ABOUT RZB

   

 Firm Profile

The Law Office of Robert Z. Bohan provides services to clients of all ages in estate planning, family business operations, elder law, and special needs planning. Based in Annapolis, Maryland, Bob and his staff concentrate on the following:
  • Estate Planning
  • Family Business Planning
  • Medical Assistance Planning Evaluations
  • Special Needs Planning
  • Estate Administration
The focus of the firm enables the office to be particularly sensitive to the multiple stresses that individuals and families confront on a daily basis, stresses compounded by the complexities of the American legal, tax, and health care systems. The Law Office of Robert Z. Bohan helps its clients navigate this system by providing answers where they are hard to find and identifying solutions to the clients’ particular needs and goals.

PRACTICE AREAS

Estate Planning

The office does estate and retirement planning for clients of all ages and circumstances. This can include long-term care and disability planning, where appropriate, as well as trust services.
 

Family Business Planning 

The office counsels owners and family members engaged in family business operations. Advice includes review of business plans, drafting of appropriate forms for business entity organization, and filing and follow-up as appropriate. The planning process may also include suggestions and recommendations for business continuity in transferring operations to buyers and/or to other family members.
 

Estate and Medical Assistance Planning Evaluations

Many clients are interested in comprehensive estate and long-term care planning evaluation. This evaluation dictates the best planning strategies to pursue in order to meet the estate planning and long-term health care objectives of the client. The complex and ever-evolving rules of Medicaid play an increasingly important role with respect to traditional estate planning concerns. Knowledge of elder law, therefore, is absolutely critical for a truly comprehensive estate planning evaluation and plan.
 

Planning for People with Special Needs

The office assists families with members who have special needs by participating in legal planning for long-term care with special regard for preserving eligibility for third party benefits. The firm provides information about planning options, drafts supplemental needs trusts and other documents as appropriate, and advises trustees of trusts for the benefit of special needs beneficiaries concerning trust administration.
 

Estate Administration

The office provides full representation of fiduciaries administering estates. Probate administration includes filing the petition for appointment of the personal representative, preparing and filing the inventory and estate assets, paying decedent’s debts, distributing assets, and filing an account with the Orphans’ Court.
 
 
A LAW OFFICE DEDICATED TO ESTATE PLANNING, FAMILY BUSINESS COUNSELING, ELDER LAW AND SPECIAL NEEDS PLANNING

Biography

Bob Bohan earned his undergraduate and law degrees at the University of Denver.  He subsequently completed a Masters of Law at Georgetown University Law Center in Washington, D.C.
 
He started his legal career in private law practice in Denver. After moving to Washington, D.C., he served as an Associate Minority Counsel to the U.S. Senate Committee on Labor and Public Welfare and as Minority Counsel to the U.S. Senate Budget Committee. After leaving the U.S. Senate, he served as Senior Vice President and General Counsel for the National Soft Drink Association in Washington from 1979 to 1992.
 
In 1993, he opened his own office in Annapolis, concentrating his practice in the areas of estate planning, elder law, and family business counseling. His professional memberships include the American, Maryland, District of Columbia, and Anne Arundel County Bar Associations. He is also a member of the National Academy of Elder Law Attorneys, the National Academy of Special Needs Planning Attorneys, and Wealth Counsel.
 
Since opening his office, Bob has also served as an instructor at Anne Arundel Community College in American Government and Business Law and teaches a Continuing Education course for the Anne Arundel County Board of Realtors, focusing on legal issues for realtors in working with the elderly.
 
Bob and his wife, Barbara, have resided in Annapolis since 1977. Their personal interests range from scuba diving to travel. Most recently they spent two weeks in France, primarily in Provence.