Perkasie, Pennsylvania Estate Planning Lawyers

George J. D'Ambrosio
PREMIUM

Experienced & Skilled Attorney! Counsel & Advocacy for Estate Planning Needs!

I am dedicated to protecting the rights and interests of those with estate planning needs. I am committed to providing skilled and comprehensive representation! Visit my website to see results or call for a consultation. Read More »
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Stephen M. Asbel
PREMIUM

Comprehensive estate planning and probate services. Free consultation. Call now!

I’m an experienced estate planning attorney and serve clients throughout Philadelphia. I provide personalized representation and handle all types of cases, including wills, trusts, living wills, and powers of attorney. Read More »
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Megan D. Halter
PREMIUM

Experienced & Successful Estate Planning Counsel! Skilled Legal Representation!

I am a knowledgeable estate planning attorney. I am dedicated to providing legal counsel and representation to families with estate planning needs. Visit my website to see case results or call for a consultation! Read More »
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Joel S. Luber
PREMIUM

Dedicated & Experienced Pennsylvania Estate Planning Counsel & Representation!

I have been advocating for the rights and interests of estate planning clients for 35 years. I am dedicated to providing exceptional representation and outcomes! Call for a consultation! Visit my website for results. Read More »
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Perkasie, PA Estate Planning Attorney
(215) 257-6811 104 S 6th St
Perkasie, PA 18944
Estate Planning and Tax
Perkasie, PA Estate Planning Attorney
(215) 257-6811 104 S 6th St
Perkasie, PA 18944
Estate Planning
Perkasie, PA Estate Planning Attorney
(215) 257-8077 104 S 6th St
Perkasie, PA 18944
Estate Planning, Business and Real Estate
Wendy Ashby
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Quakertown, PA Estate Planning Lawyer with 26 years experience
314 West Broad St.
Suite 118
Quakertown, PA 18951
Estate Planning, Divorce, Elder and Probate
Rutgers School of Law-Camden
Wendy J. Ashby, Esquire prides herself on the responsiveness she provides to each and every client. Her philosophy of service is to pursue the most efficient resolution of each matter. Ms. Ashby is recognized for the creativity she brings to her legal strategies and negotiations. She is also revered for the aggressiveness in which she will fight for her clients' entitlements.

Ms. Ashby has devotedly pursued the practice of law in both Pennsylvania and New Jersey since 1992 in the areas of Wills/Estates, Elder Law, Mediation, Family Law and Adoptions. Ms Ashby is the owner of the...
Jenny Saltzman
Claimed Lawyer ProfileBlawgsearchSocial MediaResponsive Law
Doylestown, PA Estate Planning Lawyer with 8 years experience
(267) 938-4480 44 E Court Street
2nd Floor
Doylestown, PA 18901
Estate Planning, Divorce and Family
City University of New York - Queens College
I am an experienced litigator who has practiced law in both the public and private sectors. I am able to effectively represent clients in all aspects of litigation and in particular, navigate the court system and appear before judges. Additionally, I have strong research and writing skills which also enables me to effectively advocate for clients. I am admitted to practice law in Pennsylvania, New Jersey, New York and Florida.
Mark Medvesky
Claimed Lawyer ProfileQ&ASocial Media
Souderton, PA Estate Planning Attorney with 26 years experience
(215) 660-3170 15 Harbor Place
Souderton, PA 18964
Estate Planning, Bankruptcy, Immigration and Real Estate
Temple University
My professional approach to people and problems was developed during my time in the Military. I enlisted in the US Air Force out of high school and later earned my commission before retiring in 2008. My goal is to build relationships with my clients whether my time with them last months or years.. I am about more than just performing a legal task and collecting payment. Whether I am providing full-service representation or limited scope services, I work to make the process as smooth as possible, establishing trust and respect with all parties involved. We are a general practice firm...
Edvard Lars Wilson
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Doylestown, PA Estate Planning Attorney with 19 years experience
(267) 454-7500 107 North Broad St., Ste 303
Doylestown, PA 18901
Estate Planning, Business and Personal Injury
Villanova University School of Law
Mr. Wilson practiced law in Philadelphia for almost 15 years before opening his own firm in the Bucks County seat of Doylestown, Pennsylvania. He has litigated hundreds of complex cases, both with and against some of Philadelphia's best lawyers. Edvard started his career defending medical malpractice cases, from which he gained invaluable experience as a litigator, as well as a healthcare lawyer. He later shifted his practice to representing injured individuals and small business. Finding the change in his practice so rewarding, Ed started his own firm with the goal of providing superior legal...
Michael Joseph Brooks
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Doylestown, PA Estate Planning Lawyer with 24 years experience
(215) 230-3761 252 Swamp Road
Suite 13
Doylestown, PA 18901
Free ConsultationEstate Planning, Business, Energy and Probate
Successful business ventures require perspective, from all vantage points. We offer you a clear view of the surrounding business landscape from the legal vantage point. This outlook provides insight into legal strategies for: business formation, drafting contracts, the hiring process, and protection of intellectual property. That amounts to more than just sound legal counsel; it gives our business clients perspective from the legal vantage point.
Donald Petrille
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Doylestown, PA Estate Planning Lawyer with 21 years experience
(215) 345-8888 116 East Court Street
Doylestown, PA 19401
Estate Planning, Business and Real Estate
Villanova University School of Law
Donald Petrille, Jr. primarily represents businesses and their shareholders as they wrestle with complex issues in today’s ever-changing legal environment. Don has helped businesses through all phases of their development, starting with initial organization, through the operational stage, eventually ending with sale, acquisition or dissolution. Addressing corporate governance, contracts, procurement, compliance, human resource issues and creditors’ rights, Don has spent his career helping small-business owners succeed. His client base includes companies in diverse industries such as real estate management, alternative energy, market research, pharmaceutical services, telecommunications, construction and software development.

