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Advisor: MaryEllen Willman

Last name: Willman
First name: MaryEllen
Company: Whiteford Taylor & Preston
Title: Partner
Email: mwillman@wtplaw.com
Seat: Estates and Trusts
Position:
Phone: 410.347.8720
Address: 10500 Little Patuxent Parkway Suite 750 Columbia, MD 21044
State: MD
Zip code: 21044
Website: wtplaw.com
Alternate Website:
Region: SoMA

Biography:

Experience

Estate Planning & Administration
• Counsels clients in a wide range of wealth profiles and personal circumstances with respect to estate planning and incapacity planning
• Designs and drafts estate plans to address each client’s personal goals and needs, from basic planning to more complex planning involving generation-skipping trusts, special needs trusts, charitable trusts and family limited liability companies
• Represents non-U.S. citizens with regard to estate planning utilizing qualified domestic trusts and other planning techniques
• Works with multiple generations of family members to provide intergenerational estate planning
• Advises business owners on how to transfer of business interests and plan for ownership succession
• Handles guardianships, conservatorships, probate of decedents’ estates and post-mortem administration of trusts in Maryland, Virginia and the District of Columbia
Estates & Trust Litigation

• Prosecuted actions for breach of fiduciary duty to recover misappropriated estate and trust funds
• Instituted proceedings against agents, personal representatives and trustees to compel accountings and produce books and records
• Handled inter partes probate actions
• Prosecuted actions to establish heirship
• Represents trustees, personal representatives and beneficiaries in a wide range of fiduciary litigation matters
• Represented beneficiary electing spousal share of augmented estate
• Obtained seven-figure settlement from trustee on behalf of a trust beneficiary for trustee’s breach of fiduciary duty
General Information

• AV Peer Review Rated: Martindale-Hubbell
• Member: Maryland State Bar Association
• Member: Virginia State Bar Association
• Member: District of Columbia Bar Association
• Frequently lectures to financial advisors, accountants and others on topics related to estate planning and estate taxation
• Working knowledge of Spanish, Italian and Russian
Education
• American University, Washington College of Law (J.D. 1986)
• State University of New York (SUNY) Stonybrook (B.A. 1981)
Practice Areas
• Trusts, Wills and Estate Planning
• Estates & Trust Litigation
• Business Succession Planning
Admitted to Practice
• District of Columbia
• Maryland
• Virginia требования zen pinball 2: fantastic four



Available articles::
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BEF EVENTS, SEMINARS AND WEBINARS

 


November 7, 2013
Profiles in Growth:
Closing the Business Value Gap


Edwin Miller, CEO and Founder, 9Lenses
Edwin is a growth and turnaround thought leader whose proven skills in leadership, motivation, and business model assessment have had tremendous results in companies around the world. He founded 9Lenses to help executives find and resolve gaps in any aspect of their business. Recently named a “Top 12 CEO to Watch” by the Washington Business Journal, he is renowned for high-energy presentations that motivate executive audiences toward transforming their organizations. 

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Closing the Business Value Gap
November 7, 2013
7:30 am - 9:30 am
DeVry University
The Becker Room (6th Fl.)
4550 Montgomery Ave.
Bethesda, MD 20814
November 13, 2013
Profiles in Growth:
Closing the Personal Value Gap

 
For the best personal outcome, owners must identify and bridge the gap between corporate value when they first contemplate an exit and value when the actual transaction takes place—not to mention after the sale. The time to dig a well is before you get thirsty, but in the midst of transferring the company’s ownership, personal planning often gets delayed or lost—a dangerous omission. The panel will examine case studies and share the real-world experiences of business owners and their heirs in the post-sale years.


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Closing the Personal Value Gap
November 13, 2013
7:30 am - 9:30 am
Teqcorner Entrepreneur Center
1616 Anderson Rd.
McLean, VA 22102



Upcoming Events
October 24, 2013, 3:30 pm - 5:00 pm
Preferred Advisors Meeting and Happy Hour

November 7, 2013, 7:30 am - 9:30 am
PROFILES IN GROWTH: CLOSING THE BUSINESS VALUE GAP

November 13, 2013, 7:30 am - 9:30 am
PROFILES IN GROWTH: CLOSING THE PERSONAL VALUE GAP
View Full Calendar









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