Stewart, Plant & Blumenthal, LLC


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Stewart, Plant & Blumenthal, LLC


Suite 910 7 St. Paul Street Baltimore, Maryland 21202View Map

Practice Areas:

Estate Planning, Wills and Trusts, Probate, Trust Law and Charitable Organizations Law.

Year Established: 1991

Firm Profile:

Stewart, Plant & Blumenthal, LLC was founded in 1991 by C. Van Leuven Stewart, A. MacDonough Plant and Max E. Blumenthal. The founding members came from three major Baltimore law firms, where each had served as head of his firm's estate and trust department. Stewart, Plant & Blumenthal, LLC offers extensive individual attention intended to serve the needs of its clients. The firm's practice concentrates in the areas of estate planning, wills and trusts, estate and trust administration, charitable planning and taxation. Four of the firm's members are Fellows of the American College of Trust and Estate Counsel. Lawyers in the firm are admitted to practice in Maryland, the District of Columbia and Florida.

Firm Size: 9

Office Hours:
Monday: 08:30 AM - 06:00 PM
Tuesday: 08:30 AM - 06:00 PM
Wednesday: 08:30 AM - 06:00 PM
Thursday: 08:30 AM - 06:00 PM
Friday: 08:30 AM - 06:00 PM

MEMBERS OF FIRM

C. Van Leuven Stewart (1936-2007).

A. MacDonough Plant (Member) born Baltimore, Maryland, 1937; admitted to bar, 1963, Maryland. Education: Princeton University (A.B., 1959); University of Virginia (LL.B., 1963); Johns Hopkins University (M.L.A., 1975). Order of the Coif; Phi Delta Phi. Member, Editorial Board, Virginia Law Review, 1962-1963. Lecturer: Estate Planning, University of Baltimore Law School, 1977; Estate and Probate Law, University of Maryland Law School, 1979-1982, 1985-1986. Fellow: American Bar Foundation; American College of Trust and Estate Counsel (Former Regent and State Chairman). Member: Maryland State (Past Chairman of Section of Estate and Trust Law) and American Bar Associations. Practice Areas: Estate Planning; Trust Law; Federal Estate and Gift Tax Law.

Max E. Blumenthal (Member) born Hartford, Connecticut, 1940; admitted to bar, 1964, Maryland. Education: Lehigh University (B.A., 1961); University of Pennsylvania (LL.B., 1964). Co-Author: "Federal Taxation of Estates, Gifts & Trusts," American Law Institute-American Bar Association 4th Ed., (1988); 5th Ed., (1995). Instructor: Estate and Gift Tax, University of Maryland Law School, 1976; Fiduciary Income Tax, University of Baltimore Graduate Tax Program; Income Taxation of Estates, Maryland Institute for Continuing Professional Education of Lawyers, Inc., 1978-1991. Fellow, American College of Trust and Estate Counsel. Member: Maryland State and American Bar Associations; American Law Institute; Baltimore Estate Planning Council. Practice Areas: Estate Planning; Probate Law; Federal Income, Estate and Gift Taxation; Trust Law.

Hugh A. ("Jay") Mitchell, Jr. (Member) born Olney, Maryland, May 9, 1956; admitted to bar, 1980, Maryland; 1981, District of Columbia. Education: University of Maryland (B.A., summa cum laude, with high honors, 1977); University of Virginia (J.D., 1980). Phi Beta Kappa. Law Clerk to the Honorable Ridgely P. Melvin, Jr., Maryland Court of Special Appeals, 1980-1981. Author: "Social Security Considerations in Retirement Planning," Maryland Bar Journal, May/June, 1993. Co-Author: "Avoiding Probate: Will Substitutes," The Maryland Institute for Continuing Professional Education of Lawyers (MICPEL), October, 2000; "Fundamentals of Estate Planning," (MICPEL), September, 1994. Fellow, American College of Trust and Estate Counsel. Member: Maryland State (Member: Elder Law Section Council, 1994-1996; Estate and Trust Law Section Council, 1996-1998) and American (Member, Section on Real Property, Probate and Trust Law) Bar Associations; District of Columbia Bar. Practice Areas: Estate Planning; Probate Law; Estate and Gift Taxation; Trust Law; Charitable Trusts and Foundations.

Charlotte A. Sherman (Member) born Oneonta, New York; admitted to bar, 1980, Maryland. Education: St. Lawrence University (B.A., 1972); University of Baltimore (J.D., 1980). Member: Maryland State (Member, Sections on: Trust and Estate Law; Taxation) and American (Member, Section on Property, Probate & Trust Law) Bar Associations; Baltimore Estate Planning Counsel. Practice Areas: Probate Law; Trust Law; Taxation; Estate and Gift Taxation; Estate Planning.

