What's your plan for the future?

Experts in Special Needs

Our law office has a personal and professional interest in serving families with special needs.

If you're located in Chester County or the Greater Philadelphia Area, take advantage of our three decades of experience in: trust, estate and special needs planning, international estate planning, business succession planning, IRS disputes, asset protection planning and charitable planning.

Our firm believes your needs are of the utmost importance. We recognize that in estate planning, we'll need to focus not on your legal tax issues, but also on complex family dynamics and special needs to truly meet your objectives. We're committed to meeting those needs. As a result, a high percentage of our business is from referrals and repeat clients.

Free Initial Consultation Meeting

Most families or businesses have special dynamics and require customized planning. Let's discuss your individual situation, and personalize your strategic tax and estate planning. Your initial consultation is free and there's a complimentary yearly consultation to assess changes to current tax laws.

Meet Your Attorney

Our client's needs are of the utmost importance. We approach every matter from a sophisticated tax perspective but never lose site of the individual family circumstances which make each and every case unique.

Randy Hope Steen, Esq.

A frequent lecturer in the Special Needs Community, she assists parents and caregivers with estate planning for their disabled loved ones. Our experience, knowledge, and compassion ensures the best quality of life possible for your family.

Mrs. Steen began her legal career in 1992 with the Rittenhouse Law Group, becoming a sole practitioner in 1999. She has built a sophisticated trust, estate and tax planning firm in Exton, Pennsylvania.

ABOUT US

Professional Services

Estate Planning
Sophisticated Trust Planning
Special Needs Planning
Business Succession Planning
Estate Administration
Asset Protection Planning
Charitable Planning
IRS Dispute Resolution and Negotiation

The Importance of Estate Planning

The best gift for your loved ones is to be organized and plan appropriately in the event of a tragedy. The Commonwealth of Pennsylvania has very specific guidelines when distributing your estate if a Will has not been established. Children under the age of 18 need to have Guardians named, even if you are divorced. The Federal Estate Tax is set at 40%, with the Pennsylvania Inheritance Tax starting at 4.5% and higher. Form a trust to protect your assets from divorce, creditors, lawsuits, and bankruptcy. If you have a child with special needs, it is critically important to prepare for your child to have the best quality of life.

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A unique focus with the requirements of special needs families.

Nearly three decades of experience with tax law, trust / estate planning, and special needs trust planning.

A regular speaker and advocate for special needs non-profit groups and families.

Complimentary first meeting and annual follow-up meeting.

Clients receive annual tax updates.