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.
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. […]
If you’re looking to create an estate plan, you may have considered going to an online service and doing it yourself. Speaking with an attorney may seem like overkill, especially if you feel your situation is simple. In many cases, an individual’s first encounter with an attorney is to discuss their estate plan, which can […]
Less than 100 days into President Biden’s presidential term, he has proposed a sweeping tax and spending policy. While this plan has yet to be debated or passed, it does give a good indication of what impact the plan may have on U.S. businesses and individuals. Corporate & Personal Tax Rates As a reminder, under […]
“Due on Sale” clauses found in many mortgages generally allow a lender to demand payment in full of a loan, upon the transfer of an interest in the mortgaged property. The Garn St. Germain Act (12 U.S.C. Section 1701j-3) provides that regardless of the agreement between a borrower and lender, a lender may not enforce […]
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