Robert C. Young (Member) born Skaneateles, New York, October 20, 1950; admitted to bar, 1983, Maryland; 1984, Florida. Education: The Johns Hopkins University (B.A., 1973); University of Maryland (J.D., with honors, 1983). Order of the Coif. Member, Editorial Board, Maryland Law Review. Author: "Alternate Dispute Resolution: Who are You Going to Call!" Maryland Institute for Continuing Professional Education of Lawyers (MICPEL), Advanced Estate Planning Institute, April, 1997; "Fundamentals of Estate Planning," (MICPEL), November, 1999. Fellow: American College of Trust and Estate Counsel (Counsel Member). Member: Maryland State (Member, Sections on: Elder Law; Taxation Law; Alternate Dispute Resolution; Trust and Estate Law Section Council, 1995—; Chair, 2004-2005) and American (Member, Sections on: Real Property, Probate and Trust Law; Taxation Law) Bar Associations; The Florida Bar; Baltimore Estate Planning Council; The Baltimore Association of Financial Planners; Chesapeake Planned Giving Council. Practice Areas: Trust and Estate Law; Federal Estate and Gift Taxation; Generation Skipping Tax; Transfer Tax; Trust Law; Estate Planning.

Jonathan G. Lasley (Member) born Washington, D.C., September 29, 1963; admitted to bar, 1993, Maryland. Education: Colorado College (B.A., 1986); Duke University (J.D., 1992); Duke University School of Policy Sciences and Public Affairs (M.A., 1992). Legislative Analyst, Maryland General Assembly, Department of Fiscal Services, 1992-1995. Member: Maryland State (Member, Trusts and Estates Section) and American (Member, Real Property, Probate and Trust Law Section) Bar Associations. Practice Areas: Estate Planning; Trust Law; Estate and Trust Administration; Federal Income, Estate and Gift Taxation; Inheritance Tax.

ASSOCIATES

Jennifer S. Yeagle (Associate) admitted to bar, 2004, Maryland. Education: Cornell University (B.A., 2001); University of Maryland School of Law (J.D., 2004). Law Clerk to Honorable Peter B. Krauser, Associate Judge of the Maryland Court of Special Appeals, 2004-2005. Practice Areas: Estate Planning; Wills; Trust Law; Federal Estate and Gift Taxation.

Mark H. Weisner (Associate) Education: Loyola College (M.B.A., 2001); University of Baltimore School of Law (J.D., 2005). Law Clerk to Honorable Steven G. Chappelle, Associate Judge of the Circuit Court for Charles County, Maryland, 2005-2007. Practice Areas: Estate Planning; Wills; Trust Law; Federal Estate and Gift Taxation.

Julie E. Goodwin (Associate) admitted to bar, 2005, Maryland; 2007, District of Columbia. Education: University of Delaware (B.A., English, magna cum laude, 2002); University of Maryland School of Law (J.D., with honors, 2005). Phi Beta Kappa; Order of the Coif. Associate Articles Editor, The Business Lawyer. Author: "Not All Children are Created Equal: A Proposal to Address Equal Protection Inheritance Rights of Posthumously Conceived Children," 4 Connecticut Public Interest Law Journal 234, 2005. Law Clerk to Hon. James R. Eyler, Associate Judge, Maryland Court of Special Appeals, 2005-2006. Formerly with Gordon, Feinblatt, Rothman, Hoffberger & Hollander. Member, Board of Directors, Jewish Volunteer Connection. Member: Maryland State (Member: Estate and Trust Law Section; Estate and Gift Tax Study Group) and American (Member, Real Property, Probate and Trust Law Section, 2005) Bar Associations; District of Columbia Bar (Member, Estate, Trusts and Probate Law Section); Bar Association of Baltimore City; Baltimore Estate Planning Council. Practice Areas: Estate Planning; Trust Law; Wills; Federal Estate and Gift Taxation.

OF COUNSEL

Adena W. Testa (Of Counsel) born Atlanta, Georgia, June 30, 1945; admitted to bar, 1981, Maryland. Education: Skidmore College; Johns Hopkins University (B.S., 1976); University of Maryland (J.D., with honors, 1981). Order of the Coif. Co-Chairman, Moot Court Board. Fellow, American College of Trust and Estate Counsel. Member: The Bar Association of Baltimore City; Maryland State (Chair, Estates and Trust Section, 1994-1995; Member, Estate and Trusts Law Section Council, 1987-1995; Member, Taxation Law Section) and American (Member, Sections on: Real Property, Probate and Trust Law; Taxation Law) Bar Associations; Baltimore Estate Planning Council. Practice Areas: Estate Planning; Probate Law; Estate and Gift Taxation; Charitable Trust & Foundations; Trust Law.

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