We pride ourselves in maintaining many long-standing client relationships by treating each client’s situation with the importance and sensitivity it deserves and by offering customized, state-of-the-art estate planning and tax related services tailored to each client’s unique family situation and financial status.
Our professional services, which assist our clients in all phases of life, encompass estate planning document preparation, trust and estate administration, tax planning, post-mortem planning, and diverse Orphans’ Court matters.
Estate Planning
While an overall goal of any well-formed estate plan must be wealth preservation through the reduction, if not elimination, of potential transfer taxes, equal consideration must be given to the eventual administration and disposition of preserved wealth. Particular attention and focus are given to situational issues within the family, including intended beneficiaries with special considerations, albeit relational, medical, or age specific. We recognize that the balance between financial and familial needs is a delicate one.
Financial Business Planning
We represent and advise owners of closely-held family businesses requiring the integration of personal and financial goals with business succession planning and counseling. Additionally, we are able to draw on the broad range of services within our firm to provide our entrepreneurial clients with a variety of business services in such areas of law as: corporate, financing, employment, employee benefits, real estate and land use planning.
Estate and Trust Administration
We routinely counsel fiduciaries in estate and trust administrations. Our estate administration services include probate assistance, asset collection, debt management, income and estate or inheritance tax return preparation, account preparation, beneficiary distribution, and estate settlement, either informally upon release agreement or formally upon court audit. We offer litigation support should matters require formal resolution before the Orphans’ Court. We are also regularly consulted by the trustees of a variety of charitable and non-charitable trusts as well as directors of non-profit corporations to assist with the proper administration of such entities.
