Trusts, estates, probate, estate planning, powers of attorney, living wills, gift, estate and generation-skipping (GST) tax strategies, charitable tax planning

About the Firm: Practice

Personal Estate and Tax Planning

Helping people achieve their estate planning goals through wills and trusts, including revocable living trusts, dynasty and generation-skipping (GST) trusts, charitable remainder and lead trusts, qualified personal residence trusts (QPRTs), grantor retained annuity trusts (GRATs) and “defective” grantor trusts.

Gift, estate and GST tax strategies, including insurance, charitable, retirement and education planning.

Powers of attorney (general and health care) and living wills.

Prenuptial agreements.

Estate and Trust Administration

Estate, trust and guardianship administration, including preparation of fiduciary accounts, Federal and state death tax returns and fiduciary income tax returns; representation of individuals, banks and trust companies as Executors, Trustees and Guardians.

Orphans’ Court Proceedings

Representation of individuals, banks and trust companies in matters before the Orphans’ Court.

Planning for Owners of Closely-Held Businesses

Succession planning, shareholder and partnership agreements, and valuation discount planning.

Charitable Organizations

Representation of charitable trusts, public charities and private foundations; formation of charitable organizations and application for tax-exempt status.

Other Services

If legal advice is needed in matters outside the normal scope of our practice, we will help you find other counsel with the requisite expertise and experience, and, with your permission and approval, we will be glad to coordinate the relationship with other counsel.

About the Firm