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Our mentor, colleague, and treasured friend Nancy Fax, who served for many years as our firm’s Managing Partner, died on June 4, 2018, after a brief struggle with pancreatic cancer. Nancy was a recognized expert in the field of estates and trusts law and served her community generously, serving on several nonprofit boards over the years. While Nancy is irreplaceable, we are committed to ensuring that her clients continue to receive the exceptional service for which Nancy was known. Please contact us at our main number or email@example.com to learn more about finding an attorney to update your estate plan.
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“Qualified Personal Residence Trusts,” District of Columbia Bar, Section of Taxation, Washington, D.C.
“Using and Drafting Trusts in Estate Planning,” Maryland Institute for Continuing Professional Education of Lawyers
“Planning for $5 Million to $10 Million Estates,” District of Columbia Bar, Section of Taxation
“Uniform Trust Act,” D.C. Estate Planning Council
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“Estate Planning for the Next Generation(s) of Clients,” Hecklering Institute on Estate Planning
“Difficult Clients, Difficult Situations: Practical Ways to Manage Professional Conversations,” American College of Trust & Estate Counsel
“Decoupled Estate Tax Exemptions: What’s An Estate Planner To Do?” American College of Trust & Estate Counsel
“Ten Things Your State Legislature Should Know About The Uniform Trust Code,” American College of Trust & Estate Counsel
“Premarital Agreements: Planning for Death and Divorce,” D.C. Bar (March 2018)
Washingtonian – Top Financial Planners in the Washington, D.C. Metropolitan Area
Washingtonian – Top 30 Lawyers in the Washington, D.C. Metropolitan Area
Bethesda Magazine – Top Wills & Estates Lawyers in Montgomery County
ACTEC Observer, Uniform Law Commission, Premarital and Marital Agreements
Super Lawyers – Estate Planning & Probate Law (Maryland, 2007-2018)
Super Lawyers – Top 50 Women Lawyers; Estate Planning & Probate (Maryland, 2009, 2012-2017)
Super Lawyers – Top 100 Lawyers (Maryland, 2012-2014, 2017)
Best Lawyers – Lawyer of the Year in Trust and Estates (Washington, DC, 2017)
Chambers & Partners, High Net Worth, Notable Practitioner (Washington, DC, 2016-2019)
Super Lawyers – Estate Planning & Probate Law (Washington, DC, 2007-2018)
Super Lawyers – Top 50 Women Lawyers (Washington, DC, 2017)
Best Lawyers – Trusts & Estates Law (Maryland, 2006-2020)
The American Taxpayer Relief Act of 2012 (the “Act”), which includes a variety of changes to the Internal Revenue Code, will affect most American taxpayers. In this article, we will address the key estate tax, gift tax and generation-skipping transfer (GST) tax elements of the legislation.
Prior to passage of the Act, the federal estate tax, gift tax and GST tax laws were scheduled to change dramatically as of January 1, 2013. For example, although the gift tax exemption was $5,120,000 in 2012, it was scheduled to be reduced to $1,000,000 in 2013. The gift tax rate (for amounts above the exemption) was a flat 35% in 2012, but was scheduled to revert to a graduated tax with a top rate of 55% in 2013…. MORE >
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