We have built an extensive knowledge base regarding the rules and regulations of Estate & Trust, Tax, and Business law.
We have an extensive background in both the business law, estates, and trusts arenas.
We are sensative to the current Covid crisis and we are here to help.
We take the time to make sure you are comfortable with your options and future.
Actively Practicing Estate Planning, Tax, and Business Law
Lawyer and Proud Owner
“Robert is an accomplished attorney in the Business Law, Estate Planning, and Tax practices. He has built an extensive background in both the securities and estates and trusts arenas. He has spent more than ten years in the securities industry as a financial advisor, as well as a manager. During that time, he has built an extensive knowledge base regarding the rules and regulations of the securities industry.”
Robert is an attorney in the Business Law, Estate Planning, and Tax practices. He has an extensive background in both the business law and estates and trusts arenas. He has spent more than ten years in the securities industry as a financial advisor, as well as a manager. During that time, he built an extensive knowledge base regarding the rules and regulations of the business law industry. In addition, he was responsible for compliance regarding securities regulations. Robert is a also a dedicated father and enjoys spending time with his two children.
Robert also spent several years in the estate and trust field. He has in depth experience in the administration of trusts, as well as estate planning. He spent four years in fiduciary trust terminations, where he was responsible for final trust distributions in compliance with both Federal, Maryland, and Pennsylvania estate tax laws. In addition, he spent six years as a wealth planner advising high net worth clients on complex estate and tax planning issues. During this time he built a strong knowledge base regarding estate planning techniques and their related tax consequences.
He is also a certified boxing coach with USA Boxing. He spends time training fighters and participating in amateur boxing tournaments.
Bar Admissions
Pennsylvania, 2021
Maryland, 2010
U.S. Supreme Court, 2012
U.S. Tax Court, 2017
District of Columbia, 2020
Education
University of Maryland School of Law, Baltimore, Maryland, 2010
Towson University, Towson, Maryland B.A. magna cum laude – 1996
Major: Business Administration
Major: French
Professional Associations & Memberships
Super Lawyers Rising Stars Award 2018 & 2019
Baltimore Estate Planning Council, Member
MSBA – Estates and Trusts and Taxation, Member
Bar Association of Baltimore City -Estates and Trusts Committee, Member
MSBA Estates and Trusts Study Group, Co-Chairman
American Bar Association –Taxation and Property, Member
Member Baltimore Bar Foundation, Fellow