We have young kids, and didn't have an estate plan. I didn't think we needed one, as we had modest assets. However, after speaking with Brian, he really conveyed estate planning is not just about $$$ but more importantly your children, and the enviroment they will grow up in if something happens to you and your spouse.
On top of this, he found extremely efficient ways to protect assets not only from insurance proceeds, but other sources, from estate taxes - which are roughly 60%.
I rarely refer people, but I sent his info to my brother, who also used him, and was pleased.
He was:
1) Prompt - returns calls/emails quickly
2) Knowledgeable - as he was able to convey complex ideas to my wife and I, and didn't mind explaining them again.
3) I truly believe he is a decent , honest person - something most lawyers are not!!!
We actually "shopped" our estate plan to a few other attorneys, but when you combine his knowledge (look at his industry accolades), ability to communicate in a simple manner, his values, and ability to make a plan tailored to fit our needs - it was a no brainer.
Brian R. Della Rocca is an experienced estate and trust planning attorney in the Washington D.C. metropolitan area. Mr. Della Rocca strives to find solutions to complex client needs in the most cost-effective manner.
A frequent speaker on estate planning topics, Mr. Della Rocca frequently lectures other attorneys, certified public accountants, and financial advisors on estate and tax planning issues. Mr. Della Rocca has published articles in various estate and financial planning publications.
Mr. Della Rocca has been quoted in the Journal of Financial Planning and Money Magazine discussing potential problems that can arise after a person's death.
He is a member of the Bar Associations of the State of Maryland, District of Columbia, and Montgomery County, Maryland. Mr. Della Rocca served on the Estates and Trusts Section Council for the Maryland State Bar Association, served as the Co-Chair of the Maryland Estate and Gift Tax Study Group, and served as the Co-Chair of the Montgomery/Prince George's County, Maryland Tax Study Group. He has been recognized by Super Lawyers Magazine since 2009.
Brian currently serves on the St. Elizabeth Catholic School Advisory Board where he chairs the Marketing and Development Committee.
Mr. Della Rocca received a B.A. degree from the State University of New York College at Oneonta, a J.D. degree from the Catholic University of America, Columbus School of Law, and an LL.M. degree in Taxation with a Certificate in Employee Benefits from the Georgetown University Law Center.
We have young kids, and didn't have an estate plan. I didn't think we needed one, as we had modest assets. However, after speaking with Brian, he really conveyed estate planning is not just about $$$ but more importantly your children, and the enviroment they will grow up in if something happens to you and your spouse.
On top of this, he found extremely efficient ways to protect assets not only from insurance proceeds, but other sources, from estate taxes - which are roughly 60%.
I rarely refer people, but I sent his info to my brother, who also used him, and was pleased.
He was:
1) Prompt - returns calls/emails quickly
2) Knowledgeable - as he was able to convey complex ideas to my wife and I, and didn't mind explaining them again.
3) I truly believe he is a decent , honest person - something most lawyers are not!!!
We actually "shopped" our estate plan to a few other attorneys, but when you combine his knowledge (look at his industry accolades), ability to communicate in a simple manner, his values, and ability to make a plan tailored to fit our needs - it was a no brainer.
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$ 385-450 per hour
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10.0
(Superb)
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Estate planning Attorney | Oct 25
Relationship: Fellow lawyer in community
"Brian is very knowledgeable about estate planning and stays on top of the constant changes in this area of law. He is approachable and client-focused."