The firm’s Estates and Trusts practice involves estate and financial planning, estate, trust and guardianship administration, and Orphans’ Court litigation.
Our attorneys structure estate and financial plans that carry out our clients’ wishes concerning the transfer of their assets. We counsel clients on estate, gift, generation skipping and income taxes so as to minimize the tax cost associated with their plans. Our planning services range from the preparation of “starter” wills and trusts covering modest estates to comprehensive estate and business succession plans for business executives and owners of closely-held business with substantial wealth.
The firm’s estate and financial planning practice includes an eldercare division. Our lawyers who practice in this area handle all aspects of personal and financial planning for the aging and incapacitated client, including Medicaid and related financial planning, powers of attorney, guardianships and living wills.
The firm represents many executors, trustees and guardians. We assist in the efficient collection, management and distribution of estates, trusts and guardianships. We assure compliance with all tax, accounting and other requirements that are imposed upon our clients who serve in any fiduciary capacity.
The firm handles litigation that involves fiduciaries, beneficiaries and claimants of estates, trusts, guardianships and agents under Power of Attorney. We represent corporate fiduciaries in their handling of estates, trusts and guardianships, we advise them in all regulatory and fiduciary matters, and we represent them in all types of court proceedings.