At Bulman Dunie, we regularly assist clients, review their planning documents, and implement changes to their documents. Clients understandably want to limit the costs of these changes. And we share that objective! But there are times when an entirely new instrument, as opposed to a…

Please join us in congratulating Mary Grady on her 30-year anniversary at Bulman Dunie! Mary began working as the law firm’s bookkeeper full-time in July 1994, when the firm was still operating out of a house on Arlington Road in Bethesda, immediately across from Bethesda…

In a Nevada court, a drama is playing out over – of all things – an irrevocable trust. But this isn’t any irrevocable trust. It is the family trust established by Rupert Murdoch to control his media empire, including Fox News. The Background The proceedings…

If we have learned one thing from the feedback we’ve received from our readers, it’s that you love nothing more than posts about music, movies, and food. Who are we to disappoint you? The Fourth of July has come and gone, and we’re fully in…

Every day, the estate and trust team at Bulman Dunie assist clients who serve as “Personal Representatives” (a/k/a “Executors”) of an estate in navigating the probate process. Probate can be complicated, but there are some easy steps that can be taken from Day 1 to…

Last month, my wife and I signed our own trust. Just like nearly all of my clients who create trusts, my wife and retitled our home into our trust. In retitling our home into our trust, we signed a deed conveying title to the property…

Memorial Day Weekend—at once, a holiday to mark a solemn occasion, but simultaneously the unofficial start of summer. How do BDBF attorneys commonly spend their long Memorial Day Weekend? We asked them! Liz Farley Memorial Day Weekend means the start of summer and the start…

Maryland is one of the few states that charges “inheritance tax”. We’ll start with the good news before you read on—fortunately, most conveyances of property are exempt from inheritance tax. However, it is important to be aware of inheritance tax as you consider bequests from…

In legislation that we will be keeping a close eye on, Maryland officials have proposed significantly reducing the state estate tax exemption from $5 Million to $2 Million. This would expose thousands more Marylanders – and many Bulman Dunie clients – to estate tax. What…

“Can My Kids Be Co-Agents?” This is one of the more common questions we get asked when we work with families to complete their Advance Medical Directive and Financial Power of Attorney. When clients designate their initial Health Care Surrogate or Financial Agent, the instinctive…