About Helen

Helen M — Smith is a seasoned estate planning and tax attorney based in Towson, Maryland. She has been a member of the Maryland State Bar since 2004 and the District of Columbia Bar since 2005. Ms. Smith is a member of the Baltimore Estate Planning Council and has been recognized for her contributions to the field. Ms. Smith earned her Juris Doctor, magna cum laude, from the University of Baltimore School of Law in 2004. She was a member of the Heuisler Honor Society and served on the University of Baltimore Law Review. She furthered her expertise by obtaining a Master of Laws in Taxation, cum laude, from the same institution in 2006.

Her academic achievements underscore her commitment to providing comprehensive legal services in estate planning and tax law. In 2014, Ms. Smith became a partner at Pessin Katz Law, P.A. (PK Law), a prominent Maryland law firm. She leads the firm's Wealth Preservation Group, offering services in estate planning, probate, trust administration, and tax planning. Her experience enables her to assist clients in creating tailored estate plans, including wills, trusts, prenuptial agreements, and healthcare directives. She also guides families through probate and trust administration processes, ensuring the effective implementation of their loved ones' wishes. Before her tenure at PK Law, Ms.

Smith served as an associate at Hodes, Pessin & Katz, P.A. from 2004 to 2014. During this period, she developed her skills in estate planning and tax law, building a solid foundation for her current practice. Her dedication to her clients and the legal community has been recognized through peer reviews and professional accolades. Ms. Smith is an Accredited Estate Planner® (AEP®) designee by the National Association of Estate Planners & Councils (NAEPC), a designation awarded to estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation. Character. She is also AV-Preeminent by Martindale-Hubbell, reflecting the highest standards of professional excellence and ethics.

Additionally, she obtained her Masters in Taxation in December 2006, which provides her with a broad base of tax knowledge to assist her clients with tax planning to allow them to obtain their wealth preservation goals. Ms. Smith's office is located at 901 Dulaney Valley Road, Suite 500, Towson, MD 21204. She is admitted to practice before the Court of Appeals of Maryland and the District of Columbia. Her professional affiliations include the Maryland State Bar Association and the Baltimore Estate Planning Council. She is also a member of the University of Baltimore Alumni Association, participating in its Mentor/Mentee program in 2012 and 2016. Her commitment to professional development and client service continues to make her a respected figure in the estate planning and tax law community.

Education

University of Baltimore

LL.M. | Tax Law

2004

University of Baltimore School of Law

J.D. | Estate Planning

2000

Experience

has membership

Pessin Katz Law
2023

Partner

Fedder and Garten Professional Association
2014

Associate

Hodes, Pessin & Katz, P.A.
2004

Accepted Jurisdictions

District of Columbia
Maryland

Court Admissions

Court of Appeals of Maryland State Supreme Court · Admitted 2004
District of Columbia Court of Appeals State Supreme Court · Admitted 2005

Types of Cases Handled

Estate Planning Probate Trust Administration Tax Planning

Legal Services Scope

Estate Planning Probate Trust Administration Tax Planning

Professional Associations

has membership of the Baltimore Estate Planning Council

has membership 2007 - Current

Washington, D.C. Bar

has membership 2005 - Current

Maryland State Bar

has membership 2004 - Current

Office Locations

Main Office

 36 S. Charles Street, Suite 2300 Baltimore MD 21201