Lindsay R. DeMoss D'Andrea, Counsel
Lindsay R. DeMoss D’Andrea is Counsel in the Trusts & Estates practice group where she provides representation in all aspects of estate planning and estate administration.
She has worked with a wide range of clients in implementing various components of their estate planning, from basic wills and trusts to more complex planning vehicles.
In addition, she has collaborated on intrafamily wealth transfers, transfers of closely held business interests, and trust modifications in estate planning and post-mortem planning contexts.
Lindsay also advises clients on matters involving estate and gift taxation and the taxation of estates and trusts. In addition to preparing gift, estate and fiduciary income tax returns, she frequently analyzes the federal gift and estate tax impact of various planning techniques and has defended returns when audited. She also offers substantial experience in estate and trust administration and related litigation.
Honors
Selected to Rising Stars of Washington, DC Super Lawyers® list for Estate Planning and Probate, 2022
Selected to Rising Stars of Maryland Super Lawyers® list for Estate Planning and Probate, 2019, 2022 & 2024
News
Professional and Civic Involvement
Member, MSBA Estates and Trusts Section Council, 2023
Member, Class II, Mid-Atlantic Fellows Institute of the American College of Trust and Estate Counsel, 2021
Member, Baltimore Estate Planning Council, 2014-present
Member, American Bar Association
Maryland State Bar Association, Member; Young Lawyers Section; Wills for Heroes, Chair, 2015-2016; Estates and Trusts Section; Tax Section; Estate and Gift Tax Study Group
District of Columbia Bar, Member; Estates, Trusts & Probate Law Section; Taxation Section; Family Law Section
Member, Women's Bar Association of Maryland
Publications and Lectures
Publications
"Incomplete Gift Non-Grantor Trusts: How Kaestner Highlights the Importance of Planning for State Income Tax," May-June 2020
"ls Your Estate Plan Getting the Most Out of the New Tax Laws?," December 2018
"Nonjudicial Settlement Agreements: The Many Uses and Potential Pitfalls," September-October 2018
"Highlights from the 52nd Annual Heckerling Institute on Estate Planning," May 2018
"Where There Is a Will, Is There a Way? Getting the Last Word on Your Estate Plan," November 2017
Lectures and Presentations
Co-Presenter, “Nonjudicial Settlement Agreements: How Far Is Too Far?,” Bar Association of Montgomery County, Estates & Trusts Section, October 25, 2021
Co-Presenter, "The State Income Taxation of Nongrantor Trusts in a Post-Kaestner World," American Bar Association, March 25, 2021
“Having Your Cake and Eating It Too! Maximizing Flexibility in an Uncertain World,” Crump 2020 Affluent Markets Virtual Annual Meeting, October 2020
"Incomplete Gift Non-Grantor Trusts: EverthING You Need to Know," Maryland State Bar Association, Estate and Gift Tax Study Group, April 2020
"Nonjudicial Settlement Agreements: How Far is Too Far?," Maryland State Bar Association, Advanced Estate Planning Institute, May 2019
"Nonjudicial Settlement Agreements: The Many Uses and Potential Pitfalls," Maryland State Bar Association, Estate and Gift Tax Study Group, May 2018
Teams
Education
J.D. ,
magna cum laude; Law Scholar for Torts, Fall 2009; Law Scholar for Criminal Law, Fall 2010; Law Scholar for Property, Spring 2011 ,
University of Baltimore School of Law,
2011
B.S.,
Justice Studies,
cum laude,
Arizona State University,
2006
Certificate of Mediation Training,
University of Baltimore School of Law,
2011
Bar Admissions
District of Columbia,
2017
Maryland,
2011