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Tag: estate planning

THINGS TO CONSIDER WHEN CREATING AN ESTATE PLAN

Things To Consider When Creating An Estate Plan  November 1, 2023  |  By: Carolyn Williams and David Ludwig   When thinking of creating an estate plan, here are a few things to consider before finalizing your final wishes:   Should you create a Will or a Trust?    The essential difference between a will and… Continue reading THINGS TO CONSIDER WHEN CREATING AN ESTATE PLAN

The Guardians of a Trust: What is a Trust Protector?

A Trust Protector introduces another player into the ecosystem of a Trust. It is a person or entity appointed to safeguard the intentions of a Grantor. They are not a Trustee, but still have powers over the trust.

The Guardians of a Trust: What is a Trust Protector? October 23, 2023 |  By: Dylan Cooper and Dominique Braggs   What is a Trust? A Trust is a legal entity involving three roles: The Grantor or “Trustor”, the Trustee, and the Beneficiary. The Grantor (the creator of the trust) will give the Trustee the… Continue reading The Guardians of a Trust: What is a Trust Protector?

Estate Planning for Student Loan Borrowers

Our attorneys explain the different types of student loans and what happens to the debt if the borrower passes away. Student loan borrowers...

Estate Planning for Student Loan Borrowers   October 9, 2023   |   By: Dunlap Bennett & Ludwig   After a three-year hiatus, the student loan crisis has found itself back at the forefront of political conversation. Student loans can be the source of much financial stress for many households, but have you ever thought about what… Continue reading Estate Planning for Student Loan Borrowers

Do Beneficiaries Have the Right to File Lawsuits on Behalf of an Estate?

In Virginia, do heirs have the right to file lawsuits on behalf of the estate? In Kittrell v. Fowler, the beneficiaries of a living trust...

Do Beneficiaries Have the Right to File Lawsuits on Behalf of an Estate?   October 4, 2023   |   By: Christopher M. Arakaky   When a decedent passes away, the beneficiaries of his or her last will and testament or living trust have the right to inherit the assets owned by the decedent, subject to the… Continue reading Do Beneficiaries Have the Right to File Lawsuits on Behalf of an Estate?

Estate Planning for Small and Family-Owned Businesses

Small Business and Family-Owned Business Estate Planning

August 28, 2023   |   By: Chris Arakaky   Estate Planning for Small and Family-Owned Businesses   This article is only meant to serve as a general overview of business succession planning for small and family-owned businesses. Given that there is such a diverse and wide variety of business types, the specific factors to consider and… Continue reading Estate Planning for Small and Family-Owned Businesses

Diane Feinstein: Power of Attorney and Elder Financial Abuse

A financial power of attorney (also called a durable power of attorney) gives an agent the power to take care of your finances if you become incapacitated or you are unavailable to manage them yourself.

Diane Feinstein: Power of Attorney and Elder Financial Abuse August 18, 2023   |   By: Dominique Braggs   Senator Diane Feinstein is the oldest member of Congress. She has faced some serious health problems in the past year which caused her absence from the Senate for a number of months. There are reports that she gave… Continue reading Diane Feinstein: Power of Attorney and Elder Financial Abuse

What is a Standby Guardian?

July 14, 2023   |   By: Jeff Lippman   A standby Guardian is a person or persons you, the parent or guardian, pre-ordains to be your preferred Guardian in the event of several triggering events. Obviously, a Will covers this in the event of death, but not in other circumstances. Several jurisdictions have attempted to address… Continue reading What is a Standby Guardian?

Maryland and Federal Estate Tax Portability in a Nutshell

July 13, 2023   |   By: Dunlap Bennett & Ludwig   In the technology world, portability has become increasingly important as people become more mobile and reliant on a variety of devices to access and use information. Portability allows individuals to work remotely or while on the go, without being tied to a specific location or… Continue reading Maryland and Federal Estate Tax Portability in a Nutshell

What Happens to a Person’s Assets Upon Their Death

July 11, 2023   |   By: Carolyn Williams   Dealing with the death of a family member or close friend can be a very difficult and daunting task. Knowing what to expect can make the process seem less overwhelming and less stressful. After handling funeral arrangements, the next step is figuring out what happens to the… Continue reading What Happens to a Person’s Assets Upon Their Death

Essential Things to Know About Trust Administration

July 3, 2023   |   By: Dominique Braggs   If you have been named as the trustee of a trust, you may be wondering what your responsibilities are and how you can fulfill them. This article offers an overview of trustee duties and highlights the legal risks of serving as a trustee.   A few basic… Continue reading Essential Things to Know About Trust Administration

Intern Program

As part of our effort to recruit, develop and retail the best and brightest attorneys, Dunlap Bennett & Ludwig offers a summer intern program for promising law school students who are looking to work as part of an innovative and incredibly successful team. With a global team of lawyers, selected candidates are able to work on high level projects in a collaborative space.

Paralegals and Legal Support Staff

At Dunlap Bennett & Ludwig, our team of paralegals and staff work together collaboratively along side our attorneys toward a common goal. We have created a positive work environment where our paralegals and legal assistants work to successfully reach firm-wide goals and support each other to combine individual strengths to enhance team performance. They regularly assist our attorneys with organizing and maintaining files, conducting legal research, and preparing documents.