Overview
Dilworth Paxson’s Trusts & Estates lawyers advise clients regarding:
- Income, gift, estate and generation-skipping transfer tax planning
- Complex estate administration
- Lifetime gifting and charitable giving
- Structuring ownership and preservation of family-owned property and business interests
- Creating and operating charitable foundations and non-profits
- Designing and coordinating multi-jurisdictional estate plans
- Problems associated with the very young, the disabled, the incapacitated and the aging
Our Trust & Estates Group has substantial experience in:
- Estate administration process (including probate)
- Estate and trust litigation
- Orphans’ court matters
- Preparation of revocable (living) and irrevocable trusts
- Special needs trusts
- Trusts for minors
- Modifications of irrevocable trusts
- Trust Situs issues
- Wills
- Educational funding
- Retirement planning
- Premarital and post-marital property agreements
- Durable powers of attorney for health care decisions and for financial decisions
- Custodianships
- Guardianships
We regularly administer estates and trusts for our clients, including a full range of estate administration, tax preparation, and fiduciary accounting services for individuals acting as fiduciaries. Our group provides complete postmortem tax planning, including the preparation of all federal and state death tax returns, audit and tax negotiation and litigation proceedings. In addition, the Trusts & Estates Group has an active estate litigation practice. Our experience extends to virtually every aspect of probate and trust-related litigation representing estate and trust beneficiaries as well as individual and corporate fiduciaries.
Litigation handled by the Trusts & Estates lawyers includes:
- Will contests
- Undue influence proceedings
- Breach of fiduciary duty actions
- Surcharge actions
- Will and trust construction proceedings
- Guardianship proceedings for minors and incapacitated persons
- Wrongful death and survival action claims
- Liability claims
- Estate administration disputes
Our lawyers counsel executors, trustees, and guardians concerning estate and trust administration, fiduciaries with property in several jurisdictions and countries, and trustees and directors of charitable organizations.
Representative Matters
- Dilworth Paxson’s Trust & Estates practice group recently completed the representation of one of the largest estates in Pennsylvania history and we are currently representing another large estate of a person of national prominence. We prepared the estate plans for the foregoing individuals in these major estates. We also serve as general counsel to one of the largest charitable private foundations in the country and general counsel to one of the largest private operating foundations in the country.
Representative Matters
- Dilworth Paxson’s Trust & Estates practice group recently completed the representation of one of the largest estates in Pennsylvania history and we are currently representing another large estate of a person of national prominence. We prepared the estate plans for the foregoing individuals in these major estates. We also serve as general counsel to one of the largest charitable private foundations in the country and general counsel to one of the largest private operating foundations in the country.
Insights
- 24 Attorneys Named Among the Best Lawyers in America
- Dilworth Named in 2022 Edition of U.S. News – Best Lawyers® “Best Law Firms”
- 21 Dilworth Attorneys Selected as PA & NJ Super Lawyers
- The SECURE Act Brings Big Changes for Retirement Planning
- Dilworth Adds Trusts & Estates Attorney Sarah Gremminger
- Dilworth Paxson LLP Again Named One of the “Best Law Firms” by U.S. News & World Report and Best Lawyers®
- Sixteen Dilworth Paxson Attorneys Named to 2019 The Best Lawyers in America© List
- Estate Planning Update
- Dilworth Paxson LLP Named One of U.S. News – Best Lawyers® “Best Law Firms” in 2018
- Twelve Dilworth Attorneys Named to 2018 The Best Lawyers in America© List
- Dilworth Paxson LLP Named One of U.S. News – Best Lawyers® “Best Law Firms” in 2017
- Dilworth Attorneys Named 2016 Pennsylvania Super Lawyers And Rising Stars
- Nine Dilworth Lawyers named Best in America