Trustee Schedule of Increased Rates - Financial Regulation
Pursuant to Md. Code Ann., Estates and Trust (“ET”) §14.5-708(g)(2)(ii), certain trustees may file a schedule of increased rates (”Schedule”) with the Maryland Department of Labor’s Office of the Commissioner of Financial Regulation (“OCFR”). Trustees who file a Schedule with the OCFR may periodically change and revise the Schedule by filing changes and revisions with the OCFR.
A Schedule and signed cover letter may be submitted as PDF attachments by email to DLFRFinReg-LABOR@maryland.gov and should note; “Trustee Increased Rate Schedule” in the subject line. The Schedule may also be submitted by mail to the Office of the Commissioner of Financial Regulation, Attn: Trustee Schedule, 500 N. Calvert Street, Suite 402, Baltimore, Maryland 21202. In addition to rates and effective date, the Schedule should include, as applicable: name(s) of all Trustees covered by the Schedule, name of the institution or firm, and appropriate contact information. The OCFR recommends that the Schedule and any correspondence or attachments submitted therewith not include confidential or other sensitive information unless required to comply with applicable laws and/or regulations or otherwise deemed appropriate by the trustee filing the Schedule.
A list of trustees who have filed Schedules with the OCFR is provided below. The OCFR updates this list on a monthly basis.
Trustees who desire to file a Schedule should carefully review applicable Maryland law to determine whether they possess the right to file a Schedule and whether the law directs them to file the schedule with OCFR or another State agency. Trustees having questions on issues such as their qualification to file a Schedule, fees they may charge in the absence of a filed Schedule or minimum/maximum fees legally allowed should seek professional guidance. General questions concerning the filing of a Schedule with the OCFR may be directed to 410-230-6100.
Schedules and any correspondence or attachments submitted therewith are generally a record subject to the Maryland Public Information Act. Any person seeking a record from the OCFR may submit a Maryland Public Information Act request to the OCFR by either email to DLFRFinReg-LABOR@maryland.gov or by mail to the Office of the Commissioner of Financial Regulation, 500 N. Calvert Street, Suite 402, Baltimore, Maryland 21202. The OCFR may charge a reasonable fee and/or its actual costs in producing such a record.
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
Name of Institution, Bank or Law Firm | Document Date (most recent) | Past Filing on Record |
A | ||
Abrams, Lawrence Law Office | 12/17/2002 | |
A. G. Edwards Trust Company FSB | 6/23/2005 | |
ACNB Bank | 1/25/2018 | yes |
Advocacy Trust of Tennessee, LLC | 4/13/2015 | |
Adashek, Lawrence D. | 1/1/2021 | yes |
Adelberg, Rudow, Dorf & Hendler | 11/16/2012 | |
Adler & Adler Attorneys at Law | 1/8/1999 | |
Ain & Stein Law Office | 12/8/2016 | |
Alkon Law, LLC | 7/2/2014 | |
