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Transitioning Times

It is often said that you must be appreciative of your past before looking forward to your future. We are grateful for those around us, appreciative of what we have accomplished, and hopeful for what we will become.

First and foremost, we are immensely thankful for the strong foundation laid for the firm by Charlie Bagley and John Rhody. Today we are honored to announce that after almost 40 years in practice, and almost 25 years after founding the firm, Charlie Bagley will be transitioning to Of Counsel. He will still assist with firm matters, maintain a select group of clients, and be available on a limited basis to meet with clients. Join us in congratulating Charlie by sending him a note or email, or in person the next time you see him.

In anticipation of Charlie’s semi-retirement, the firm has transitioned management and ownership to Nicholas Crivella and Matthew Ballard. Nick will serve as the firm’s managing stockholder in charge of firm operation and will continue to lead the estate planning and business practice teams for the firm. Matt will continue to lead the estate/ trust litigation and administration practice teams for the firm.

We are also long overdue in formally announcing the hiring of our four associates, one for each of our firm’s practice areas. Many of you already know them, but we are excited to re-introduce:

  •  Jon F. Watson, Esquire – business operations, mergers and acquisitions and succession planning
  • Alicia M. Balanesi, Esquire – estate/trust litigation
  • Brittney A. Grizzanti, Esquire – estate planning
  • Victoria Lucido, Esquire – estate/trust administration

To further support our dedication to our clients, we have also made strategic affiliations with Michael Roblyer and David Katz who have helped to further bolster the firm’s core practice areas and to expand the scope of our commercial real estate practice to include full scope representation for commercial leasing and sale transactions.

Looking to the future, we have some very exciting changes in the works. In the coming months we will be moving to 1788 Forest Drive, Annapolis, Maryland, our own stand-alone office building. We believe this change speaks to the dedication we have had to serving our clients over the years and the growth we have seen as a result.

With all of the changes to our physical surroundings noted above, we thought it was time to update our branding and website as well. You will note the incorporation of the “knot” as part of our logo signifying our goal of providing security in your business and family planning needs, and of finding solutions for each of our client’s unique issues. This may be a new look, but the same team you have gotten to know over the years remains ready to assist you.

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