Peter E. Iorio is a member the Firm’s Estate Planning & Administration of Trusts Group. His practice focuses on estate planning, administration of estates and trusts, taxation, beneficiary representation and business succession planning. Peter works out of FLB’s Center Valley and Easton offices.
Peter counsels Pennsylvania, New Jersey and New York clients to ensure that their estate plans are thoughtfully implemented. He is experienced in the design and execution of estate planning documents including Wills, Trusts, Powers of Attorney, Living Wills and Prenuptial Agreements. He develops individualized estate plans, providing counsel regarding minimization of estate/inheritance, gift, generation-skipping, and income taxes, as well as sophisticated gifting techniques. He is also involved in the administration of estates and trusts, including the implementation of settlement agreements among families to accomplish the final distributions of estate and trusts. He also advises trustees and beneficiaries on trust modifications to minimize or eliminate transfer/income taxes.
Peter’s clients include self-employed professionals, executives, schoolteachers, small-business owners, families with minor children, retirees and everyone in-between.
Originally from New Jersey, Peter now lives in the Nazareth area with his wife, children and two dogs, Pickles and Kona.
Attorneys Steven T. Boell, Peter E. Iorio and Deven A. Amin spoke at the Pennsylvania Assisted Living Association (PALA) Spring Conference on Thursday, April 11. The attorney team presented “The ABCs of POAs” to more than 100 health care and palliative care professionals from across the state Mr. Iorio, attorney in the Firm’s Estate Planning […]
Should Fido be left an inheritance after you pass away? Creative designer Karl Lagerfeld died this year after amassing a fortune of approximately $300 million. Prior to his death, Lagerfeld quipped that one of his heirs, his cat Choupette, would have “her own little fortune.” Reportedly, $200 million of assets was earmarked for Choupette’s care. […]
Aretha Franklin, the “Queen of Soul,” died this month, at the age of 76. According to news reports, she was worth $80 million and died without establishing a Will or trusts for the beneficiaries of her estate. Her death highlights the importance of establishing an estate plan–even a simple one–to avoid unintended consequences. At the […]
If you are a trader of Bitcoin or use “virtual currencies” as payment, the Internal Revenue Service wants you to know that you are not immune to the bite of the income tax. The IRS has published a Notice providing guidance to owners of virtual currencies about their potential tax liabilities. For federal tax purposes, […]
New tax laws were enacted in late December that affect the taxation of individuals, estates, corporations and pass-through entities. We wanted to summarize for you the new estate, gift and generation skipping transfer tax aspects of the law. To download our client letter, click here. For more information, please contact Edward J. Lentz or another […]