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 special needs trust account

If you have a special needs child, you need to make sure their future is taken care of and that they will be properly taken care of in the event of your death. A Philadelphia special needs trust account will provide this opportunity as the medical, pharmaceutical, therapeutic, and educational needs of your child will be provided.

A Philadelphia special needs trust account allows you to make sure your child is not robbed of the ability to live a social and enjoyable life after you pass away. Our company specializes in this delicate matter and we know how important it is to you and your child to make sure they are able to remain protected form legal issues that often surround the transfer of assets.

Planning is the key to creating a successful Philadelphia special needs trust account for your special needs child. You need to find out which loved ones you can trust to raise your special needs child in the event that you pass away and they need a legal guardian. This is a very difficult decision as you have been able to learn how to adapt to the child and you know how to care for them. Since they have additional needs, make sure you weigh this decision carefully and that you sit down with some loved ones to discuss guardianship of your special needs child.

Our Philadelphia special needs trust account will provide you with all the information you need and we will handle all of the legal matters pertaining to a trust account for your special needs child to make sure the inheritance is not interpreted the wrong way, causing state officials to disqualify your child from receiving the benefits they need.

With a special needs trust account, the only qualifying recipient of the benefits is your special needs child. Your other children will receive benefits that are provided form your living will and trust account that you have established. A special needs trust is irrevocable to make sure that your will not be subject to outside taxes. The special needs trust will also protect your special needs child so no one else can alter the trust and disqualify your child from receiving the benefits they deserve.

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1420 Walnut Street, Suite 1012
Philadelphia, PA 19102

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