Blog

Five Fundamental Estate Planning Documents

January 16, 2022

Regardless of an individual’s age, financial status, or family situation, below I will discuss what I believe to be the five fundamental documents that provide a strong foundation to any estate plan. 1. Testamentary Document…

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Estate Planning Concerns for Young Adults and New Parents

January 14, 2022

Estate Planning for Young Adults When most people think of estate planning, they commonly think of older people with high value assets generated through decades in the workforce. Estate planning is not typically on the…

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The Probate Process: Appeals, Transmission of Issues and Jury Trials

December 16, 2021

Appeals of Orphans’ Court Decisions In most venues throughout Maryland, a party in an estate looking to appeal a decision made by an Orphans’ Court has two options: file an appeal to the Court of…

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The Probate Process: Navigating Claims Against an Estate

November 16, 2021

After a person passes away, anyone who believes the decedent owed them money or property at the time of the decedent’s death may file a claim against the estate. Claims against an estate can include…

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Maryland’s New Elective Share Law

October 16, 2021

By Zachary W. Worshtil On October 1, 2020, Maryland is set to join the growing ranks of states to integrate non-probate assets and arrangements in its law regulating spousal inheritance. On that date, Chapter 435…

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Legislative Update: New Estates & Trusts Laws

October 16, 2021

Last month, I examined the new Maryland SAFE Act recently passed by the Maryland legislature and set to go into effect on October 1, 2021. Along with the SAFE Act, there are three additional new…

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The New Maryland SAFE Act

September 16, 2021

While other higher-profile bills approved by the Maryland General Assembly during the 2021 session garnered more attention, the recently passed Senate Bill 327 – Civil Actions – Financial Exploitation of Susceptible Adults and Older Adults…

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Basics of Adult Guardianships

June 16, 2021

Recently, two sensationalized accounts of guardianship matters have put a national spotlight on adult guardianships. First is the Netflix film “I Care a Lot.” This movie features Marla Grayson (played by Rosamund Pike), a crooked,…

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Larry King Estate Turmoil

May 16, 2021

Shortly after Larry King passed away on January 23, 2021 at age 87, it was widely reported that the prominent television and radio host merely had a simple, handwritten will executed in the months before…

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How to Remove a Personal Representative

April 16, 2021

Last month, I discussed common mistakes made during pre-death estate planning and how they can negatively affect estate administration posthumously. Often these avoidable mistakes lead to unnecessary, contentious and costly litigation. Beginning this month and…

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