Reading, Pennsylvania Estate Planning Lawyers

David A. Miller
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Pottstown, PA Estate Planning Attorney
(610) 323-5700 1296 High St
Pottstown, PA 19464
Estate Planning, Criminal, DUI and Divorce
Ephrata, PA Estate Planning Lawyer
(717) 738-2431 117 W Main St
Ephrata, PA 17522
Estate Planning and Real Estate
Pottstown, PA Estate Planning Attorney
(610) 323-1400 1129 High St
Pottstown, PA 19464
Estate Planning and Real Estate
Pottstown, PA Estate Planning Attorney
(610) 323-5300 152 E High St
Pottstown, PA 19464
Estate Planning, Bankruptcy, DUI and Divorce
John B. Whalen, Jr.
Claimed Lawyer ProfileQ&ASocial Media
Wayne, PA Estate Planning Lawyer with 28 years experience
(610) 407-0220 1199 Heyward Road
Wayne, PA 19087
Free ConsultationEstate Planning and Probate
Villanova University School of Law and Widener University Delaware School of Law
John B Whalen Jr Esq

• John B. Whalen, Jr., JD., LL.M., is an AV Peer Review Rated Preeminent 5.0 and Avvo Rated 10.0 Superb (obtaining over 95 client reviews and peer endorsements) premier and prestigious Attorney and Counselor at Law. •

• He has amassed over 60 prestigious professional awards and over 5000 client reviews and endorsements.

• Mr. Whalen concentrates his three decade career in the legal areas of Pa Probate, Pa Last Wills, Pa Estates, and Pa Estate Settlement.

