Profile
Specialized Counsel in Trusts and Estates
In a legal market often dominated by large, multi-practice firms, Stewart, Plant & Blumenthal, LLC stands out as a boutique firm with a singular focus: trusts and estates. Founded in 1991 by attorneys from three of Baltimore’s major law firms, the goal was to create a practice dedicated exclusively to the transfer of wealth and tax planning. Located in the Inner Harbor, the firm has established itself as a leader in this field, providing sophisticated legal solutions to individuals and families across Maryland. By concentrating solely on estate law, the attorneys possess a depth of knowledge and experience that allows them to handle even the most complex asset structures and family situations with precision and care.
Strategic Estate and Tax Planning
The cornerstone of Stewart, Plant & Blumenthal’s practice is the development of customized estate plans. The firm recognizes that every family is unique, and they avoid ”cookie-cutter” solutions. Instead, they work closely with clients to understand their personal objectives, whether it involves preserving a family business, funding a charitable legacy, or protecting assets for future generations. A significant portion of their work involves tax planning, utilizing advanced strategies to minimize federal and state estate taxes, gift taxes, and generation-skipping transfer taxes. This proactive approach ensures that the maximum amount of wealth is preserved for beneficiaries.
Trust and Estate Administration
Beyond planning, the firm provides comprehensive services in the administration of estates and trusts. The loss of a family member is a difficult time, and the legal responsibilities of being an executor or trustee can be daunting. Stewart, Plant & Blumenthal guides fiduciaries through every step of the process, from probating the will to the final distribution of assets. They handle the preparation of complex estate tax returns and fiduciary income tax returns, ensuring full compliance with all legal and tax obligations. Their expertise also extends to post-mortem planning, where they help families identify opportunities to save taxes even after a death has occurred.
Charitable Giving and Foundations
For clients with philanthropic goals, the firm offers specialized counsel in charitable planning. They assist in the creation and administration of private foundations, charitable remainder trusts, and other vehicles that allow individuals to support the causes they care about while receiving tax benefits. Secure your family’s future with the help of dedicated specialists-contact Stewart, Plant & Blumenthal, LLC today.
- Estate & Trust Planning
- Tax Minimization Strategies
- Estate Administration & Probate
- Charitable Giving Planning
- Fiduciary Services
Specializing In
Estate Planning, Trust Administration, Tax Planning
Address & Location
Located in the bustling Inner Harbor / Central Business District area of downtown Baltimore, offering stunning waterfront views.
Building Location
This is the 40-story iconic skyscraper known as the Transamerica Tower (historically the Legg Mason Building), constructed in 1973 as Maryland’s tallest structure, located right next to the Lumen Plaza and close to Kona Grill.
Suite Access
Enter through the grand main lobby of the Transamerica Tower on Light Street. After checking in with building security, take the high-speed passenger elevators up to the 14th floor to find the office in Suite 1401.
Parking Details
Convenient parking is available at the adjacent 30 Light Street Parking Garage across Lombard Street, in addition to an underground public parking garage directly beneath the building (fees apply).
Public Transit
Served by Maryland Transit Administration Route CityLink Silver (Northbound); nearest stop is at Charles Street & Pratt Street Northbound.
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