7100 Copperwood Court, Rockville, Maryland 20855
For more information, please call 240-483-0725 For more information, please call 240-483-0725


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Wealth Management Attorneys

Providing Sophisticated Individual Wealth Management Counsel
Our private wealth management practice is focused on representing high net-worth families and their closely held businesses. This practice includes the structure and operation of family businesses and private trust companies, estate and philanthropic planning, asset protection, and multigenerational wealth-preservation planning.

Good wealth management and estate plans help individuals and families with some of their most important concerns:

  • Multigenerational transfer of wealth.
  • Business continuity and succession.
  • Wealth transfer
  • Charitable planning strategies.

Preserving your family’s wealth for future generations 
Whether you’re planning the parameters of unknown legal assaults in the future or establishing support for loved ones upon your death, the Law Office of Daniel S. Willard, P.C. can help with legal aspects of wealth management and asset protection.

Securing your legacy 
You work hard for your family, so knowing that you have planned for their long-term well-being and financial security can bring you comfort. We thoroughly analyze your estate and strategize the best means of transferring your assets, managing your wealth and protecting your existing assets to benefit your loved ones.

Draft your living will and your last will and testament
A will is essential at every stage of your life. Your living will sets the parameters for medical intervention if you become incapacitated. This ensures that, when you are most vulnerable, your wishes will be honored. Your last will provides the opportunity to distribute your property, establish care for your children and otherwise express your wishes upon your death.

A will is necessary if you intend to leave property to a person or entity other than a blood relative — such as a domestic partner, a friend or a charity. If you die without a will, it is the court that determines how your property is distributed, who cares for your children, and even what happens to your pet — making decisions that might not reflect your desires. We can draft valid wills to ensure that your intentions are honored and that your wealth and assets are protected.

Changing your will
As your life changes, so might your estate plan, and you might need to update your will throughout your life. The Law Office of Daniel S. Willard drafts valid codicils that address changes in your financial situation, marital status, number of children, philanthropic interests and general lifestyle decisions.

Contact a law firm with your wealth and assets in mind
For wealth management and asset protection planning in Rockville and throughout Maryland and Washington, D.C., call the Law Office of Daniel S. Willard at 240-483-0725 or contact us online today to schedule a free initial consultation.

By Dan Willard


Call Dan Willard at (301) 424-1177.



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