Mr. Tate concentrates his practice on estate planning, estate and trust administration, and taxation matters.
He advises clients on estate planning, business succession planning, charitable giving, asset protection, retirement assets, private foundations and pass-through entities. He is also proficient with the administration of decedent's estates and trusts, including income tax compliance, and advises estate representatives and trustees on post mortem responsibilities and tax planning opportunities.
Active in the Baltimore community, Mr. Tate is a member of the Rotary Club of Baltimore and serves as treasurer of the Baltimore Rotary Foundation.