Allen, W. David, Attorney at Law | 1/1/2019 | yes |
Allfirst Bank | 3/6/2000 | |
Altman and Associates | 7/19/2010 | |
Altman and Krame LLC | 6/20/2002 | yes |
American Trust Bank | 7/10/1995 | |
Atlantic Trust - Private Wealth Mgmt | 8/23/2005 | yes |
Azrael, Franz, Schwab & Lipowitz, LLC | 6/5/2018 | yes |
B | ||
Bagley & Rhody, P.C. | 1/27/2021 | yes |
Baker & Baker Law Office | 3/23/1994 | |
Baker, Baker & Twomey Law Office | 12/9/1999 | |
Baldwin, Kagan & Gormley Law Office | 1/25/2015 | yes |
Bank of America | 6/19/2018 | yes |
Barkley & Kennedy Law Office | 2/20/2018 | |
Barkley, Tim Law Offices | 4/14/2006 | |
Batoff, Steven I., Law Office | 12/28/2012 | yes |
Batoff Associates, P.A. | 1/6/2021 | yes |
Bauer, Harry | 6/10/1998 | |
BB&T | 9/26/2019 | yes |
Berger & Burns, LLC | 6/20/2018 | |
Bernstein & Feldman Law Office | 3/23/1994 | |
Bessemer Trust Company | 8/14/2003 | yes |
Binstock, Torchinsky, Law Office | 1/4/2007 | |
Birchstone Moore, LLC | 1/14/2021 | yes |
Blanton, Edward L. Jr., Law Office | 2/18/2004 | |
Blue, William F. and Alexander, John D. | 12/31/1986 | |
Blue & Blue P.A. Attorneys at Law | 11/25/2002 | |
Bobotek, H. Mark | 12/29/2020 | |
Bogin, Matthew B., Attorney at Law | 2/7/2006 | yes |
Bowman, J. Darby Law Office | 2/22/2016 | yes |
Boyd, Benson & Hendrickson Law Office | 1/6/1999 | yes |
Bregel, Calvert Ross | 4/13/1998 | |
Bridgeford, Clifford R. | 11/1/1984 | |
Brown Investment Advisory & Trust Co. | 4/5/2012 | yes |
Bryn Mawr Trust Company | 7/28/2016 | |
Bruce & Upton Attorneys at Law | 2/2/1994 | |
Bulman Dunie Burke & Feld | 12/19/2018 | |
Burke & Herbert Bank & Trust Company | 2/14/2005 | |
Burns, Harold H, Jr. Attorney at Law | 12/20/1988 | |
Byrd & Byrd Attorneys at Law | 4/16/2019 | yes |
C | ||
Cambridge Trust Company | 2/1/2011 | yes |
CapitalFirst Trust Company | 5/2/2018 | |
Capital One, N.A. | 1/16/2015 | |
Chase Manhattan Private Bank | 4/9/2001 | yes |
Chesapeake Legal Counsel LLC | 4/2/2020 | |
Chevy Chase Savings Bank | 7/12/1989 | |
Chevy Chase Trust Company | 10/5/2001 | |
Chlan, William Paul, Jr. Attorney at Law | 4/15/2008 | yes |
Citigroup | 12/17/2007 | |
Clark & Hough, LLC Attorneys at Law | 1/18/2021 | yes |
Cohen, Irving P. | 2/20/2017 | |
Comerica Bank & Trust National Association | 7/19/2019 | yes |
Crestar | 1/29/1999 | yes |
D | ||
Daniels & Daniels | 11/10/2020 | |
Davis, Henry | 3/16/2010 | |
Davis, Richmond Law Office | 3/9/2015 | |
Day, Michael G., Law Office | 11/15/2011 | yes |
DeMoll Bridgeford Attorneys at Law | 11/28/1984 | |
Deutsche Bank | 1/5/2010 | yes |
Downs Law Firm | 10/10/2014 | |
Dychala, Benjamin J. Jr., Law Office | 1/3/2013 | yes |
E | ||
Eaton & McClellan | 5/16/1996 | |
Eldridge & Nachtman, Law Office | 1/9/2015 | |
Elville and Associates | 1/11/2018 | |
F | ||
Family Heritage Trust Company | 8/22/2011 | yes |
Farmers Bank of Maryland | 12/18/2001 | yes |
Farmers National Bank of Maryland | 12/21/1993 | |
Farmers & Mechanics National Bank | 8/21/2002 | yes |
Farmers and Mechanics Bank | 8/12/1994 | yes |
