Estates Not Subject to Federal Estate Tax
- Basic Estate Planning Package (Simple Will, Power of Attorney and Advance Health Care Directive/Living Will).
- Complex Wills.
- Revocable and Irrevocable Trusts.
- Special Needs Trusts.
- Medicaid Planning.
- Documents to fit the Client’s Unique Situation.
Estates Subject Federal Estate Tax
- Asset Review.
- Estate Plan to Minimize or Eliminate Federal Estate Tax.
- Tax Saving Transfers.
- Formula Unified Credit/Marital Trust Wills.
- Family Limited Partnerships.
- Qualified Personal Residence Trusts.
- Charitable Trusts (Lead Trusts and Remainder Trusts).
Estate Lawyer in Philadelphia
- Preparation of all Probate Documents.
- Preparation of all Transfer and Fiduciary Income Tax Returns.
- Collection of Assets and Payment of Obligations.
- Maintain Records.
- Recommend Tax Savings Strategies.
- Preparation of Accounting and Closing Documents.
- Prepare Federal and State Fiduciary Income Tax Returns.
Philadelphia Estate Attorney
- Will Contest Before the Register of Wills and Orphans’ Court.
- Objection to Accountings.
- Surcharge Issues.
- Defense of Fiduciaries.