A Boutique Trusts & Estates Law Firm

UPDATE on 2012 Heckerling Institute on Estate Planning

Tuesday, January 24th, 2012

Last week, owner and Managing Attorney Jane Frankel Sims and Associate Attorney John Robinson attended the Heckerling Institute on Estate Planning in Orlando, Florida. The Heckerling Institute is “the nation’s leading conference for estate planners.” This was Jane’s third year and John’s first year of attendance.

Throughout the week, Jane and John attended lectures on many aspects of estate planning, including recent developments, financial assets, and taxation. In addition, the Institute gave both attorneys the opportunity to network with other estate planning professionals from throughout the United States and to add to our professional database used to serve our clients who have assets located in other jurisdictions, including Virginia, Florida, and California.

The most important aspect of this year’s Institute, in the opinion of our attorneys, was the emphasis on utilizing the federal $5 million gift tax exclusion before December 31, 2012. The gift tax exclusion amount was increased in December 2010 and is set to revert to $1,000,000 on January 1, 2013. Estate planning professionals do not expect Congress to keep the exemption amount at $5 million, but expect that it will be decreased. In the next year our office will be encouraging clients with assets in excess of this amount to consider gifts to utilize the exemption amount, which will also decrease the assets included in their taxable estates.

Jane firmly believes that “the Heckerling Institute is essential to our firm’s dedication to providing our clients with the most up to date and highest quality of estate planning possible.” We look forward to applying the knowledge our attorneys gained at the Institute to benefit our clients and help them create a practical and effective estate plan.

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For Immediate Release

Contact: Jane Frankel Sims

410-828-7775

Contact: Frank Campbell

410-263-1667

Sims & Campbell Estates and Trusts

Frankel Sims Law and Holden & Campbell
Merge to Form Sims & Campbell

Firm will offer comprehensive Trusts & Estates services through offices in Towson and Annapolis

TOWSON, Md. (April 26,2019)  Frankel Sims Law and Holden & Campbell have jointly announced the merger of their firms to create a boutique Trusts & Estates law firm providing comprehensive services in the fields of Estate Planning, Estate Administration, Trust Administration and Charitable Giving. The combined firm will be named Sims & Campbell and have offices in Towson, Md. and Annapolis, Md.  Jane Frankel Sims and Frank Campbell will lead and hold equal ownership stakes in the firm.

Sims & Campbell will have 9 attorneys and 15 legal professionals that handle every facet of estate and wealth transfer planning, including wills, revocable living trusts, irrevocable trusts, estate and gift tax advice, and charitable giving strategies.  The firm will focus solely on Trusts & Estates but will serve a wide range of clients, from young families with modest resources to ultra-high net worth individuals.  This allows clients to remain with the firm as their level of wealth and the complexity of related estate and tax implications change over time. 

“By joining forces, we have expanded our footprint to conveniently serve clients in Maryland, D.C. and Virginia” said Jane Frankel Sims.  We are seeing some of the greatest wealth transfer in our country’s history, and we want to continue to be on the leading edge of helping our clients maintain and enhance their family’s wealth.  In addition, we aim to serve our clients for years to come, and the new firm structure will allow Sims & Campbell to thrive even after Frank and I have retired.”    

“Jane and I have always admired each other’s firms and recognized the need to provide even greater depth and breadth of focused expertise to help families amass and protect their wealth from generation to generation,” said Frank Campbell.  “Now we have even greater capabilities to make a real difference for our clients.” 

The Sims & Campbell Towson office is located at 500 York Road, on the corner of York Road and Pennsylvania Avenue in the heart of Towson.  The Annapolis office is currently located at 716 Melvin Avenue, and is moving to 181 Truman Parkway in August, 2019.  For more information, visit www.simscampbell.law.