Planning with Purpose

Planning for Results

We Help Families Realize Their True Wealth, Financial & Non-Financial

Our Services

We offer a unique Three Step Strategy™ to all of our clients.

Estate Planning

We offer a unique Three Step Strategy™ to all of our clients.
Our special needs service brings the extensive counseling to focus on personal care of the special needs beneficiary as well as the financial support.

Special Needs Planning

Our special needs service brings the extensive counseling to focus on personal care of the special needs beneficiary as well as the financial support.
We can assist clients with the settlement of trusts and certain probate estates.

Trust & Estate Settlement

We can assist clients with the settlement of trusts and certain probate estates.
Our ProActive Elder Law program emphasizes a combination of family asset preservation and the dignity of determining the way in which our care is managed.

ProActive Elder Law

Our ProActive Elder Law program emphasizes a combination of family asset preservation and the dignity of determining the way in which our care is managed.
The true wealth of your life is the wisdom you can pass down to future generations. This is your legacy.  We take steps to ensure your personal advice, lessons learned, and wisdom is captured and preserved appropriately.

Legacy Planning

The true wealth of your life is the wisdom you can pass down to future generations. This is your legacy. We take steps to ensure your personal advice, lessons learned, and wisdom is captured and preserved appropriately.
The business planning relationship begins with understanding the goals and aspirations and, if necessary, the formation of the proper business entity.

Business Planning

The business planning relationship begins with understanding the goals and aspirations and, if necessary, the formation of the proper business entity.

Meet Ed Clay

Trust & Estate Planning Attorney

Ed has been counselling clients about their estates since for nearly 25 years. Ed grew up in Baltimore County, attending Baltimore County Public Schools where, in his senior year, he fell in love with law. Ed graduated from Loyola College with a degree in Political Science. He attended the University of Baltimore School of Law, earning a Juris Doctor degree. For the first five years of his career as a practicing attorney, Ed worked as a litigator, having been admitted in both state and federal courts. In 1995, Ed transitioned to a full time Estate Planning practice. In 2001, Ed moved his office to its current location in Lutherville.

FAQs

Press & News

Testimonials

  • Ed Addressed All of My Concerns

    I met Ed on vacation in Mexico. We were talking by the pool one day and he told me what he did for a living. I shared with him some of the concerns I had about how my mom had set up her estate. I didn’t really expect him to provide too much advice, because his knowledge and experience are how he makes his living. However, he spent quite a lot of time addressing my concerns.

    Bruce Meyer
  • Top-Notch Attorney

    Ed is a caring attorney who is detail oriented and whose mission is to create estate plans that work. He has integrity which seems to be a lost virtue these days.

    You are in good hands with Ed if you are in need of a quality attorney to help draft an estate plan.

    Jake Cameron

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