Frank Baldino is an estates and trusts attorney who helps people throughout the greater Washington, DC area protect assets for their families and future generations through careful estate tax planning.
If Frank weren’t an attorney, he would have been a professor. While he relishes researching a novel tax issue, he loves translating complicated tax concepts into easy-to-understand options for clients even more. Frank works closely with accountants and financial advisers to provide comprehensive planning advice to protect the assets his clients have accumulated and also minimizing federal and state tax liability. His calm and friendly demeanor encourages clients to think about the sometimes challenging and emotional aspects of planning an estate – from making end-of-life care decisions, to ensuring a surviving spouse can live comfortably, to providing for children in the event of a parent’s death. With precision and detail, he then prepares wills, trusts, and other estate planning documents that reflect each client’s desires.
In addition, Frank is experienced in the areas of charitable giving, tax planning with respect to retirement plans and stock options, business succession planning, and estate and trust administration. Washingtonian and Bethesda magazines have named Frank a “Top Lawyer” and The Best Lawyers in America directory recognizes him in the field of trusts and estates law. Frank is one of only 18 attorneys in suburban Maryland to be elected a Fellow of the American College of Trust and Estate Counsel based on outstanding reputation, exceptional skill, and substantial contributions to the field.
Outside work, Frank enjoys spending time with his wife and daughter and reading non-fiction like one of his recent favorites, Sapiens: A Brief History of Humankind by Yuval Noah Harari and Thinking Fast and Slow by Daniel Kahneman.
“Drafting to Provide Flexibility Using Powers of Appointment and Trust Protectors,” presented by the Maryland Advanced Estate Planning Institute (May 2015)
“Estate, Gift, and Income Tax Consequences of Making Gifts to Irrevocable Trusts,” presented by the George Washington University School of Law (March 2014)
"Exit Strategies for Affluent Small Business Owners," presented by RT Wealth Management Group (March 2014)
"Will Drafting," presented by the Maryland State Bar Association (January 2014)
"Asset Protection: Planning for the At-Risk Client from the Estate Planner's Perspective," presented by the Maryland State Bar Association (June 2013)
"The Marital Deduction in Estate Planning," a section of "Basic Estate Planning," presented by the Maryland State Bar Association (November 2012)