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Estate Planning Lawyers for District of Columbia

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Meet some of our District of Columbia Estate Planning Lawyers

Brian J R. - Estate Planning Lawyer in District of Columbia
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5.0 (1)
Member Since:
January 4, 2024

Brian J R.

Managing Partner
Free Consultation
Raleigh NC
40 Yrs Experience
Licensed in DC CT, NC, NY
Benjamin N Cardoza School of Law

Immigration expert with over 30 years’ experience focused on start-up companies H-1, L-1, E, O-1 visas. PERM and extraordinary ability immigrant visas. Complex family immigration cases and waivers. I also assist early stage comapnies in entity formation and general legal matters for start-up companies in the areas of Telehealth, Technology and International Trade.

Norman R. - Estate Planning Lawyer in District of Columbia
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5.0 (1)
Member Since:
December 31, 2024

Norman R.

Attorney
Free Consultation
Washington, District of Columbia
37 Yrs Experience
Licensed in DC
Catholic University, Columbus School of Law

Norman Romney is an attorney and professional engineer with over 35 years of experience in the engineering, construction, and real estate industries. He is a seasoned transactional lawyer experienced in the review, negotiation, drafting and analysis of commercial contracts, including: business asset purchase agreements, partnership buy-out agreements, non-disclosure/confidentiality agreements, commercial leases, cease-desist letters, payment demand letters, construction contracts, consulting agreements and many more. He is also experienced in the preparation and review of construction industry standard contract forms including AIA documents, EJCDC documents and FIDIC international construction industry forms. Norman’s practice has included serving a General Counsel for a large non-profit. He also represented and assisted clients in the resolution of business contract disputes. He is experienced in many forms of alternative dispute resolution such as mediation, arbitration and third-party neutrals. His clients include large and small businesses, entrepreneurs, non-profits and freelancers. He is devoted to all his clients and seeks to provide timely, efficient and cost-effective legal services.

Abbi N. - Estate Planning Lawyer in District of Columbia
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5.0 (1)
Member Since:
February 18, 2025

Abbi N.

Founding and Practicing Attorney
Los Angeles and DC
10 Yrs Experience
Licensed in DC CA
University of Pacific, McGeorge School of Law

I provide efficient, business-focused contract counsel services to companies and law firms, drawing on my experience as a Supervising Attorney and former Assistant Attorney General handling complex litigation, contracts, and regulatory matters across multiple jurisdictions. I deliver practical, strategic solutions—whether drafting and negotiating agreements, advising on employment and business issues, or managing risk before disputes arise. Clients hire me because I step in quickly, provide clear guidance, and produce high-quality work without unnecessary overhead.

Ricardo A. - Estate Planning Lawyer in District of Columbia
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4.7 (9)
Member Since:
December 24, 2024

Ricardo A.

Associate General Counsel
Free Consultation
San Antonio, Texas
24 Yrs Experience
Licensed in DC TX
Interamerican Law School

Ricardo Aponte Parsi is a real estate and corporate counsel with a 22+-year track record of assessing risk, managing litigation, and building compliance systems to protect organizational interests. Trusted business partner and problem solver, dedicated to delivering exceptional results that advance business objectives through preventive counseling, strategic risk management, and shrewd advocacy. Collaborative team leader and project manager who builds relationships, leads change, and communicates effectively with private and public stakeholders. He obtained a bachelor's degree from Syracuse University (1994) with a major in International Relations and his law degree from the Interamerican University of Puerto Rico School of Law (2000). In May 2014, he completed a Master of Laws from Northwestern University School of Law and a Certificate in Business Administration from IE Business School in Madrid, Spain. In 2018, he completed a second LL.M. at Georgetown University Law School in Securities and Financial Regulation. In 2022, he completed a certification in Privacy Law from Seton Hall University School of Law. He was president of the Board of the Puerto Rico Education Council, the licensing agency for the Commonwealth, and is currently the Chairman of the Board of Trustees of the San Juan Community College. Since November of 2024, he has worked as an attorney-advisor for the United States Air Force Installations, Energy and Environmental Law Division (SAF/GCN) at Lackland Air Force Base, in San Antonio, Texas.SAF/GCN provides legal and policy advice to members of the Secretariat, the Air Staff, and the Space Staff on virtually all matters relating to the Department’s 180 installations, nearly 10 million acres of real estate, Base Realignment, and Closure; annual $7 billion installation and operational energy budgets; annual multibillion-dollar military construction program; $8.3 billion military privatized housing portfolio; programs for environmental planning, compliance, and restoration and natural and cultural resources management; and programs for safety and occupational health. The Division advises the Center of Excellence for Environment, Facilities, and Installations and the Energy, Environmental, and Installations Directorates within the Air Force Civil Engineer Center. Experienced with estate planning, wills, trusts, prenuptial agreements and powers of attorney.

