Philadelphia Estate Planning Lawyers

Compare 517 top rated Pennsylvania attorneys serving Philadelphia.
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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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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Stephen M. Asbel
PREMIUM

Comprehensive estate planning and probate services. 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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Carrie A. Ward
Claimed Lawyer ProfileOffers Video ChatQ&ASocial Media
Philadelphia, PA Estate Planning Lawyer with 14 years experience
(215) 963-9520 123 South Broad Street
Suite 1030
Philadelphia, PA 19109
Offers Video ChatEstate Planning, Business, Communications and Entertainment & Sports
Rutgers School of Law-Camden
Carrie Ward is a business lawyer with a particular focus on entertainment, sports, communications, and media law clients. Carrie’s clients range from media group owners, small broadcasters and podcasters, actors, filmmakers, athletes, musicians, and start-up entrepreneurs. Ms. Ward also serves as outside general counsel to corporate clients. In addition to her private practice experience, Carrie worked in the legal departments of ABC, Inc. and Entercom Communications Corp. These experiences provide her a unique ability to analyze a client’s legal matter to create the most practical and economical solutions.

Ms. Ward also works with her clients...
Karim P. Husain
Claimed Lawyer ProfileOffers Video ChatLII SilverSocial Media
Philadelphia, PA Estate Planning Lawyer with 22 years experience
(610) 308-9747 1515 Market St
#1200
Philadelphia, PA 19102
Offers Video ChatEstate 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...
Cyrus Shaw
Claimed Lawyer ProfileSocial Media
Philadelphia, PA Estate Planning Lawyer with 10 years experience
(215) 987-0200 1420 Locust St
#420a
Philadelphia, PA 19102
Free ConsultationEstate Planning, Divorce, Education and Probate
Temple University’s Beasley School of Law and Widener University
As the founder of Shaw Law, Cyrus Shaw believes there is only one thing that the firm should be focused on – getting the best possible results for clients. This starts from the initial client interview, where a rapport and trust needs to be established. It is common for new client intake to be limited to one a day, so as much time as needed can be spent with the new client. Each client is a person, not a file. Each client has their own story. A law firm where clients become like family is what he strives for. This...
Jennifer L. Zegel
Claimed Lawyer ProfileSocial Media
Philadelphia, PA Estate Planning Lawyer
(267) 443-4126 Three Logan Square
1717 Arch Street, 5th Floor
Philadelphia, PA 19103
Estate Planning, Employment, Probate and Real Estate
Rutgers University - Camden
Steven J. Fromm
Claimed Lawyer ProfileBlawg SearchSocial Media
Philadelphia, PA Estate Planning Attorney with 43 years experience
(215) 735-2336 1420 Walnut Street
Suite 300
Philadelphia, PA 19102
Estate Planning, Business, Probate and Tax
New York University School of Law and The John Marshall Law School
Steven J. Fromm has been admitted to practice law in Pennsylvania since 1977. In addition to his law degree, he holds a doctorate of law degree, an LL.M. in taxation, from the NYU Graduate Division School of Law received in 1977. He became a C.P.A. in 1981 and is a member of the American Institute of Certified Public Accountants. From 1977 to 1981, he served as legal tax counsel for tax departments in Big 8 and regional accounting firms. Since 1983, he has been admitted to practice tax law before the U.S. Tax Court. Since 1981, he has practiced...
Gerald Williams
Claimed Lawyer ProfileSocial Media
Philadelphia, PA Estate Planning Attorney with 38 years experience
(215) 557-0099 1515 Market Street Suite 1300
Philadelphia, PA 19102
Estate Planning, Civil Rights, Environmental and Tax
Temple University Beasley School of Law
As one of the partners and co-founders of Williams Cedar, Gerald Williams concentrates on environmental toxic tort cases, whistleblower claims, and civil rights violations, as well as complex personal injury cases. His impressive legal career spans thirty-five years during which time he has practiced law in Pennsylvania and New Jersey, where he earned some of the highest honors in the legal community. After graduating from Temple University School of Law in 1982, he was an associate at a Philadelphia law firm before starting his own practice in 1983. He has received the “AV Preeminent” rating, the highest rating given, from...
John Kenneth Harris
Claimed Lawyer Profile
Philadelphia, PA Estate Planning Attorney with 44 years experience
(215) 561-1700 30 S. 17th Street
19th Floor
Philadelphia, PA 19103
Free ConsultationEstate Planning, Business and Insurance Claims
New York University School of Law and Villanova University School of Law
If you are about to embark on the estate planning process, the first thing you should do is to seek out the help and support of a Haddon Heights estate planning lawyer. When you come to Harris Law Office, you can have confidence in the help you can receive because Attorney Harris is dedicated to providing you with the help you need at this time. He obtained his Bachelor’s Degree from the University of Virginia, before going on to earn his Juris Doctorate from Villanova University. He has been admitted to the Camden County Bar Association, the New Jersey State...
Stephen M. Asbel
Claimed Lawyer ProfileLII GoldSocial Media
Philadelphia, PA Estate Planning Lawyer with 30 years experience
(215) 495-6500 2929 Arch St
Philadelphia, PA 19104
Estate Planning, Business and Real Estate
Villanova University
Henry J. Donner
Claimed Lawyer ProfileOffers Video ChatBlawg SearchSocial Media
Philadelphia, PA Estate Planning Lawyer with 51 years experience
(215) 525-5850 123 S Broad St
#1670
Philadelphia, PA 19109
Offers Video ChatEstate Planning, Business, Construction and Real Estate
Villanova University School of Law
Henry J. Donner concentrates his practice in construction law. He has decades of experience counseling and representing those in the construction industry: real estate developers, condominium associations, contractors, subcontractors, architects/engineers, and construction contractor associations. Henry also applies extensive industry knowledge to the management and efficient resolution of virtually any problem that might arise in the course of construction from start to finish. He also skillfully negotiates multi-party disputes over cost estimates, design errors, defective installation and contract details. Contractors and their associations rely on Henry to represent their trustees on retirement, health, training and vacation plans. Henry’s professional network puts...
Joel S. Luber
Claimed Lawyer ProfileLII GoldSocial Media
Philadelphia, PA Estate Planning Attorney with 43 years experience
(215) 495-6519 Cira Centre, 13th Floor
2929 Arch St
Philadelphia, PA 19104
Estate Planning, Elder, Probate and Tax
New York University School of Law and University of Pittsburgh School of Law
Karim P. Husain
PREMIUM

