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Janet I. McCurdy

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Certified Exchange Specialist ®

Janet I. McCurdy is a seasoned trusts and estates practitioner with over 30 years of experience, primarily serving clients in Frederick, Washington, Carroll, and Montgomery Counties. Her practice focuses on creating comprehensive estate plans for clients of various ages and professional backgrounds, aiming to provide peace of mind through strategies that reduce or defer estate taxes, ensure liquidity, and address business succession issues. Janet has a particular interest in helping local farmers preserve family farming traditions through succession planning and participation in agricultural preservation programs.She holds a Masters of Law (LLM) in taxation law, enhancing her ability to advise clients with taxable estates on issues such as establishing formal gifting programs, forming partnerships and limited liability companies, and setting up irrevocable life insurance trusts and charitable remainder unitrusts. Janet also represents personal representatives in estate administration, including preparing accountings and assisting with the conveyance of real estate and personal property, as well as trustees in the management and distribution of trust assets.Janet earned her B.A. from Duke University, her J.D. from the University of Richmond, and her LLM from Georgetown University. She is licensed to practice in Maryland and Virginia, serves on the Estate and Trust Law Section Council of the Maryland State Bar Association, and is an active member of the Bar Association of Frederick County. Additionally, she holds positions on the Board of Directors for Woodsboro Bank and the Mental Health Association of Frederick County. Janet is affiliated with west-patrick-exchange-corp.

Janet I. McCurdy is a 1031 exchange professional working with West Patrick Exchange Corp. based out of MD.

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West Patrick Exchange Corp.

31 West Patrick Street, Suite 130, Frederick MD 21701

Coverage area for Janet I. McCurdy

Maryland

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