Wills, Trusts, Financial and Health Care Powers of Attorney, Advance Directives (Living Wills), and the coordination of the title on assets and beneficiary designations on life insurance policies, retirement plans, IRAs, and brokerage accounts.
Trust and Estate Administration
Appointment of executors or administrators, state and federal inheritance and estate tax returns, court accountings, formal and informal settlement on final distribution, fiduciary income tax returns, trust modification, and trustee succession.
Estate and Gift Tax Planning
Irrevocable life insurance trusts, charitable remainder or lead trusts, qualified personal residence trusts, grantor retained annuity trusts, beneficiary direct-gift trusts, gifting programs, and preparation and filing of federal gift tax returns.
Charitable Gift Planning
Gift annuities, donor-advised funds, private foundations, charitable remainder or lead trusts, and planning with retirement plan and IRA beneficiary designations.
Orphans' Court Litigation
Representation of beneficiaries, executors, administrators, and trustees in all matters before the Orphans' Court.
Guardianships for minors and for incapacitated persons.
Mediation for Estate, Trust and Guardian Related Matters
Mediation services for beneficiaries and fiduciaries in estate and trust matters, and incapacitated persons and their families in guardianship matters.
Matters related to our other services, such as long-term health care planning, the purchase and sale of real estate, pre-nuptial and post-nuptial agreements, business succession planning, and the dissolution of closely held corporations.