Pittsburg, PA

Tucker Arensberg, P.C.
Tucker Arensberg, P.C.
One PPG Place, Suite 1500
Pittsburgh, PA 15222
(412) 566-1212
(412) 594-5619
Directions to Pittsburgh

Harrisburg, PA

Tucker Arensberg, P.C.
Tucker Arensberg, P.C.
300 Corporate Center Drive, Suite 200
Camp Hill, PA 17011
(717) 234-4121
(717) 232-6802
Directions to Harrisburg

New York, NY

Tucker Arensberg, P.C.
Tucker Arensberg, P.C.
250 Park Avenue, Suite 1508, 7th Floor
New York, NY 10171
(212) 739-7910
(212) 739-9607
Directions to New York

Foster City, CA

Tucker Arensberg, P.C.
Tucker Arensberg, P.C.
1098 Foster City Boulevard, Suite 106 #700
Foster City, California 94404
(650)208-2701
Directions to Foster City

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Tucker Arensberg, P.C.Tucker Arensberg, P.C.

Attorneys in Pittsburgh, Harrisburg, New York City

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Estates & Trusts

The firm’s Estates and Trusts practice group represents individuals and fiduciaries in estate planning, estate, trust and guardianship administration, and Orphans’ Court litigation matters.  Our attorneys structure customized plans to implement our clients’ unique needs, including wealth transfer, tax minimization, business succession planning, asset protection, planning for special needs beneficiaries and elder law.

Estate Planning

  • Wills for those in all stages of life, marital status, and wealth accumulation
  • Tax planning-federal estate, gift, and generation skipping tax, Pennsylvania inheritance tax, related income taxes
  • Planning after the repeal of DOMA provisions
  • Planning after the 2017 Tax Cuts & Jobs Act

Incapacity Planning

  • Financial powers of attorney
  • Health care powers of attorney
  • Living wills (advance directives)

Elder Law

  • Estate and Trust Planning and Administration
  • Retirement Planning
  • Financial and Healthcare Powers of Attorney
  • Guardianships
  • Medicaid (Medical Assistance Long Term Care) Planning
  • Long Term Care Insurance
  • Advanced Healthcare Directives (Living Wills)
  • Asset Protection
  • Veterans’ Benefits
  • Medicare Advocacy
  • Disability Planning
  • Incapacity Planning
  • Mediation/Alternate Dispute Resolution
  • Special Needs Planning
  • Orphans’ Court Litigation
  • Nursing and Long Term Care Facility Admission Agreements and Contracts

Trust Planning

  • Revocable trusts (living trusts)
  • Irrevocable life insurance trusts
  • Dynasty or generation skipping trusts
  • Minors’ and young beneficiary trusts
  • Education trusts
  • Spousal, asset protection and charitable trusts
  • Special/Supplemental Needs Trusts
  • Pet Trusts
  • Opioid Trusts

Retirement Asset Planning

  • Beneficiary designation planning
  • Trusts for retirement assets/Stretch IRA planning
  • Spousal and non-spousal IRA rollovers
  • Options for inherited IRAs

Business Succession Planning

  • Multi-generational planning
  • Transfer of ownership/management to younger generations
  • Buy-sell agreements, funding for succession plans
  • Management succession planning
  • Planning for sale of business
  • Estate and business succession planning required by lenders

Special Needs

  • Guardianships
  • Handling personal injury awards and settlements
  • Special and Supplemental Needs Trusts
  • Medicaid (Pennsylvania Medical Assistance)
  • Qualifying and maintaining eligibility for public benefits
  • Gifting strategies
  • Remedying poorly planned bequests

Charitable Planning

  • Charitable trusts and annuities
  • Charitable gifting strategies
  • Maximizing tax benefits of charitable giving
  • Formation of private foundations

Estate Administration

  • Probate of the will
  • Preparation of probate filings (inventory, notices, etc.)
  • Preparation of tax returns for income, Pennsylvania inheritance, and federal estate and gift taxes
  • Collection, management, and distribution of assets
  • Compliance with tax, accounting, and other requirements

Trust Administration

  • Duties and responsibilities of the trustee
  • Beneficiary rights
  • Compliance with tax, accounting, and other requirements
  • Preparation and filing of trustee accounts
  • Preparation of fiduciary trust income tax returns
  • Advising on requirements of fiduciary investment
  • Trust terminations
  • Regulatory matters for corporate fiduciaries
  • Preparation of non-judicial settlement agreements
  • Preparation of modification of trust agreements

Orphans’ Court Litigation

  • Initiating and defending will challenges
  • Disputes involving estates and trusts
  • Executor and Trustee account filings
  • Guardianship proceedings for minors and incapacitated persons
  • Cemetery trust triennial account filings

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Estates & Trusts

Related

People

  • Nora Gieg Chatha
  • Steven R. Bovan
  • Gary J. Gushard
  • Brian J. Kahle
  • Ralph F. Manning
  • William Campbell Ries
  • Richard B. Tucker, III
  • Carolyn A.W. Whitworth (AEP®)
  • Mark C. Hamilton
  • Brian J. Murren
  • Jennifer Bittel Derby
  • Weston P. Pesillo
  • Brandon O’Connor

News + Insights

  • Tucker Arensberg Named “Best Law Firm” in 24 Practice Areas

    Articles,News,Press ReleasesNovember 8, 2022

  • Jennifer Bittel Derby to Present Estate Planning Webinar

    SpeakingNovember 1, 2022

  • Final RMD Regulations Under SECURE Act Expected

    Articles,NewsOctober 12, 2022

  • Fiduciary Exception to Attorney-Client Privilege is Alive and Well in Pennsylvania (For Now)

    Articles,NewsOctober 4, 2022

  • Gifting and Estate Tax in Period of Big Changes

    Articles,NewsOctober 3, 2022

  • Tucker Arensberg Lawyers Named Among the Best Lawyers in America® Lawyers of the Year, and as Ones to Watch in 2023

    Articles,News,Press ReleasesAugust 22, 2022

  • When to Consider a Change in your Estate Planning Documents

    ArticlesMay 26, 2022

  • Guardianships in Pennsylvania and a Ward’s Right to Vote

    ArticlesMay 4, 2022

  • Tucker Arensberg Welcomes Multifaceted Business Attorney, Brandon O’Connor to the Firm

    News,Press ReleasesMarch 23, 2022

  • Attorney Jennifer Bittel Derby to Teach Estate Planning Course

    News,SpeakingMarch 10, 2022

  • Nora Gieg Chatha Presenting at the 31st Annual Trust Advisors Forum

    News,SpeakingFebruary 22, 2022

  • 1031 Tax Deferred Exchanges Still Alive

    Articles,NewsFebruary 9, 2022

  • Tucker Arensberg Harrisburg Law Office Moves to New State-of-the-Art Office Space to Accommodate Growth

    News,Press ReleasesDecember 22, 2021

  • Tucker Arensberg Ranked as a “Best Law Firm”

    News,Press ReleasesDecember 6, 2021

  • Updated 2022 Estate and Gift Tax Rates

    NewsNovember 29, 2021

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