January 27 2021

MRW - Podcast - Kandace Scherr (guest) - January 20, 2021

Drew talks with Kandace Scherr, Esq. about elder care planning. They discuss how a qualified elder care lawyer can help you navigate through or around a delicate but difficult situation that we all have to cope with at some point in our lives.

June 20 2018

MRW - Podcast - Cheri Dorsey (guest) - June 20, 2018

This week, Drew and Chris are joined by Cheri Dorsey and they discussed Estate Planning.

Cheri focuses her practice in the areas of estate planning, estate administration and trust administration. Her goal is to have a warm ear and a kind heart as she helps individuals and families navigate the difficult issues of planning for disability and death. Cheri advises clients on basic topics such as powers of attorney documents, Advance Directive documents, Last Wills and Testaments and Revocable Living Trusts, as well as more complex topics such as life insurance trusts, grantor retained annuity trusts, charitable remainder trusts, and qualified personal residence trusts.

Cheri has experience assisting clients in fulfilling their charitable wishes, from entering into pledge agreements with organizations, to creating charitable organizations. She also has the unique experience of working with artists and art collectors, guiding them in achieving their goals for the continuity of their collections.

Cheri spends considerable time working with business owners with regard to their succession planning, particularly with respect to transferring interests in family businesses to the next generation through various gifting and other transfer techniques.

Holding the hand of the surviving spouse and other family members after the death of a loved one is one of Cheri’s strengths due to her ability to sympathize. She regularly handles the administration of trusts and estates, and often serves as a fiduciary with respect to those matters.

When Cheri is not helping her clients, she enjoys spending time with her husband, Todd, her daughter, Josie, and her son, Cole, as well as more extended family. The Dorsey family lives in Parkton, Maryland, and they enjoy music, various sports and attending Hunt Valley Church.

February 28 2018

MRW - Podcast - Raj Goel (guest) - February 28, 2018

This week, Drew and Tom are joined by Raj Goel.

For almost twenty years, business owners, professionals and retirees concerned about death, disability or other life changing events and the impact they could have upon their loved ones, have actively sought Raj’s counsel in addressing all of their estate planning needs. Aside from Raj's experience and technical skills with these complex and emotional issues, his clients come to him because they know he genuinely cares for them and is willing to go to great lengths to ensure the terms of their estate plans are customized to meet their individual goals. Over the years, this relationship-oriented approach has allowed Raj to build his practice solely by word-of-mouth referrals and is the reason why many other attorneys use him to address their own legal needs.

The following are examples of cases Raj has recently handled:

  • Assisted a business owner in addressing the practical issues of how her business, which is the largest asset she owns, could continue to remain viable if she were to suddenly die or become incapacitated
  • Advised parents on how best to structure their wills and trusts to minimize their estate tax exposure and ensure that the assets will be properly administered for the benefit of their two children, one of which has Down’s Syndrome and the other who will never be capable of making good financial decisions
  • Counseled a widow on how to administer her late husband’s estate, while dealing with a potential challenge to the Will by her step-son

October 14 2015

MRW - Podcast - Alexander McMullen (guest) - October 14, 2015

Drew and Tom are joined by Alexander R. McMullen.

Alex McMullen of McMullen & Drury, P.A. spends most of his waking hours providing legal services for medical malpractice, estate planning and estate administration, nursing home malpractice, bankruptcy law in Towson, Essex and beautiful downtown Glen Burnie. Mr. McMullen is frequently a court-appointed mediator for the Baltimore County Orphan’s Court.

For greater than three years, Mr. McMullen has had an AV Rating by his peers and clientele. Some of Mr. McMullen’s client reviews can be viewed here.

Mr. McMullen graduated in 1987 from the University of Baltimore with both a Juris Doctorate and a Master of Business Administration. Mr. McMullen has taught law in the undergraduate programs at the University of Maryland, Baltimore, Stevenson University and the University of Baltimore.

Prior to becoming a lawyer in the mid 1980’s, he was an R.N. in Thailand with World Vision International, worked as an R.N. in D.C.’s projects and Holy Cross Hospital. Mr. McMullen has coached greater than ten seasons of little league sports. Mr. McMullen is active in his church, Trinity Church of of Joppa, Maryland. Mr. McMullen lives in Fallston, Maryland with his wife, four kids, and two dogs. The dogs are the ones that love and understand him the best.

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