Estate Planning and Administration Lawyer
Often our first contact with a client is the preparation or revision of a will, trust, power of attorney or other estate planning document. Our estate planning attorneys have the ability to tailor an estate plan to meet the client's personal and family goals. Our objective is to minimize taxes, reduce or eliminate probate and to maximize the beneficiary's estate. In addition, we are able to prepare both simple and complex wills, revocable and irrevocable inter-vivos, charitable and testamentary trusts (including irrevocable life insurance and special needs trusts), charitable trusts, foundations, irrevocable life insurance trusts, living wills, powers of attorney, anatomical gift provisions, lifetime gifting arrangements, family real estate partnerships and other creative estate planning arrangements. We also provide a complete array of Estate Administration services for both testamentary estates and living trust estates in an efficient and cost-effective manner.
Where a will is involved, we provide probate administration services to the Executor of the Estate, and where a trust is involved, we provide trust administration services to the Trustee. We prepare Pennsylvania Inheritance Tax Returns, Accountings, and Estate Settlement Agreements and all ancillary documents and legal services.
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