Don is a member of the firm’s wills, trusts,...
Liam J. Duffy
Claimed Lawyer Profile
Colmar, PA Estate Planning Attorney
(215) 822-5266 190 Bethlehem Pike
Suite 1
Colmar, PA 18915
Free ConsultationEstate Planning, DUI, Divorce and Landlord Tenant
Rutgers School of Law-Camden
Liam J. Duffy was born and raised in Hatboro, Pennsylvania and is a graduate of Archbishop Wood High School in Warminster. He attended University of Delaware for his Bachelor’s degree, Saint Joseph’s University for his Master’s degree in Finance, and Rutgers for his law degree, where he graduated in the top 10% of his class and won the best brief award in the Rutgers Moot Court. Prior to being admitted to practice, Liam worked for six years in corporate finance. Despite having a promising and lucrative career in finance, he decided to pursue a career in law.

Liam’s practice areas include...
Karim Patrick Husain
PREMIUM

Pennsylvania Estate Planning Lawyer with 21 years experience

Karim P. Husain concentrates his practice in the areas of Wills, Trusts & Estates, Bankruptcy, Business Consulting & Commercial Litigation and Tax Controversies & Tax Litigation. Formerly a senior associate... Read More »
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Michelle A Winter
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Colmar, PA Estate Planning Lawyer with 22 years experience
(215) 822-5266 190 Bethlehem Pike
Suite 1
Colmar, PA 18915
Free ConsultationEstate Planning, DUI, Divorce and Family
Temple University Beasley School of Law
Michelle A. Winter left a career as a health professional in the early 1990’s to pursue a life-long dream of becoming an attorney. Upon graduating from Temple Law School in 1996, she worked two years as in house counsel with a major medical malpractice insurance firm. In early 1998, she opened her own law practice where she has focused on the needs of families and businesses in her community. Michelle’s practice currently encompasses several areas of law with a focus on Family Law, including adoptions, divorce, custody, support, Power of Attorney, Wills and Living Wills. The office also stays...
Jonathan J. Russell
Claimed Lawyer ProfileBlawgsearchSocial Media
Doylestown, PA Estate Planning Lawyer with 27 years experience
(215) 348-2088 252 W. Swamp Road
Suite 15
Doylestown, PA 18901
Estate Planning and Personal Injury
Villanova University School of Law
Attorney Jonathan J. Russell is a shareholder, director and principal member of Drake, Hileman & Davis, P.C. Since joining the law firm in 1993, Mr. Russell has focused his practice on litigation, with an emphasis on personal injury law.

