Lowell Herman is Chair of Gordon Feinblatt’s Trusts & Estates Group. He has more than 30 years of experience representing clients concerning their estate planning and estates and trusts administration matters. These matters often involve complex tax planning and personal/family issues. Lowell is a good listener and truly enjoys helping people deal with such matters.
In addition to using traditional tax planning vehicles such as bypass trusts and marital trusts, Lowell provides analysis concerning and establishes structures such as irrevocable life insurance trusts, dynasty trusts, family limited partnerships, charitable remainder and lead trusts, private foundations, personal residence trusts, trusts designed to receive retirement benefits, and grantor retained annuity trusts. He provides counsel for succession planning for family businesses and facilitates the use of family offices. He has experience in advising clients facing difficult personal situations, such as persons who have family members in crisis or with special needs. His “typical” client is the owner of a closely-held business or professional practitioner. These clients include real estate developers, executives of publicly traded companies, owners of automobile dealerships, operators of fast food restaurants, owners of mercantile businesses, insurance executives, physicians, engineers, and athletes.
Lowell regularly handles the administration of numerous trusts and estates, including the related probate process. This entails the preparation of federal and state estate tax and fiduciary income tax returns, as well as representation of estates before the Internal Revenue Service in the audit of federal estate tax returns. To accommodate clients’ wishes, he often serves as a fiduciary with respect to trusts and estates.
Lowell has been very active in various charitable and community endeavors throughout his career and is currently serving as the immediate Past President of the Board of Trustees of the Beth Tfiloh Dahan Community School located in Baltimore County, Maryland. He is a past President of Comprehensive Housing Assistance, Inc. (CHAI), an agency of The Associated: Jewish Community Federation of Baltimore, Inc.