Trust and Estate Planning
Wills, trusts, powers of attorney, advanced directives.
Trust Advisory
Management, modifications, reformations, merges, decantings, situs changes.
Wills, trusts, powers of attorney, advanced directives.
Tax and probate expense optimization, asset valuation, inheritance tax returns.
Fiduciary duty, indemnification, corporate control, corporate governance, appraisals, contract disputes.
Management, modifications, reformations, merges, decantings, situs changes.
Statutory and fiduciary advisement for individual fiduciaries and beneficiaries.
Formations, purchase and sale agreements, employee contracts, ownership and shareholder agreements.
PHILADELPHIA INQUIRER
THE LEGAL INTELLIGENCER