Estate Planning

DMP serves as Personal Representative for estates and trusts. In this capacity we perform fiduciary responsibilities, including:

  • Management of estate and/or trust assets
  • Interaction with and reporting to local probate courts, including the Superior
  • Court of the District of Columbia Probate Division
  • Responding to audit inquiries
  • Estate tax planning
  • Asset accounting and reporting
  • Retirement planning
  • Education funding
  • Charitable giving