Sims & Campbell Attorneys Present at Anne Arundel Estate Planning Council Event – Annapolis and Towson Estate Planning
Sims & Campbell Attorneys at the AAEPC May Event where Christia A. Pritts and Jennifer McManus presented on the topic of Trust Busting.

Sims & Campbell Attorneys Present at Anne Arundel Estate Planning Council Event – Annapolis and Towson Estate Planning

On May 9, 2019, Sims & Campbell attorneys Christia A. Pritts and Jennifer McManus were the featured presenters at the Anne Arundel Estate Planning Council’s May Event. Their topic, Trust Busting: Methods for Modifying Irrevocable Trusts, drew a large crowd of attorneys, financial advisors, CPAs, insurance agents, and trust officers to the event.  The hot topic detailed how many clients have irrevocable trusts with outdated or inadequate provisions which may be due to various reasons such as drafting errors, unforeseen changes in family circumstances, or changes in the law. Although a trust may be irrevocable on its face, Attorneys Pritts and McManus discussed the various methods for terminating an irrevocable trust or modifying the terms of an irrevocable trust to bring the terms more in line with the client’s goals and present circumstances.

The mission of the Anne Arundel Estate Planning Council is to provide opportunities for wealth planning professionals from various disciplines to interact, share ideas and build relationships that will allow them to better serve their clients and the community. The Council provides quarterly educational programs and networking events for professional advisors. Sims & Campbell attorney Michael E. Lehr is the chair of the Executive Committee (Board) for the Anne Arundel Estate Planning Council.

Sims & Campbell, LLC – Annapolis and Towson Estate Planning Attorneys

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.