Peter E. Iorio is a shareholder in 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. Mr. Iorio works out of FLB’s Allentown and Easton offices.
Mr. Iorio 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.
Mr. Iorio’s clients include self-employed professionals, executives, schoolteachers, small-business owners, families with minor children, retirees and everyone in-between.
Originally from New Jersey, Mr. Iorio now lives in the Nazareth area with his wife, children and dog, Kona.
If an Attorney, Financial Planner or other advisor confidently says you need a Trust before understanding your personal, family, and financial circumstances, ask the important question of “Why?” If they cannot provide an answer with credibility, consider finding different individuals to advise you. Establishing a Trust can be an important part of one’s estate plan, […]
A traditional estate plan typically includes a Durable Power of Attorney, often called a POA. Based on one’s unique needs, a POA can come in several forms and give an assigned person (the Agent) the ability to make financial or property decisions for you (the Principal) if necessary. Until the time, if ever, comes for […]
By: Peter E. Iorio & Lauren L. Sorrentino While getting married can be exciting, marriage is also a binding, legal agreement. As two individuals formally prepare to merge their lives, many benefits and risks come with this decision. If you’re heading down the aisle, it’s wise first to consider whether or not you need a […]
While most people hope never to need an attorney in their lifetime, one area of law all adults should take interest in is estate planning. As death and taxes are inevitable, it’s important to plan for and protect who and what matters in your life for when you’re no longer walking this earth. So, why […]
Peter E. Iorio, shareholder in the Firm’s Estate Planning & Administration of Trusts, and Taxation Groups, was a guest on WDIY’s Your Financial Choices, an hour-long show that covers a wide range of topics focused on helping listeners make sound personal finance choices. Mr. Iorio gave a broad overview of estate planning tools and mechanisms. […]