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Estate Planning & Administration

What We Do

The Estate Planning & Administration Practice Group at Liff, Walsh & Simmons offers a full range of estate planning services with an emphasis on each client’s unique circumstances. Our attorneys work closely with individuals and families to ensure that their estate planning portfolios are carefully tailored to address their particular financial needs and family dynamics. Estate planning and administration is about more than creating a will; it’s about preserving your legacy and taking care of the people and causes you love most. Our Estate Planning & Administration attorneys, led by Gregory J. Ferra, are dedicated to protecting you and your family with their precision, patience, and care.

How We Do It

1

Estate Planning

We have extensive experience in utilizing a variety of estate planning tools to achieve our clients’ goals. Our attorneys regularly provide advice on tax reduction strategies, the use of life insurance, and succession of a family business.
2

Estate Administration

Liff, Walsh & Simmons’ attorneys are experienced in all aspects of estate administration. We work closely with our clients to guide them through the entire estate administration process. Our representation typically includes the opening of the decedent’s estate, obtaining necessary appraisals of assets, management and transfer of assets, assistance with the filing of state and federal tax returns, and the payment of any claims, debts, expenses or taxes.

Our attorneys also assist with the coordination among the decedent’s professional advisors to ensure that the process is as efficient and stress free as possible.

3

Fiduciary Litigation

Fiduciaries are individuals or corporations that have a duty to act primarily for another’s benefit and must perform their duties with care, loyalty, and good faith and avoid any conflicts of interest. At Liff, Walsh & Simmons, our attorneys represent clients in matters involving fiduciaries including the administration and disposition of wills, trusts, estates, and guardianships.

Relevant Blogs & News

CFAAC Inducts Jessica Walsh into Professional Advisor Recognition Society

Jessica is an associate attorney at Liff, Walsh & Simmons and member of the firm’s Estate Planning & Administration Practice Group.

Do I Have an Estate Planning Problem?

"I haven’t created a detailed list of my assets, debts, or key contacts."

MD Law Recognizes Domestic Partnerships, Extends Spousal Rights

This update to Maryland law significantly affects the rights and privileges bestowed upon individuals after the death of a loved one.
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CONTACT OUR TEAM

Gregory J. Ferra

Partner
Terrence Liff wearing navy suit with painting behind him

Terrence C. Liff

Partner
James E. Crossan

James E. Crossan

Partner
Jon McGowan Partner

Jonathan W. McGowan

Partner

Jessica L. Walsh

Associate