At Bulman Dunie, we consider ourselves the “everything estate attorneys” for clients in all stages of their personal and professional lives.
On any given day, you will find our estate planning attorneys:
- Working with young couples understand the basics of their first ever estate plan;
- Provide peace of mind to families on the verge of retirement that their “estate planning house” is in order;
- Assisting high net worth family maximize gifting and intra-family business succession matters;
- Meeting with clients to review their existing estate plan to make sure it is still optimal, given the changes of estate and tax laws, family dynamic, and family wealth since the plan was initially prepared;
- Gently guiding a family who has just lost a loved one down the unfamiliar and sometimes-emotional path of probate or trust administration;
- Preparing inventories, accountings, and other filings in probate court;
- Assisting trustees and beneficiaries understand their rights and obligations under probate estates and trusts;
- Helping trustees find the most efficient way to resolve disputed matters involving trusts
- Teaching seminars to local community groups on the fundamentals of estate planning.
With an estate and trust practice spanning decades, and with attorneys recognized by Baltimore Magazine, Bethesda Magazine, and Washingtonian Magazine as amongst the top estate and trust attorneys in the DMV, we proudly serve as a trusted resource for thousands of families across Maryland and the District of Columbia.
