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.
We hope you are staying well. While our physical offices are currently closed due to Governor Wolf’s order, our Estate Planning attorneys are working remotely to make updates to our clients’ estate plans and are available via phone and email. Pennsylvania law does not require many estate planning documents to be formally executed, so we […]
What happened? On December 20, 2019, President Trump signed into law the Setting Every Community Up for Retirement Enhancement Act (the “SECURE Act”). The SECURE Act, effective January 1, 2020, significantly affects many clients’ estate plans, especially as it relates to retirement accounts and beneficiary designations. Existing estate plans may be outdated due to […]
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 […]