Our emphasis is on personalized estate planning, not pre-packaged forms. We give full consideration to personal and family factors, as well as the impact of estate, gift and inheritance taxes. We help our clients structure gift and estate planning to achieve long range goals and support causes that matter to them.

We provide our clients with comprehensive tax planning advice, and provide prudent estate administration for surviving loved ones. We have attorneys who focus their entire practices in the inter-related areas of estate planning, asset protection planning, estate administration, the representation of fiduciaries in estate and trust administration, and fiduciary litigation.

Because of this focused approach, our attorneys are better able to counsel families, couples, and individuals to protect what matters most to them: their loved ones and their life savings. Estate planning is performed with an emphasis on matching a client’s objectives with personalized documents – not the other way around. Our attorneys are able to leverage the benefits of both Pennsylvania and Delaware law for their clients and routinely collaborate with a client’s other advisors to provide the best client service possible.

The documents and services our attorneys are able to provide include the following:

  Wills Asset Protection Trusts
  Durable Powers of Attorney GST & Dynasty Trusts
  Advance Directives/Health Care POA (Living Wills) Refreshing & Modernizing Existing Trusts
  Revocable (Living) Trusts Special Needs Trusts
  Post-Mortem Planning Irrevocable Life Insurance Trusts (ILITs)
  Representation of Trustees & Executors Income Tax Planning
  Charitable Planning Gift Planning
  Estate Administration Fiduciary Litigation

 

Attorneys Who Practice in this Area:

  Lyn B. Schoenfeld Partner