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.
2 Lemoyne Drive, Suite 200
Lemoyne, PA 17043
(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

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

Attorneys in Pittsburgh, Harrisburg, New York City

  • People
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  • COVID 19: Answers to Business Challenges
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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
  • Charles J. Vater
  • Steve 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
  • Brittany R. Holzer
  • Brian J. Murren

News + Insights

  • New IRS Form 1040-SR for Seniors

    ArticlesFebruary 10, 2020

  • Brittany Holzer – Panelist on the Cardozo Society’s upcoming program, “What they don’t teach you in law school.”

    SpeakingMarch 7, 2020

  • Reprieve for Tax Payments for Tax Year 2019

    Articles,NewsMarch 19, 2020

  • UPDATED – Reprieve for Tax Filings and Payments for Tax Year 2019

    Articles,COVID 19: Answers to Business Challenges,NewsMarch 21, 2020

  • Estate Planning in a Covid-19 World; A Primer on Important Estate Planning Documents and Execution Requirements

    Articles,COVID 19: Answers to Business ChallengesMarch 30, 2020

  • COVID-19 Crisis can Breed Reason: Now is the Time to Create, Revise and/or Better Understand Your Estate Plan

    Articles,COVID 19: Answers to Business ChallengesMarch 30, 2020

  • CARES Act: Support for Charities

    Articles,COVID 19: Answers to Business ChallengesMarch 30, 2020

  • CARES Act: Relief for Retirement Plan Participants

    Articles,COVID 19: Answers to Business ChallengesMarch 31, 2020

  • Estate Planning While Under COVID-19 Quarantine

    Articles,COVID 19: Answers to Business ChallengesApril 6, 2020

  • Nora Gieg Chatha to Speak at an Achieva Family Trust Webinar on April 17, 2020

    News,SpeakingApril 15, 2020

  • Nora Gieg Chatha to Present at Penn State Beaver CPA Education Series

    COVID 19: Answers to Business Challenges,SpeakingMay 5, 2020

  • SECURE Act Is Expected to Become Law By December 20, 2019

    ArticlesDecember 20, 2019

  • SECURE Act: Significant Changes to Beneficiary Distributions

    Articles,NewsJanuary 2, 2020

  • Brian Murren and Edward Grattan Join Tucker Arensberg

    NewsJanuary 3, 2020

  • Federal Estate Tax Exclusion Rises to $11,580,000 for 2020 (and more inflation adjustments)

    ArticlesNovember 7, 2019

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