As a litigator, Jonathan has been an advocate for his clients throughout all phases of the litigation process. He has obtained successful verdicts and awards before judges, juries and arbitration panels. Since joining Drake, Hileman & Davis, P.C. in 1993, Mr. Russell has focused his practice on litigation, with an emphasis on personal injury law. In addition to his achievements as...
Jeffrey Allan Drake
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Doylestown, PA Estate Planning Lawyer with 39 years experience
(215) 348-2088 252 W. Swamp Road
Suite 15
Doylestown, PA 18901
Estate Planning, Family, Municipal and Personal Injury
Capital University Law School
As one of the firm’s two founding attorneys, Jeff Drake practices in the areas of real estate, tax assessment appeals, zoning, municipal law, estate administration, family law, and personal injury law. He also represents non-profit corporations such as churches, Christian schools and mission boards, in addition to handling cases involving the preservation of religious liberties.

Jeff received his law degree in 1980 from Capital University Law School and his undergraduate degree from Gordon College in 1977. He has been an adjunct professor at Philadelphia Biblical University (now Cairn University).
Michael Brooks
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Doylestown, PA Estate Planning Lawyer with 24 years experience
(215) 230-3761 252 West Swamp Road
Suite 13
Doylestown, PA 18901
Estate Planning, Business, Construction and Energy
Ayla O'Brien
Claimed Lawyer ProfileSocial Media
Doylestown, PA Estate Planning Attorney with 11 years experience
(215) 495-9860 37 South Clinton Street
Doylestown, PA 18901
Estate Planning, Criminal, DUI and Divorce
Karim Patrick Husain
Claimed Lawyer ProfileLII SilverSocial Media
Plymouth Meeting, PA Estate Planning Lawyer with 21 years experience
(610) 308-9747 600 W Germantown Pike
#400
Plymouth Meeting, PA 19462
Estate Planning, Bankruptcy, Probate and Tax
Villanova University School of Law and University of Pittsburgh School of Law
Karim P. Husain concentrates his practice in the areas of Wills, Trusts & Estates, Bankruptcy, Business Consulting & Commercial Litigation and Tax Controversies & Tax Litigation. Formerly a senior associate with a private law firm and a Big 4 accounting firm, he also served as a judicial law clerk to the Hon. Charles A. Lord of the Commonwealth Court of Pennsylvania and to the Hon. Robert A. Latrone of the Philadelphia Court of Common Pleas. A long-time resident of the Philadelphia area, Mr. Husain received his Master of Laws in Taxation from the Villanova University School of Law, Juris Doctorate...
Gregory John Lake
Claimed Lawyer Profile
Jamison, PA Estate Planning Lawyer with 44 years experience
(215) 343-4780 2552 Dark Hollow Road
Jamison, PA 18929
Free ConsultationEstate Planning, Elder and Probate
Cleveland State University
Since 1975, I have rendered confidential, prompt, aggressive and affordable legal services to individuals in a competent and respected manner. LAW office concentrates on the following areas of LAW: Wills. Trusts. Living wills. Guardianships. Powers of attorney (general and medical). Estate planning. Probate. Estate administration. Elder LAW. Federal and Pennsylvania estate and inheritance taxes. Will contests. Prenuptial agreements. Asset collection. Debt distribution. Accountings. Beneficiary distributions and assisting or representing executors, Administrators. Trustees and beneficiaries along with real estate sales or transfers. Services are handled in a cost effective manner based on time, costs, effort and services rendered...
Lori A. Frio-Walker
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Plymouth Meeting, PA Estate Planning Lawyer with 11 years experience
(215) 774-1149 600 West Germantown Pike
"not mailing address"
Plymouth Meeting, PA 19462
Estate Planning, Arbitration & Mediation, Divorce and Family
Villanova University
Lori A. Frio-Walker, Esquire, devotes her practice primarily to all aspects of family and matrimonial law matters. Lori gained family law litigation experience in divorce, custody and support matters at Petrelli Law, P.C. Prior to working at Petrelli Law, P.C., Lori worked in the area of collaborative and amicable divorce. Lori received her J.D. degree from Villanova University School of Law and was the Editor-in-Chief of its Women’s Law Forum and Associate Editor of its Journal of Catholic Social Thought. Lori began her professional career as an associate attorney at a large regional firm in Philadelphia, Pennsylvania....
Mark Preston Albright
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Hellertown, PA Estate Planning Attorney with 37 years experience
(610) 597-2160 403 Main Street
Hellertown, PA 18055-1721
Estate Planning, Elder, Probate and Real Estate
University of Maryland Francis King Carey School of Law
