Estates, Trusts, Wills and Probate

Protecting your assets and having them distributed according to your wishes doesn’t have to be wishful thinking. Our estates and trusts attorneys understand how to balance practical and appropriate application of law with the sensitive and emotional nature of our clients’ needs. Whether your concern is tax minimization, avoiding probate, or managing the family dynamic, our attorneys have the experience and insight to help you plan for the future and give you peace of mind that the needs of your loved ones will be met and your legacy preserved.

Our estates and trusts attorneys work with individuals, families, and business owners, along with executors, trustees, and agents on matters such as:

Wills and Estate Plans

  • Review and update of existing documents
  • Tax planning and asset protection
  • Living Wills
  • Living Trusts
  • Estate Administration
  • Trust Administration

Business Succession Planning

Powers of Attorney

Fiduciary and Trustee Representation

Elder Law and Midlife Estate Planning>>

  • Medicaid planning
  • Guardianships
  • Long-term care planning
  • VA Benefits

Special Needs Planning

Foundations and Charitable Giving

Pet Trusts

Probate, Estates, and Trusts Litigation>>

Below is a list of estate planning questions frequently, or most recently, asked by our clients. Our short and succinct answers will give you an understanding of the subject, but we invite you to speak to any of our estates and trust attorneys for additional information.

If my grandchildren are my beneficiaries, will my estate be subject to a larger transfer tax when I die?
Answered by: David G. Henry

What are special needs trusts?
Answered by: Heidi Rai Stewart

Who Gets What When You Have “Yours, Mine and Ours”?
Answered by: John M Hartzell, Jr.

What is the gift tax annual exclusion?
Answered by: Shannon L. Crew

How does an irrevocable life insurance trust reduce estate tax?
Answered by: Rebecca A. Winge

When must I begin to take distributions from my retirement assets?
Answered by: David G. Henry

Is a family owned businesses exempt from PA Inheritance Tax?
Answered by: Shannon L. Crew

What are the benefits of a family limited partnership (FLP) to a landowner who also holds the Marcellus Shale oil/gas rights?
Answered by: John M. Hartzell, Jr.

Will the beneficiaries named in my Last Will and Testament receive all of my assets?
Answered by: Rebecca A. Winge

Should I add my child as a joint owner of assets?
Answered by: Shannon L. Crew

Should I make provisions for my pet in my Will?
Answered by: David G. Henry

Can a child be held responsible for a parent’s medical expenses?
Answered by: Heidi Rai Stewart

See all estates and trusts related articles>>