Steven E. Shane

Principal

Columbia Office

Contact

Email: sshane@offitkurman.com

Phone: 301.575.0313

Fax: 301.575.0335

Mailing: 7021 Columbia Gateway Drive

Suite 200 Columbia , MD 21046

Linkedin: Steven Shane

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PRACTICE FOCUS

Estate planning attorney Steven Shane provides strategic counseling to clients in need of estate administration, charitable giving, and business continuity planning while minimizing estate, gift, and generation-skipping transfer tax exposure. He offers legal guidance to clients on asset protection and the proper disposition of assets in accordance with the client’s objectives, while employing tax planning techniques such as the use of irrevocable and revocable trusts, life insurance planning, lifetime gifts, and charitable trusts. Mr. Shane is also experienced in drafting documents for business planning, the incorporation and application for exemption for Private Foundations, and the administration of decedents’ estates.

POINTS OF DISTINCTION

As an estate attorney, Mr. Shane’s knowledge of business and estate planning, combined with his tax background and good communication skills, provides a unique ability to relate to clients and communicate with them effectively about their concerns and objectives. Mr. Shane understands the financial products and vehicles that his clients utilize. He is also a certified public accountant with more than seven years of public accounting experience.

SPEECHES

Mr. Shane has delivered several seminars to clients, accountants, and the general public regarding estate planning and business issues.

Practice Areas

Education & Admissions

LL.M. in taxation, University of Baltimore, 2005
J.D. (cum laude), University of Baltimore School of Law, 1998
B.S. in economics, Washington University, 1992

Maryland

Activities

Member of the Maryland State Bar Association
Member of the Maryland Association of Certified Public Accountants
Member of the Baltimore Estate Planning Council and the Howard County Bar Association -- Estates & Trusts Section
Commissioner for the Howard County Commission on Aging

Posts

"The Weekly Scenario: Virtual Maryland Wills and Trusts"

Effective April 21, 2022, people can now sign their Maryland Wills and Trusts virtually. Senate Bill 36 is new legislation…

"The Weekly Scenario: Governor Hogan Signed into Law the Maryland Tax Reduction Act on Friday, April 1st."

The act will cut retirement taxes by eliminating all state tax on the first $50,000 of income for retirees making…

"The Weekly Scenario: New FDIC Rule to Simplify Banking for Trusts"

On January 21, 2022, the Federal Deposit Insurance Corporation (“FDIC”) approved a new rule (going into effect on April 1,…