Bio

Todd Bornstein sees himself as part teacher, part technician in helping his Estate Planning clients through the increasingly complex process of designing a plan that fits their needs–and puts them at ease. He educates them as to the available options and places a premium on making sure they absolutely understand both the immediate and long-term benefits of what he is recommending. It requires them to trust both Todd’s personal integrity and his professional skills; his loyal and ever-expanding client list is a testament to that trust. Following in his father’s footsteps as both a lawyer and an accountant, Todd began his career as a CPA before pursuing a legal career. That dual dimension background has served him well in his Estate & Trust Administration work, preparing Estate & Gift tax returns and prenuptial agreements and doing a good amount of Estate & Trust litigation. He has also handled both personal and corporate IRS audits, some of which involved large multimillion dollar matters of considerable complexity. After graduating with a J.D. (with honors) from the University of Maryland School Of Law, Todd completed a judicial clerkship at the Circuit Court of Baltimore City. He is currently a member and a past chair of the MSBA’s Taxation Section Council, and is co-chair of the Maryland State Bar Association & Maryland Association of Certified Public Accountants Advanced Tax Institute. He is admitted to practice in Maryland, the District of Columbia and the U.S. District Court’s District of Maryland.