With a new year comes updated exemptions for estate tax exclusion and gift tax for 2024. What is the “estate tax exemption” and where is it going in 2024? The estate tax exemption refers to the value (or sum) of non-charitable bequests that can pass…

If our analytics tell us anything, it’s that our readers are surprisingly very interested in our opinions on Thanksgiving! Whether it’s favorite foods or something else, something about the holiday season strikes an interest in our readers! And we want to give our readers what…

Bulman Dunie is thrilled to announce that our three shareholders, Jeremy Rachlin, Meg Rosan, and Dan Shaivitz, were each selected by our peers in Montgomery County for inclusion in Bethesda Magazine’s Top Attorney issue. This issue appears in Bethesda Magazine every two years and Jeremy, Meg, and Dan…

The holiday season can be a difficult time, especially for clients in the midst of a custody dispute. Here, Bulman Dunie partner and chair of our family law and mediation practice groups, Meg Rosan, offers five tips for resolving a custody case. Tip 1 – Don’t…

Thanksgiving. A time for food, football, and family. When families gather – particularly when multiple generations gather – it is not unusual for younger generations to broach the subject (sometimes after a glass of wine or two) about estate planning. We know this because, at Bulman…

Bulman Dunie is thrilled to welcome Vi Nguyen as an associate attorney here at the firm! Vi will primarily work on personal injury and family law matters. She comes to us having recently completed a judicial clerkship for the 13 judges of the District Court…

Associate Attorney Vi Nguyen comes to Bulman Dunie having just completed a year-long judicial clerkship for the 13 judges of the District Court of Maryland for Montgomery County. The District Court has exclusive jurisdiction over traffic matters, misdemeanors, certain felonies, and landlord-tenant cases. The jurisdictional…

There is a significant piece of new law on the books effective January 1, 2024 that will impact all business owners, including many Bulman Dunie estate planning clients. Anecdotally, from talking to our clients who will be impacted by this change, most are not aware…

Ch-ch-ChangesPretty soon you’re gonna get a little olderTime may change meBut I can’t trace timeI said that time may change meBut I can’t trace time “Changes” by David Bowie When clients sign their estate planning documents, whether it is a power of attorney, a will,…

If you are reading this newsletter, chances are we have represented you or someone you know, you have a professional relationship with us, or you know us from our network in the community. As such, you are one of the keys to the success of…

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