Guiding families and businesses in strategic tax and estate planning that is customized for their specific family dynamics
**Please visit our Planning Tips! page for updates on the ABLE ACT**
We hope you can find everything you need. THE LAW OFFICE OF RANDY HOPE STEEN is focused on providing high-quality legal services on a fixed fee basis to assist families and businesses with all their estate, tax, trust, special needs and business succession planning. Our firm takes a holistic view of current tax law, your family/business dynamics, retirement needs, and any special circumstances. We work with your other advisers to develop a legal plan that maximizes all tax benefits, and is customized for your needs. We will do everything we can to exceed your expectations!
With sophisticated legal work that is designed to suit your personal needs, we're sure you'll be happy working with us. Look around our website and if you have any comments or questions, please feel free to contact us.
Estate Planning - Wills, Trusts, Durable Powers of Attorney, Health Care Powers of Attorney, Living Wills
Sophisticated Trust Planning - Granter Retained Annuity Trusts, Qualified Personal Residence Trusts, Irrevocable Life Insurance Trusts
Special Needs Planning - Third Party Special Needs Trusts, First Party Special Needs Trusts, Expert guidance and navigation through issues surrounding governmental agencies and benefits
Business Succession Planning - Buy/Sell Agreements, Voting Trusts, Recapitalizations
Estate Administration - The administration of Estates is conducted and charged for on an hourly basis and NOT a percentage of the assets of the estate. We simply charge for actual work completed.
Asset Protection Planning
IRS Dispute Resolution and Negotiation
Our first meeting is always complimentary!
600 Eagleview Boulevard
#300 (3rd Floor)
Exton, Pennsylvania 19341
to see if we will be in your area soon!