Alexander & Pelli, LLC

Client-Centered Probate, Trust and Estate Planning

Alexander & Pelli, LLC is a probate, trust, and estate planning law firm of experienced and respected practitioners who deliver client-centered services in Pennsylvania, New Jersey, Florida and Rhode Island.


We are a full-service law firm for estate planning, estate administration, trust administration, federal and state estate and gift taxation, guardianship matters, charitable giving, and the representation of executors, trustees, and beneficiaries in trust and estate matters. We act as trusted advisors to our clients and provide practical solutions with genuine care and concern for the needs and circumstances of each client.

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Alexander & Pelli, LLC
Probate, estate and trust planning and administration, PA, NJ, FL & RI

Practice Areas
At Alexander & Pelli, LLC, we provide the following legal services.

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.

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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. 

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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.

Gregory G. Alexander

Partner
Partner Gregory G. Alexander received his B.A. from Haverford College in 1960 and LL.B. from the University of Pennsylvania in 1967. Mr. Alexander was admitted to the Pennsylvania Bar in 1967 and was an associate, and later a partner, in the Estates Department at Pepper, Hamilton & Scheetz in Philadelphia between 1967 and 1978. He left Pepper, Hamilton & Scheetz in 1978 to form his own law firm. He has served on the Executive Committee and Rules and Practice Committee of the Section of Probate and Trust Law of the Philadelphia Bar Association, and as a lecturer at Pennsylvania Bar Institute seminars on estate-related topics. He is also a member of the Pennsylvania and American Bar Associations (Section on Real Property, Probate and Trust Law) and the Philadelphia Estate Planning Council. Mr. Alexander is admitted to practice law in Pennsylvania and has a Martindale Hubbell Peer Review Rating of "AV Preeminent."

Stanley A. Pelli

Partner
Partner Stanley A. Pelli received his B.A. from Bates College in 1977 and his J.D. from Temple University School of Law in 1981, where he was a member and President of the Moot Court Board. He was admitted to the Pennsylvania Bar in 1981 and began his practice with a Philadelphia law firm in the estate planning, probate, real estate, and business formation areas. He has served on the Executive Committee of the Probate and Trust Law Section of the Philadelphia Bar Association and as that committee’s appointee to the Board of Governors of the Philadelphia Bar Association, as a lecturer for the Pennsylvania Bar Institute on trust and estate-related topics, and as a mentor and trainer in probate and estate planning areas for the Volunteers for the Indigent Program of the Philadelphia Bar Association. He is a member of the American, Pennsylvania, and Philadelphia Bar Associations (Section on Real Property, Probate and Trust Law), the Florida Bar Association (Sections on Real Property & Probate and Elder Law), the Rhode Island Bar Association (Probate & Trust Committee), and the Philadelphia Estate Planning Council. Mr. Pelli is admitted to practice law in Pennsylvania, New Jersey, Florida, and Rhode Island, has a Martindale Hubbell Peer Review Rating of "AV Preeminent," and is a Pennsylvania Super Lawyer.

Neal G. Wiley

Partner
Neal G. Wiley graduated Phi Beta Kappa from the University of California–Santa Barbara in 2009 with a B.A. in Classics, and received his M.A. Classics from UCSB in 2011. Mr. Wiley attended Drexel Law School and graduated magna cum laude in 2015. After law school, Mr. Wiley served as law clerk to the Hon. Matthew D. Carrafiello, Administrative Judge of the Philadelphia Orphans’ Court, handling matters relating to wills, trusts, estates, guardianships, minors, and fiduciaries generally. He joined Alexander & Pelli as an associate in 2016, and became a partner in 2022. Mr. Wiley is a member of the Probate and Trust Law Section of the Philadelphia Bar Association, and co-chairs the Section's Rules and Practice Committee, among other professional organizations. Mr. Wiley joined the adjunct faculty of the Drexel University Thomas R. Kline School of Law in 2019. Bar Admissions: Pennsylvania, New Jersey and New Mexico.

