Experienced, Knowledgeable Law Firm
Specializing in Estate Planning and Elder Law
Estate Planning, Wills, Trusts, Tax Planning and Business Succession Plans
Why Choose Walsh & Company, P.A.?
Attorney Jim Walsh founded our firm in 1995 to provide caring advice and counsel along with carefully prepared legal documents. All legal advice at Walsh & Company is tailored to each client’s needs and requirements, and all work is double-checked for accuracy, appropriateness and quality.
Commitment to clients’ needs has been the primary focus of Walsh & Company since our founding. In fact, this commitment continues to drive our approach to every legal matter. Whether conserving assets in an estate or starting a new business, Walsh & Company brings together premier legal, business and financial knowledge:
- Columbia tax lawyer Jim Walsh is AV-rated* under Martindale Hubbell’s peer review rating process and has a CPA license in Maryland. He has more than 25 years of experience.
- Attorney Jonathan Greenstein offers skilled estate planning, business planning and tax law services. He has more than 30 years of experience.
Your Legal Needs Set Our Direction
In addition to providing business and tax law services, our office understands that life is a journey that begins and ends with family. We can help you plan for your family’s future. For example, our attorneys can serve as the trustees of a trust or assist a client’s trustee in performing any of their functions and assist family members in caring for an aging parent or special needs child.
Our firm also handles:
- Estate and Legacy Planning
- Estate and Probate Administration
- Trust Administration
- Estate and Trust Litigation
- Senior Services
- Elder Law
- Special Needs Planning
When you or a loved one needs a lawyer with financial and legal experience in estate planning, business law and taxation law, contact the Columbia firm of Walsh & Company, P.A. Call 410-312-5690 or e-mail our office for a consultation.
*CV, BV, and AV are registered certification marks of Reed Elsevier Properties Inc., used in accordance with the Martindale-Hubbell certification procedures, standards, and policies. Martindale-Hubbell is the facilitator of a peer review rating process. Ratings reflect the confidential opinions of members of the Bar and the judiciary. Martindale-Hubbell ratings fall into two categories – legal ability and general ethical standards.
Singular Focus on Estate Planning
Walsh & Company has earned that trust with a singular focus on estate planning and elder law. It’s what we do and it’s all we do. Any attorney can write a simple will. But it takes the experience, legal knowledge and attention to detail of an elder law attorney like Jim Walsh to craft a comprehensive plan that protects all your interests.
Jim listens carefully to your goals and creates a customized plan that fits your future. Jim is the best at this job. Just ask another lawyer. Over 40 of Jim’s clients are other attorneys. That’s high praise indeed. So, when you take steps to protect your brand and your business, remember to call Jim Walsh to protect your future.
At Walsh & Company, you will find a legal team that has close, caring relationships with clients. Our lawyers are committed to carefully listening to your needs and goals, thoroughly explaining your options and effectively protecting your interests. Contact us online or by calling 410-312-5690 to schedule a consultation with a qualified and experienced lawyer.
Walsh & Company Practice Areas
- Estate and Trust Planning.
From the establishment of trusts, retirement planning, to special needs trusts, we provide comprehensive estate planning services. Best of all, all legal work is customized to fit your individual needs. Forget the boilerplate templates used by online legal resources and many law firms. At Walsh, we spend the time to understand the details of your unique situation and use that knowledge to great a plan works for you. We are experienced in handling estates of all sizes – from under 1 million dollars to over 20 million. We are also prepared to litigate if needed to ensure that all requirements of the estate plan are met.Link to Estate Planning Questionnaire.
- Tax Law.
When you are faced with an issue involving tax law, you need more than a lawyer. At Walsh & company, you have direct access to an experienced attorney who is also a CPA to help navigate complex tax law matters. From planning, collections, and preparation, we can help.
- Estate Administration & Probate.
Estate administration and the probate process can be complex. We will serve as your dedicated legal guides to keep things moving smoothly and efficiently. We will help you navigate the complex rules of estate litigation, setting up the plan and then providing the necessary administrative services.
- Elder Law Services.
When you or a loved one enters the later years of life, you want to ensure that everything will be taken care of. We assist with guardianships, Medicaid issues and other legal matters that impact older generations.
If someone don’t have a family member available to help, Walsh will step in to provide all the services. Guardianships.
- Special Needs Planning.
If you have a child or family member with special needs, we can set up a proper plan, including trusts and guardianships, to provide the proper protection.
- Business Law.
From startup planning to partnership agreements and business succession planning, we can help ensure that your company is positioned for success. Transition to the next generation.
Life Is A Journey That Begins And Ends With Family
Founded by attorney Jim Walsh, who is AV rated* under Martindale Hubbell’s peer review ratingTM process, Walsh & Company includes Walsh and attorney Jonathan Greenstein, who also specializes in Halachic, estate planning for orthodox Jews. Armed with education and more than 70 years of combined experience in estate planning and administration, elder law, business law and taxation, Walsh & Company can:
- Design wills, trusts and estate plans, tailored to your needs, including special needs, planning advice, and charitable giving help with establishing startup businesses, as well as buying and selling existing businesses.
- Provide senior clients with needed special services, elder law representation, Medicaid advice, asset protection planning or guardianship planning.
- Provide guidance on issues involving family businesses and business succession planning.
- Advise clients about estate, personal and business tax matters.
- Assist trustees responsible for trust administration.
- Work with heirs on estate administration and probate matters.
- Step in where problems arise, and estate and trust litigation might be necessary.
About the Firm’s Founder | James D. Walsh
Founding attorney James D. Walsh has been practicing law in Maryland for 35 years. In 1995, he created Walsh and Company, P.A. to better serve his clients in the fields of estate planning, estate and trust administration, wills and probate, tax law, will and trust litigation, and business law. Jim is also a certified public accountant for over 35 years, a background that allows him to bring a unique, tax-driven perspective to all his estate planning work.