OUR PRACTICE
WE WORK WITH CLIENTS AND THEIR FAMILIES
We work with clients, their families, their other professional advisors to create a comprehensive plan that meets or exceeds expectations. Our clients expect a smooth transition between ownership of wealth in a timely fashion without controversy. The attorney-client relationship continues after the documents are created, affording the family members who will be helping as trustees and executors the opportunity to proactively learn about their roles.
OUR APPROACH
We focus on bringing the law to your corner through teamwork. We are dedicated to open client communication opportunities at no additional cost to our clients. We work with you and your family through all stages of the planning process so that you understand the options you have, the choices you make and feel empowered to make them. A consistent and dedicated process produces consistent, appropriate, and expected results.
A TEAM IN YOUR CORNER
We start by understanding your vision for you, your people, your assets, and your values. Our team works to make sure that not only the right words get on the paper, but the picture that you see in your mind is reflected in an estate plan that is uniquely yours, your “helpers” and beneficiaries are given opportunities to learn about their roles and the protections you provided to transfer your wisdom and your wealth. Your plan is created, fueled, and maintained to work when a crisis hits.
LEGACY OF SUCCESS
We have been empowering families for more than a quarter of a century to create estate plans that are unique to them, that meet or exceed their estate planning goals, and that work for families who care. Our firm has been in the same convenient location for more than 20 years with ample free parking, first floor access, and a traffic light at the entrance to the parking lot! We have meaningful relationships with our client families, spanning multiple generations in many cases, putting families in a position to effectively transfer and receive their family wealth and values.
ED CLAY, ATTORNEY
Ed has been counselling clients about their estates since for over 25 years. Ed grew up in Baltimore County, attending Baltimore County Public Schools where, in his senior year, he developed a liking of law. Ed graduated from Loyola College with a degree in Political Science. He attended the University of Baltimore School of Law, earning a Juris Doctor degree. For the first five years of his career as a practicing attorney, Ed worked as a litigator, having been admitted in both state and federal courts. In 1995, Ed transitioned to a full time Estate Planning practice. Ed’s office moved to its current location in 2001. Ed is a Charter Member of the National Network of Estate Planning Attorneys, an interactive alliance of attorneys across the United States where he serves as Chair of the ProActive Elder Law program and as an instructor for attorneys transitioning their practice to estate planning. Ed is licensed to practice law in Maryland.
DONNA CLAY,
FUNDING AND SETTLEMENT COORDINATOR
Donna helps clients navigate the process of initial trust funding as well as disability and death settlements, including both trust and probate settlement. She brings a rich and diverse experience to the funding process having had professional training in finance and tech.
ADAM MAYOR
SENIOR PARTNER
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