Serving Maryland Estate Planning Clients from Our New Frederick Location
Effective July 1, 2026, our office is located at:
5100 Buckeystown Pike, Suite 250
Frederick MD 21704
Convenient telephone, virtual, and in-person appointments available by appointment only.
Parents should consider the possibility of leaving their retirement benefits to children without disabilities and leave other assets—cash, stocks, real estate, insurance, etc.— to the special needs trust. Leaving non-retirement assets to the special needs trust avoids the unsatisfactory consequences associated with the shorter pay-out required when the special needs trust names an older contingent beneficiary or where the parents would like to name a charity as a beneficiary of the trust. The retirement funds left to the children without disabilities can be stretched out to the extent permitted by law, and more of the favorable tax treatment and opportunities…
Whether paid directly to a disabled person, or into an ordinary trust, most gifts and inheritances and accident, workers compensation, divorce, and other litigation recoveries jeopardize government aid and even may have to repay prior benefits.
Bill and Susan have begun to realize they, in the future, may no longer be able to care for Sam and, equally important to them, they don’t want to jeopardize the services paid for by the Medical Assistance program.
Frederick, MD 
301-663-9230
