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EPA Traditional
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Level of Service Plans

EPA Traditional

This service is for customers who have complex needs or simply prefer a traditional in-person meeting with an Attorney. Generally, this service is for those clients whose assets require more advanced tax and estate planning.

With this service, our Attorneys will discuss your goals and priorities and may recommend certain Trust options, depending on your asset structure and family dynamic. We will also discuss the risks and opportunities in navigating estate, inheritance, and gift tax issues.

Persons and families in the following categories should strongly consider this in-person consultation service:

• Married couples with children from prior marriages
• Individuals and couples with special needs children
• Individuals and couples with real estate in one or more states outside of Maryland
• Individuals and couples who wish to benefit a charitable institution
• Anyone with net worth greater than $2.5M

To schedule an appointment for this level of service, simply click the “Contact Us” button to the right.