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Michelle L. Soto focuses her practice on domestic and international trusts and estate planning matters, representing high-net-worth individuals and families. She also has experience with international tax compliance, including compliance through the Internal Revenue Service (IRS) Voluntary Disclosure Program. Michelle engages in probate administration, trust administration, and estate, gift, and generation-skipping transfer tax planning.

IRS announces the 2019 inflation-adjusted figures for gift and estate tax exemption amounts.

The federal gift, estate, and GST exemption amount ( the exemption amount) is the total amount
Continue Reading Federal Individual Gift, Estate, and GST Exemptions Increase to $11.4 Million in 2019

On May 4, 2017, Maryland’s Governor signed into law H.B. No. 1104, effective July 1, 2017, reducing the evidentiary documentation required from domestic partners to evidence the qualification of
Continue Reading Maryland Reduces Evidentiary Requirements to Exempt Primary Residence of Domestic Partners from Inheritance Tax