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Services

With sophisticated legal work that is designed to suit your personal needs, we're sure you'll be happy working with us. See our services below to see how we can help you.
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Estate Planning

Wills, Trusts, Durable Powers of Attorney, Health Care Powers of Attorney, Living Wills.

Special Needs Planning

Third Party Special Needs Trusts, First Party Special Needs Trusts, Expert guidance and navigation through issues surrounding governmental agencies and benefits. ABLE accounts, advising on Guardianship verses Powers of Attorney.

Sophisticated Trust Planning

Granter Retained Annuity Trusts, Qualified Personal Residence Trusts, Irrevocable Life Insurance Trusts.

Guardianship

Obtaining the legal authority to make decisions for another person. Legal guardianships commonly involve minor children but may also be ordered for developmentally disabled adults or incapacitated adults. Guardianship is a legal relationship established by the court in which a person is given legal authority over another person when he or she is unable to make safe and sound decisions regarding his or her person, or property.

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

Strategic trust planning to protect your assets from creditors through estate and tax planning, offshore protection planning strategies.

Charitable Planning

Incorporating philanthropy into your estate plan to maximize your tax benefits and personal goals.

IRS Dispute Resolution and Negotiation

Working to resolve IRS disputes of debts of $100,000.00 or more in an efficient timely manner with the least impact on your business/family.

Business Succession Planning

Buy/Sell Agreements, Voting Trusts, Recapitalizations.
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Office Location

600 Eagleview Blvd.
Suite 300 (3rd Floor)
Exton, PA 19341
For Parking: Please pull around to the front of the building, which is located at the lower section of the parking lot by gazebo and Handicap parking spaces.
With nearly three decades of experience in our field, we put our clients and their families needs first.

Complimentary initial consultation and annual review are included.
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