Estate Planning & Administration of Estates and Trusts
The administration of estates and trusts, and estate planning (including the preparation of wills and trusts, living wills, and durable powers of attorney) is a significant part of Fitzpatrick Lentz & Bubba’s practice. In addition to providing individual clients with assistance in estate planning and administration (including planning related to the Federal Gift, Estate and Generation-skipping Taxes and the Pennsylvania Inheritance Tax), the firm’s clients include many non-profit and charitable institutions. These entities frequently have diverse and interesting concerns relating to trust and estate administration, charitable giving, taxation and exemption matters, and litigation-related issues.
Elder Law. Our elder law attorneys are skilled at helping mature adults, seniors and their families navigate the legal and financial obstacles relating to the care of the elderly and preservation of their assets. Our attorneys regularly help clients plan for future living arrangements—whether long-term, in-home care or placement in assisted living facilities—and ensure financial security for their spouses and dependents.
Taxation. Fitzpatrick Lentz & Bubba’s attorneys provide guidance to identify and remediate ramifications of taxation upon the establishment of business enterprises, the structure of commercial and/or real estate transactions, mergers and asset acquisitions, and other wealth/asset transfers. The firm also provides counsel to minimize our clients’ tax exposure with respect to personal income tax, taxation of business transactions and real estate transfer tax. |