Farmers & Merchants Bank and Trust | 1/24/2000 | |
Farmers & Merchants Bank of Hagerstown | 9/23/1993 | |
FCNB Bank | 6/6/2000 | |
Feher, Milton C., Attorney at Law | 2/25/1986 | |
Finkelstein & Horvitz LAw Office | 7/17/2001 | |
First Capital Surety & Trust Co | 4/10/2008 | |
First Horizon | 1/4/2005 | |
First Maryland Disability Trust | 2/21/2018 | |
First National Bank of Maryland | 1/29/1997 | |
First Union National Bank | 11/10/1999 | yes |
First United Bank & Trust | 12/15/2006 | yes |
First United Corporation | 10/31/1994 | |
First United National Bank & Trust | 7/15/1998 | |
First United Trust & Investments | 12/7/2012 | yes |
First Virginia Bank-Maryland | 12/5/1994 | |
Fisher Law Office | 8/15/2014 | |
FMB Trust Company N.A. | 5/15/1998 | |
Foster, Philip Carey | 7/14/2000 | |
Foley & Lardver LLP | 11/2/2015 | |
Frank, Frank & Scherr, LLC | 6/13/2016 | yes |
Franke, Frederick R. Jr. Law Office | 6/28/2011 | yes |
Frost Law | 12/28/2020 | |
Fulton Financial Advisors | 12/30/2015 | yes |
Funk & Bolton Attorneys at Law | 7/24/2018 | |
Furey Doolan & Abell, LLP | 3/28/2017 | yes |
G | ||
Gallagher, Evelius & Jones, Law Office | 9/29/1993 | |
Gatesman, William Michael Attorney at Law | 12/5/2019 | yes |
Geis, Robert H. | 10/29/2020 | |
Gershberg & Associates, LLC | 2/9/2021 | |
Gingerich and Culpepper, LLP Attys at Law | 2/3/1998 | |
Ginsberg, Yale M. | 8/17/2016 | |
Gold, Sally B. Law Office | 11/7/1995 | |
Gold, Sally B. Law Office | 4/1/1997 | |
Goldman Sachs Trust Company | 8/30/2010 | |
Greer, William R., Jr., Attorney at Law | 3/3/2011 | yes |
Greer Law Firm | 3/1/2016 | |
Grevin, Eric P., Law Office | 2/11/2019 | |
Gross Mendelsohn CPAs and Advisors | 1/24/2018 | |
H | ||
Hagerstown Trust Company | 12/10/1996 | yes |
Harris Trust and Savings Bank | 4/15/1994 | yes |
Haskell, Frank B., Law Office | 2/8/1996 | |
Haskell Duley and Gale | 1/23/1989 | |
Hecht and Chapper Attorneys at Law | 12/8/2005 | |
Heisler, Williams & Lazzaro, L.L.C. | 5/27/2009 | yes |
Hennessey, Ellen B. | 9/27/2016 | |
Hershey Trust Company | 5/30/2003 | |
Hodes, Ulman, Pessin & Katz P.A. | 9/7/2005 | |
Hoffman, Comfort, Offutt & Scott, LLP | 2/27/2007 | |
Holden, Ronald R., Law Office | 12/27/2007 | yes |
Holden & Campbell, Attorneys at Law | 12/4/2013 | |
Hylton & Gonzales | 6/17/1997 | yes |
I | ||
Investment Services Group (Division of Hanover Bank) | 1/25/2001 | |
J | ||
Jensen, Hassani & Focas, P.A. | 5/3/2011 | |
Jester, Mary Ellen | 4/2/2009 | |
Jones, Alexander, G. | 2/17/1999 | |
Joseph, Greenwald & Laake, P.A. | 4/18/2016 | yes |
J.P. Morgan Chase Bank, N.A. | 7/10/2018 | yes |
K | ||
Kahan, Gail R., Attorney at Law | 9/12/2018 | |
Kagan Law Group | 5/1/2018 | |
Kallina & Associates | 4/14/1992 | |
Katz, JD | 6/5/2009 | |
Kenworthey, William H., Jr. | 10/10/2005 | |
Keystone Financial Bank N.A. | 3/31/2000 | |
Klinefelter, Stanard T. | 12/6/2005 | |
Kneib, Joseph V. Attorneyr at Law | 10/22/1991 | |
Knust, Jac E. Law Office | 12/23/1999 | yes |
Kobrinetz Chernack, Alisa | 1/21/2020 | |
Krame, Evan J. | 1/10/2021 | yes |