Philadelphia, PA Estate Planning Lawyer with 22 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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Adam M Horwitz
Claimed Lawyer ProfileSocial Media
Philadelphia, PA Estate Planning Attorney with 16 years experience
(215) 545-2880 1420 Locust St #110
Philadelphia, PA 19102
Estate Planning, Divorce, Domestic Violence and Family
Adam M. Horwitz is a Philadelphia family law attorney who has quickly gained a reputation for being insightful, courteous, and who always looks out for the best interests of his clients. His specific areas of practice include helping families with the often emotional issues of child support, visitation rights, and child custody as they go through the many steps of separation and divorce. His expertise in family law and domestic relations helps to guide clients to the best possible outcomes, but it is his belief in working closely with clients, listening carefully in order to get a deeper understanding of...
Matthew Louis Rosin
Claimed Lawyer ProfileSocial Media
PHILADELPHIA, PA Estate Planning Attorney with 24 years experience
(215) 567-2030 1835 Market Street
PHILADELPHIA, PA 19103
Estate Planning, Probate and Tax
New York University School of Law and University of Florida Levin College of Law
Matt was born and raised in Sarasota, Florida. He received his Bachelor of Arts in 1992 from Johns Hopkins University, where he was on the fencing team for four years. In his senior year, Matt was captain of the fencing team, which won its conference championship, where Matt placed second in the individual foil competition.

