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Aubrey Keech’s practice focuses on estate planning, estate administration/probate, and tax work. Mr. Keech has drafted hundreds of estate plans for individuals, couples, and families with diverse family and tax planning needs and has worked on estate administration and probate matters throughout Maryland and the District of Columbia.

Mr. Keech’s experience includes drafting complex wills and trusts, as well as power of attorney documents, advance medical directives, and other necessary estate planning documents, preparing probate petitions, inventories, accounts, and other filings necessary to open and administer estates in Maryland and the District of Columbia, and working closely with Personal Representatives, family members, and court employees to administer estates.

In addition, Mr. Keech has extensive experience preparing personal and fiduciary income tax returns.  He has over ten years’ experience filing individual tax returns, including tax returns for independent contractors and those with a significant amount of non W-2 income.  He also prepares all the required tax returns for an estate administration and has filed complex estate tax returns at both the federal and estate level.  He has prepared partnership tax returns for commercial and apartment buildings in Washington DC.          

  • Representative Experience
    • Successfully administered estates throughout Maryland and the District of Columbia, including estates with complex accounting and tax issues.
    • Drafted hundreds of estate plans including wills, power of attorney forms, advance medical directives, and various types of trusts.
    • Preparation of hundreds of tax returns, including personal income tax returns, fiduciary income tax returns, partnership income tax returns, split interest trust income tax returns, federal estate tax returns, Maryland estate tax returns and DC estate tax returns.
    • Successfully administered a multimillion-dollar estate in Montgomery County for a decedent with over a dozen nieces and nephews spread throughout Europe, which included issues with the Maryland Estate Tax and Maryland Inheritance tax.
    • Successfully administered a complex estate in Prince George’s County which included significant probate and non-probate items, including both out of state property and a CO-OP unit with unique transfer rules, as well as a mixed class of exempt and non-exempt beneficiaries with respect to the Maryland Inheritance tax.