Estates and Trusts

At Ober|Kaler, estate planning begins with our clients’ objectives. Our Estates and Trusts Group provides trusted advice and counsel on a wide range of financial planning, tax and wealth preservation matters to individuals and families throughout the Mid-Atlantic.

With offices in Baltimore, Towson, Northern Virginia and Washington, D.C., our practice has built a reputation for quality, integrity and attention to detail. That confidence is shared among our clients and is echoed by the many business advisors, accountants and financial planners who rely on us to take care of the legal aspects of their clients’ matters with discretion and experience.

While many firms design – and price – their services to reflect the requirements of those who have accumulated significant wealth, Ober|Kaler takes a different approach. We are equipped not only to take on the most challenging wealth planning and preservation issues, but also have the experience it takes to efficiently and cost effectively handle matters that the average individual and family confront when planning for the future or handling a loved one’s estate.

Ober|Kaler provides a wide range of services, including:   

  • Estate and trust planning and administration
  • Estate tax planning
  • Retirement planning 
  • Wealth preservation strategies
  • Litigation of contested estates
  • Insurance strategies
  • Guardianships
  • Special needs planning for disabled individuals
  • Pre- and post-marital agreements
  • Reformation of trust provisions
  • Specialized trust products:
    • Qualified Personal Residence Trust (QPRT)
    • Grantor Retained Annuity Trust (GRAT)
    • Charitable Remainder Unitrust (CRUT)
    • Charitable Remainder Annuity Trust (CRAT)
    • Charitable Lead Annuity Trust (CLAT)
    • Charitable Lead Unitrust (CLUT)
    • Intentionally Defective Grantor Trust (IDGT)
    • Irrevocable Life Insurance Trust (ILIT)
  • Business succession planning
  • Charitable giving

Our attorneys are experienced in helping clients with the estate and financial planning considerations that everyone must face at some point in their lives. We help clients navigate today’s complex property and estate tax laws, and help them with life insurance, annuities and trusts; retirement planning; educational trusts and the many other options that fit their goals.

Our clients come from all walks of life. We provide younger individuals, families and those with more modest assets the forward-thinking advice they need to help ensure a secure future; we advise business owners on succession planning; we help clients set up charitable giving arrangements; and we provide those with significant assets the tools they require in order to pass their wealth to future generations.

In addition, Ober|Kaler attorneys assist clients in planning for their special needs children, regardless of their child’s age or disability. Our attention to detail helps ensure safeguards for special needs children are incorporated into estate plans. We are also very familiar with the resources available to the disabled and can assist parents with issues relating to special education and community programs.

At Ober|Kaler, we take pride in providing top quality estate and trust services that are designed to protect and preserve our clients’ hard-earned assets. Whether you are at the first stages of wealth planning, want to revisit plans that may be outdated, or wish to review your arrangements in light of changes in today’s tax codes, the experienced attorneys in our practice will work with you to assess your current situation and explain the many options that are available to meet your current and long-term needs.

 

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