Flock of Canvasback ducks flying and swimming on the Chesapeake bay in Maryland during winter
The Law Office of Patrick J. Fitzgerald, LLC opened its doors in December 2021, with a focus on estate planning, estate and trust administration, general business representation and real estate matters on Maryland’s Eastern Shore.
Estate Planning
Foundational Estate Planning
Wills
Revocable Living Trusts & Funding
Financial Powers of Attorney
Health Care Powers of Attorney
Living Wills
Beneficiary Designations
Incorporation of estate tax planning techniques were appropriate
Advanced Planning for estate & income taxes & gifting
Family Limited Partnerships (FLP)
Spousal Lifetime Access Trusts (SLAT)
Gift Planning
Irrevocable Trusts (including trusts to protect assets for children and grandchildren)
Special/Supplemental Needs Trusts (SNT)
Qualified Personal Residence Trusts (QRPT)
Intrafamily Notes and Sales
Estate planning for special situations
Small and Family-Owned Businesses
Physicians and Dentists
Farm Families
High Net Worth Individuals and Families
Estate & Trust Administration
Probate
Prepare and File Petition for Probate to Open the Estate
Obtain Required Bond
Prepare and Publish Required Notice to Creditors
Identify and Value Assets of the Estate and Prepare and File Inventory
Work with Personal Representative on all Estate-Related Financial Matters, including accounting for various transactions
Prepare and File Administration Accounts
Assist in Distribution of Assets
Funding of Testamentary Trusts
Preparation of federal and maryland estate Tax Returns and Maryland INheritance tax Filings
Required Filings for Gross Estates over the Federal and Maryland Exemptions
Optional Filings for Federal and Maryland Portability
Business
formation & Start-Up
Assist Clients with Choice-of-Entity Decision Through Evaluation of Tax and Non-Tax Considerations
Preparation of Formation and Operational Documents for Limited Liability Companies, General Partnerships, Limited Partnerships, For-Profit and Non-Profit Corporations and Limited Liability Companies
Filing of the Formation Documents with the Appropriate State Agency
business maintenance
Conduct of Meetings & Voting
Changes to an Entity
Maintenance of Stock Certificates and Membership Information
Commercial Lease Review and Preparation
employment matters
Employment and Independent Contractor Agreements
Nondisclosure, Non-Competition and Non-Solicitation Agreements
Employee Purchase/Bonus Agreements
Business succession planning
Buy-Sell Agreements
Employee Purchase/Bonus Agreements
Mergers, aquisitions & buyouts
Buy-Sell Agreements
Equity Purchase Agreements
Asset Purchase Agreements
Real Estate
document preparation
Deeds
Residential & Commercial Leases
Hunting & Agricultural Leases
Promissory Notes, Deeds of Trusts and Mortgages
Road Maintenance Agreements
Easement/Right-of-Way Agreements
representation in Purchase and sale of real estate
Preparation and Review of Real Estate Contracts and Related Documents