Katherine F. Thackray

Associate
Katherine F. Thackray focuses her legal practice on estate planning and estate administration. She enjoys partnering with her clients to help them achieve their estate planning goals, and finds great fulfillment in guiding executors as they administer their loved ones' estates. Kate is a member of the Probate and Trust Law Section of the Philadelphia Bar Association ("PBA"), the Pennsylvania Bar Association and the Philadelphia Estate Planning Council. She is a graduate of the Mid-Atlantic Fellows Institute of the American College of Trusts and Estates Counsel, and authors a "Practice Points" column for the PBA's Probate and Trust Law Section's quarterly newsletter. Kate received her B.A., cum laude, from the University of Pennsylvania, her M.S.S. from Bryn Mawr College, and her J.D., magna cum laude, from the Temple University Beasley School of Law. Bar Admission: Pennsylvania.

Elizabeth S. Roberts

Of Counsel
Elizabeth S. Roberts has focused her entire professional career on the areas of estate & trust planning and administration, guardianship law as it relates to minors and incapacitated persons, and charitable giving. Elizabeth began her legal career as a law clerk to the Hon. Robert W. Tredinnick of the Montgomery County, Pennsylvania Orphans’ Court and since has worked in private law practice, including as a partner in the Philadelphia office of the Trust & Estate Group of a major national law firm and most recently as the Chief Fiduciary Officer of the Wealth Division of a regional trust company. Elizabeth is an active member of the Probate & Trust Law Section of the Philadelphia Bar Association (currently Co-Chair of its Tax Committee and member of its Executive Committee), Pennsylvania Bar Association, and American Bar Association, as well as the Philadelphia Estate Planning Council. Elizabeth graduated summa cum laude from Villanova University with a B.A. in political science and cum laude from Temple University Beasley School of Law with a J.D. Elizabeth is admitted to practice law in Pennsylania and New Jersey.

Eugene H. Gillin

Of Counsel
Eugene H. Gillin serves as Of Counsel to Alexander & Pelli, LLC. He is a graduate of the College of the Holy Cross and Suffolk University Law School. Mr. Gillin previously owned the Philadelphia firm of Harkins and Harkins. He practices primarily in the fields of estate and trust law. He is a Fellow of the American College of Trust and Estate Counsel (ACTEC). He is a past Chair of the Probate and Trust Law Section of the Philadelphia Bar Association and earlier served as Chair of the Section’s Tax Committee. Mr. Gillin served as a member of the Supreme Court Orphans’ Court Procedural Rules Committee and acted as Editor-in-Chief of the 2002 version of the Philadelphia Estate Practitioner Handbook, www.peph.com which is now being updated. He has been a frequent faculty member for the Pennsylvania Bar Institute on courses involving Pennsylvania Inheritance Tax, and has also presented at programs on Fiduciary Accounting and Orphans’ Court Rules. He is a member of the American, Pennsylvania, New Jersey and Philadelphia Bar Associations. Mr. Gillin was named Distinguished Estate Planner of the Year in 2006 by the Philadelphia Estate Planning Council. Bar Admissions: Pennsylvania, New Jersey Martindale Hubbell Peer Review Rating: AV Preeminent Pennsylvania Super Lawyer Fellow of the American College of Trust and Estate Counsel (ACTEC)

Kenneth J. Levin

Of Counsel
Kenneth J. Levin serves as of counsel to Alexander & Pelli, LLC. He is a Phi Beta Kappa graduate of Harvard College and a graduate of the Harvard Law School. Mr. Levin has concentrated his practice in the fields of tax and estate planning and estate and trust administration for over 40 years. He is a Fellow of the American College of Trust and Estate Counsel and a member of the Villanova University Graduate Tax Program Adjunct Faculty. He has served as special counsel for PNC Bank, N.A., Mellon Bank, Glenmede Trust Company and several other corporate fiduciaries in post-mortem planning and related matters. During the course of his career, Mr. Levin has published articles on specialized estate planning issues for journals including Real Property, Probate and Trust Journal, The Journal of Taxation, Taxation for Lawyers, Taxation for Accountants, Temple Law Quarterly, and The National Law Journal, and for Fiduciary Review. He retired from the practice of law in 2019. Martindale Hubbell Peer Review Rating: AV Preeminent Pennsylvania Super Lawyer

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Tel: (215) 564-6400

Email: [email protected]

Address

1880 John F. Kennedy Blvd., Suite 1740
Philadelphia, PA 19103

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