Christine Sorge is a partner in Shulman, Rogers, Gandal, Pordy & Ecker's estate planning practice. Ms. Sorge provides individual estate planning advice to ensure the disposition of assets in accordance with each client's objectives, utilizing tax planning techniques, such as life insurance planning, equalization of spousal estates and lifetime gifts, in order to minimize estate and gift tax liability.
Ms. Sorge assists closely-held business owners in business succession planning and valuation issues, using estate planning tools such as buy-sell agreements and life insurance products.
In addition, Ms. Sorge advises clients on the use of irrevocable and revocable trusts to meet a variety of concerns, including asset protection and preservation, planning for future generations (and related generation-skipping transfer tax concerns), life insurance planning, lifetime income needs and charitable gifting.
Ms. Sorge also has extensive experience in the administration of trusts and decedents' estates. Her practice in this area includes the preparation of Federal and state estate tax returns, state inheritance tax returns, trust and estate income tax returns, estate inventories and accountings, and post-mortem estate planning, including disclaimers and various tax elections.
She was recently highlighted in "Washingtonian Magazine" as an authority in the handling of prenuptual agreements.
Ms. Sorge is an active member of the D.C. Bar Probate, Trusts and Estates Section as well as the Real Property, Probate and Trust Section of the American Bar Association.
