Joseph A. Bellinghieri, LL.M.
Harry J. DiDonato, LL.M.
A. Duie Latta
Mary Ann Plankinton
Duke Schneider
Louis N. Teti, LL.M.
Nikolaos I. Tsouros, LL.M.
James B. Urie, LL.M.
The Estate Practice Group is committed to helping clients protect, preserve, and control their assets during their lives, even if they become disabled.
The attorneys in MacElree Harvey's Estate Practice Group also work with clients to help them implement a plan which will pass on their estates to loved ones in the manner they want - while minimizing the costs of Federal Estate, State Inheritance and Federal and State Income Taxes.
Our attorneys are both skilled in and experienced with an extensive variety of estate planning techniques, including:
- Wills (with or without tax planning)
- Revocable Living Trusts (with or without tax planning)
- Durable Powers of Attorney
- Health Care Powers of Attorney and Advanced Directives for Health Care (Living Wills)
- Irrevocable Trusts
- Charitable Remainder Trusts
- Charitable Lead Trusts
- Private Foundations and other Non-Profit Entities
- Qualified Personal Residence Trusts
- Grantor Retained Annuity or Unitrusts
Our attorneys are also experienced with the use of "entity" planning to allow clients to control their assets, while accomplishing estate and gift tax planning. These techniques include the use of Family Limited Partnerships, Family Subchapter S Corporations, and Limited Liability Companies.
We also take great pride in our expertise in estate administration. Our attorneys are there during this trying and emotional time for surviving family members to guide our clients through the entire probate or trust administration process. From the initial family meeting, through the preparation and filing of Federal and State tax returns, to the ultimate distribution of the estate, our attorneys have the knowledge and experience to make the administration process easier on clients.
Our Estate Practice Group attorneys are also multidisciplined, having additional degrees or professional designations in accounting, business, real estate, financial planning, retirement planning, and insurance planning.