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When assessing complex information, it often helps to break items into basic building blocks. The same approach can be successful when dealing with asset protection. Be prepared for specific challenges associated with various types of trusts by understanding their unique characteristics. Gain the information you need with this comprehensive overview of the wide variety of trusts available. Order today!
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BARRETT R. KING is a member attorney in the law firm of King|Hall LLC, where he focuses his practice on representing parties in routine and contested fiduciary matters: primarily guardianship, estates and trusts. He routinely serves as court-appointed or privately retained counsel for the alleged disabled person, petitioners and interested persons in guardianships, and as counsel for personal representatives, trustees, guardians or interested persons in estate and trust administration and litigation matters. Mr. King has himself served as the guardian, personal representative or trustee on more than 100 occasions and testifies often as an expert witness in guardianship matters. He is admitted to practice before the Court of Appeals of both Maryland and the District of Columbia, the United States Tax Court, the United States District Court for Maryland, and the United States Supreme Court. Mr. King earned his B.A. degree in philosophy from Salisbury University and his J.D. degree, cum laude, from the University of Baltimore School of Law.
ROBERT P. OLIVER is an attorney with WardChisholm, P.C., a firm of tax attorneys with offices in Bethesda, Maryland, McLean, Virginia, and Vancouver, British Columbia. The firm provides tax, business, and estate planning services and represents taxpayers before the Internal Revenue Service and the U.S. Tax Court. The firm focuses on providing tax planning and representation to owners of privately-held businesses, integrating business succession planning with personal estate planning needs, establishing foreign asset protection trusts, public and private tax-exempt charitable organizations, and all forms of business entities, both domestic and foreign. Mr. Oliver has practiced as an estate planning and estate settlement attorney for 10 years. He earned his B.A. degree from Arizona State University and his J.D. degree from Syracuse University College of Law. In addition to practicing law, he is an adjunct faculty member at George Mason University School of Law in Arlington, Virginia, where he teaches two courses on estate and gift taxation and estate planning. He is a member of the Virginia State Bar and the Maryland State Bar Association.
CATHLEEN C. OPEL is counsel in the personal wealth, estates and trusts practice group in the Baltimore office of Saul Ewing Arnstein & Lehr LLP. Ms. Opel's practice encompasses all aspects of estate, gift, charitable, and special needs planning, as well as estate and trust administration and probate and fiduciary litigation. Her clients include individuals, family-owned businesses and fiduciaries. Ms. Opel provides counsel to individuals and families on how to avoid and resolve probate disputes, represents clients in probate litigation, and assists clients with family-owned businesses on business succession planning. She frequently speaks to professional organizations and business institutes, including National Business Institute, where she has been a contributing author and presenter for "Probate Inventory and Final Accounting," "Top Challenges in Estate Administration," "Estate Planning Oddities and Challenges," "The Probate Process from Start to Finish," "Tax Planning for Trusts and Estates" and "Estate Administration Boot Camp." Ms. Opel is a member of the Bar Association of Baltimore City and the Maryland State Bar Association. She earned her B.A. degree from the University of Maryland and her J.D. degree, with honors, from the University of Maryland School of Law.
SHARON J. RITTER BEALL is an attorney with the law firm of Hylton & Gonzales, LLC. Ms. Ritter Beall practices in the areas of estate and trust planning, wills, trusts, estate and trust administration, wealth transfer planning, and in special needs trust planning. She earned her B.A. degree from Kenyon College, her J.D. degree from IIT Chicago Kent College of Law, and her LL.M. in taxation degree from the University of Baltimore School of Law. Ms. Ritter Beall is a past chair of the Maryland State Bar Association Estates and Trusts Section Council, a member of the Academy of Special Needs Planners, and president elect of the Board of Directors at First Maryland Disability Trust, Inc.