概述
Todd Steinberg focuses his practice on helping high net worth individuals and families navigate complex and sophisticated estate and income tax planning matters. He assists clients with multi-generational wealth preservation and accumulation, as well as probate and trust administration, and charitable planned giving. Todd has substantial experience in complex, post-death estate and trust administration, as well as fiduciary litigation matters. He has represented clients in IRS estate and gift tax examinations, IRS appeals and related state and federal tax controversy matters.
Todd also implements business succession and transition planning for privately held companies, business owners and entrepreneurs, helping them reach financial goals for their companies and build and preserve their personal net worth. He has a particular depth of experience in planning with life insurance products and regularly provides counsel to allied professionals in the insurance industry.
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Philadelphia Estate Planning Council, "Unwinding an Unworkable Transaction with a Workable Policy"
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Maryland Association of CPAs (MACPA)'s 2019 Advanced Tax Institute Conference on Estate Planning Issues, "Life Insurance Planning Strategies"
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PPB Capital Partners BRIDGE Alternatives Conference, "Private Placement Life Insurance Transactions"
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45th Annual Notre Dame Tax and Estate Planning Institute, "Unwinding Life Insurance Transactions and Keeping a Policy"
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AICPA Engage 2019 Annual Conference, "2019 and Beyond: Life Insurance Planning Opportunities You Need to Know"
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University of Miami School of Law's 53rd Annual Heckerling Institute On Estate Planning, "Unwinding an Unworkable Transaction with a Workable Policy"
教育背景
- George Washington University Law School, 法学博士
- George Washington University, 文学学士
执业资格
- Maryland
- 哥伦比亚特区
- Virginia
承认
- Named in Chambers High Net Worth guide in Washington, D.C., Private Wealth Law (2021)
- Named "Best Lawyer" in Trusts & Estates, The Best Lawyers in America, published by Woodward White, Inc. (2019-2022)
- Team Member, BTI Power Rankings, “The 16 Strongest Firms for ‘Go-To Outside Counsel’ Insurance Work,” 2016
- Listed, Greater Washington Legal Elite, SmartCEO, 2010 Edition
联系
- Member, American Bar Association, Sections of Taxation and Real Property, Probate and Trust
- Member, Maryland Bar Association, Estates and Trusts Section
- Member, District of Columbia Bar Association, Sections of Tax and Estates, Trusts and Probate
- Director, President of the Windridge Farms Homeowner’s Association, Glenwood, Maryland
- Legal Intern, United States Attorney’s Office, Narcotics Division, Washington, DC, 1993-1994
- Legal Intern, State’s Attorney’s Office, Montgomery County, MD, 1993