Evelyn R. Blue, CEP

evelyn blue snyder cohn business advisors washington dc maryland virginiaI’m Evelyn Blue. I believe in making sense out of the complex or complicated.

When I work with you, I …

    Listen well to your needs in order to support your estate planning and estate administration matters in the best possible way. This may include reading and interpreting all the various documents to correctly execute your client’s or loved one’s final wishes smoothly and expeditiously.
    Value open and authentic communication and always follow up with you and any other parties during the entire estate planning and estate administration processes in a timely and effective way.
    Provide the Executor or Personal Representative an outline and timetable for each of the steps that need to be taken and let you know all the respective deadlines so you can understand and feel confident during the process.
    Collaborate with the Attorneys and Financial Advisers to make sure that you receive the best results.
    Prepare the federal and state estate, income, gift and trust returns as well as the probate and court accounting.
    Make it my priority to alleviate pressure, stress, and confusion and provide support during this time of grieving.

I am a Supervising Senior with the Snyder Cohn Tax team.

Practice Areas/Expertise

  • Estate and trust return preparation
  • Individual and trust tax return preparation
  • Nonprofit tax services
  • Estate and family wealth planning
  • Personal financial planning
  • Estate and gift tax planning

Certifications

    Certified Estate Planner

Organizations

    Estate Planning Council of Montgomery County Maryland, Inc. – Member
    Transformations of Montgomery County – Board Member

Education

    Bachelor of Arts, Economics – University of Maryland, College Park

In Our Clients’ Words

    “I was introduced to Evelyn several years ago from a colleague with whom she and I both worked. Evelyn and I have worked on several matters together over the years. She has been the consummate professional: knowledgeable, responsive, and good-natured. She has a rare ability to work on complex and nuanced tax issues competently while maintaining client relationships seamlessly. Any time that I had a question or needed information, whether it was for a shared client or to pick her brain, she supplied the answer or the document, even if it was during her busiest time of the year. Working with Evelyn has been, and continues to be, a pleasure.”
    – Michelle Chapin, Associate, Paley Rothman

Contact Us

Email Evelyn Blue.