Category: Estates and Trusts

BDBF attorney Jeremy Rachlin, a proud Terp alum, was thrilled to be invited “home” to present to the University of Maryland Alumni Association during “Terrapin Love Week”. Jeremy’s presentation, Protecting the People and Places Your Love: an Estate Planning Seminar, afforded the 70+ attendees an overview of estate…

What do you do if your loved one appears unable to make decisions for himself/herself? Is a guardianship necessary? Unfortunately, this is not an uncommon question posed to Bulman Dunie attorneys. What Is a Guardianship and When Is It Available? Guardianship is only available where there…

As we age, the adage “you can’t take it with you” begins to hit home. Indeed, many of our estate planning clients consider inter vivos (during lifetime) gifts to family members as part of their estate planning. Let’s bust three of the most common myths that exist about…

Whenever there is a change to estate tax laws, it can be particularly consequential to our clients. Assets that comprise a Decedent’s (deceased person’s) “taxable estate” are assets considered under the Decedent’s control as of the date of his/her death. Assets under a Decedent’s control and…