After Johns Hopkins, Matt attended the University of Florida College of Law, graduating first in his class, and served as senior research editor of the Florida Law Review. Having thereafter received one of the highest Florida Bar examination scores, Matt was invited to...
Samuel Gerald Forte Esq
Claimed Lawyer ProfileSocial Media
Philadelphia, PA Estate Planning Attorney with 35 years experience
(215) 332-5888 9225 Frankford Avenue
Philadelphia, PA 19114
Free ConsultationEstate Planning, Criminal, DUI and Probate
The Law Offices Of Samuel G. Forte, Esquire, located in N.E. Philadelphia, is a full service Law Firm providing a comprehensive range of Legal Services, with honesty and integrity, throughout Pennsylvania. Our Firm is dedicated to prompt Client communication and complete Client satisfaction. There is ample free parking and our office building is easily accessible by Public Transportation and all Roadways.
Arlene Glenn Simolike
Claimed Lawyer Profile
Philadelphia, PA Estate Planning Lawyer with 44 years experience
(215) 335-9986 9223
Frankford Ave
Philadelphia, PA 19114
Free ConsultationEstate Planning, Divorce, Elder and Probate
Temple University
Harry Metka
Claimed Lawyer ProfileSocial Media
Philadelphia, PA Estate Planning Lawyer with 9 years experience
(215) 335-9986 9223 Frankford Avenue
Philadelphia, PA 19114
Estate Planning, Elder, Probate and Tax
Drexel University
Heather Arlene Herrington
Claimed Lawyer ProfileOffers Video ChatSocial MediaResponsive Law
Philadelphia, PA Estate Planning Attorney with 16 years experience
(215) 380-5676 1515 Market Street
#105
Philadelphia, PA 19102
Offers Video ChatEstate Planning, Business and Employment
Temple University Beasley School of Law
Human first. Lawyer Second. Sums up the way I practice people first, not profit. I know if I develop relationships with people and have the privilege to help them with their legal needs, my financial needs will also be met. It’s over simplified, of course. I’m more than just a human and a lawyer. A mom. A daughter. A wife. A sister. A friend. A one time sky diver (as in I only went once). An artist. A writer. A fan of cheese fries. A Celiac sufferer. A long time Spiderman fan. A Yankees fan. An avid visitor to Key...
Peter Klenk
Claimed Lawyer ProfileSocial Media
Philadelphia, PA Estate Planning Attorney with 30 years experience
(215) 790-1095 1701 Walnut Street
6th Floor
Philadelphia, PA 19103
Free ConsultationEstate Planning
New York University School of Law and University of Minnesota Law School
Peter Klenk is the principal of a boutique law firm concentrating its practice in probate, estate planning, will challenges and estate related litigation. Peter and staff work with clients to craft estate plans that fit the given circumstances. These plans range from wills, powers of attorney and living wills to detailed trusts and complex plans that reduce or avoid inheritance and estate taxes or create trusts to protect special needs persons. Focusing exclusively on estate planning and probate has given our lawyers the experience and knowledge to represent fiduciaries such as personal representatives, executors, agents and trustees.
Fabio Sciarrino
Claimed Lawyer ProfileSocial Media
Philadelphia, PA Estate Planning Lawyer with 16 years experience
(267) 615-8090 1500 John F. Kennedy Blvd.
Philadelphia, PA 19102
Estate Planning, Medical Malpractice, Personal Injury and Products Liability
Fabio A. Sciarrino, Esq., is the founding member and lead trial counsel for The Law Office of Fabio A. Sciarrino, LLC. During his professional legal career, Mr. Sciarrino has successfully represented individuals and small businesses in a variety of civil matters, including pre-suit, litigation and trial. Mr. Sciarrino's breadth of experience spans from inception of a claim (including risk aversion) or lawsuit through the conclusion, whether by settlement or jury verdict. Since opening the doors to The Law Office of Fabio A. Sciarrino, LLC in 2012, Mr. Sciarrino and his law firm have focused predominantly on matters...
Mark G. Wendaur IV
Claimed Lawyer ProfileOffers Video ChatSocial Media
Philadelphia, PA Estate Planning Lawyer
(717) 461-3349 1500 Walnut Street
8th Floor
Philadelphia, PA 19102
Offers Video ChatEstate Planning, Elder, Energy and Probate
Widener University Commonwealth Law School
