Pennsylvania Attorneys for Estate Planning and Administration
Acquiring wealth requires a great deal of commitment, motivation and plain hard work. For most people, the assets mentioned in a will represent a lifetime of achievement. At Rosenn, Jenkins & Greenwald LLP, we have a great respect for the efforts of our clients. We make sure that our clients' interests and desires are properly protected by developing and implementing a comprehensive and tax sensitive estate plan.
Lawyers at our Wilkes-Barre, Pennsylvania-based law firm offer a range of estate planning services:
- Wills
- Trusts, both inter-vivos and testamentary, including irrevocable life insurance trusts (Crummey Trusts), grantor retained annuity trusts (GRATs), grantor-retained unitrusts (GRUTs), charitable remainder trusts, qualified personal residence trusts and special needs trusts
- Charitable planned giving/establishment of non-profit charitable foundations, private foundations and public charities
- Business succession planning
- Family limited partnerships
- Family limited liability companies (LLCs)
- Financial powers of attorney
- Healthcare powers of attorney and living wills
- Gift tax returns
- Inheritance tax returns
- Federal estate tax returns
Many estate planning lawyers do nothing more than draft a will or trust, but we take a more complete approach to estate planning. We also make sure that your life insurance policies, beneficiary designations of your individual retirement accounts and retirement plans and title to your real estate, among other issues, including allocation of assets between family members, are in line and coordinated with the new estate plan. Otherwise, your estate planning documents (e.g. your will or trust) unless fully coordinated with your assets will be ineffective, both from a tax and an emotional perspective causing stress and tension among your loved ones.
Estate Administration
We also handle estate and trust administration, as well as guardianships and litigation arising out of the interpretation and/or administration of wills and trusts. We guide families through the probate process, including marshalling of assets, assisting the personal representative in paying the creditors of the estate, filing the necessary documents with the courts and distributing assets to beneficiaries in accordance with the terms of the will or trust. We also prepare complex inheritance and estate tax returns.
Metropolitan Experience From a Regional Leader
Many people believe that they must seek the services of a large city attorney in order to handle high profile or complex estate planning matters. This is not true. Attorneys at Rosenn, Jenkins & Greenwald LLP bring large metropolitan law firm experience and expertise to a regional law firm, so clients receive the benefits of sophisticated legal representation while working directly with the attorney they hired.
Our attorneys offer the same services as lawyers in New York, Philadelphia or Pittsburgh, but at a more cost-effective rate.
Protecting Our Clients' Privacy
Effective estate and tax planning requires a client to disclose to his or her attorney complete information on the client's assets. At Rosenn, Jenkins & Greenwald LLP, we know the trust that this disclosure requires. We take our responsibilities seriously. Our lawyers are dedicated to protecting our clients' privacy. That means that the things discussed between you and your lawyer after formation of the attorney/client relationship are confidential.
Our lawyers are dedicated to protecting our clients' privacy. That means that the things discussed between you and your lawyer after formation of the attorney/client relationship are confidential. With a few limited exceptions, which your lawyer will tell you about, your lawyer cannot disclose them to anyone.
To schedule a confidential consultation with a Wilkes-Barre estate planning lawyer, contact Rosenn, Jenkins & Greenwald LLP at one of our four Pennsylvania locations in Wilkes-Barre, Scranton or Hazleton.