Krame and Biggin | 1/20/2019 | yes |
Kramon & Graham | 2/5/1999 | |
L | ||
Landsman, Ron | 1/15/2016 | |
Landsman Law Group | 2/6/2020 | yes |
Lawless, Randolph & Dale | 1/2/2020 | |
Lazzaro, Glen D., Attorney at Law | 5/20/2003 | |
Legg Mason Trust Company | 12/16/1996 | yes |
Levine, Irving M. | 8/24/1992 | |
Loggia, Elizabeth G. | 3/14/2013 | |
M | ||
M&T Bank | 1/23/2017 | yes |
Malloy, Walter Nathan Jr., Law Office | 9/22/2005 | |
Margolius Firm | 5/4/2010 | |
Mason-Dixon Trust Company (Carroll County Bank) | 1/23/1998 | |
Mass Mutual Trust Company, FSB | 10/24/2006 | |
McChesney & Dale, P.C. Attys at Law | 8/27/2001 | yes |
Richard M. McGill - Atty at Law | 1/31/1990 | |
McAllister Detar Showalter & Walker | 1/18/2021 | |
McKenney, Thomsen & Burke Attorneys at Law | 12/28/1995 | |
McNamee Hosea Attorneys and Advisors | 2/8/2021 | yes |
Meehan, Thomas P. | 7/27/2009 | |
Meier, Robert A Meier, Jr. | 2/27/2006 | yes |
Mellon Bank (The Bank New York Mellon Corp) | 10/30/2007 | yes |
Mercantile Safe Deposit & Trust Company | 5/26/2004 | yes |
Mercantile Investment & Wealth Management | 9/20/2006 | yes |
Law Offices Abel J. Merrill P.A. | 4/21/1997 | |
Merrill & Cruttenden | 10/3/2006 | yes |
Meyers, Rodbell & Rosenbaum | 3/9/2010 | yes |
Miles & Stockbridge | 12/8/2000 | |
Miller, Karen J. | 7/16/2002 | |
Miller, Miller & Canby | 4/13/2015 | yes |
Modell, David P., Law Office | 8/7/2008 | yes |
Morgan Stanley | 12/19/2006 | |
N | ||
Nash, Henry | 10/12/2018 | yes |
NationsBank | 2/26/1999 | yes |
Newell, John D. | 5/3/2019 | |
Niles, Barton & Wilmer | 1/31/2019 | |
Nippard Law | 11/27/2015 | |
Northern Trust | 12/30/2008 | yes |
O | ||
Ober Kaler | 8/17/2016 | yes |
O'Byrne Law | 12/8/2020 | yes |
Ocean First Bank | 4/20/2020 | |
Oram, Steven H., Law Offices | 1/8/2008 | yes |
Oram & Moss Chartered | 8/23/2013 | |
Orrstown Bank | 1/8/2020 | |
P | ||
Pasternak & Fidis | 1/23/2019 | yes |
Pelagatti, Gale, Walthall, Law Offices | 5/2/1994 | |
Penater Law | 6/25/2020 | yes |
Peoples Bank A Codorus Valley Company | 5/1/1998 | |
Piet H. Richard, Attorney at Law | 4/12/2001 | yes |
Pileggi, Anthony R., Law Office | 3/7/2016 | yes |
Pitock, Anita, Law Office | 6/4/2020 | |
Plan of Maryland DC | 12/2/2008 | |
PNC Bank N.A. | 11/13/2019 | yes |
Pope-Onwukwe, Karren, Law Office | 4/30/2010 | |
Pskowski, Harold W., Attorney at Law | 3/1/2013 | |
Q | ||
Quinn, Racusin & Gazzola | 11/19/2020 | |
R | ||
Raymond James Trust N.A. | 6/27/2018 | yes |
Regions Bank | 7/28/2017 | |
Richman, Jerome B., Attorney at Law | 2/7/2006 | yes |
Riggs Bank N.A. | 1/23/2001 | yes |
Ritter, Brian, Jr., dba Ritter Elder Law | 10/16/2020 | yes |
Robbins, Jonathan D., Law Offices | 2/1/2001 | |
Robertson, Rob, Attorney at Law | 8/8/1996 | |
Roa, Adam J., Law Offices | 12/16/2019 | yes |
Robinson & Koenig, Law Offices | 2/16/1994 | |
Roblyer, Michael R. Attorney at Law | 11/13/2012 | |
Ross, Marsh & Foster, Law Offices | 8/4/2009 | yes |
Rose & Mitchell, Law Offices | 4/10/1989 | |
Rowan and Quirk, Law Offices | 5/18/1995 | |