Attorney Mark Wendaur is the Owner of Wendaur Law, LLC. His firm provides clients with wills, trusts, and estate plans. It also represents clients in matters involving real estate, energy-oil & gas, and business. He also handles litigation for clients involved in contract disputes, property disputes, and many other areas of law.
Joelle Shanesy
Claimed Lawyer ProfileOffers Video ChatResponsive Law
Philadelphia, PA Estate Planning Lawyer with 2 years experience
(215) 545-0008 1315 Walnut Street
Suite 502
Philadelphia, PA 19107
Offers Video ChatEstate Planning and Family
Duquesne University School of Law
Joelle Shanesy is an associate attorney at Sadek and Cooper Law Offices, concentrating her practice in family law and helping clients with matters such as divorce, custody, child support, spousal support and alimony, adoption, and protection from abuse. Joelle earned her Juris Doctorate from Duquesne University School of Law, graduating in the top of her class. Prior to earning her J.D., Joelle graduated summa cum laude from West Virginia University, earning a Bachelor of Arts in Psychology with a minor in Political Science. Joelle’s love of family law began during law school when she joined the Family Law Clinic, helping...
Edmund L. Harvey Jr.
Claimed Lawyer ProfileSocial Media
Philadelphia, PA Estate Planning Attorney with 46 years experience
(215) 567-2030 Teeters Harvey Marrone & Kaier LLP
1835 Market Street
Philadelphia, PA 19103-2968
Estate Planning and Probate
University of Pennsylvania
Renata T. Pabisz
Claimed Lawyer ProfileSocial Media
Philadelphia, PA Estate Planning Lawyer with 8 years experience
(215) 809-3882 2538 East Allegheny Avenue
Philadelphia, PA 19134
Estate Planning, Elder, Immigration and Probate
Widener University Delaware School of Law
Renata T. Pabisz is a graduate of the University of Marie Curie-Sklodowska School of Law, Rzeszow, Poland (Master of Laws 1999) and the Widener University School of Law, Wilmington, DE (J.D. 2011). While in law school, Ms. Pabisz served as a judicial extern in the Court of Common Pleas Orphans' Court Division in Philadelphia, PA. She has been employed by Dorian, Goldstein, Wisniewski, Orchinik, P.C. since 2008.
Lori A. Frio-Walker
Claimed Lawyer ProfileSocial MediaResponsive Law
Philadelphia , PA Estate Planning Lawyer with 11 years experience
(215) 774-1149 1515 Market Street Suite 1200
"not mailing address"
Philadelphia , PA 19103
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....
Gail Marcus
Claimed Lawyer Profile
Philadelphia, PA Estate Planning Attorney with 41 years experience
(215) 751-0505 1500 JFK Blvd
Suite 1020
Philadelphia, PA 19102
Estate Planning, Probate, Real Estate and Tax
DePaul College of Law
Barbara E. Little
Claimed Lawyer Profile
Philadelphia, PA Estate Planning Attorney with 10 years experience
(215) 665-3257 Centre Square West
1500 Market Street, Ste. 3400
Philadelphia, PA 19102
Free ConsultationEstate Planning and Probate
Barbara E. Little devotes her practice to all aspects of estate planning, estate and trust administration, estate and fiduciary litigation, business succession planning and nonprofits and family foundations. Ms. Little believes the practice of law is about helping her clients plan for their future, protect their assets, and achieve tax savings toward the ultimate goal of creating a peace of mind and the client’s legacy. She stands by her clients guiding them through the litigation process. She is sensitive to the personal and important decisions her clients have to make and provides steadfast guidance to each family's unique circumstances....
Steven Mark Zelinger
Claimed Lawyer ProfileOffers Video Chat
(610) 550-9139 1315 Walnut St.
1006
Philadelphia, PA 19107
Offers Video ChatPhiladelphia, PA Estate Planning Lawyer with 12 years experience
Estate Planning, Probate and Tax
Joshua P Rubinsky
Claimed Lawyer Profile
Philadelphia, PA Estate Planning Attorney with 34 years experience
121 South Broad Street
Suite 800
Philadelphia, PA 19107
Estate Planning, Employment, Family and Personal Injury
Josh has practiced labor and employment law since his admission to the Pennsylvania Bar in 1986, first in his own practice and later as a partner in Brodie & Rubinsky. In addition to labor and employment, his practice includes small business counseling and litigation, wills and estates. Prior to his admission to the bar, Josh was the Director of the Center for Fair Employment, an organization providing advice and assistance to employees in labor and employment matters.
