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 trust attorney

Transferring your assets to a trust can be a time consuming process. Since you will need to acquire new deeds and documents for your assets to be transferred, it is important to work with a qualified Philadelphia trust attorney. If the information is not transferred before your death, your trust will go to probate where it may remain for a few years. We strive to prevent this from happening by taking care of all the paperwork in a timely manner. A trust is a wonderful way to pass your assets onto your children and loved ones in the way that you decide and see fit.

A Philadelphia trust attorney will guide you through the process of establishing the grantor that will be responsible for executing the trust after your death. Establishing a will create a separate and legal entity for all of your financial assets. This will actually save you money on your Federal Income taxes as the property is separated into different portions.

Our Philadelphia trust attorney will also provide additional benefits to you regarding your trust. Here are some reasons why you need to establish a trust and how it will help:

  • Reduction of estate taxes
  • Supervision of your assets in the event that your are unable to oversee your assets
  • Transfer of your assets to your beneficiaries
  • Administration of assets to minors when they have the financial experience to control them.

Generally individuals that deal with trusts have numerous assets that need to be divided. A trust is the easiest way to make sure your final wishes are carried out the way you choose, not in the way the courts may see fit for you.

Our experienced Philadelphia trust attorney is easy to work with and can provide a number of helpful resources for you to plan out your estate properly. Planning what will happen to your assets after you pass away is not easy and it is a very sensitive subject that many people find extremely hard to deal with. Contact our law firm today as we are sensitive to your needs and we will be able to help you plan out your estate easily and efficiently.

Contact Us

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1420 Walnut Street, Suite 1012
Philadelphia, PA 19102

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