Wills, Estates, Trusts, Elder Law, and Planned Giving
We work with families and individuals to fulfill their family and stewardship goals, make the best use of their resources and help shape that of their descendants and communities. Our attorneys provide a complete range of estate and trust planning and administration, charitable giving, and elder law services. In conjunction with our litigation section, we handle all related litigation matters, including Will contests, fiduciary liability actions, distribution disputes and controversies with the Internal Revenue Service and Pennsylvania Department of Revenue. Our specific services include:
Estate and Trust Planning
We work closely with our business and tax sections, advising clients fully on all aspects of their personal and financial planning and on business succession matters. We work with our clients’ other professional advisers, including accountants, trust officers and insurance professionals, to assure the most effective use of planning resources. We individually counsel our clients and assist in the development and implementation of estate plans. We prepare estate planning documents, such as Wills, General and Medical Powers of Attorney, Health Care Treatment Instructions, Irrevocable Life Insurance Trusts, Living Trusts, and Special Needs Trusts.
Charitable Planned Giving
We have extensive experience in representing donors and charities in successfully implementing charitable remainder trusts, pooled income funds, private foundations, public charities, gift annuities, bargain sale transactions and other planned giving arrangements.
Estate and Trust Administration
Our attorneys and paralegals work closely with families, executors, and trustees to assist with marshaling, allocating, valuing, accounting and distributing assets, financial record keeping, collecting life insurance and retirement benefits, and reporting and complying with probate court requirements. We are experienced in the preparation and filing of state inheritance tax, federal estate and gift tax, and fiduciary income tax returns and in working with the authorities who examine these returns.
Our attorneys represent both incapacitated persons and family members seeking a guardianship for an incapacitated person. We assist clients with long-term planning by working with clients and their families to develop an asset protection plan designed to allow our clients to protect the maximum amount of their assets, as allowed by law, from the overwhelming cost of long-term care. When necessary, we assist in the preparation and filing of Medicaid applications.