Royston Mueller, McLean & Reid, LLP | 12/29/2020 | yes |
Rutledge Aitken Attorneys at Law | 1/24/2013 | |
S | ||
Sack & Harris, PC - Attorneys at Law | 5/3/2012 | |
Salomon Smith Barney (Citigroup) | 11/7/2000 | |
Sandy Spring Bank | 8/22/2017 | yes |
Saul Ewing, Attorneys at Law | 10/20/2003 | |
Schmuhl, Robert A., Attorneys at Law | 11/6/1987 | |
Scholl, G. Richard | 6/18/1998 | |
Schwartz & Bloomberg, Law Offices | 12/24/2002 | |
Scull, David L., Law Offices | 3/8/2018 | yes |
Security Trust | 6/17/1992 | yes |
Serio and Higdon, Law Offices | 11/15/2016 | |
Signet Trust Company | 2/23/1998 | yes |
Simcox and Barclay, Attorneys at Law | 11/11/2009 | |
Simison, David A Attorney at Law | 12/22/2011 | |
Sims & Campbell Estates and Trusts | 2/12/2021 | |
Sims, Jane Frankel, Law Offices | 1/7/2015 | yes |
Smith, Jess Joseph, Jr., Law Offices | 1/1/1996 | |
Sovran Bank | 5/9/1991 | yes |
Stark and Keenan Attorneys at Law | 10/13/2006 | |
Stein, Sperling, Bennett, De Jong, Driscoll & Greenfeig | 8/2/2010 | |
Stewart, Plant & Blumenthal | 3/17/2015 | |
Stone, E. Harrison | 8/5/2015 | |
Strite and Schildt, Law Offices | 10/16/2002 | |
Summerfield, Willen, Silverberg, Limsky, LLC | 5/9/2013 | yes |
SunTrust Bank (now Truist Bank) | 12/2/2019 | yes |
Susquehanna Trust & Investment Co | 10/16/2002 | |
T | ||
Thomas & Libowitz, Law Office | 2/20/2001 | |
Thompson Hine | 4/17/2002 | |
TIAA CREF Trust Company, FSB | 1/24/2008 | |
Titman, David A., Attorney at Law | 1/14/2000 | |
Truist Bank | 12/2/2019 | |
Travieso, Bonnie A., Law Office | 11/16/2015 | yes |
Trust Company of America | 4/30/1998 | yes |
Trust Company of Virginia | 2/6/2003 | |
Trust Corp America | 4/30/1998 | |
Truist Bank (former Suntrust) | 12/2/2019 | |
U | ||
UBS Trust Company | 5/2/2011 | |
United Bancshares, Inc (United Bank) | 6/25/2020 | |
United Bank and Trust Company | 7/11/1988 | |
U.S. Trust (acquired by BOA) | 9/22/2014 | yes |
V | ||
Van Grack, Axelson, Williamowsky & Jacobs | 7/28/1992 | |
Venable Baetjer and Howard | 11/27/2001 | yes |
Vogelstein, Michael D. | 2/11/2016 | |
W | ||
Wachovia Bank (Wells Fargo) | 10/7/2009 | yes |
Waldman & Diamond, Chartered | 5/2/2019 | yes |
Wagonheim Law | 1/25/2018 | |
Ward, Klein & Miller | 2/14/1995 | |
Wase, Wase & Grace | 9/9/2015 | |
Waxman, Marcy | 9/28/2017 | |
Weinberg & Green, Attorneys at Law | 5/13/1998 | |
Weiner, Shearouse, Weitz, Greenberg & Shawe | 3/20/2009 | |
Weiss, Rand Alan, Law Offices | 1/22/2004 | |
Weisse Miller Law Group | 9/19/2011 | |
Wells Fargo Bank NA | 3/4/2020 | yes |
West & Feinberg, P.C. | 9/14/2009 | |
Whitworth, Smith & Trunnell, P.A. | 11/14/2002 | |
Willey & Crooks | 7/10/1996 | |
Williams, J. Carol Law Office | 6/15/2016 | |
Wilmington Trust | 9/28/2018 | yes |
Winelander, Richard Attorney at Law | 1/11/2011 | |
Winelander & Cox, P.A. | 1/9/2015 | |
Winelander Law Group | 9/24/2018 | |
Wright, Richard T., Attorney at Law | 10/21/1996 | |
Wulkan, Donna L. Law Office | 9/7/2007 | yes |
Wye Financial & Trust | 7/7/2020 | yes |
X | ||
Y | ||
Z |