Are you looking for an estate planning lawyer in Washington, DC?
At Calvary International Law PLLC, we offer estate planning representation grounded in more than 12 years of work on behalf of clients in Washington, DC.
If you want to provide for your family, pass on what you own, and spare your loved ones a difficult probate process, our Washington, DC estate planning lawyer can prepare a plan that carries out your wishes. We draft wills, trusts, and directives that direct your assets, name guardians for your children, and reduce the burden on those you leave behind. Calvary International Law PLLC serves individuals and families throughout the District, including those with property or relatives abroad. Contact our office to begin your plan.
Estate Planning Lawyer Washington, DC
Estate planning is the process of deciding, in advance, who will receive your property, who will make decisions if you cannot, and how to limit taxes, court involvement, and conflict. A complete plan covers more than a will. It addresses incapacity, guardianship, and the transfer of assets during life and at death.
In the District of Columbia, the median value of an owner-occupied home exceeds $700,000, according to U.S. Census Bureau data. A home of that value, together with retirement accounts and other holdings, is often enough to make careful planning worthwhile. Planning also matters when children, a business, or relatives in other countries are involved. A Washington, DC estate planning attorney can help you organize those assets and set clear instructions.
Types of Estate Planning Cases We Handle in Washington, DC
Estate planning is not one document but a set of tools chosen for your circumstances. Some clients need a simple will; others need trusts, tax planning, and coordination across countries. We prepare the following for clients across the District.
- Wills. A will directs who receives your property and names guardians for minor children. Without one, District law decides who inherits. We draft wills that are clear and difficult to challenge, and we update them after major life changes so they keep pace with your family.
- Trusts. Trusts let you transfer assets outside of probate and control how and when beneficiaries receive them. They serve tax planning, privacy, and the care of dependents. Revocable trusts offer flexibility, while irrevocable trusts can provide tax and protection benefits. We match the type of trust to your goals.
- Powers of attorney. A power of attorney lets someone you choose manage your finances if you become unable to. We prepare durable documents that take effect when you need them. A financial power of attorney can prevent the need for a court-appointed conservator.
- Advance healthcare directives. These state your medical wishes and name someone to speak for you. They prevent confusion and disagreement during a crisis, and they relieve your family of guessing what you would have wanted.
- Probate and estate administration. When someone dies, the estate often passes through the District’s Probate Division. We guide personal representatives through filing, creditors, and distribution. Careful administration reduces delay and limits disputes among heirs.
- Business succession. Owners need a plan for what happens to the company. We structure transfers that protect the business, the family, and the value built over time. We also plan for the unexpected, including the death or disability of an owner.
- International estate planning. Clients with assets or heirs in other countries face added complexity. We coordinate plans across jurisdictions, address foreign reporting, and work to avoid double taxation and conflicting inheritance rules between countries.
- Expat estate planning. U.S. citizens living abroad and foreign nationals in the United States face rules that a standard plan can miss. We build estate plans for clients whose lives cross borders.
- Asset protection. Planning can also shield assets from future creditors and claims. We combine protection with your broader estate plan.
Why Choose Calvary International Law PLLC as My Estate Planning Lawyer in Washington, DC?
Estate Plans Built for Your Situation
Our founder, Yonathan Amselem, has practiced law since 2014 and prepares each plan directly, without delegating the substance to associates. He is admitted to the District of Columbia Bar and completed his law degree at the Miami School of Law. His background in international tax and cross-border planning helps clients whose assets or families cross borders. Clients work with the same attorney from the first meeting through signing. He is bilingual in English and Spanish.
International and Cross-Border Estate Planning
Estate planning often reaches beyond the District. For clients with foreign property, dual citizenship, or heirs overseas, we prepare plans that work across borders and coordinate with foreign counsel in the relevant country. We also prepare U.S. plans for non-citizens who own property or have relatives in the District. This cross-border work is a core part of our practice, not an afterthought.
Understanding Estate Planning Cases
Key Estate Planning Documents and What They Do
An estate plan is built from several documents, each with a specific job. The right combination depends on your family, your assets, and your wishes.
- Wills. A will directs your property and names guardians for minor children.
- Trusts. A trust holds assets for beneficiaries and can keep them out of probate.
- Powers of attorney. A power of attorney authorizes someone to act on your finances.
- Healthcare directives. These record your medical wishes and name a decision-maker.
- Beneficiary designations. Accounts and policies pass by designation, which must match the rest of your plan.
- Guardianship designations. For parents of minor children, naming a guardian is often the most important part of the plan.
What Is the Estate Planning Case Timeline?
Timelines vary with the size and complexity of the estate. A straightforward plan can be completed in a few weeks, and we keep you informed at each stage.
- Consultation and review of your assets and goals.
- Recommendations on the documents and structures to use.
- Drafting of the plan for your review.
- Signing and proper execution of the documents.
- Funding of trusts and updates to beneficiary designations.
What Are Important Aspects of an Estate Planning Case?
A plan only works if it is kept current and executed correctly. Life changes, and the documents should change with it. Marriage, divorce, a new child, a move to another state, or a large change in assets are all reasons to revisit your plan. Signing formalities matter as well, because a document that is not executed properly can fail at the moment it is needed. We recommend reviewing your plan every few years and after any major event. We also confirm that your beneficiary designations agree with your will and trusts, since a mismatch can send assets to the wrong person.
What Should You Bring to Your Estate Planning Consultation?
Bring what helps us understand your assets and your family. The following items are useful:
- A list of your property, accounts, and approximate values.
- The names of people you want to inherit or serve as guardians.
- Any existing wills, trusts, or powers of attorney.
- Information on business interests or foreign assets.
- Beneficiary designations on retirement accounts and policies.
Expect a direct conversation about your goals and the documents that fit. We will explain the options and what each one does, and you will leave with a clear sense of the next steps.
Washington, DC Courts and Local Resources
Estate matters in the District are administered by the Superior Court’s Probate Division, located on Fifth Street NW. Assets held in a trust, in joint title, or with a named beneficiary generally pass outside probate, while the remaining assets are administered through the court. The District imposes its own estate tax in addition to the federal one, and the DC estate tax rules and forms come from the Office of Tax and Revenue. At the federal level, the IRS publishes guidance on the federal estate tax and maintains a broader estate and gift taxes resource covering lifetime and at-death transfers.
Reach Out to Calvary International Law PLLC to Schedule a Consultation
A clear estate plan protects the people you care about and prevents confusion later. Calvary International Law PLLC prepares wills, trusts, and full estate plans for individuals and families across the District. We will review your situation, explain your choices, and prepare documents suited to your goals. Contact us to schedule a consultation with our Washington, DC estate planning lawyer.
Contact Us Today
Communications submitted through this form are not protected by the attorney-client privilege until a written engagement agreement is signed. Please do not include sensitive or time-critical information in your initial message.
Calvary International Law
- 1763 Columbia Road NW, Suite 175 Washington, DC 20009
- New Clients: (771) 223-1419
- Existing Clients: (202) 888-7160