Practice Areas
Estate Planning
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.
Guardianships
Guardianships for minors and for incapacitated persons.
Charitable Gift Planning
Gift annuities, donor-advised funds, private foundations, charitable remainder or lead trusts, and planning with retirement plan and IRA beneficiary designations.
Mediation
Mediation services for beneficiaries and fiduciaries in estate and trust matters, and incapacitated persons and their families in guardianship matters.
Orphans' Court Litigation
Representation of beneficiaries, executors, administrators, and trustees in all matters before the Orphans' Court.
Other Services
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.
Probate, estate and trust planning and administration Lawyer
About Alexander & Pelli, LLC
Alexander & Pelli, LLC began in 1989, with the association of founding partners Greg Alexander and Stan Pelli. Over the past thirty-five years, we have cultivated a team of attorneys who are passionate about the field of trusts and estates.
All of us at Alexander & Pelli apply our skills and experience to the areas where we believe we can bring the most value to our clients. As a boutique firm that focuses on trusts and estates law, we will partner with our network of fellow attorneys whenever outside expertise is required. Most importantly, each attorney at Alexander & Pelli makes it a priority to treat our clients with compassion, and to offer practical and pragmatic solutions tailored to fit every client’s goals.
Probate, estate and trust planning and administration Legal Team
Meet the team
At Alexander & Pelli, LLC, our team of dedicated trusts and estates attorneys brings together a wealth of experience, legal acumen, and a passion for serving our clients with integrity and compassion. Each member of our team brings with them a diverse set of skills and perspectives, allowing us to offer a holistic approach to estate planning that addresses every aspect of our clients' needs. Whether it's preparing wills and trusts or guiding clients through the probate process, we are dedicated to delivering exceptional service and achieving favorable outcomes.