Estate Planning

Our Estate Planning Group has extensive experience in the areas of lifetime and post-mortem financial and tax planning, probate and trust administration, and elder law.

Our estate planners work closely with our tax attorneys to offer clients a complete package that includes planning for marriage, divorce, retirement, disability and death. We help clients facilitate wealth preservation and transfer, such as by using charitable remainder trusts in the sale of businesses to defer taxes, and by restructuring real estate, business and investment portfolios into family partnerships or limited liability companies to minimize wealth transfer taxes.

Our attorneys are experienced in administering estates and trusts of all sizes, including the investment of liquid assets and the administration of real estate investments and closely-held businesses. We have provided assistance in matters such as the following:

• wills
• revocable trusts
• irrevocable trusts for children
• life insurance trusts
• charitable trusts
• family partnerships
• family limited liability companies
• GRATs
• personal residence trusts
• prenuptial agreements
• decedents' estates
• trust administration
• estate tax returns
• gift tax returns
• tax audits
• general durable powers of attorney
• health care powers of attorney
• conservatorships
• guardianships
• elder law

     Jeffrey Belen                                    Shirley A. Kaigler *

     Elizabeth Luckenbach Brown                Carla Mecoli Kamp

     Harry M. Eisenberg                            Aaron H. Sherbin           

     Joel S. Golden                                  Susan M. Sutton

                   Estate Planning Affiliate Members

     Deborah L. Baughman                        Milton I. Kovinsky

     Erika L. Butler-Akinyemi                      Jennifer M. Oertel

     Ira J. Jaffe                                       William E. Sider

                               Arthur A. Weiss

 * Head of Practice Group