Trust & Estate

DBM has experience in trust and estate planning, administration, and litigation in Virginia, Washington, DC and Maryland.

Trust and Estate Planning
To achieve your trust and estate planning goals, including effective management of estate taxes, we use the full breadth of planning mechanisms such as:

    • Wills;
    • Revocable trusts;
    • Irrevocable trusts; and
    • Special-needs trusts.

Trust and Estate Administration
We counsel representatives responsible for the administration of all sizes of estates and trusts. Our trust and estate administrative services include:

    • Probating estates;
    • Preparing accountings and tax returns;
    • Representing clients during the audit process; and
    • Counseling fiduciaries.

Trust and Estate Litigation
We are prepared to litigate trust and estate matters, including:

  • Will and trust contests;
  • Breach of fiduciary duty; and
  • Presenting valuations and other tax-related issues before courts.