Bethesda Wills & Probate Lawyer, Maryland

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Includes: Estate Administration, Living Wills, Wills

Roland M. Schrebler Lawyer

Roland M. Schrebler

VERIFIED
Estate, Wills & Probate, Trusts

rms@schreblerlaw.com Roland M. Schrebler practices in the fields of estate and corporate planning, estate and trust administration and taxation. His e... (more)

Bethany  Shechtel Lawyer

Bethany Shechtel

VERIFIED
Divorce & Family Law, Domestic Violence & Neglect, Wills & Probate, Estate, Juvenile Law

Bethany G. Shechtel is a native Washingtonian and grew up in Montgomery County, Maryland. Bethany is a graduate of Richard Montgomery High School, To... (more)

Elizabeth Victoria  Noel Lawyer

Elizabeth Victoria Noel

VERIFIED
Estate, Real Estate, Elder Law, Wills & Probate, Trusts

Elizabeth Victoria Noel, Esq. is a tax attorney with an extensive background in financial matters related to investments, estate planning, retirement ... (more)

Kay Bittner Schwartz

Elder Law, Estate Planning, Living Wills, Power of Attorney
Status:  In Good Standing           
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Robert H. Plotkin

Elder Law, Estate Administration, Estate Planning, Guardianships & Conservatorships
Status:  In Good Standing           

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Lawrence M. Kramer

Real Estate, Wills & Probate, Estate Planning, Business Organization
Status:  In Good Standing           

Dena C. Feeney

Gift Taxation, Estate Planning, Wills & Probate, Trusts
Status:  In Good Standing           

William H. Roberge

Wills & Probate, Construction, Corporate, Land Use & Zoning
Status:  In Good Standing           

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Jonathan Donald Leo

Employment Discrimination, Family Law, Contract, Wills & Probate
Status:  In Good Standing           Licensed:  10 Years

Timothy P. Schwartz

Patent, Wills & Probate, Corporate, Banking & Finance
Status:  In Good Standing           

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LEGAL TERMS

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)
Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.

CURATOR

See conservator.

INVESTOR

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes invest... (more...)
A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes investments for others who have entrusted her with their money.

GRANT DEED

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as descri... (more...)
A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as described in the deed. This is the most commonly used type of deed. Compare quitclaim deed.

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)
A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)
Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property per capita, Julie and the two grandchildren will each take a third. If, on the other hand, Fred's will states that heirs of a deceased beneficiary are to receive the property per stirpes, Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation).

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)
A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

SAMPLE LEGAL CASES

Russell v. Gaither

... On February 3, 2006, Gaither filed with the Register of Wills for Baltimore City a petition for probate based on the July 12, 2005 will, which was admitted to administrative probate. Nearly six months later, on July 26th, Marquitta ...

Attorney Grievance Commission of Maryland v. PLESHAW

... In 1997, the Probate Division of the Superior Court of the District of Columbia ("probate court") appointed Pleshaw to represent Joseph Riley in an intervention proceeding and later the Riley Estate itself. ... A. Maryland Cases Confronting Misappropriation in a Probate Context. ...

Attorney Grievance v. PLESHAW

... In 1997, the Probate Division of the Superior Court of the District of Columbia ("probate court") appointed Pleshaw to represent Joseph Riley in an intervention proceeding and later the Riley Estate itself. ... A. Maryland Cases Confronting Misappropriation in a Probate Context. ...