S. Scott Tate
Bar Admissions
- Maryland
Court Admissions
- Court of Appeals of Maryland
Education
- University of Baltimore School of Law (LL.M. in Taxation, 2006)
- University of Baltimore School of Law (J.D., magna cum laude, 1999)
- Heuisler Honor Society
- University of Baltimore Law Review, Associate Editor
- Telecommunications Moot Court Team
- Arizona State University (B.S., 1985)
- Arizona State University (B.S., 1986)
S. Scott Tate
Experience
Scott Tate is a member of Ober|Kaler's Estates and Trusts Group. He concentrates his practice on estate planning, estate and trust administration, and taxation matters. He advises clients on estate and business planning issues, including business succession planning, charitable giving, asset protection planning, and planning with retirement assets. Prior to his legal career, Scott practiced as a Certified Public Accountant. Scott draws on his accounting background to integrate a client’s estate planning with their income tax planning, advising clients on their entire tax picture, from estate and gift taxes to income taxes. He is also proficient with the administration of decedent’s estates and trusts and advises estate representatives and trustees on post mortem responsibilities and planning opportunities.
Active in the Baltimore community, Scott is President of the board of directors of the Friends of Patterson Park and serves on their Finance Committee. He is also a member of the Rotary Club of Baltimore.
Professional Memberships
- American Bar Association
- Section on Real Property, Probate and Trust Law
- Section on Taxation
- Maryland State Bar Association
- Estates and Trusts Section
- Tax Section
- Public Awareness Committee
Community Service
- Rotary Club of Baltimore
- Board of Directors
- Friends of Patterson Park
- Board of Directors
- Treasurer, Nov 2010 - Oct 2012
- President, 2012 - 2013
Professional Background
- Scott was a practicing Certified Public Accountant prior to becoming an attorney.
- Presenter, "Rules of Trust Administration in Maryland," Lorman Education Services, 2012