Mr. Albright accepts retainer in matters involving wills and powers of attorney; probate and administration of decedents' estates; elder law, including incapacity proceedings and medical assistance planning; and real estate law, including residential purchase and sale transactions, easements and rights-of-way, boundary disputes, real estate assessment and exemption appeals.
Aman 'Tip' Barber III
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Harleysville, PA Estate Planning Attorney with 25 years experience
(610) 462-1452 418 Main St.
Suite 100
Harleysville, PA 19438
Free ConsultationEstate Planning, Business, DUI and Probate
Villanova University School of Law
I offer reasonable rates for all legal matters and a no charge initial consultation. Call today at 610-462-1452 --- I represent personal and corporate clients throughout southestern Pennsylvania in matters involving personal injury; driving under the influence, DUI; driving while ability impaired, DWAI; driving after imbibing, DAI, corporate law; commercial litigation; estate planning and estate administration. Call or email me to arrange a no charge consultation. Evening and weekend hours available. Reasonable rates for all legal matters
David William Crosson
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Allentown, PA Estate Planning Lawyer with 12 years experience
(610) 351-2264 609 W. Hamilton Street, Suite 10
Allentown, PA 18101
Estate Planning, Divorce, Family and Probate
Ohio Northern University
David W. Crosson provides counsel to Lehigh Valley families in all areas of family law including divorce, custody and support and advises clients on more complex matters involving property division, visitation, and relocation. He provides family members with the support and knowledge necessary to reach fair agreements while handling sensitive issues delicately and professionally. David also provides estate planning and administration services and has experience drafting Wills, Powers of Attorney and Medical Directives and Living Wills, while also handling estate matters from start to finish.
Stephen W Wiener
Claimed Lawyer Profile
Allentown, PA Estate Planning Attorney with 36 years experience
(610) 821-8600 Suite 400
512 W Hamilton St
Allentown, PA 18101
Estate Planning, Business, Probate and Tax
Dickinson School of Law
Stephen Wiener concentrates his practice in business, corporate and LLC Tax law and estate planning and administration matters. His business clients include a variety of manufacturers and technology related companies. Steve advises on federal and state taxation and general business issues as well as having experience in bank and loan negotiation and documentation. Estate planning and administration is provided for a range of clients from sophisticated estate plans for the high net worth individuals to simple wills.
Joshua D. Shulman
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(610) 625-2555 3 E North St
Bethlehem, PA 18018
Free ConsultationBethlehem, PA Estate Planning Lawyer with 11 years experience
Estate Planning, Business, Probate and Real Estate
Dickinson School of Law
Sarah E. Manning
Claimed Lawyer ProfileQ&ASocial Media
West Chester, 19382
Estate Planning, Business, Elder and Probate
Widener University Delaware School of Law
Sarah Manning focuses her practice primarily on transactional work including estate planning & administration, real estate, business law, and entertainment law.

Ms. Manning brings a balance of compassion and understanding to her clients along with her business background to provide well-rounded options and alternatives for important life decisions. She also completed the Darkness to Light Stewards of Children training and has a passion for protecting and advocating for children.

Ms. Manning currently works on drafting simple and complex estate plans and was previously an attorney for firms in Delaware and Philadelphia focusing on estate planning, estate administration, business and franchise law. She...
Neil Andrew Stein
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Blue Bell, PA Estate Planning Attorney with 36 years experience
(610) 941-2469 910 Harvest Dr
Blue Bell, PA 19422
Free ConsultationEstate Planning, Business, Real Estate and Tax
Temple University Beasley School of Law and Temple University Beasley School of Law
Co-Founder, Shareholder and Department leader of major suburban-Philadelphia law firm with emphasis on skilled and passionate representation, client responsiveness and productivity, community involvement and dedication to high standards of ethical conduct. I have personally represented individuals and non-profit organizations, government and businesses that range in size and complexity from closely held to Fortune 500, in business and real estate transactions, land use entitlements, environmental and regulatory approvals and litigation.

