Law Office of Steven M. Berger, LLC

WealthCounsel Symposium

Earlier this month I spent a week attending an estate planning conference in San Diego with many of my colleagues from across the country. No magic formula or big changes were touted. Much of the conference focused on relating to our clients...

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Forms of Bequests

The decision to make a bequest from a will or trust can be done in many ways: Outright to the person Uniform gift to minors account Trust for the child until the child reaches a certain age (often 25) Trust for all of your children until the...

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Wills for Heroes

Once again I participated in the Wills for Heroes program this time in Baltimore. Wills for Heroes provides wills, powers of attorney, and advance medical directives for first responders. This year the program has been expanded to include...

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Trust Taxes

In August I attended an Advanced Estate Planning Conference put on by the American Institute of Certified Public Accountants. You may wonder why an attorney would spend three days listening to speakers talk about taxes. The reason is that taxes...

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Asset Protection

I recently attended a Maryland State Bar Course that covered the latest laws and decisions on asset protection in Maryland. Asset protection is a key factor in the decision to establish trusts for beneficiaries. The trust you establish for your...

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