TRUSTS & ESTATES

Our Trusts and Estates team provides a full range of estate planning, business succession planning, and estate and trust administration services for individuals, closely-held businesses, charities, trusts, and estates. We help you plan for all of life’s major changes – marriage, divorce, birth of a child or grandchild, starting a new job, purchasing, expanding or selling a business, going public, planning for the care of children with special needs, retirement, disability, the death of a spouse or other family members, and end of life planning including wills and trusts. Our goal is to provide counsel to ensure you have peace of mind today and are fiscally prepared for the future. 

 

We Work With Our Clients Regarding:

  • Wills
  • Financial Powers of Attorney
  • Health Care Directives or Living Wills
  • Establishment of Irrevocable Life Insurance Trusts, Grantor Retained Annuity Trusts, Qualified Personal Residence Trusts, & Generation-Skipping Trusts
  • Establishment of Charitable Remainder & Lead Trusts
  • IRAs & Qualified & Non-Qualified Retirement Accounts including Designating the Beneficiaries
  • Shareholders & Buy-Sell Agreements
  • Family Limited Partnership Agreements
  • Split-Dollar Insurance Agreements
  • Documentation for Intra-Family Sales
  • Pre-Marital/Nuptial Agreements
  • Will Contests
  • Will & Trust Interpretation
  • Trust & Probate Litigation

Trusts & Estates Attorneys:


Robert Elwood

Partner & Chief Operating Officer

(484) 477-2729
Full Bio
Andy Heger - Practus
Andy Heger - Practus
Andrew Heger

Partner

(626) 215-4441
Full Bio

LET'S TALK!

For more information,
fill out the form or contact
Stephanie Recupero
(240) 206-6027 Email

Practus, LLP