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Call: 215-563-0923
Fax: 215-563-2528
   
Write: 42 South 15th Street 
  Suite 1212 
  Philadelphia, PA 19102-2212
   
E-mail: miltabow@aol.com
AREAS OF PRACTICE

Estate Planning in Philadelphia

  • 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.