• Mr. Whalen provides brief free initial consults all seven days, requires a one hour ($450.00) consult fee paid in advance for...
Jenny Saltzman
Claimed Lawyer ProfileBlawgsearchSocial MediaResponsive Law
Norristown, PA Estate Planning Lawyer with 8 years experience
(610) 924-2870 516 DeKalb Street
Suite C
Norristown, PA 19401
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.
Wendy Ashby
Claimed Lawyer ProfileQ&ASocial Media
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...
Rebecca Hobbs
Claimed Lawyer ProfileSocial MediaResponsive Law
Phoenixville, PA Estate Planning Lawyer with 10 years experience
(610) 917-9347 347 Bridge Street, Suite 200
Phoenixville, PA 19460
Estate Planning, Elder, Nursing Home and Probate
Regent University School of Law
Rebecca A. Hobbs is an attorney with the law firm O’Donnell, Weiss & Mattei, P.C. with offices in Pottstown and Phoenixville. She focuses her practice on elder law, special needs planning, estate planning, estate and trust administration, and Veteran’s benefits. Rebecca is Certified as an Elder Law Attorney by the National Elder Law Foundation as authorized by the Pennsylvania Supreme Court. Rebecca received her Bachelor of Arts degree in English with a minor in Political Science from Eastern University in 2006. She received her Juris Doctorate from Regent University School of Law in 2009. She is licensed to practice in...
Karyn Seace
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West Chester, PA Estate Planning Lawyer with 15 years experience
(610) 436-1676 113 East Evans Street
Suite D-2, Matlack Building
West Chester, PA 19380
Estate Planning, Elder, Probate and Tax
Widener University
The area of my chosen practices that I am truly the most passionate about is assisting the elderly. I have helped many clients who are facing the most financially difficult times of their lives to have certainty as they enter their golden years. I am up to speed in the latest techniques and in fact have had other lawyers refer their cases to me.
Michael J. O'Connor
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Frackville, PA Estate Planning Lawyer with 31 years experience
(800) 518-4529 608 W Oak St
PO Box #201
Frackville, PA 17931
Free ConsultationEstate Planning, Elder, Personal Injury and Social Security Disability
Western Michigan University Cooley Law School
Lori A. Frio-Walker
Claimed Lawyer ProfileSocial MediaResponsive Law
Malvern, PA Estate Planning Lawyer with 11 years experience
(215) 774-1149 101 Lindenwood Drive
"not mailing address"
Malvern, PA 19355
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....
J. T. Herber III
Claimed Lawyer Profile
Orwigsburg, PA Estate Planning Attorney with 15 years experience
(570) 366-8500 205 West Market Street
Orwigsburg, PA 17961
Estate Planning, Criminal, DUI and Personal Injury
Wake Forest University School of Law and Lafayette College
J.T. Herber, III primarily practices in the fields of criminal defense and civil litigation, including personal injury. His criminal defense practice includes the representation of clients facing felony and misdemeanor charges, as well as serious traffic violations in the Courts of Common Pleas throughout central and eastern Pennsylvania. Attorney Herber previously served as an Assistant District Attorney in Schuylkill County. In civil cases, J.T. represents plaintiffs and defendants in a wide range of civil disputes, including personal injury and wrongful death cases, as well as real estate, commercial, construction, landlord-tenant, and collections matters. Despite being...
Marianne E. Kreisher
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Bloomsburg, PA Estate Planning Lawyer with 23 years experience
(570) 784-5211 401 S. Market Street
Bloomsburg, PA 17851
Estate Planning, Elder and Probate
Widener University and Pennsylvania State University - University Park
MARIANNE E. KREISHER is a Partner with Kreisher Marshall & Associates, LLC in Bloomsburg, where she practices in the areas of elder law, estate planning and administration, guardianship, special needs planning and estate litigation. She earned her B.A. from Penn State University in 1993 and graduated cum laude from Widener Law School in Harrisburg in 1996. Following law school, Attorney Kreisher worked in the Pennsylvania Attorney General’s Office for eight years as a deputy attorney general handling criminal appeals, grand jury investigations and criminal prosecutions. Attorney Kreisher is a certified elder law attorney (CELA) by the National Elder Law...
Shawn M Pierson
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Lititz, PA Estate Planning Lawyer with 21 years experience
(717) 560-4966 105 E Oregon Road
Lititz, PA 17543
Estate Planning, Elder and Probate
Duquesne University School of Law and Temple University
I received my law degree from Duquesne University School of Law and my Masters in Business Administration (MBA) from Temple University. After receiving my MBA, I spent the next nine years working as an Administrator and as Director of Human Resources for a national organization that owned and operated nursing homes and assisted living centers. Acting as a licensed Administrator gave me the opportunity to obtain extensive experience with the delivery of long term care services, including nursing home, personal care, and assisted living facilities. I am currently a member of the National Academy of Elder Law Attorneys, Lancaster Bar...
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
Henry J. Donner
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Philadelphia, PA Estate Planning Lawyer with 50 years experience
(215) 525-5850 123 S Broad St
#1670
Philadelphia, PA 19109
Estate 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...
Stephanie A. Henrick
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Norristown, PA Estate Planning Attorney with 11 years experience
(610) 275-0700 40 East Airy Street
Norristown, PA 19401
Estate Planning, Elder and Tax
Villanova University School of Law and Widener University
Stephanie A. Henrick concentrates her practice in Estate Planning, Estate Administration, Tax Law and Social Security Disability.

Stephanie’s customized approach to estate planning provides her clients with personalized attention to address their unique circumstances. Stephanie reviews all elements of her clients’ financial and personal situations with attention to detail, which enables her to plan accordingly so her clients’ wishes are fulfilled.  She works closely with her clients to create a seamless process of passing down their legacies and protecting their heirs.