Recent  ContractsCounsel Client  Review:
4.7

"Ricardo was responsive, thorough, and practical throughout this five-document contracting project. He provided clear redlines and clean form revisions, explained key drafting choices well, and was thoughtful in addressing cross-document consistency. I appreciated his professionalism and would recommend him for commercial contract review and revision work."

Umar F. - Estate Planning Lawyer in District of Columbia
View Umar
4.4 (3)
Member Since:
April 24, 2024

Umar F.

Startup Legal Counsel
Free Consultation
New York
18 Yrs Experience
Licensed in DC NY
University at Buffalo School of Law

Hi, I'm Umar from CounselX. I started off doing domestic and international corporate law work at the world's largest law firm Dentons and then moved in-house as Head of Legal of an investment bank before starting my own firm in 2012. We have been a trusted legal resource for founders since our inception. My team has helped over 1,000 startups launch, grow and thrive. When it comes to corporate and commercial law matters, you need an attorney that not only has a deep understanding of the law, but is passionate about your companys continued success. Whether it's helping to get your business off the ground or handling tough negotiations in a pivotal transaction, I'm available to provide insightful legal counsel and trustworthy guidance. To learn if I'm the right fit, schedule a free 15-minute introductory call with me.

Lissette E. - Estate Planning Lawyer in District of Columbia
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Member Since:
February 12, 2024

Lissette E.

Attorney
Free Consultation
Miami
14 Yrs Experience
Licensed in DC FL, NY
St. Thomas University School of Law

Lissette's legal career, spanning over a decade, is distinguished by her significant achievements in civil litigation and her versatile practice in immigration and corporate law. She has demonstrated a formidable presence in the courtroom, securing a verdict of over two million dollars for a client and settling claims totaling more than three million dollars against insurance companies. She is proficient in complex litigation and corporate matters, assisting corporations with entity formation and regulatory compliance. Her work ensures that businesses not only start on a solid legal foundation but also maintain adherence to legal standards as they grow and evolve. Lissette's tenure at the Department of Justice has also been particularly influential. Working directly with immigration judges, she has developed a nuanced understanding of immigration policies and law, enabling her to craft winning strategies that address the unique challenges faced by her clients. Her career is further enriched by her previous teaching engagements at the Maurice A. Deane School of Law at Hofstra University, where she shared her comprehensive knowledge and experience with aspiring lawyers. Lissette's multifaceted expertise underscores her deep-rooted commitment to legal advocacy and excellence, making her a valued counselor and advocate. Known for her tailored client solutions, Lissette achieves successful outcomes across various legal domains.

Davy K. - Estate Planning Lawyer in District of Columbia
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Member Since:
March 14, 2024

Davy K.

Founding Attorney
Free Consultation
Florida
5 Yrs Experience
Licensed in DC FL
Nova Southeastern University

I am a Swiss-American lawyer based in Florida and specialize in business, investments, and other civil matters. I have won many cases in both state and federal litigation, and arbitration. Before litigation or arbitration, however, I like to prevent these legal disputes by ensuring my clients base their business on strong concrete contracts that will protect them even decades down the road. My clients are my top priority, which is why they get my personal cell and can reach me anytime. My firm is also established on the extremely high standards of professionalism, transparent itemized billing, fast turnaround times and more. For more information, visit: https://www.transnationalmatters.com/

Akash K. - Estate Planning Lawyer in District of Columbia
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Member Since:
May 2, 2024

Akash K.

Partner
Free Consultation
San Francisco, California
10 Yrs Experience
Licensed in DC NJ, NY
Brooklyn Law School

Practicing in New York, New Jersey, New Delhi & Gurgaon, Akash’s cross-border practice focuses on immigration, intellectual property law, entertainment law and transactional law. With a Juris Doctor from Brooklyn Law School, an LLM from NLSIU, and a master’s in management from Lancaster University, Akash is highly qualified to deliver comprehensive and effective legal solutions to all his clients. Akash's immigration law practice focuses on work-based and family-based immigrant and non-immigrant visas. His expertise spans a variety of services in this sector – including petitions, applications, pre-petition compliances, changes of status, employment authorization, derivative applications, maintenance of status, and much more. He also provides consular law services within India. Akash has a strong academic and practical background in Intellectual Property Rights and Media Law. His practice includes IPR registration, IPR management, IPR auditing, pre- and post-publication review, piracy and copyright matters, media law compliances, and more. Akash's international commercial and transactional law practice specializes in cross-border transactions, business structuring, investments, joint ventures, mergers and acquisitions. His alternative dispute resolution practice, both as a commercial mediator, has resulted in successfully resolving disputes over family affairs, business concerns, and commercial disputes. He is a registered a certified commercial mediator with the Indian Institute of Arbitration and Mediation.

