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 revocable trust attorney

Planning past the end of your life is not a pleasant experience for anyone. Our Philadelphia revocable trust attorney knows what a delicate matter this is and we provide you with excellent services that will make sure your loved ones are taken care of in the event of your death. There are a number of documents you need to fill out when you are setting up a revocable trust to make sure the assets you are leaving behind will go to the beneficiaries of your choice. Here are some of the services our Philadelphia revocable trust attorney will provide you with:

  • Preparation of all necessary documents like probate documents and tax returns
  • Collection of assets, debts, and other payment obligations
  • Reduced Federal tax burden
  • Estate planning services
  • Living will

Unlike other law offices, we operate with a single Philadelphia revocable trust attorney, providing our law firm with the opportunity to provide each client with individual attention. We do not charge fees for the initial consultation and we also do not charge contingent fees. You will find that our services are affordable and the experience and expertise you receive for your investment is professional and worth every penny.

Since we operate as a single Philadelphia revocable trust attorney it is easier to work one-on-one with clients to go over the revocable trust benefits and pitfalls. Since a revocable trust tends to be among the most popular planning strategies, it is important that you know what you are getting into instead of following the crowd. With a revocable trust you have the option to alter the trust at any time, which is not an option with other trusts. This allows you to remove some beneficiaries that you have had a falling out with or to make sure your children are able to receive your assets without any taxes or legal implications.

Revocable trusts are easy to set up and once you get the hang on it, they are pretty simple to manage. Our trust attorney will make sure the changes you have made to the trust are legal and that they cannot go to probate in the event of your death.

Contact Us

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1420 Walnut Street, Suite 1012
Philadelphia, PA 19102

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