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Practice Areas

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

  • 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


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
  • Review of Lending Documents
  • Review of Settlement Documents
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