Our estate planning philosophy emphasizes collaboration with our clients’ professional advisors and CPA’s during the design phase of an estate plan. After an estate plan is delivered, we emphasize a proactive, ongoing attorney client-relationship that includes continuing education and a structured, update and review process to ensure that all of your documents are reviewed and revised as the laws change and your goals and design choices evolve. To that end, we are proud to offer to our clients the opportunity to enroll in our Client Care Program, a living trust maintenance plan that features educational workshops, annual trust reviews and document updating as and when the law and your circumstances change.
We are proud to serve clients in Maryland and the District of Columbia, with offices in Maryland conveniently located in Howard County, Anne Arundel County, Prince George’s County and St. Mary’s County.
Mr. Greenwald is an experienced public speaker and has presented hundreds of estate planning workshops and seminars to professional organizations, churches, synagogues and civic groups. If you would like to arrange for him to speak to your organization, feel free to contact us. To learn of future events where he is speaking, click on the “Upcoming Events” tab, above.
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