Estates & Trusts

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You’ve worked hard for what you’ve built.
Protect and preserve it.

Our Estates and Trusts group is here to assist you and your loved ones with all stages of estate planning and administration. Our greatest concern is ensuring that your wishes are carried out.
 

Estate Planning

Proper planning is vital to the care of both you and your loved ones, and guards against unforeseen circumstances. We routinely prepare Wills, Trusts, Power of Attorney documents, and Living Wills, and counsel our clients with respect to estate and gift tax, special needs planning, business succession, oil and gas planning, and charitable planning. Moreover, our attorneys have experience in developing family limited partnerships, corporations, and limited liability companies. Eschewing a one-size-fits-all solution, our attorneys focus on identifying and refining client objectives, and leverage a thorough understanding of tax and estate law to create a plan that, whether simple or complex, provides peace of mind. Turn to us for practical, sound legal advice that can help you rest easy.

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Estate Administration / Probate

Our team of experienced attorneys and paralegals are here to assist you with every step of the estate administration process. With sensitivity toward this difficult time, we work diligently to ease the burden and limit the risk involved. While the probate process in Pennsylvania, compared to other states, is fairly straightforward, settling an estate can present unique challenges for executors. Creditors’ claims, tax liabilities, and legal deadlines are just a few of the issues that can overwhelm the next of kin. We’re here to help.

In addition, our attorneys are available to represent beneficiaries of estates and trusts to ensure that their concerns are properly addressed and that they receive what they’re entitled to.

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Guardianship

When faced with a family member or friend who cannot effectively make a decision for himself or herself, a guardianship may be required. Whether due to a young age, mental infirmity resulting from a birth condition or later injury, or because of the aging process, the appointment of a guardian by a court will allow someone to make personal and health-related decisions and to protect that person's financial assets.  Our attorneys are prepared to help our clients work through the legal procedures involved from evaluation to court appointment, through the financial aspects of selling real estate and the final accounting of the guardianship administration.

Elder Law

Our Estates and Trust group compassionately assists clients with the wide variety of issues that face our growing elderly population. While programs such as Medicaid can help to shoulder the load with regard to the ever-increasing cost of nursing care, proceeding without a road map can result in unintended consequences. We counsel our clients with regard to spending down assets and protecting their spouses, and examine how assets might be passed to children free of penalties. 

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Our attorneys focus on identifying and refining client objectives, and leverage a thorough understanding of tax and estate law to create a plan that provides peace of mind. Turn to us for practical, sound legal advice that can help you rest easy.

  • Wills 
  • Trusts
  • Estate and Gift Tax Planning
  • Elder Law
  • Estate Administration/Probate 
  • Oil and Gas Planning
  • Living Wills/Advance Directives
  • Medicaid
  • Business Succession Planning
  • Powers of Attorney
  • Guardianship
  • Prenuptial Agreements
  • Charitable planning
  • Estate and Trust litigation
  • Family Limited Partnerships, Corporations, and Limited Liability Companies

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