Business Details
Trusted Estate Planning & Probate Services in Bethesda
Handler & Levine has been providing comprehensive estate planning, probate, and trust administration services to individuals, families, and businesses for over two decades. Our team of experienced attorneys specializes in creating customized estate plans that minimize tax liabilities, ensure smooth asset transitions, and address unique family dynamics. We combine deep legal expertise with a client-centered approach, prioritizing trust and practicality in every plan we design.Our firm has extensive experience working with federal employees, intelligence community members, and families with complex needs, offering tailored solutions that align with their specific circumstances. We are committed to guiding clients through every stage of estate planning and administration with transparency, professionalism, and a focus on long-term family legacy preservation.
Services
Estate Planning
Probate Administration
Trust Administration
Federal Employee Planning
Tax Planning
Incapacity Planning
Will Preparation
Trust Creation
Highlights and features
- We combine over 20 years of estate planning experience with personalized service.
- Our attorneys specialize in federal employee retirement and estate planning needs.
- We prioritize practical, tax-efficient solutions that align with family dynamics.
- Our team offers deep expertise in trust administration and probate processes.
- We maintain transparency with no hidden fees or complex legal jargon.
Services
Estate Planning
We design customized estate plans to ensure smooth asset transfer while minimizing tax burdens. Our services include wills, revocable living trusts, and advanced directives. We specialize in complex family situations and tax-efficient strategies for high-net-worth individuals.
Probate Administration
Our team guides executors through probate processes in Maryland, Virginia, and DC. We handle asset valuation, debt settlement, and distribution according to wills or intestacy laws. We offer modified administration options where available to streamline proceedings.
Trust Administration
We assist trustees with post-mortem trust administration, including asset management, tax compliance, and beneficiary distributions. Our services cover revocable living trusts and testamentary trusts, ensuring adherence to document terms and fiduciary responsibilities.
Federal Employee Planning
We provide specialized planning for federal employees, addressing unique retirement benefits and survivor protections. Our attorneys have conducted estate planning seminars for over 50 federal agencies, understanding the specific needs of government workers and retirees.
Incapacity Planning
Our comprehensive planning includes powers of attorney and medical directives to address potential incapacity. We create revocable living trusts that function as disability vehicles, ensuring seamless management of assets during incapacity.
People
Marc S. Levine
Managing Partner
With over 30 years of experience, Marc Levine specializes in estate planning and trust administration. He focuses on creating customized solutions for complex family situations and tax-efficient wealth transfer strategies.
Lacey D. Yegen
Partner
Lacey Yegen brings extensive experience in estate planning and probate law. She works closely with families to develop comprehensive plans that address both immediate needs and long-term legacy goals.
Lorryn D. Logan
Associate
Lorryn Logan specializes in trust administration and estate tax compliance. She assists clients with both pre- and post-mortem planning, focusing on minimizing administrative burdens for surviving family members.
Sarah H. Kearney
Probate Manager
Sarah Kearney oversees probate operations, coordinating with attorneys and financial professionals. With over 10 years in estate administration, she ensures smooth execution of estate settlement processes.
Amanda Nesher
Assistant Probate Manager
Amanda Nesher supports estate administration with her international legal experience. She holds an LLM from Columbia University and focuses on complex estate documentation and compliance.
Questions
What are probate assets?
Probate assets are those owned solely by the deceased without beneficiary designations or joint ownership. These require court-supervised administration to transfer ownership.
What is modified probate in Maryland?
Modified probate is an abbreviated process available for estates with family members as heirs, eliminating inventory requirements through a simplified final report with all parties' consent.
How does trust administration work?
Trust administration manages assets held in revocable living trusts during incapacity or after death, allowing successor trustees to act without court approval while following trust terms.
Do you specialize in federal employee estate planning?
Yes, we've provided tailored estate planning services for federal employees and retirees for over 20 years, including specialized retirement benefit planning and pre-retirement seminars.
What areas do you serve?
We serve clients across Maryland, Virginia, and Washington, D.C., with our main office located in Bethesda, Maryland, serving the Washington Metro area since 2005.