Alison Altman Gross
Claimed Lawyer ProfileSocial Media
Philadelphia, PA Estate Planning Attorney with 16 years experience
(215) 435-8524 2526 South Street
Philadelphia, PA 19146
Estate Planning
George Washington Univ LS
Richard Kim
Claimed Lawyer Profile
Philadelphia, PA Estate Planning Attorney
911 Arch Street
Suite 101
Philadelphia, PA 19107
Estate Planning, Bankruptcy, Business and Personal Injury
Rutgers School of Law-Camden
The Kim Law Firm is a company focused on litigating business and personal injury matters. In addition to its focus, it also provides corollary services advising small and medium sized businesses, including related transactional services.
Ms. Blair Leah Hornstine
Claimed Lawyer Profile
Philadelphia, PA Estate Planning Lawyer with 9 years experience
(215) 568-4968 1500 Walnut Street
22nd Floor, Penthouse Suite
Philadelphia, PA 19102
Free ConsultationEstate Planning, Divorce, Domestic Violence and Elder
Jean Infanti
Claimed Lawyer ProfileOffers Video Chat
Philadelphia , PA Estate Planning Lawyer
(215) 228-0100 1515 Market Street
Philadelphia , PA 19102
Offers Video ChatEstate Planning, Divorce, Domestic Violence and Family
The son of two military parents, Jean was born in Rhode Island and spent part his childhood in Baltimore before coming to live in the Allentown area and has come to consider Pennsylvania his home. Jean attended Ursinus College where he majored in history and studied social sciences to come to understand how the world works.
Having personally dealt with the divorce of his parents and a subsequent child custody issues for most of his childhood, Jean has developed a great appreciation for how the court system can affect families and the role that a lawyer can have in advocating...
Carl J. Minster III
Claimed Lawyer Profile
Philadelphia, PA Estate Planning Attorney
(215) 627-8200 521 South Second Street
Philadelphia, PA 19147
Estate Planning, Civil Rights, Elder and Tax
Widener University School of Law
Janene B Reilly
Claimed Lawyer ProfileSocial Media
Philadelphia, PA Estate Planning Attorney with 14 years experience
(215) 567-2030 1835 Market Street
Philadelphia, PA 19103
Estate Planning
Temple University
Rebecca Sallen
Claimed Lawyer ProfileSocial Media
Merion Station, PA Estate Planning Attorney with 9 years experience
(215) 809-3900 325 Merion Rd.
Merion Station, PA 19066
Free ConsultationEstate Planning, Business, Elder and Probate
Saint Louis University
Rebecca Sallen is a Montgomery County estate planning lawyer and the founder of Sallen Law. Ms. Sallen is a magna cum laude graduate of Emory University, where she was on the Dean’s List and Honor Roll. She later obtained a law degree Saint Louis University, where she received extensive training in estate planning, administration, and probate. She has published papers and given presentations on various legal matters pertaining to family finances, individual rights, and the connection between family relationships and economics.
Ms. Sallen has also spent several years working as a political consultant, lending her services to local, congressional, state, and...
Robert C. Gerhard III
Claimed Lawyer ProfileResponsive Law
Jenkintown, PA Estate Planning Attorney with 24 years experience
(215) 885-6785 815 Greenwood Avenue, Suite 8
Jenkintown, PA 19046
Estate Planning and Elder
Villanova University School of Law and Dickinson School of Law
Robert C. Gerhard, III is an elder law specialist, helping seniors protect assets from nursing home costs. He authored the elder law treatise, Pennsylvania Medicaid- Long-term Care, which has been fully updated for 2019 and is currently in its fifteenth edition. This reference book is purchased annually by hundreds of lawyers from across Pennsylvania. He contributed as a co-author to the treatise, Elder Law in Pennsylvania, Fifth Edition. Mr. Gerhard regularly teaches continuing education courses such as "Representing an Individual Entering a Nursing Home" and "How to Prevent Spousal Impoverishment Due to the Costs of Long-term Care." He is...
Maribeth Blessing
Claimed Lawyer ProfileSocial Media
Rockledge, PA Estate Planning Attorney with 28 years experience
(215) 663-9016 310 Huntingdon Pike
Rockledge, PA 19046
Free ConsultationEstate Planning and Personal Injury
Widener University Delaware School of Law
See full biography and curriculum vitae at www.mbfamilylaw.com