Ryon D. - Estate Planning Lawyer in District of Columbia
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Member Since:
May 2, 2024

Ryon D.

General Attorney
Free Consultation
Washington DC
5 Yrs Experience
Licensed in DC
University of the District of Colombia David A. Clarke School of Law

As an esteemed attorney based in Washington, D.C., I bring a wealth of experience and expertise to the legal arena, specializing in a broad spectrum of legal areas including contract drafting, legal research, motions drafting, family law, and criminal law. I earned my Juris Doctor degree from the University of the District of Columbia, where I honed my skills and knowledge in the intricacies of the law. With a solid foundation in both theoretical understanding and practical application, I am equipped to handle the diverse needs of my clients effectively. Throughout my career, I have demonstrated a steadfast commitment to delivering exceptional legal services tailored to each client's unique circumstances. Whether it's crafting airtight contracts, conducting thorough legal research, or advocating vigorously in court, I am dedicated to achieving favorable outcomes for those I represent. My passion for justice, coupled with my dedication to upholding the principles of fairness and integrity, drives me to provide top-notch legal representation for individuals and businesses alike. With a keen attention to detail and a strategic approach to problem-solving, I am well-equipped to navigate the complexities of the legal system and advocate tirelessly on behalf of my clients. I take pride in my ability to build strong, trusting relationships with my clients, guiding them through every step of the legal process with compassion and professionalism. Whether you're facing a challenging legal issue or seeking proactive legal guidance, I am here to provide the skilled representation and personalized attention you deserve. Contact me today to schedule a consultation and take the first step toward resolving your legal matters effectively and efficiently.

Kahalia S. - Estate Planning Lawyer in District of Columbia
View Kahalia
Member Since:
June 14, 2024
John L. - Estate Planning Lawyer in District of Columbia
View John
Member Since:
June 21, 2024

John L.

Attorney
Free Consultation
Burlington, MA
36 Yrs Experience
Licensed in DC FL, MA
Massachusetts School of Law

I have been practising law for over 30 years. I have extensive legal experience in contract disputes and drafting demand letters. I have been lead counsel in over 100 civil and criminal jury trials and have extensive litigation stradegy knowledge. I belive my experience would be of great benefit to any prospective client.

Ana C. - Estate Planning Lawyer in District of Columbia
View Ana
Member Since:
August 7, 2024

Ana C.

Managing Member
Free Consultation
Washington, DC
20 Yrs Experience
Licensed in DC
Columbia Law School

Fractional General Counsel for growing companies, mainly in the financial sector, including companies operating in Mexico or Latin America. My niche includes companies who need day to day legal services, but are not ready to hire an in-house lawyer, and companies whose in-house legal team needs additional support. I am admitted to practice law in the District of Columbia and Mexico. With a bicultural legal education and background, and an extensive network of contacts in both jurisdictions, I’m able to provide efficient and high-quality services to my clients. With more than 18 years of legal experience, I have: - Led the Legal Department of a financial institution held by a public company - Led the Legal Department of a family office holding investments in diverse sectors - Participated on several M&A transactions - Participated on an IPO process - Participated in the purchase of a banking institution in the U.S. by a foreign group of investors - Worked at law firms with international presence Legal experience mainly in Corporate Governance, Securities Regulations, M&A, Corporate Development, Contracts, Corporate Law, Compensation, Policy Development, Investor Relations, among others. Non-for-profit Board and pro-bono experience.

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Estate Planning Legal Questions and Answers

Estate Planning

Power of Attorney

North Carolina

Asked on Jun 16, 2022

Trying to become a poa

My uncle needs a power of attorney

Holly T.

Answered Jun 17, 2022

A POA is best done through an attorney to ensure the verifying/interested parties are proper, the agreement includes what the principal wants, the principal is competent in case of a challenge and it's filed properly if necessary, for example if it will be used to transfer property. All persons should have a POA, HCPOA, Advanced Directives and Will. You can also pull the POA form out of the general statutes of NC. The form is included in the law.

Read 1 attorney answer>

Estate Planning

Quitclaim Deed

North Carolina

Asked on Oct 1, 2023

Taxes related to quitclaim deed?

I recently inherited a property from a family member. I was given a quitclaim deed transferring the title from them to me. I am trying to understand my tax liabilities related to this transfer of ownership. I am not sure if there are tax implications that I need to be aware of and I was hoping to get advice from a lawyer on how to proceed.

