Marjorie Hornaday is an associate in Venable's Tax and Wealth Planning Practice in the New York office. Marjorie advises moderate- to high-net-worth individuals and families regarding their estate planning needs, working closely with clients to address personal and family concerns as well opportunities to mitigate federal and state wealth transfer taxes. She also counsels corporate fiduciaries and directors and officers of private and public charities.
Recognizing that effective wealth transfer planning often involves complex legal concepts, Marjorie prioritizes her clients' comprehension of their estate plans so that they can make informed decisions about their assets.
Marjorie's experience includes preparation of complex wills and trusts, including "supplemental needs" trusts for disabled beneficiaries receiving governmental assistance; life insurance planning; charitable gift planning; trust "decanting;" family business succession planning; estate and trust administration, including judicial and informal settlement of fiduciary accountings; preparation of estate and gift tax returns; and prenuptial agreements.