Adjunct Professor of Law, Real Estate Transactions, Temple University Beasley School of Law

Education

LLM, Taxation, Temple University School of Law, 1986

JD, Temple University School...
Danielle Agnes Peters
Claimed Lawyer ProfileSocial Media
Horsham, PA Estate Planning Lawyer with 13 years experience
(215) 366-7839 721 Dresher Road, Suite 1200
Horsham, PA 19044
Free ConsultationEstate Planning, DUI, Divorce and Family
Widener University Delaware School of Law
Danielle Peters, a partner at Bloom Peters, LLC, focuses on civil litigation in Pennsylvania and New Jersey, with a special focus in family law. Ms. Peters is a skilled litigator who handles difficult legal matters, including high conflict divorce and custody matters which often involve children with special needs. Ms. Peters is also trained in collaborative law for situations where clients want to take a more civilized approach to their legal issues. Ms. Peters is an ardent advocate for her clients.

Ms. Peters remains committed to not only helping clients navigate the court system, but finding creative solutions...
Dionysios Pappas
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Bethlehem, PA Estate Planning Lawyer
(610) 694-9455 2551 Baglyos Circle
Suite A-14
Bethlehem, PA 18020
Estate Planning, Elder and Nursing Home
Mr. Pappas is co-managing member of Vasiliadis Pappas Associates LLC. He practices exclusively in the areas of elder law, trust and estate planning, trust and estate administration, special needs planning, and veterans’ pension benefits planning. Mr. Pappas’ practice encompasses the Lehigh Valley and greater Eastern Pennsylvania.

