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7101 Wisconsin Avenue, Suite 1011, Bethesda, MD 20814
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Experienced Bethesda, MD Trust Attorneys

Legal instruments to safeguard, hold and transfer assets

A trust is a legal instrument that creates an entity, similar to a corporation, to hold, manage and transfer assets. Under state and federal law, there are distinct advantages, as well as restrictions, that come with holding assets in trust. The attorneys at Bauersfeld, Burton, Hendricks & Vanderhoof, LLC employ a wide array of trusts to achieve various goals for our clients. As a long-established law firm, we understand the value of stability, reliability and performance. The trust instruments we draft are chosen and tailored specifically for the unique needs of our clients. These may include:

  • Charitable remainder trusts
  • Credit shelter trusts
  • Disclaimer trusts
  • Grantor retained income/annuity trusts
  • Life insurance trusts
  • Marital deduction trusts
  • Qualified Personal Residence Trusts (QPRT)
  • Qualified Terminable Interest Property (QTIP) trusts
  • Revocable (grantor) trusts
  • Special needs trusts

Solutions suited to your personal circumstances

No two clients are ever alike. Each has a different financial outlook and different commitments to people and causes. That’s why our legal team takes the time to get to know you as a person, distinct from your financial data. Are you responsible for a disabled adult? We can draft an individualized special needs trust. Do you need to manage and eventually transfer real property by a means other than a will? We can establish a dependable revocable trust. And since clients come to us with different levels of financial sophistication, we take the time to educate you on all aspects of the proposed trusts, including their benefits and any restrictions they place on your use of the assets in question. Our estate planning attorneys in Bethesda make sure you fully understand the implications of any instrument we suggest so that you can make your best, most informed decision.

Advanced tax planning by skilled Bethesda trust lawyers and CPA

As Bethesda probate attorneys, we’ve seen many things go wrong with poorly planned estates. This experience informs our service as Bethesda wills and trusts lawyers, who make every effort to anticipate and eliminate potential problems for our clients. One important aspect of our tax planning is to have a CPA as a member of our full-time staff. By approaching tax avoidance from both the legal and accounting perspectives, we can ensure that you receive the greatest benefits the law allows.

Contact our reliable trust attorneys in Bethesda, MD

To schedule a complimentary one-hour consultation with a trust attorney from Bauersfeld, Burton, Hendricks & Vanderhoof, LLC, call us at 301-986-8600 or contact our Bethesda office online.