Tyrrell Mason & Pillote P.C. is an excellent law firm located in Rockville, DC that strives to provide their clients a level of services unparalleled by their competitors. They have more than 90 years of combined experience, and are dedicated to their client’s best interests. The Law Offices of Tyrrell Mason & Pillote P.C. practices many areas of law including estate planning, administration, trusts, and tax law. Within their areas of practice, they provide many services such as living wills, durable powers of attorney, advance healthcare directives, life insurance trusts, and tax related legal assistance.

(301) 984-4790

Rockville, MD 20852

Website

(301) 984-4790 Website

Law Offices of John L. Laster

Law Offices of John L. Laster is a premier law firm located in Falls Church, DC. Owner and attorney, John L. Laster has many years of experience, and has maintained a genuine dedication to the quality representation of his clients since his firms founding many years ago. His firm provides many services including estate planning, estate and trust administration, elder law, and special needs planning. Law Offices of John L. Laster has many articles of useful information on their website pertaining to the estate planning process, specifics about revocable trusts, why to plan probates, and what probate all involves.

(703) 538-3600

Falls Church, VA 22046

Website

(703) 538-3600 Website

Handler & Levine, LLC

Handler & Levine, LLC was founded in Bethesda, DC with a goal to aid in their client’s efforts to retain their trusts, and they have expert assistance working through estate planning. The principle, Marc S. Levine, and Norman B. Handler both have decades of experience practicing law, and they strive to make sure their clients’ needs are met in a timely manner, and they receive the highest-quality representation around. Handler & Levine, LLC provides many services to their clients including estate planning, wills, revocable living trusts for incapacity planning, power or attorney, and business law.

(301) 961-6464

Bethesda, MD 20814

Website

(301) 961-6464 Website

Pasternak & Fidis

Pasternak & Fidis was founded in Bethesda, DC that was founded in 1980. Partner Linda J. Ravdin is the principle at the firm, and she has many years of experience handling property issues, spousal support claims, and many other various areas of law. Before coming to the new firm, she put in 28 years into a firm she started after her graduation from law school. Pasternak & Fidis provides many services to their clients including estate planning and administration, divorce and family law, estate and trust litigation, will contests, trust modification and termination, child custody and support, mediation, and collaborative divorce.

(301) 656-8850

Bethesda, MD 20814

Website

(301) 656-8850 Website

Furey Doolan & Abell LLP

Furey Doolan & Abell LLP was founded back in 1975 in Bethesda, DC as a way to provide the community with proper legal representation and consultation. Since their founding, they have grown into one of the most respected firms in the area, and they have proven themselves as a reliable firm that can handle themselves in and out of the courtroom. Furey Doolan & Abell LLP provides many services to their clients including estates and trust planning, corporate law, government relations, real estate, employment law, family law, and litigation.

(301) 652-6880

Bethesda, MD 20814

Website

(301) 652-6880 Website
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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.

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.

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