Allan is the head of the firm’s estates & trusts practice group. He concentrates his practice on estate and succession planning, estate and gift taxation, wills and trusts and probate and trust administration.
Allan is a regular lecturer on estate administration and estate planning for MICPEL, the Registers’ and Orphans’ Courts’ Associations, Maryland Association of Certified Public Accountants and numerous other professional organizations. He has written extensively on estate planning, probate rules and administration, including his widely acclaimed Gibber on Estate Administration which he regularly updates and is in its fourth edition. Allan is a consultant and active draftsman for the Subcommittee on the Probate and Fiduciary Rules and is a former Chair of the Estates & Trusts Section of the Maryland State Bar Association.
Allan is a Fellow of the American College of Trusts and Estates Counsel, has been included in the 1993-2010 editions of The Best Lawyers in America in the area of Estates & Trust Law, and was featured in the 2007-2010 editions of Maryland Super Lawyers.
Representative Transactions
Estate & Succession Planning
- Complex and sophisticated planning for higher net worth clients with significant business holdings
- Traditional estate planning for families with moderate wealth, younger families with minor children, and single professionals
Estate & Trust Administration
- Probate for estates in Maryland
- Ongoing supervision and administration of Trusts
Tax Planning
- Income tax planning for individuals, estates and trusts
- Estate, gift and generation-skipping transfer tax planning, compliance and audit issues
- Preparation of estate, gift and generation-skipping transfer tax returns
- Preparation of fiduciary income tax returns for estates and trusts
Litigation Support
- Guardianships for adult disabled persons and their property as well as guardianships of minors and their property, including assistance in the ongoing administration of such guardianships
- Will contests and breaches of fiduciary duty, over such matters as: caveats, interpretation of wills, obligation and breaches of personal trustees, as well as a myriad of other complex matters
- Wealth Transfer Disputes involving trusts and improper administration of estates and trusts
Asset Protection Planning and Appropriate Use of Foreign Trusts
- LLC and Partnership Planning
- Offshore and Domestic Trusts
- Prenuptial Agreements
Charitable Planning
- Formation of charitable organizations, application for exempt status and ongoing assistance in administration of charitable organizations
- Assistance with tax compliance issues
- Assistance with clients in locating appropriate charitable organizations for gifts or bequests
- Administration of Charitable Foundations
Expert Witness
- Estates – Complex issues involving probate and power of appointment issues
- Trusts – Issues relating to succession distributions and breach of fiduciary duties
- Estate, Gift and Generation Skipping Transfer Tax Issues
Publications & Presentations
Publications
Written extensively on Estate Planning, Probate Rules and Administration, including Gibber on Estate Administration, which is regularly updated with the Fifth Edition recently published
Presentations
Regular lecturer on estate administration and estate planning for MICPEL
Registers’ and Orphans’ Courts’ Associations
Maryland Association of Certified Public Accountants
Many other professional organizations
Honors & Awards
Fellow of the American College of Trusts and Estates Counsel
Distinguished Service Award, MICPEL, 1998
Voted into, The Best Lawyers in America in the area of Estates & Trust Law (1993-2008 Editions)
Featured as a Top 50 Attorney in Maryland Super Lawyers, 2007 & 2008
Admitted to Practice
Maryland
U.S. Supreme Court
Education
B.S., Honors, Johns Hopkins University
B.T.L., Ordination, Ner Israel Rabbinical College
J.D., Honors, University of Maryland School of Law
Professional Organizations
Baltimore City Bar Association
Maryland State Bar Association
Consultant and active draftsman for the Subcommittee on the Probate and Fiduciary Rules
Former Chair of the Estates & Trusts Section of the Maryland State Bar Association
ACTEC
Professional Background
Adjunct Professor -- Estate and Gift Taxation, Loyola College School of Business, Graduate Division
