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Estate Planning Philadelphia

At Abowitz Law Offices we know the local and state laws in regards to estate planning Philadelphia. We keep current on any and all changes and are sure to provide our clients with the best legal services when it comes to estate planning Philadelphia.
Our Full List of Services
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.