Cindy Szabo is a Partner of Morris James, and Chairs the trusts and estates practice.

She concentrates her practice in the areas of estate planning, estate administration, and real estate.

Experience

Estate Planning

  • Estate and tax planning
  • Wills, Revocable/Irrevocable trusts (including life insurance trusts, qualified personal residence trusts and dynasty/generation skipping trusts), Advance Healthcare Directives, and Durable Powers of Attorney
  • Special needs planning
  • Elder care and Medicaid planning, including Miller Trusts and asset protection trusts
  • Charitable planning and charitable trusts
  • Guardianship matters
  • Lifetime gift planning

Estate Administration

  • Assists and advises executors and trustees regarding probate matters and estate and trust administration
  • Federal estate tax return and gift tax return preparation

Real Estate

  • Residential and commercial settlements and refinancings

Engaged in the Community

  • Beebe Medical Center, Inc. Board of Directors
  • Delaware Community Foundation Board of Directors
  • Delaware Care Plan Board of Directors
  • Beebe Medical Foundation Board of Directors
  • Delaware Technical Community College Special Trustee to the Educational Foundation Board of Trustees and Member of its Investment Committee; Development Council Member (Owens/Georgetown Campus) and Chair of its Fundraising Committee
  • Delaware Care Plan, Inc. Board of Directors
  • Beebe Medical Foundation Board of Ambassadors, 2011-14
  • The Next Generation – Southern Delaware, 2012-14
  • Classic at Baywood Greens Golf Tournament (Tunnell Cancer Center Benefit) Co-Chair, 2007-15
Honors
  • Delaware Today Top Lawyers, Elder Law, 2018 - Present
  • Corporate INTL Tax Planning - Law Firm of the Year, 2018

Services

Admissions

  • Delaware, 2005
  • New York, 2003
  • New Jersey, 1998

Education

  • Tulane Law School, JD, 1998
  • University of Pennsylvania, BA, 1994

Professional Affiliations

  • Delaware State Bar Association
  • Sussex County Bar Association
  • Southern Delaware Estate Planning Council, Past President, 2011-12