Private Client Services
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Overview
Our attorneys have extensive experience in all aspects of the trust and estate practice, including estate planning for individuals, estate and trust administration, planned giving for charitable organizations, and succession planning for family-owned businesses.
ADDRESSING YOUR NEEDS
Employing a broad range of planning techniques, our attorneys tailor our clients’ estate plans to their individual needs, including tax-sensitive wills, insurance trusts, qualified personal residence trusts, grantor retained annuity trusts, charitable lead and remainder trusts, private foundations, pooled income funds, grantor trusts, revocable trusts, powers of attorney, living wills, and (with the assistance of our tax and corporate partners) family limited partnerships and limited liability companies.
Our attorneys have diversified experience administering estates and trusts. With the assistance of experienced paralegals and state-of-the-art software, we handle all aspects of estate administration (probate, tax-return preparation, post-mortem tax planning, distribution), trust administration (tax return preparation, tax planning, distribution) and the administration of private foundations (formation, tax exemption, due diligence for distributions, annual information-return preparation, termination).
Our attorneys have extensive experience with pleading and practice before the Pennsylvania Orphans’ Courts, including trust reformations, trust terminations, cy pres and incapacity hearings. With the support of our litigation partners, we handle will contests and disputes involving the administration of non-profit corporations, decedent’s estates and principal’s estates.