Highly recommend David A. Lucas for Estate/Trust settlement
I was the Estate Executor and Trustee for my father's affairs and returned to Maryland to settle things after my dad passed away. My sister and I met with David on referral from a friend. We both liked his style (listened, approachable, easy to talk to) and our initial impression was that he was very skilled and knowledgeable.
I had no previous experience in this arena and therefore needed someone I could depend on completely to handle both the regular processing of the Estate and Trust, plus to give me counsel about some unfortunate family issues.
David handled both the Will/Estate and my Dad's Trust with the utmost of excellence, competence and wisdom. The Trust had been written by another attorney and had some language that caused a bit of a stir in the family. David professionally assessed the situation and gave me counsel as to the correct legal interpretation and handling of the Trust.
He also expertly handled an unexpected legal situation that arose in the family in which they involved another attorney. His successful handling of that situation precluded any further legal action.
David is extremely knowledgeable and easy to work with. He corresponded with me in a timely fashion and answered all of my questions (and believe me, there were plenty!) with patience and detailed explanations.
I highly recommend David Lucas.
We are a recently retired couple, who had a pair of several-decades-old wills and had given no recent thought to estate planning.
We attended one of Mr. Lucas's free dinner seminars. By the end of the evening, we were convinced that we needed to do some estate planning and that he was a good lawyer from which to obtain services.
We had several meetings with Mr. Lucas. Throughout the process, we were comfortable with him. We ended up with a living trust and other legal documents that are tailored to our circumstances.
We highly recommend Mr. Lucas for estate planning services.
David A. Lucas provides extensive estate planning, asset protection, and business planning services to individuals and businesses in Rockville, Bethesda, Gaithersburg, Potomac, Germantown, Silver Spring, Olney and surrounding areas. David’s main objective is to provide his clients with a well-crafted estate plan so that they can avoid probate, protect their assets and legacies, and provide for the security of their loved ones. David takes a special interest in ensuring that the dreams parents have for their children are not lost to taxes, poor planning, or procrastination.
David is licensed to practice in Maryland and the District of Columbia and is admitted to practice before the respective local and Federal courts. He is a member of the Maryland State Bar Association, the District of Columbia Bar Association, the Montgomery County, Maryland Bar Association, and the American Bar Association. David is also a member of the American Academy of Estate Planning Attorneys, the nation’s premier organization promoting high standards of excellence and integrity in the legal profession.
Highly recommend David A. Lucas for Estate/Trust settlement
I was the Estate Executor and Trustee for my father's affairs and returned to Maryland to settle things after my dad passed away. My sister and I met with David on referral from a friend. We both liked his style (listened, approachable, easy to talk to) and our initial impression was that he was very skilled and knowledgeable.
I had no previous experience in this arena and therefore needed someone I could depend on completely to handle both the regular processing of the Estate and Trust, plus to give me counsel about some unfortunate family issues.
David handled both the Will/Estate and my Dad's Trust with the utmost of excellence, competence and wisdom. The Trust had been written by another attorney and had some language that caused a bit of a stir in the family. David professionally assessed the situation and gave me counsel as to the correct legal interpretation and handling of the Trust.
He also expertly handled an unexpected legal situation that arose in the family in which they involved another attorney. His successful handling of that situation precluded any further legal action.
David is extremely knowledgeable and easy to work with. He corresponded with me in a timely fashion and answered all of my questions (and believe me, there were plenty!) with patience and detailed explanations.
I highly recommend David Lucas.
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Posted by anonymous | December 13, 2009
Excellent Estate Planning services
We are a recently retired couple, who had a pair of several-decades-old wills and had given no recent thought to estate planning.
We attended one of Mr. Lucas's free dinner seminars. By the end of the evening, we were convinced that we needed to do some estate planning and that he was a good lawyer from which to obtain services.
We had several meetings with Mr. Lucas. Throughout the process, we were comfortable with him. We ended up with a living trust and other legal documents that are tailored to our circumstances.
We highly recommend Mr. Lucas for estate planning services.
Read less
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Estate planning Attorney | Nov 20
Relationship: Supervised lawyer
"I have had the pleasure of working with Dave Lucas for the past several years. He is knowledgeable, personable, and well liked by clients. I highly recommend him!"
Estate planning Attorney | Jan 03
Relationship: Fellow lawyer in community
"I endorse David enthusiastically! I have known him for more than 10 years and we served as judicial law clerks together. He is smart, thorough, and passionate about his work. He provides his clients with the information they need to make wise estate planning decisions and he enjoys a great reputation among his peers in the legal profession. I refer clients to him without hesitation."
Estate planning Attorney | Dec 07
Relationship: Fellow lawyer in community
"David Lucas enjoys a well deserved reputation as one of the most knowledgeable and dedicated Estate Planning attorneys in the Metropolitan Washington, D.C. area. I consistently refer clients with complicated Estate Planning needs to Mr. Lucas. I absolutely endorse Mr. Lucas."
Estate planning Attorney | Dec 05
Relationship: Fellow lawyer in community
"I endorse this lawyer. David Lucas is a highly experienced and passionate attorney. Hismembership with the American Academy of Estate Planning Attorneys sets him apart from the rest and further demonstrates his dedication to this area of law."
Estate planning Attorney | Feb 15
Relationship: Fellow lawyer in community
"I endorse this lawyer. Dave is a warm, caring attorney who you will feel comfortable talking to about your family situation and your assets. He will provide the best estate plan for your family. You should feel comfortable working with Dave."