A Boutique Trusts & Estates Law Firm

Maryland Estate Planning Services

Estate Planning

There are many legal strategies involved in estate planning, including wills, revocable living trusts, irrevocable trusts, durable powers of attorney, and health care documents. Most people are surprised to learn that they actually do have a plan.

Learn more about the Estate Planning process.

Estate Tax Planning

There are three distinct aspects to federal wealth transfer taxes that comprise what is called the Unified Transfer Tax: Estate Taxes, Gift Taxes, and Generation-Skipping Transfer Taxes. Legal planning to avoid or minimize these transfer taxes is both a prudent and an important aspect of comprehensive estate planning.

Learn more about the Estate Tax Planning process.

Asset Protection

Asset protection planning involves making prudent decisions today to protect yourself, your business, and your hard-earned assets from loss due to lawsuits, creditors or bankruptcies. This type of legal planning is especially prudent for professionals and business owners, whose personal assets could be at risk due the nature of their employment.

Learn more about the Asset Protection process.

Wills

At Sims & Campbell, we draft wills that are tailored to each client’s specific needs, such as estate tax minimization or appointment of guardians of minor children. In addition, we supervise the execution of wills to ensure that the proper formalities have been respected.

Learn more about the Wills process.

Keeping Wealth In The Family

The firm develops estate plans that help clients in all family situations provide for beneficiaries, minimize gift and estate taxes, preserve and protect assets, designate guardians of minor children, and benefit charitable organizations.

Learn more about the Keeping Wealth In The Family process.

Revocable Living Trusts

If you are considering a revocable living trust, the attorneys at Sims & Campbell can help you make sure that you have all of the facts concerning the advantages and disadvantages of these estate planning devices so that you can make an informed decision.

Learn more about the Revocable Living Trusts process.

Business Succession Planning

It would be an understatement to say that family businesses are the backbone of the American economy. Some 90 percent of all businesses in this country are either family-owned or family-controlled. They come in all shapes, sizes and colors, representing all sectors of our economy.

Learn more about the Business Succession Planning process.

Charitable Planning

At Sims & Campbell, we encourage and assist the tradition of giving to charitable causes. In addition to the many personal rewards inherent in making a charitable gift, most gifts also provide a current charitable income tax deduction.

Learn more about the Charitable Planning process.

Powers of Attorney & Advance Directives

We draft both durable general powers of attorney and advance directives for our clients. A power of attorney is a powerful legal document, and you should only sign one after speaking with an attorney knowledgeable in the field of estate planning.

Learn more about the Powers of Attorney & Advance Directives process.

Life Insurance Trusts

At Sims & Campbell, we often recommend insurance trusts as a way to keep insurance proceeds out of the taxable estate. If you think that you could benefit from an insurance trust, please feel free to contact us to discuss whether an insurance trust would be a useful tool in your estate plan.

Learn more about the Life Insurance Trusts process.

Special Needs Trusts

Special Needs Estate Planning focuses on providing for the special needs of our loved ones with disabilities when we are no longer there to organize and advocate on their behalf. Parents of children with special needs must make careful estate planning choices to coordinate all of the legal, financial, and special care needs of their children – both now and in the future.

Learn more about the Special Needs Trusts process.

Irrevocable Trusts

Do you seek to avoid probate and protect your estate for your beneficiaries? What type of trust is right for your tax situation? The attorneys at Sims & Campbell help people with possessions avoid the probate process to determine how assets are split up.

Learn more about the Irrevocable Trusts process.

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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.