Areas of Practice

  • Estates Not Subject to Federal Estate Tax
    • Basic Estate Planning Package (Simple Will, Power of Attorney and Advance Health Care Directive/Living Will).
    • Complex Wills.
    • Revocable and Irrevocable Trusts.
    • Special Needs Trusts.
    • Medicaid Planning.
    • Documents to fit the Client’s Unique Situation.
  • Estates Subjectfederal Estate Tax
    • Asset Review.
    • Estate Plan to Minimize or Eliminate Federal Estate Tax.
    • Tax Saving Transfers.
    • Formula Unified Credit/Marital Trust Wills.
    • Family Limited Partnerships.
    • Qualified Personal Residence Trusts.
    • Charitable Trusts (Lead Trusts and Remainder Trusts).
  • Estate Lawyer in Philadelphia
    • Preparation of All Probate Documents.
    • Preparation of All Transfer and Fiduciary Income Tax Returns.
    • Collection of Assets and Payment of Obligations.
    • Maintain Records.
    • Recommend Tax Savings Strategies.
    • Preparation of Accounting and Closing Documents.
    • Prepare Federal and State Fiduciary Income Tax Returns.
  • Philadelphia Estate Attorney
    • Will Contest Before the Register of Wills and Orphans’ Court.
    • Objection to Accountings.
    • Surcharge Issues.
    • Defense of Fiduciaries.

Philadelphia asset protection services

Philadelphia asset protection services are designed to protect your assets from lawsuits, creditors, and other things. Quite often assets are at risk due to malpractice lawsuits and personal injury cases. If you haven’t taken the time to properly declare your business entity to an LLC that will protect your assets, you may be leaving your assets at risk. What does Philadelphia asset protection services offer you? Here are some services we have to protect your assets.


Since you worked hard to acquire these assets, you need to protect them from people that are just trying to take them away from you. Keeping a low profile is a simple way to protect your privacy as it will limit your exposure to people that commonly look for companies and individuals they can take to court and win large lawsuits. Our Philadelphia asset protection services allow you to limit your exposure to those individuals that are seeking an easy payday.

Profession Coverage

If you are in the medical industry or just about any profession, you can easily be at risk for lawsuits. Our job is to protect your company from the threat of lawsuits by utilizing offshore and domestic investments. Depending upon your situation, we will also work with private banking institutions to keep your investments and assets safe.

Real Estate

Protecting your home, your business, and other real estate investments is another service we provide. Many of our clients own large amounts of real estate from apartment complexes to commercial properties. With our experience and expertise in the asset protection world we will minimize your liability pertaining to the ownership of the property. Our other service is to provide you with equity protection so you are save in the event that there is a lawsuit pertaining to your property.

Our Philadelphia asset protection services are designed specifically for each client. We will not recycle old strategies we have used for previous clients. Instead we will take a look at your situation and draw up an original asset protection service that will keep you safe and one that you feel comfortable with.

Contact Us

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1420 Walnut Street, Suite 1012
Philadelphia, PA 19102

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