Other websites,
www.lawyerswithheart.com
www.gocollaborativepa.com
Debra Speyer
Claimed Lawyer ProfileSocial Media
Bala Cynwyd, PA Estate Planning Attorney with 34 years experience
(610) 949-9555 Suite 300
Bala Cynwyd, PA 19004
Estate Planning, Elder, Securities and Stockbroker Fraud
Maurice A. Deane School of Law at Hofstra University
Has the thought of putting together an estate plan, trust , will, living will or power of attorney drain you? Do you need a guardianship for a loved one and don't know where to turn? Is the estate you need to administer or are about to probate making your life hectic? Has your family put you in charge of sorting a difficult family situation and you don't know where to turn or even the questions to ask? Do you need a plan for the future for yourself or a loved one that you have been putting off until now? Have you lost money due...
Dahlia Robinson-Ocken
Claimed Lawyer ProfileSocial Media
Narberth, PA Estate Planning Lawyer with 9 years experience
(267) 225-3529 822 Montgomery Avenue
Suite 204
Narberth, PA 19072
Free ConsultationEstate Planning and Probate
St. John's University School of Law
Dahlia is the principal and sole owner of The Robinson Law Firm. She is dedicated to a client-first philosophy, and makes it a priority to fully understand her clients needs, goals, dreams, and concerns. She then works with her clients to develop a superior plan.
Robert John Donohue Jr.
Claimed Lawyer Profile
Upper Darby, PA Estate Planning Lawyer with 21 years experience
(610) 853-2115 Donohue & Donohue, PC
8513 West Chester Pike
Upper Darby, PA 19082
Estate Planning, Business and Elder
Western Michigan University Cooley Law School
Christopher K Barber
Claimed Lawyer Profile
Havertown, PA Estate Planning Attorney with 29 years experience
(610) 853-9090 2 Brookline Boulevard
Suite 2
Havertown, PA 19083
Estate Planning, DUI, Divorce and Elder
Lawyer Rating
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Estate Planning Lawyers in Nearby CitiesEstate Planning Lawyers in Nearby Counties

Philadelphia Estate Planning Legal Aid & Pro Bono Services

Temple Legal Aid Office
(215) 204-1800
Philadelphia, PA


The Elderly Law Project, Temple University
(215) 204-6887
Philadelphia, PA

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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.

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