Trusts & Estates

Trusts & Estates

At the Tannenbaum Law Group, our Delaware Valley estate planning attorneys focus on sophisticated estate planning and wealth preservation. Our clients include individuals and families with high net worth, among them many business owners and corporate executives.

We also handle administration of trusts and estates, as well as probate, in Pennsylvania, New Jersey, and Delaware.

Our Approach

Each client has highly-individualized circumstances. Estate planning is a very private and personal matter — sometimes with issues that are sensitive and difficult to discuss. Our relationship begins with patience, compassion, and respect. We work closely with the client to develop a full understanding of the family and financial situation and of all the client’s interests, concerns, and needs. Then we employ the appropriate tools — wills, trusts, succession plans, gifting strategies, and more — to develop a plan that is highly customized and carefully tailored to meet the client’s specific goals.

Our attorneys work closely with other professionals who advise our clients, including accountants and financial or investment advisors. Making certain that all components of a client's financial affairs share the same long-term goals is an essential part of developing the client's estate plan.

Having a comprehensive estate plan developed by a knowledgeable, experienced attorney has many advantages. In addition to giving peace of mind that the family will be protected, a sound plan can also go a long way to maintaining harmony in the family over the longer term. After a plan is in place, it should be reviewed with the attorney on a regular basis, to ensure that changes in the family are fully taken into account and that revisions in tax laws and regulations are reflected in the plan.

Legal Strategies for Estate Planning

Our attorneys have extensive experience in estate, tax, and gift planning. We use complex, proven legal strategies to enable our clients to transfer wealth efficiently and without unnecessary complications. We help our clients make decisions that will minimize federal and state taxes and safeguard their family members effectively and efficiently.

In our estate planning practice, we utilize the full range of approaches and tools, including:

  • Wills and Revocable Trusts (Living Trusts)
  • Irrevocable Trusts with tax planning features
  • Financial and healthcare durable powers of attorney
  • Advance directives
  • Gift and estate tax planning
  • Dynasty Trusts / Generation-skipping tax planning
  • Business succession planning
  • Family limited partnerships
  • Charitable gift planning
  • Charitable Remainder Trusts / Charitable Lead Trusts
  • Qualified Personal Residence Trusts / Grantor Retained Annuity Trusts

Our Delaware Valley Offices

With offices in Plymouth Meeting, Pennsylvania, and Wilmington, Delaware, the Tannenbaum Law Group serves clients in southeastern Pennsylvania, northern Delaware, and parts of New Jersey.

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