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BDBF News and Legal Updates

Beware of this Real Estate Scam Soliciting BDBF Clients (and the Author)

2024

Couple reviews a letter in they received in the mail

Last month, my wife and I signed our own trust. Just like nearly all of my clients who create trusts, my wife and retitled our home into our trust. In retitling our home into our trust, we signed a deed conveying title to the property from our names to the trust’s name. This deed was...

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What is Maryland’s “Inheritance Tax”?

2024

Middle aged couple reviewing documents with their attorney.

Maryland is one of the few states that charges “inheritance tax”. We’ll start with the good news before you read on—fortunately, most conveyances of property are exempt from inheritance tax. However, it is important to be aware of inheritance tax as you consider bequests from your will, trust, or transfers via beneficiary designation. What is...

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Get to Know BDBF Attorneys: Memorial Day Weekend Traditions

2024

Family members talking and laughing by the grill at a cookout.

Memorial Day Weekend—at once, a holiday to mark a solemn occasion, but simultaneously the unofficial start of summer. How do BDBF attorneys commonly spend their long Memorial Day Weekend? We asked them! Liz Farley Memorial Day Weekend means the start of summer and the start of wedding season! In years past we have had a...

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CLIENT ALERT – Thousands of Marylanders Could Be Exposed to Greater Estate Tax Burden

2024

In legislation that we will be keeping a close eye on, Maryland officials have proposed significantly reducing the state estate tax exemption from $5 Million to $2 Million. This would expose thousands more Marylanders – and many Bulman Dunie clients – to estate tax. What Is Estate Tax? Put simply, estate tax is a tax...

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Get to Know Attorney Phil Kuljurgis

2024

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Category: Firm News

Philip (“Phil”) Kuljurgis has joined Bulman Dunie as an “of counsel” attorney supporting our personal injury and litigation practices. Phil has over 15 years of experience in private practice and as claims counsel for a national automobile insurer. You can learn all about Phil’s professional bona fides by visiting our webpage and reading his biography...

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Considerations on Naming Children as Co-Agents

2024

“Can My Kids Be Co-Agents?” This is one of the more common questions we get asked when we work with families to complete their Advance Medical Directive and Financial Power of Attorney. When clients designate their initial Health Care Surrogate or Financial Agent, the instinctive choice is to designate a spouse. But what about a...

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How to Protect Your Loved One’s Inheritance in Trust While Minimizing Conflict

2024

A common tool used by many of our estate planning clients is the use of a trust to protect a loved one’s inheritance. Where a trust is established, the inheritance is retained in trust for the benefit of a designated beneficiary, rather than distributed to that beneficiary outright (under the beneficiary’s control). By taking this...

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Bethesda, Maryland 20815

Phone:  301-656-1177

Fax:       301-986-9719

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301-656-1177