Adam P. Swaim, Partner

Adam P. Swaim, Partner

Estate Planning

Estate and Trust Administration

aswaim@pasternakfidis.com

T 301.656.8850 Ext. 427

F 301.656.3053

7735 Old Georgetown Road
Suite 1100
Bethesda, MD 20814-6130


Education

B.S., University of Kansas

J.D., Syracuse University College of Law, cum laude

Certificate in Estate Planning, Georgetown University Law Center

Bar Admissions

District of Columbia

Maryland

New York

Adam is a Partner in the Firm’s Estate Planning and Administration Group where he advises individuals and traditional and non-traditional families on all aspects of estate planning, planned charitable giving, probate, and estate and trust administration.

Adam has extensive experience in the preparation and administration of wills, trusts, powers of attorney and sophisticated estate planning techniques, including generation-skipping trusts, qualified personal residence trusts, life insurance trusts, and charitable lead and remainder trusts. Adam enjoys working closely with clients to create and execute plans that achieve their personal goals while minimizing taxes, maximizing benefits to beneficiaries, and preserving wealth.

Adam is a 2005 graduate of Syracuse University College of Law and earned a Certificate in Estate Planning from the Georgetown University Law Center in 2013. Adam originally joined Pasternak & Fidis in 2011 as an associate after practicing for several years in Bethesda, where he began his legal career at a boutique law firm specializing in estate planning and administration. Adam rejoined Pasternak & Fidis in the fall of 2017 after serving as the Director of Estate Planning for the Human Rights Campaign, America’s largest civil rights organization working to achieve LGBT equality, where he developed deep expertise in planned charitable giving and the unique estate planning issues facing LGBT individuals and same-sex couples.

Adam lives in DC with his partner Josh. In his free time, Adam enjoys running, reading, traveling, and spending time in Maine where Josh is the owner and director of Camp Somerset, a residential summer camp for girls.

Activities and Affiliations

American Bar Association (Real Property, Trust and Estate Law Section)
District of Columbia Bar Association (Estates, Trusts and Probate Law Section)
Maryland State Bar Association (Estate and Trust Law Section)
New York State Bar Association
National Capital Gift Planning Council
Professional Advisors Council (PAC) of the Greater Washington Community Foundation, Member

Publications

Blog Posts

March 9, 2018

Tax Cuts and Jobs Act: Impact on Estate and Gift Planning

The Tax Cuts and Jobs Act (the “Act”), signed into law at the end of December, includes major changes to the Internal Revenue Code.  The Act is the most sweeping tax legislation to be enacted in decades and affects nearly all American taxpayers.  Under the Act, the federal estate, generation-skipping transfer (GST) and gift tax exemption amounts have increased dramatically.

The estate tax exemption amount is the amount that an individual can pass at death to anyone without incurring estate tax, and the GST tax exemption amount is the amount that an individual can pass to grandchildren and more remote descendants without incurring GST tax.  In addition to the estate tax exemption, there is the unlimited marital deduction, which permits an individual to transfer an… MORE >