He is admitted to practice law in Pennsylvania and New Jersey. A graduate of the Temple University Beasley School of Law (J.D. 2004), Mr. Pappas received his undergraduate degree in political science from Temple University (B.A. 2001, magna cum laude, Phi Beta Kappa, Pi Sigma Alpha) with a specialization in political economy...
Jeremy A. Wechsler
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Willow Grove, PA Estate Planning Lawyer with 10 years experience
(215) 706-0200 2300 Computer Rd. Suite H-42A
Willow Grove, PA 19090
Free ConsultationEstate Planning, Elder and Probate
New York Law School
Experienced attorney focusing on estate planning, estate administration, asset protection and elder planning in the Philadelphia Metropolitan area. Your legacy is our business. Member of WealthCounsel, the premier national organization for estate planning attorneys.
Amy J. Miller
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Allentown, PA Estate Planning Lawyer with 10 years experience
1042 Walnut Street
Allentown, PA 18102
Estate Planning, Divorce, Family and Probate
Widener University Commonwealth Law School
Attorney Miller has been practicing in Berks County and Lehigh County since 2011. She primarily practices family law which includes divorce, custody, support, adoptions, name changes and pre and post nuptial agreements. She also assists clients in estate planning and probate matters.
Attorney Miller proudly participates in the Berks County Pro Bono Representation Program, the Modest Means Program and volunteers with Wills for Heroes.
Christopher Mahoney
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Newtown, PA Estate Planning Lawyer with 10 years experience
(215) 968-4700 2 N. State Street
P.O. Box 70
Newtown, PA 18940
Estate Planning, Business, Landlord Tenant and Real Estate
Seton Hall University School of Law
Carl Knapp
Claimed Lawyer ProfileSocial Media
Ambler, PA Estate Planning Lawyer with 26 years experience
(215) 268-6333 809 N. Bethlehem Pike
Building F
Ambler, PA 19002
Estate Planning, Divorce, Family and Personal Injury
Widener University Delaware School of Law
Attorney Carl M. Knapp is an experienced family law attorney who handles cases involving child support, spousal support, divorce, alimony, property division, pre-nuptial agreements, custody, adoptions, name changes, and protection from abuse (PFA). Attorney Knapp represents clients in the Courts of Montgomery and Bucks County. He has over 25 years of experience helping clients with their family law issues.
He understands the pressures on families today, especially if the parties are separated. He can draw upon his years of experience litigating family law cases to advise clients on the best course of action for their specific situation. Having worked in the...
Adam T Katzman
Claimed Lawyer Profile
Creamery, PA Estate Planning Lawyer with 12 years experience
(610) 409-2909 1117 Bridge Road, Suite A
PO Box 268
Creamery, PA 19430
Free ConsultationEstate Planning, Business, Criminal and Probate
Widener University Delaware School of Law
Zachary Zawarski
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Bethlehem, PA Estate Planning Attorney with 9 years experience
(610) 417-6345 1441 Linden St.
Bethlehem, PA 18045
Free ConsultationEstate Planning, Business, Employment and Workers' Comp
Western Michigan University Cooley Law School
Zachary Zawarski is an attorney located in Bethlehem, Pennsylvania. Zachary practices in diverse areas of the law including business law, employment law, workers' compensation, landlord-tenant law, and estate planning. We are committed to providing legal representation with a personal touch. Customer service is a priority of ours. At the Law Office of Zachary Zawarski, we're always looking to exceed client expectations through outstanding service.
Michael Francis Breslin
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DRESHER, PA Estate Planning Attorney with 31 years experience
(215) 881-7789 3256 Bridle Path Lane
DRESHER, PA 19025
Estate Planning, Business, Real Estate and Tax
Temple University Beasley School of Law and University of Pennsylvania Law School
Nego Pile
Claimed Lawyer Profile
Plymouths Meeting, PA Estate Planning Attorney with 12 years experience
(610) 718-6368 600 W. Germantown Pike Suite 400
Plymouths Meeting, PA 19462
Estate Planning, Business and Elder
Temple University
Steven Rubin
Claimed Lawyer Profile
Plymouth Meeting, PA Estate Planning Lawyer with 28 years experience
(610) 701-5818 2250 Hickory Road
Suite 110
Plymouth Meeting, PA 19462-1047
Estate Planning, Bankruptcy, Divorce and Family
Villanova University School of Law and Syracuse University College of Law
Suzann Ordile
Claimed Lawyer Profile
New Hope, PA Estate Planning Lawyer with 15 years experience
(978) 819-4387 PO Box 634
New Hope, PA 18938
Estate Planning, Arbitration & Mediation, Divorce and Family
Temple University
Robert M. Slutsky
Claimed Lawyer Profile
Plymouth Meeting, PA Estate Planning Lawyer with 26 years experience
(610) 940-0650 600 West Germantown Pike
Suite 400
Plymouth Meeting, PA 19462
Estate Planning, Elder, Probate and Tax
I have been practicing law since 1992 and focusing in Elder Law since 1995. I help protect families from losing their savings to nursing home costs and help protect and care for their older loved ones. I help families with: Medicaid and Asset Protection Planning, Estate Planning (Wills, Trusts, POAs, etc.), Estate Administration, Guardianships and Real Estate Transactions. I have represented many non-profit and for profit elder care institutions and have represented the Montgomery County Office of Aging and Adult Services since 1999.
Stanley Vasiliadis
Claimed Lawyer Profile
Bethlehem, PA Estate Planning Lawyer
(610) 694-9455 2551 Baglyos Cir
Bethlehem, PA 18020
Estate Planning and Social Security Disability
Mr. Vasiliadis serves as of counsel to Vasiliadis Pappas Associates LLC. He is a certified elder law attorney by the National Elder Law Foundation as accredited by the Pennsylvania Supreme Court. He represents clients in connection with estate and long-term care planning and trust and estate administration. He was the lead attorney in the landmark case, Mertz v. Houstoun. Vasiliadis has lectured extensively on elder law and estate planning issues, having spoken on behalf of the National Academy of Elder Law Attorneys, the Pennsylvania Bar Institute and before various other professional organizations. He is past...
Michael David Recchiuti
Claimed Lawyer Profile
Hellertown, PA Estate Planning Attorney
(610) 997-8820 516 Main Street
Hellertown, PA 18055
Estate Planning
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Related Practice Areas

Elder Law
Probate
Tax Law

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.