She earned her Masters of Law (LL.M.) in Taxation and a Certificate in Estate Planning from Villanova University School of Law....
Michelle Power
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West Chester, PA Estate Planning Lawyer with 6 years experience
(610) 696-4760 60 W. Boot Road
Suite 201
West Chester, PA 19380
Estate Planning, Divorce and Family
Widener University Delaware School of Law
Michelle Power has brought her family law experience to a history-rich firm that has been serving Pennsylvania and New Jersey residents for over 60 years. The Charleston firm is conveniently located right outside the West Chester borough. We place our client's needs at the forefront of everything we do and we believe the highest compliments are referrals. However, we offer free consultations to everyone because we know hiring an attorney may be a major decision in your life. We want you to feel 100% comfortable with the lawyer you are about to choose and we want to make sure all...
Tejal Mehta
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King of Prussia, PA Estate Planning Lawyer with 28 years experience
(610) 994-0295 Parkview Tower
1150 1st Avenue, Suite 501
King of Prussia, PA 19406
Estate Planning, Immigration and Probate
University of Houston - Main Campus
Tejal Mehta is an accomplished lawyer who is licensed in Pennsylvania and possesses over 20 years of legal experience. Attorney Mehta practices Immigration Law and the inter-related areas of Estate Planning, Elder Law, and Probate. The legal services offered by the Law Office of Tejal Mehta include: Estate Planning (Wills; Trusts; Power of Attorney; Guardianship). Estate Administration (Probate; Deed Transfers; Pennsylvania Inheritance Taxes) Immigration (Citizenship; Marriage and Employment Based Green Cards; H1B, L1, and O Temporary Worker Visas; E1, E2, and EB-5 Investor Visas; EAD; Waivers; DACA; Removal Defense in Immigration Court, including Immigration...
Steven J. Fromm
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Philadelphia, PA Estate Planning Attorney with 42 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...
Karim Patrick Husain
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Malvern, PA Estate Planning Lawyer with 21 years experience
(610) 308-9747 101 Lindenwood Dr
#225
Malvern, PA 19355
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...
Chari Alson Maddren
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West Chester, PA Estate Planning Attorney with 16 years experience
535 N Church Street Suite 127
West Chester, PA 19380
Estate Planning, Elder and Probate
Temple University Beasley School of Law
Chari Alson Maddren has been practicing in the areas of trust and estate administration, estate planning, and elder law since 2003.
Chari received her juris doctor degree from Temple University, her masters in Public Health and a Gerentology Certificate from Boston University School of Public Health.
Chari holds the Certified Trust and Financial Advisor Designation.

Chari is a member of NAELA, the Delaware County Bar Association, the Chester County Bar Association, and the Chester County Estate Planning Council.
Gerald Williams
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Philadelphia, PA Estate Planning Attorney with 37 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...
Joseph E. Lastowka Jr.
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West Chester, PA Estate Planning Attorney with 53 years experience
(610) 431-4600 113 East Evans Street Matlack Bldg, Suite D-1
Suite B
West Chester, PA 19380
Estate Planning and Elder
University of Pennsylvania Law School
Joe Lastowka is a lifelong Delaware County resident who earned his Juris Doctor degree from The Law School of the University of Pennsylvania after graduating from Yale University with a B. A. in Economics & Mathematics.

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...
Joel S. Luber
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Philadelphia, PA Estate Planning Attorney
(215) 495-6519 Cira Centre, 13th Floor
2929 Arch St
Philadelphia, PA 19104
Estate Planning, Elder, Probate and Tax
University of Pittsburgh - Bradford
Kelly Phillips Erb
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Paoli, PA Estate Planning Lawyer with 22 years experience
(610) 993-2690 20 South Valley Road
Suite 100
Paoli, PA 19301
Estate Planning, International and Tax
Temple University Beasley School of Law and Temple University Beasley School of Law
Kelly Phillips Erb is a founding shareholder of The Erb Law Firm PC, in Paoli where she focuses on tax law for businesses and families. She received her B.A. from Meredith College in Raleigh, N.C. and her J.D. and LL.M. Taxation from Temple University School of Law. Ms. Phillips Erb is an active member of the Pennsylvania Bar Association, where she serves on the Solo and Small Firm Section Council as Treasurer and is a member of the Tax Section and Women in the Profession Committees. She authors the popular "Taxgirl" blog for Forbes.com, which has been...
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.
Debra Speyer
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Bala Cynwyd, PA Estate Planning Attorney with 33 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...
Gilbert P. High
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Norristown, PA Estate Planning Attorney with 54 years experience
(610) 275-0700 40 East Airy Street
Norristown, PA 19401
Estate Planning, Administrative, Municipal and Real Estate
Gilbert P. High, Jr. has devoted his career primarily to the practice of Municipal, Real Estate and Land Use Law and Estates & Trusts. He has extensive experience in legislative drafting, subdivision and land development, zoning litigation, public employment issues, local taxation, public contracting, and the law of easements and rights of way. He regularly speaks on issues pertaining to municipal liability, particularly regarding the maintenance of the Urban Forest, a subject on which he has lectured nationally.

