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Expert in tax law and accounting
issues that impact
businesses & individuals

 
 

Estate Planning

Mr. Robbins' firm is a full-service organization, with a number of specialities including estate planning.

Mr. Robbins' Estate Planning Philosophy:

Mr. Robbins arranges wealth transfers to maximize the financial well being of each client and for the client's survivors. He seeks to counsel clients wisely regarding the effective and economical organization and disposition of their wealth by diligently working to define, refine and achieve his clients' goals.

In general, Mr. Robbins serves as his clients' first line of defense against paying substantial trust, estate, gift and generation-skipping transfer taxes through comprehensive or segmented estate planning. He prepares health-care decision-making tools (living wills), plans for special needs and facilitates the distribution of substantial financial and other gifts to clients' family members, charitable organizations and other entities.

Mr. Robbins' Estate Planning Practice Includes the Following Specific Areas:

  • Wills, trusts, estates & probate, including litigation of contested wills & trusts
  • Federal, multistate & multinational estate planning
  • Asset protection & family business succession planning
  • Preparation of fiduciary (Form 1041) and estate tax (Form 706) returns
  • Representation before the U.S. Tax Court & IRS agencies
 
 

Serving Montgomery County, Maryland & the Washington D.C. area including these communities: Bethesda, MD, Chevy Chase, MD, Clarksville, MD, Gaithersburg, MD, Germantown, MD, Olney, MD, Potomac, MD, Rockville, MD, Silver Spring, MD