Aston, Pennsylvania Estate Planning Lawyers
Mr. Maroto primarily concentrates his attention on the Firm’s growing business and estate law areas of practice and caters to those clients whose cases present problems...
During his years of practice, Joe has prepared Wills or Trust documentation for more than 6,500 individuals and has served as legal counsel for the settlement of more than 1,300 estates or trusts. He was featured nationally for the first court decision forcing the IRS to pay a taxpayer’s legal fees.
Joe is an elected fellow of the American College of Trust and Estate Counsel and...
Rachael received her J.D. from Widener University School of Law, graduating cum laude and with pro bono distinction. While at Widener, she served on the Moot Court Honor Society Executive Board and competed in both national and regional competitions. In addition, Rachael served as Vice-President of the Public Interest Law Alliance. Rachael received the Howard...
While attending law school, Chris spent a summer working as an intern for the Office of the District Attorney of Delaware County, Pennsylvania.
Chris then worked as a law clerk for a private Media law firm while earning his Juris Doctorate from Widener University School of Law. Upon his graduation in...
Media, PA 19063
Widener University Delaware School of Law
Pennsylvania Estate Planning Lawyer with 20 years experience
Mr. Whalen is a Past President of the Delaware County Estate Planning Council, recipient of the Legum Magister Post-Doctorate Degree in Taxation (from the Villanova University School of Law), recipient of the American Jurisprudence Award in Wills, Trusts, and Estates (from the Widener University School of Law), and a recipient of the ABA-BNA Law Award for Academic Excellence (from...
Ms. Ward also works with...
Ms. Sallen has also spent several years working as a political consultant, lending her services to local, congressional, state, and...
Jenn has served as an author and panelist on various Pennsylvania Bar Institute seminars and Pennsylvania Continuing Legal Education lectures and has written about the authority granted to plenary guardians of the person. She...
Estate Planning Lawyers in Nearby Cities
Estate Planning Lawyers in Nearby Counties
Aston Estate Planning Legal Aid & Pro Bono Services
Chester County Bar Association Access to Justice
West Chester, PA
Philadelphia Volunteers for the Indigent Program (VIP)
Planning your estate?
Estate planning arranges for the transfer of an individual's estate at the time of death. An estate consists of all property owned at death before it is distributed by will, trust, or intestacy laws. An estate may contain both real property and personal property. Estate planning allows an individual to decide exactly who will benefit from his or her estate, and to what extent. It can also reduce the taxes imposed on the transfer of assets at death.
An experienced estate planning lawyer can help minimize the amount of the estate surrendered to taxes as well as ensure that the management and distribution of the estate is carried out according to your plans. Particularly when your plans are complex and/or you have substantial property or assets, it is important to have an attorney who can ensure that your plan functions the way you intend. Depending on the complexity of your individual situation, your estate planning team may include attorneys, financial planners, bankers and insurance professionals. Some states certify attorneys as estate planning specialists, which means they have met certain requirements for experience, education, and testing in that field.
Fiduciary: A person or institution who manages money or property for another and who must exercise a standard care imposed by law, i.e., personal representative or executor of an estate, a trustee, etc.
Personal representative: The person who administers an estate. If named in a will, that person's title is an executor. If there is no valid will, that person's title is an administrator.
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