Thomas M. Grace
Clients consider Tommy a trusted advisor. He frequently represents numerous members of a family in connection with their estate planning matters, often extending across two or three generations, which helps to provide continuity of goals and asset management for the family. This often includes coordination of corporate activities and ownership with estate and financial planning issues.
Tommy assists clients in implementing the most sophisticated techniques to mitigate gift, estate, GST, and income taxes. Tommy's clients include public-company executives, founders and principals of closely held businesses, and other high-net-worth individuals and their families.
Tommy frequently serves as a fiduciary for his clients, who appreciate having experienced, independent oversight of their assets. This affords clients a steady hand and provides a professional to work with their family members in administering trust assets and in carrying out their goals.
Related Practices
Insights
Credentials
Education
- J.D. cum laude University of Maryland School of Law 2008
- Associate editor, Maryland Law Review
- B.A. Psychology summa cum laude Villanova University 2004
- Phi Beta Kappa
- Villanova Men’s Basketball Team, 2001 – 2005
Bar Admissions
- Maryland
Professional Memberships and Activities
- Member, Estate and Trust Law Section Council, Maryland State Bar Association
- Member, Baltimore Estate Planning Council
- Past co-chair, Maryland Chapter, National Wills for Heroes Program
- Past member, Young Lawyers Section, Maryland State Bar Association
Recognition
- Chambers High Net Worth, Up and Coming, Private Wealth Law, Maryland, 2021 – 2023