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Services


Estate Planning

Our attorneys are experienced in estate planning. We have built decades of trust among our clients and our peers. We start an estate plan by familiarizing ourselves with the intentions and concerns of each client, and then ensure the client’s circumstances are reflected in the appropriate estate planning documents, including wills, trusts, beneficiary designations, asset titling, powers of attorney, health care powers of attorney, prenuptial agreements, postnuptial agreements and cohabitation agreements. Matters frequently arising in our practice include planning for an inheritance to a child or grandchild; revising an estate plan in light of the death of an intended beneficiary or executor, an aging parent, divorce, marriage, family disputes, or changes in wealth; changes in the tax law; advising on inheritance and estate tax; and gifting programs. We gladly coordinate and work with your financial advisor, CPA and insurance advisor to support all aspects of planning and administration.



Trust & estate administration

We represent executors, trustees and beneficiaries, providing advice and support, as well as litigation services. We have many decades of experience guiding our clients through the administration process. Services include probate, marshalling assets, preparation of the inventory and inheritance tax returns, informal account and resolution by family settlement agreement or formal account to the Orphans’ Court. In the event there is a challenge to a Will or a formal account that cannot be reasonably resolved, we will litigate the dispute.



Business & real Estate

Our firm has an active business and real estate law practice. We have organized and represented many family businesses. We prepare, negotiate and review contracts, employment agreements, by-laws, operating agreements, partnership agreements, buy-sell agreements and stock purchase agreements. The real estate work includes residential and commercial sales, options, notes, mortgages, deeds, leasing and financing. 


taxes

The firm prepares individual, estate, inheritance, and fiduciary tax returns.