Representative Matters

• Develop and implement lifetime and testamentary estate planning strategies to maximize use of the federal gift/estate tax exemption and generation-skipping transfer tax exemption.
• Administer Pennsylvania and Florida estates and trusts, including federal taxable estates and nontaxable estates.
• Reform irrevocable trusts through nonjudicial settlement agreements, decanting, severance, merger, amendment by trust protector, and judicial modification.
• Transfer of trust situs/principal place of administration of irrevocable trusts.
• Advise high net worth and ultra-high net worth families on generational wealth transfers, emphasizing the importance of integrating younger generations to ensure tax planning strategies are properly implemented.
• Advise on pre-transaction gift/estate tax planning strategies for closely held businesses to leverage tax exemptions and valuation discounting.
• Advise family offices on multi-generational estate planning and wealth transfer matters.
• Develop core estate planning documents for individuals not subject to the federal estate tax.

SPEAKING ENGAGEMENTS

• “Pennsylvania Trusts 101 – Trusts Used for Tax Reduction,” National Business Institute (2023)
• “General Estate Planning Update,” Financial Planning Association of Pittsburgh, 14th Annual Financial Planning Four’um (2022)
• “Special Needs Trusts,” A Regional Bank (2022)
• Trusts from A to Z – Special Needs Trusts (SNTs) and Generation Skipping/Dynasty Trusts,” National Business Institute, (2021)
• “The Impact of the Federal Election on Existing Estate Plans,” Thomson Reuters, Celesq AttorneysEd Center (2021)
• “Trusts 101 – Trusts Used for Tax Reduction,” National Business Institute (2020)

Core Strengths

• Estate Planning
• Tax Planning
• Estate and Trust Administration
• Irrevocable Trust Reformation
• Charitable Planning