The Petersen Law Firm is committed to creating and administering highly personalized plans that reflect the unique situation of each of our clients.

We help clients protect themselves, their families and businesses from creditors, predators and taxes, as well as general uncertainty, focusing our practice in the areas of taxation, asset protection, estate planning for families and businesses, charitable

giving, probate and estate administration. We carefully listen to your hopes and dreams. Then, using the most cutting-edge research, analysis and technology available, design an estate plan tailored specifically for you.

OUR APPROACH

We advocate a teamwork approach when designing and implementing an estate plan for our clients, recognizing that each discipline brings valuable expertise and counsel to the process.

By working collaboratively with the clients other professional advisors (CPA's, financial planners, insurance professionals), we provide our clients with comprehensive plans that work.

OUR PROCESS

Comprehensive estate planning requires complete disclosure of all of your assets as well as a great deal of deep contemplation.

We understand that this is a very personal, and frequently difficult, process. Therefore, we reserve several hours for our initial meeting in order to have the time necessary to get to know you, and to explore your hopes, dreams, and fears.

A good estate plan is a means of preserving your family's legacy - protecting the values and assets you wish to pass to your children and grandchildren from creditors, predators, or, in some cases, from your children themselves.

Prior to meeting with you, we carefully review your financial situation so that we can focus our time together on learning more about your hopes and dreams, rather than spending your valuable time merely gathering information.

ABOUT FRED PETERSEN

In practice for more than 20 years, Fred Petersen has built his reputation on the concern he demonstrates for each of his clients, and his use of uniquely effective estate planning techniques that help protect clients and their families from emotional and financial catastrophe.

He is licensed to practice in Maryland, Connecticut and New York. Additionally, Fred is admitted to practice before the U.S. Supreme Court and the U.S. Tax Court.

In addition to earning his law degree from the Saint Louis University School of Law, he obtained his Masters in Laws of Taxation (LL.M.) from the Quinnipiac University.

He continues to maintain the highest level of knowledge and expertise through ongoing continuing education and attendance at national conferences on advanced planning topics.

Fred is a member of Baltimore Estate Planning Council, the WealthCounsel (www.wealthcounsel.com),  ElderCounsel (www.eldercounsel.com) and the Advisors Forum (www.advisorsforum.com).