Wayne, Pennsylvania Estate Planning Lawyers

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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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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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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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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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...
Lori A. Frio-Walker
Claimed Lawyer ProfileSocial MediaResponsive Law
Radnor, PA Estate Planning Lawyer with 11 years experience
(215) 774-1149 150 North Radnor Chester Road
"not mailing address"
Radnor, PA 19087
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....
Karim Patrick Husain
Claimed Lawyer ProfileLII SilverSocial Media
Radnor, PA Estate Planning Lawyer with 21 years experience
(610) 308-9747 150 N Radnor Chester Rd
#F-200
Radnor, PA 19087
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...
Christopher McGann
Claimed Lawyer Profile
Radnor, PA Estate Planning Attorney with 7 years experience
(610) 971-0322 11 West Avenue, Suite 220
Radnor, PA 19087
Free ConsultationEstate Planning, Probate and Real Estate
Robert Blumberg
Claimed Lawyer Profile
Wayne, PA Estate Planning Lawyer with 6 years experience
(855) 380-8667 175 Strafford Avenue, Suite 1
#502
Wayne, PA 19087
Estate Planning and Elder
Temple University Beasley School of Law
Wayne, PA Estate Planning Attorney
(610) 251-5750 Liberty Ridge Dr
Wayne, PA 19087
Estate Planning and Real Estate
Villanova University School of Law
Radnor Township, PA Estate Planning Attorney with 15 years experience
(610) 687-3665 158 Morningside Cir
Radnor Township, PA 19087
Estate Planning and Elder
Kelly Phillips Erb
Claimed Lawyer ProfileSocial Media
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...
Tejal Mehta
Claimed Lawyer ProfileSocial Media
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...
Marc Howard Jaffe
Claimed Lawyer ProfileSocial Media
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
Karim Patrick Husain
PREMIUM

Radnor, PA 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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Jennifer DiVeterano Gayle
Claimed Lawyer Profile
King of Prussia, PA Estate Planning Lawyer with 12 years experience
(610) 265-7800 840 First Avenue
Suite 100
King of Prussia, PA 19406
Estate Planning
Villanova University School of Law
Jennifer DiVeterano Gayle joined Mannion Prior, LLP in September 2007 and was named a partner in January 2016. Jenn’s practice focuses on litigation involving trusts, estates, guardianships, and powers of attorney, including all forms of estate and trust disputes, will contests, surcharge and removal actions, interpretation issues, and other fiduciary matters before the Orphans’ Court Division of the Court of Common Pleas and the Register of Wills.

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...
Harry Metka
Claimed Lawyer ProfileSocial Media
Berwyn, PA Estate Planning Lawyer with 9 years experience
(610) 813-4994 1055 Westlakes Drive, Ste 300
Berwyn, PA 19312
Estate Planning, Elder, Probate and Tax
Drexel University
Karen M. Stockmal
Claimed Lawyer Profile
Berwyn, PA Estate Planning Attorney
(610) 524-7865 1055 Westlakes Drive
Suite 300
Berwyn, PA 19312
Estate Planning
Temple University School of Law
William L. McLaughlin Jr.
Claimed Lawyer Profile
Paoli, PA Estate Planning Lawyer
(610) 644-4545 34 Darby Road
Paoli, PA 19301
Estate Planning
James J. Ruggiero Jr.
Claimed Lawyer Profile
Paoli, PA Estate Planning Lawyer with 28 years experience
(610) 889-0288 Paoli Corporate Center - Suite 211
16 Industrial Boulevard
Paoli, PA 19301
Estate Planning
Stephanie A. Henrick
Claimed Lawyer ProfileSocial Media
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....
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...
Rebecca Sallen
Claimed Lawyer ProfileSocial Media
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...
Michael Maroto
Claimed Lawyer ProfileSocial Media
Media, PA Estate Planning Lawyer with 25 years experience
(610) 579-3986 200 West Front Street
Media, PA 19063
Estate Planning, Business, Family and Probate
Widener University Delaware School of Law and Widener University Delaware School of Law
Like many of the Firm’s attorneys, Mr. Maroto brings a multi-faceted approach to his cases and draws upon a solid understanding of legal, financial and tax issues germane in today’s complex litigation matters. Throughout his entire career, he has specialized in business and financial issues and how those issues relate to a client’s pending legal action. Because of his unique back-ground, Mr. Maroto is involved in many of the Firm’s complex litigation and business matters.

