$ 360-360 per hour
Steven Michael Berger
also known as Steven M. Berger
About Steven
Biography
My passion is helping families pass their wealth to the next generation according to their wishes without any surprizes. My goal is to draft an estate plan that minimizes taxes, fees, and governmental interference. Providing value to the client in wills, trusts, and probate creates satisfied clients who provide a base of referrals.
I am a graduate of the Air Force Academy and serve as President of the Baltimore Chapter of Air Force Academy Graduates. I flew RC-135 and KC-135 aircraft for the USAF. I belong to the Service Academy Business Professionals joining other Academy Graduates to improve our business skills and vision. I ran the Marine Corps Marathon in 2014. I enjoy running and biking for fitness. Our family has a ski condo in Colorado and there is something special about getting away to the mountains.
Practice Areas
4
Practice Areas
Estate Planning
50%
20 years | 200 cases
Probate
25%
20 years | 30 cases
Wills and Living Wills
20%
36 years | 300 cases
Power of Attorney
5%
20 years | 300 cases
Fees and Rates
Cost
Hourly Rates
Payment Methods
- Cash
- Check
- Credit Card
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Chat withLicenses
Licensed in Maryland for 35 years
State: Maryland
Acquired: 1990
No misconduct found
Location
Law Office of Steven M Berger, LLC
821 West Benfield Road, Suite One, Severna Park, MD, 21146
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Steven Michael Berger's Reviews
Showing 1 - 2 of 2 client reviews from Avvo
Posted by Debbie | June 9, 2021 | Hired Attorney
This review is from a person who hired this attorney.
Thoughtful, personalized service
Mr. Berger previously worked with my partner on his will and estate documents. Due to the birth of a child, we have returned to seek his assistance in updating our estate plans. He has provided thoughtful options based on our circumstance and our goals in providing for our daughter, and has patient...
Posted by Ron | April 29, 2016 | Hired Attorney
This review is from a person who hired this attorney.
Update and completely re-evaluate wills and trusts
Steve did a great job with my wife and I as we re-evaluated and updated our wills and trusts in view of changes in our children's age and status, our own economic changes and our future plans. He was thorough and complete on the re-write, respectful of costs and options and of each of our perspectiv...
Steven Berger
Replied last May 31, 2016Thank you for the kind words.
Steven Michael Berger's Lawyer Endorsements
"Steve is the leader of our small group of local attorneys where we meet monthly and exchange information about recent developments in the legal field. Steve often brings news about recent changes in the areas of Estate Planning, Wills, Trusts, and Probate to our meetings so is not only a leader of our small attorney group, but also a subject matter expert in these legal fields."
Lindsey Duvall
Estate planning lawyer
Kenneth Morrow
Mergers and acquisitions lawyer
Richard Mayberry
Estate planning lawyer
Experience
Honors
2018
Attorney Advocate of the Year - 2018, Greater Severna Park and Arnold Chamber of Commerce
Work Experience
2015 - Present
Attorney, Law Office of Steven M Berger, LLC
2012 - Present
Of Counsel, Duvall Law Firm
2006 - 2011
Of Counsel, Law Office of Michael L. Wilsman
Associations
2014 - Present
National Association of Estate Planners and CouncilsAccredited Estate Planner, Estate Planning Law Specialist
2011 - Present
WealthCounselMember
2008 - Present
Anne Arundel County Bar Association, Estates and Trusts SectionMember
1990 - Present
Maryland State Bar Association, Estate and Trust Law SectionMember
Education
1990
University of Maryland School of Law
JD - Juris Doctor
1976
United States Air Force Academy
BS - Bachelor of Science
Speaking Engagements
2014
Anne Arundel County - Wills for Heroes
Basics of Will Writing for Attorneys
2012
Anne Arundel County Wills for Heroes
http://www.willsforheroes.org/program.htm
2011
Anne Arundel County Wills for Heroes
Wills for Heroes Attorney Orientation
Languages
English
Activity
Legal Answers
Legal Guides
Legal Answers
Q&A
Is a joint WROS TOD acct part of and elective/augmented estate?
30 May 2019
Q&A
Do I pay tax on inheritance in MD?
15 Mar 2018
Q&A
Does ownership/stock in a privately held company pass inside an estate or does it get passed to beneficiary if owner dies?
23 Dec 2014