N'kia N.

Answered Oct 30, 2023

A person who inherits property might be subject to taxes. This includes when the person receives a quitclaim deed for the property. However, the person's tax liabilities will ultimately depend in part on the location of the property itself. For legal guidance on the tax implications of inheriting North Carolina property, you might consider consulting with a knowledgeable North Carolina estate and tax planning attorney. Good luck!

Read 1 attorney answer>

Estate Planning

Power of Attorney

Illinois

Asked on Mar 25, 2022

I am my brother's payee I am planning on moving another state my brother has had two aneurysms do I need power of attorney to move him to another state

My mom just died in 2020 February she was controlling the household I was living in Wisconsin when my mother died I was the only son capable taking care of things financially and mentally my oldest brother have had two aneurysms when my mom died I had to take care of my oldest brother and my youngest brother which he died the same day as my mom and my dad since then my oldest brother has lost his eyesight and he can't remember a lot of things I just want to know I am new to this do I need power of attorney to move my brother to another state

T. Phillip B.

Answered Mar 25, 2022

You don't necessarily need a POA to move him to another state if he is agreeing to move. But at some point you'll need a POA (if he has the capacity to sign one) or to become his guardian.

Read 1 attorney answer>

Estate Planning

Life Insurance Trust

Kentucky

Asked on Sep 29, 2025

If a life insurance policy owner dies and the insured is still alive and it is a life insurance policy with cash value that the policy owner had taken out a loan against with the policy so withdrew some of the cash value and were not legally liable to pay that debt to the policy back, does the executor have to pay that debt to the cash value off?

My mom had a life insurance policy on my younger adult sister. My mom was the policy owner and my adult sister is the insured. My mom passed in 2022. The life insurance policy she had on my sister had cash value on it and my mom had taken some of that out when she built her house about 20 years ago. As the executor, am I required to pay that back, since my mom wasn't actually required to put the money back in the cash value if she didn't want to? Is it considered a debt that I need to pay out of the estate? The estate has the funds to pay it but I wasn't sure if it was required to pay.

Randy M.

Answered Sep 30, 2025

When a policy owner takes out a loan against a life insurance policy’s cash value, that loan is secured entirely by the policy itself. It’s not a personal liability of the policy owner, and it doesn’t become a debt of the estate. The insurer tracks the outstanding balance and deducts it from the policy’s value. In your situation, your mother was the owner of a policy insuring your sister’s life. She borrowed against its cash value years ago. Because she wasn’t legally required to repay the loan during her lifetime, the obligation doesn’t shift to her estate. As executor, you don’t treat that loan as a claim against estate assets. The only impact is on the policy itself: the loan plus interest reduces the cash value if surrendered, or the death benefit if your sister eventually dies while the policy is still in force. What Happens After the Owner Dies Since your mother has passed and the insured (your sister) is still alive, the policy itself becomes part of the estate unless a contingent owner was named. That means you may have temporary control as executor. At this point you have several options: 1. Maintain the policy by continuing premiums if required. The loan remains in place and will keep accruing interest, which reduces the policy’s value. 2. Transfer ownership to your sister or another beneficiary under the will or intestacy laws. The new owner takes the policy subject to the outstanding loan. 3. Surrender the policy for its remaining net cash value, which will already reflect a reduction for the loan balance. 4. Allow the policy to lapse by discontinuing premium payments, though that wastes any remaining value. The right choice depends on the estate’s circumstances, your sister’s wishes, and whether preserving coverage has practical value. Executor’s Responsibilities Your duty as executor is to collect estate assets, pay valid debts and expenses, and distribute the remainder under the will or state law. Since policy loans are not debts of the estate, you don’t repay them out of general funds. The insurance company enforces repayment internally by adjusting the policy value. The only estate-level question is whether to hold, transfer, or surrender the policy itself. Review the Policy Contract You should review the actual policy contract to confirm ownership and rights after your mother’s death, as terms can vary. If the estate inherited the policy, the insurer will require documentation before you can act. For guidance on transferring ownership and managing the policy, it’s best to consult an estate attorney in your jurisdiction. Contracts Counsel can connect you with experienced estate attorneys who can assist with this process.

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Estate Planning

Fee Agreement

California

Asked on Mar 7, 2023

Do I need to provide my personal and assets info to an estate planning attorney before signing a fee agreement so they can begin prepping a living trust

Looking for an estate planning attorney to prep a living trust and all other necessary docs

Jane C.

Answered Mar 10, 2023

No. You do not need to provide any information until you agree to work with the attorney.

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