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...
Chari Alson Maddren
Claimed Lawyer ProfileSocial Media
Media, PA Estate Planning Attorney with 16 years experience
(610) 566-4700 206 State Road
Media, PA 19063
Estate Planning, Elder and Probate
Temple University Beasley School of Law
Gilbert P. High
Claimed Lawyer ProfileSocial Media
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...
Debra Speyer
Claimed Lawyer ProfileSocial Media
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...
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.
Rachael L. Kemmey
Claimed Lawyer ProfileSocial Media
Media, PA Estate Planning Lawyer with 6 years experience
(610) 565-3700 300 West State Street Suite 300
Media, PA 19063
Estate Planning and Real Estate
Widener University Commonwealth Law School
Rachael is an associate in the Trusts and Estates Department of Eckell Sparks in Media, PA. Prior to joining the firm, Rachael served as Judicial Law Clerk to The Honorable John P. Capuzzi, Sr., in the Criminal Division of the Delaware County Court of Common Pleas.

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...
Joseph E. Lastowka Jr.
Claimed Lawyer ProfileSocial Media
Media, PA Estate Planning Attorney with 53 years experience
(610) 565-3700 300 West State Street Suite 300
Media, PA 19063
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...
Dahlia Robinson-Ocken
Claimed Lawyer ProfileSocial Media
Narberth, PA Estate Planning Lawyer with 8 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.
Mr Peter Edward Bort
Claimed Lawyer ProfileSocial Media
Media, PA Estate Planning Attorney with 35 years experience
(484) 440-2002 20 West Front Street
Media, PA 19063
Estate Planning, Divorce, Family and Probate
Georgetown University Law Center
Bort Law exclusively utilizes a collaborative approach to divorce, child custody, support arrangements, prenuptial agreements, and many other family law matters. The goal of collaborative law is to solve problems together, restructure effective relationships for the future, and prevent unnecessary court battles. During face-to-face meetings, the parties and their collaborative team create a dialogue to produce an honest exchange of information and an expression of needs and expectations. Issues are openly discussed, and problem solving is direct and solution-oriented. The parties remain in control of the decisions that are made, rather than leaving the outcome up to a judge.

Serving...
Maureen Callahan Repetto
Claimed Lawyer Profile
Media, PA Estate Planning Attorney with 29 years experience
(610) 565-3008 212 W Front Street
Media, PA 19063
Estate Planning, Arbitration & Mediation, Divorce and Family
Widener University
Kenneth West
Claimed Lawyer Profile
Drexel Hill, PA Estate Planning Lawyer with 30 years experience
(610) 446-9000 830 Lansdowne Ave
Drexel Hill, PA 19026
Free ConsultationEstate Planning, Bankruptcy, Personal Injury and Real Estate
Villanova University School of Law
KENNETH EDWARD WEST, born Philadelphia, Pennsylvania, 1963; admitted to bar, 1988, Pennsylvania, New Jersey, U.S. District Court for the Eastern District of Pennsylvania and the U.S. District Court District of New Jersey. Education: The Pennsylvania State University (Bachelor of Science - Finance, 1985); Villanova University School of Law (Juris Doctorate, 1988). Licensed, 1995 as a Real Estate Salesperson, Pennsylvania. Member, Delaware County Bar Association, 1988 - Present. Member, Delaware County Bar Association Pro Bono Advisory Committee, 1994 - Present. Member, Eastern District of Pennsylvania Bankruptcy Conference, 1993 - Present. Member, Pennsylvania Trial Lawyers Association....
Neil Andrew Stein
Claimed Lawyer ProfileSocial MediaResponsive Law
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...
Stephen Vincent Bottiglieri
Claimed Lawyer Profile
Media, PA Estate Planning Attorney
(610) 565-2211 230 N. Monroe Street
Media, PA 19063
Estate Planning, Bankruptcy, Criminal and DUI
Villanova University School of Law
Christopher M. Brown
Claimed Lawyer ProfileSocial Media
Media, PA Estate Planning Lawyer with 8 years experience
(610) 565-3700 300 West State Street Suite 300
Media, PA 19063
Estate Planning and Real Estate
Widener University Commonwealth Law School
Christopher M. Brown is a lifelong resident of the Philadelphia Area, having been born in Westbrook Park (Clifton Heights) and raised in Glen Mills. He graduated from Salesianum School in Wilmington, Delaware in 2004. In 2008, Chris earned his Bachelor’s Degree in Communication Studies from West Chester University.

