Our Estates & Trusts Group offers a wide array of experience and assistance in the areas of estate planning, estate and trust administration, and charitable giving. Our Estates & Trusts Group is one of the largest and most sophisticated of its kind in our area.

We work with our clients to develop estate plans that seek to maximize the preservation of wealth both during life and upon death, and that also seek to minimize the potential for future conflicts among heirs and other future stakeholders. This planning often includes advice on how to protect clients’ assets from erosion by death taxes, long-term care costs, and other future claims. While our planning is focused on individual wealth, much of our planning work is with entrepreneurs and investors, where we work with our Business & Finance Group to meld private wealth planning with business planning.

Our Group also spends a great deal of time assisting our client’s personal representatives (i.e., Executors, Trustees, Guardians, etc.) in the management of wealth transfer, helping them to administer decedents’ estates, trusts, and guardianships of minors or incapacitated persons.

This Group’s services include assistance for clients in the following areas:

• Asset Protection Planning
• Charitable Giving
• Elder Law & Medicaid Planning
• Estate Planning & Family Wealth Preservation
• Estate Planning for Non-Citizens and Expatriates
• Estate & Trust Administration
• Guardianships
• Planning for Individuals with Disabilities and Special Needs Trusts
• Planning for IRAs and Other Retirement Benefits
• Probate, Estate and Fiduciary Litigation

Our Estates and Trust practice area has a broad geographic range, representing clients in the Greater Philadelphia area and Bucks County and Montgomery County, and throughout Central Pennsylvania, Eastern Pennsylvania, Central New Jersey and South Jersey.