ESTATE & PERSONAL WEALTH LAW

Estate Planning

Our approach toward estate planning is to review the assets of our clients. We then advise on the type of Wills and/or Trusts they should have for tax purposes. We advise on:
Revocable (Living) Trusts,
Irrevocable Life Insurance Trusts
We explain the use of and prepare Durable Powers of Attorney and Living Wills. We also help clients decide on the distribution of their assets and choice of Guardians, Trustees and Executors. We then suggest the way assets should be coordinated with the estate planning to minimize taxes and to avoid or reduce probate and estate administration expenses. We also prepare any changes in beneficiary designations and ownership of assets to be consistent with tax and estate planning. Due to changes in the law and the circumstances of clients we recommend that our client’s estate planning be reviewed every five years.

Asset Protection Trusts

Delaware Dynasty Trusts, and/or
Delaware Asset Protection Trusts
We serve as qualified trustee in limited circumstances.
We form Delaware entities to wrap your business or assets.

Administration (Probate/Trust)

We advise and represent Executors and Administrators in the probate and settlement of estates in Delaware, Pennsylvania and New Jersey. We enjoy helping personal representative complete the estate and trust administration process for loved ones

Litigation

Recently, we have represented plaintiffs and defendants in the Delaware Court of Chancery. We have represented estate beneficiaries who were denied their rightful share of an estate involving previously untested areas of Delaware and Florida law. We also represent estates and/or executors who have been sued by beneficiaries.