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...
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
Linda M. Anderson Esq.
Claimed Lawyer Profile
Media, PA Estate Planning Attorney with 33 years experience
(610) 566-4700 206 Old State Road
Media, PA 19063
Estate Planning, Elder and Probate
University of San Francisco
Linda Anderson is the founder and principal of Anderson Elder Law, a firm in Media, PA serving clients of all ages in the Delaware Valley. The firm is dedicated to aiding individuals and families to navigate the legal, financial, and medical issues related to elder law, estate planning, and long term care and special needs planning. Ms. Anderson has over 25 years experience in the elder law field, and is a Certified Elder Law Attorney, as conferred by the National Elder Law Foundation and authorized by the Pennsylvania Supreme Court. Ms. Anderson is an active and distinguished member of her...
Daniel Joseph Donohue
Claimed Lawyer Profile
Upper Darby, PA Estate Planning Attorney with 19 years experience
(610) 853-2115 Donohue & Donohue, P.C.
8513 West Chester Pike
Upper Darby, PA 19082
Estate Planning, Criminal and Elder
Daniel Czaplicki
Claimed Lawyer Profile
Newtown Square, PA Estate Planning Lawyer
(610) 325-6250 16 Campus Boulevard
Newtown Square, PA 19073
Estate Planning
http://czaplickigregorlaw.com/daniel-czaplicki-esquire/
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
Rochelle S. Rabin Esq.
Claimed Lawyer Profile
Malvern, PA Estate Planning Lawyer
(610) 363-1290 101 Lindenwood Drive
Suite 225
Malvern, PA 19355
Estate Planning
Villanova University School of Law
Ronald David Ashby
Claimed Lawyer Profile
Media, PA Estate Planning Lawyer with 42 years experience
(610) 565-2200 210 W Baltimore Avenue
Media, PA 19063
Free ConsultationEstate Planning, Business, Civil Rights and Elder
Cumberland School of Law, Samford University
David Schiller
Claimed Lawyer ProfileSocial Media
Norristown, PA Estate Planning Attorney with 35 years experience
(610) 277-5900 530 Swede Street
Norristown, PA 19401
Estate Planning, Business, Health Care and Tax
Rutgers University - Newark and Villanova University School of Law
David J. Schiller, J.D., LLM is a tax attorney having received his law degree in 1984 from the Rutgers University School of Law and his Masters of Law in Taxation from Villanova University. Mr. Schiller has clients throughout the country and practices exclusively in the pension/tax/estate planning and contract areas of law for his clients. His activities include examining income division alternatives among professionals, valuing businesses for buy/sell agreements, drafting employment and shareholders' agreements and pay-out arrangements, establishing business legal structures, selection, modification and implementation of fringe benefit programs, personal management advice and similar business advice for his clients.

Mr. Schiller...
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Estate Planning Lawyers in Nearby CitiesEstate Planning Lawyers in Nearby Counties

Wayne Estate Planning Legal Aid & Pro Bono Services

Chester County Bar Association Access to Justice
(610) 692-1889
West Chester, PA


Temple Legal Aid Office
(215) 204-1800
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.