Trust and Estate Administration

The Firm offers a range of services designed to make estate and trust administration simple and effective. These services include assistance in the filing of Federal Estate and Gift Tax Returns, and Pennsylvania Inheritance Tax Returns. We also work with the client's tax advisors, or obtain the services of tax advisors, to assist executors and trustees in preparing fiduciary income tax returns. The trust and estate group also assists executors and trustees in managing and limiting their liability exposure to beneficiaries and creditors. We help to resolve or close estate and trust administrations, whenever possible, through informal family settlement agreements or, when necessary, through the court accounting process. The estate and wealth planning group encourages careful planning to avoid property taxation and potential litigation.

Our attorneys have also handled numerous Orphans' Court matters for individuals, trusts, estates and charities.