Estate Planning Archives - Page 4 of 5 - Davis, Agnor, Rapaport, & Skalny

Intentional Interference with Inheritance

Recently, in the case of Barclay v. Castruccio, the Maryland Court of Appeals recognized, for the first time, a claim for intentional interference with an inheritance or gift. This cause of action can arise when … Read More

Guardianships in Maryland

What happens when someone becomes disabled and can no longer manage his or her financial affairs? Perhaps that person has dementia, suffered a stroke, or has some other ailment or injury that renders that person … Read More

How to Handle Your Required Minimum IRA Distribution During COVID

Earlier this year, the Coronavirus Aid, Relief, and Economic Security (CARES) Act, enacted by Congress to mitigate economic damage due to COVID, temporarily modified rules related to retirement accounts. Specifically, the CARES Act suspended the … Read More

Can You Disinherit Your Spouse?

Recent changes to Maryland law make the answer a resounding “NO”. If you are married and plan to leave your estate to someone other than your spouse (such as your children from a prior marriage), … Read More

Intergenerational Estate Planning

Should estate planning be a family affair? Sometimes our clients ask if they should share their estate plans with their children. Sometimes, adult children ask how they can get their parents to put an estate … Read More

“I have been working in the Central Maryland commercial banking arena since the 1990's and have had the pleasure of knowing and working with the team at Davis, Agnor, Rapaport and Skalny since the practice was established. The firm has the unique ability to blend experience and responsiveness while also making time to be deeply involved in the community. My direct experience has included bank documentation and Paul and Jeff, along with the rest of the team, have done a fantastic job. I have also seen firsthand the firm’s success as business attorneys since we have had several clients in common over the years.”