Main Menu

Cindy L. Szabo

Partner

Overview

Cindy L. Szabo is a partner in Morris James’ Tax, Estates and Business 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

Professional Affiliations

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

News & Events

Community

Community

Delaware Community Foundation Board of Directors (Gubernatorial Appointee) and Chair, Delaware Community Focus Council

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

T 302.855.9505
F 302.855.9509

Admissions

Delaware, 2005
New York, 2003
New Jersey, 1998

Education

Tulane Law School, J.D., 1998
University of Pennsylvania, B.A., 1994

Back to Page