Steve is Co-Chair of the firm’s Estates and Trusts practice group and works with clients in the areas of estate planning, estate and trust administration, and tax and business succession planning. He also assists them in protecting assets for future generations through long-term trusts for children, as well as pre- and post-nuptial agreements. Previously an attorney with the Internal Revenue Service’s Estate and Gift Tax Branch, Rulings and Projects Sections, he brings considerable knowledge and experience of the tax issues affecting his clients’ estates and trusts.
Tax and estate planning groups frequently engage Steve to speak on such topics as post-mortem estate planning, estate planning with IRA distributions, business succession planning, tax planning for the practitioner, new income tax laws and practical and important developments in estate planning and probate. He also has lectured before the Georgetown University/D.C. Bar Association Estate Planning Program and served as the program’s chair for five years. In addition, other estate planning attorneys reach out to Steve on a regular basis for input on the application of particularly intricate techniques for their clients.
Honored as a Fellow of the American College of Trust and Estate Counsel (ACTEC) and nationally accredited as an estate planner, Steve also serves on ACTEC’s Asset Protection Committee. With nearly 30 years of experience and successful estate planning, he has been frequently named as one of the Best Lawyers in America (2006-present) and recognized annually as a Super Lawyer in both Maryland and Washington, D.C. since 2007.
An active participant in the local community, Steve is a past co-chair of the Hebrew Home of Greater Washington’s Planned Giving Committee and a past vice-chair of its Board of Governors. He has also previously served on the Planned Giving Committee for Suburban Hospital. Steve currently serves on the Planned Giving Committee for the Jewish Social Service Agency and on the Endowment Planning Committee for Adat Shalon Reconstructionist Congregation.