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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.

  • 演讲人
    Speaking Engagements
  • 47th Annual Notre Dame Tax & Estate Planning Institute - Planning With Family Limited Partnerships (FLPs) -- Potential Future Income Tax Planning And Some Related Pitfalls
    演讲人
  • 46th Annual Notre Dame Tax & Estate Planning Institute – Life Insurance Best Interest Pressures: Evaluation of Factors Advisors Need to Consider
    演讲人
  • 46th Annual Notre Dame Tax & Estate Planning Institute – Life Insurance Policy Illustrations: Understanding What an Illustration Is, What It Is Not and the probability of Delivering What the Illustration Shows
    演讲人
  • Estate Planning Council of Montgomery County, Maryland – Luncheon on “Unwinding Life Insurance Transactions and Keeping a Policy: Dealing With ILITs, Split Dollar and Buyout Agreements When the Business Owns the Policy”
    演讲人
  • Philadelphia Estate Planning Council, "Unwinding an Unworkable Transaction with a Workable Policy"
    演讲人
    Speaking Engagements
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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