Mr. High also practices in the area of estate planning, particularly in the administration of complex estates, will drafting, the creation and...
Marc Howard Jaffe
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VILLANOVA, PA Estate Planning Lawyer with 46 years experience
(610) 527-9100 789 E. Lancaster Ave.
Suite 220
VILLANOVA, PA 19085
Estate Planning, Probate and Real Estate
Villanova University School of Law and Villanova University School of Law
Estate Planning & Real Estate Attorney in Philadelphia's Western Suburbs -- AV Preeminent rating by Martindale-Hubbell
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.
Donald Petrille
Claimed Lawyer ProfileSocial Media
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,...
Rebecca Sallen
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Merion Station, PA Estate Planning Attorney with 8 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...
Patti Spencer Esq.
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Lancaster, PA Estate Planning Lawyer with 41 years experience
(717) 394-1131 901 Rohrerstown Rd
Lancaster, PA 17601
Estate Planning and Tax
Boston University
Patti S. Spencer, Esq., is widely recognized as a preeminent estate planning attorney and is the founder and owner of Spencer Law Firm LLC (SLF) in Lancaster, Pa. Over the course of 35 years, Spencer has assisted both clients and peer professionals with estate planning, probate, taxation, expert witness case work, and closely-held business issues such as fiduciary income tax, business succession planning and corporate tax planning.
George J. D'Ambrosio
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West Chester, PA Estate Planning Lawyer with 50 years experience
(610) 429-1369 790 E Market St
#330
West Chester, PA 19382
Estate Planning, Business and Real Estate
Villanova University School of Law
George J. D’Ambrosio, Of Counsel in the Firm’s West Chester Office, has more than 45 years of experience in offering a wide range of legal services, including complex commercial litigation, personal injury, franchise, real estate and municipal law.

He started his legal career with the Philadelphia District Attorney’s Office, where he successfully prosecuted over 60 homicide cases. Throughout his career, Mr. D’Ambrosio has represented clients in the purchase and sale of franchises, has counseled clients in corporate transactions, and has extensive experience offering estate planning, estate and trusts administration and probate services.

For over 30 years, he was a...
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.
Jordan Kelleher Reilly
Claimed Lawyer Profile
Media, PA Estate Planning Lawyer with 21 years experience
(610) 400-1968 210 West Front Street
First Floor
Media, PA 19063
Free ConsultationEstate Planning, Divorce, Domestic Violence and Family
University of Pittsburgh School of Law
In my 19 years of practice I've learned what is most important; to fight for my clients with passion, to listen to them with compassion, and to maintain the highest standards of ethical responsibility.
Stephen M. Asbel
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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
Maribeth Blessing
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Rockledge, PA Estate Planning Attorney with 27 years experience
(215) 663-9016 310 Huntingdon Pike
Rockledge, PA 19046
Free ConsultationEstate Planning, Arbitration & Mediation, Divorce and Family
Widener University Delaware School of Law
See full biography and curriculum vitae at www.mbfamilylaw.com

Other websites,
www.lawyerswithheart.com
www.gocollaborativepa.com
Mr. Brent C Diefenderfer
Claimed Lawyer Profile
York, PA Estate Planning Lawyer with 15 years experience
135 N. George Street
York, PA 17401
Estate Planning, Bankruptcy, Collections and Consumer
Dickinson School of Law
Brent practices a client-first approach in the practice of law. He identifies multiple courses of action; gives straightforward advice and diligently works to achieve results. Brent is detailed oriented and ensures his clients’ matters are handled correctly, efficiently and in a cost-effective manner. His diverse clientele includes individuals, businesses and government entities in the following representative matters: Bankruptcy, Debt Restructuring & Financial “Workouts”. Brent represents individual and business clients in implementing a debt reduction strategy that is appropriate to their unique situation - including Bankruptcy under Chapters 7, 13 or 11 of the Bankruptcy Code,...
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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.