Maryland Law of Estates & Trusts General Estate Planing Topics Asset Protection & Estate Planing

This is a treatise that Mr. Franke wrote using his lecture notes from the law school course that he taught.
 

These topics (including FAQs) are designed to provide general, non-technical information.
 

These are resources for Estate Planning professionals and others presenting a more detailed analysis.
 

Peer Recognition

Super Lawyers
Seriously Outstanding
only 5% selected each year
Listed in the Best Lawyers in America
  • Listed in Maryland Super Lawyers




  • AV rating from Martindale-Hubbell

A Tax, Business, Estate and Trust Law Praictice


We are an estates and trusts law boutique in downtown Annapolis, Maryland.  Fred Franke, the principal attorney, is a fellow of the American College of Trust and Estate Counsel; he is past chair of the Estate and Trust Section of the Maryland State Bar Association; and he was an adjunct professor of law at the University of Baltimore having taught the estates and trusts course in the night division.  The firm consists of two seasoned estates and trusts lawyers and a CPA skilled in fiduciary accounting issues.  We offer a personal and individualized approach to your estate planning needs.  

We have a specific focus:

  • Estate Planning: Planning to minimize death taxes and to assure the transfer of wealth to the intended beneficiaries.  We prepare the documents necessary to implement estate plans: simple and complex wills, revocable trusts, life insurance trusts, special needs trusts, family partnerships, charitable remainder trusts, powers of attorney, health care directives, and many other documents.
  • Asset Protection Planning: Assisting clients to structure their affairs so to reduce exposure to potential future creditors for themselves and for their beneficiaries.
  • Estate/Trust Administration: Assisting in all facets of wealth transfer management including preparing estate tax returns and guiding clients through probate and non-probate wealth transfer.
  • Fiduciary Litigation: Representing personal representatives, trustees, beneficiaries and others in estate or trust related litigation.
  • Expert Witness and Consulting Services: Assisting lawyers in connection with litigation and/or estate planning for their clients.