Like wills, trusts are a vital element of estate planning.
At Rosenn Jenkins & Greenwald, LLP, we have protected our clients throughout Northeastern Pennsylvania for nearly 60 years by providing sophisticated trust creation and administration services. Whether we’re creating a lifetime (inter vivos) trust or assisting fiduciaries with the distribution of a trust’s proceeds, we can guide you and your family through the complexities of this area of estate planning.
- Wills: “Simple” wills, Pourover wills, personal property memoranda, codicils, powers of appointment & disclaimers. Learn More
- Trusts: Trusts are flexible instruments that can be used for a wide variety of purposes. They permit an individual to transfer ownership of property while still maintaining a degree of control over the property. Learn More
- Powers of Attorney: Durable financial Powers of Attorney, standby durable Powers of Attorney, Durable health care Powers of Attorney & HIPAA Authorizations and limited Powers of Attorney. Learn More
- Living Wills/Advanced Medical Directives: A lawyer from our wills and trusts group helps you create documents that direct a family member or trusted friend to take care of you if you are no longer able to care for yourself. Learn More
- Charitable Planning: We can help you organize charitable gifts, split-interest trusts, lead & remainder trusts, conservation easements, private foundations and public charities. Learn More
- Planning for Non-Probate Assets: We can help you designate beneficiaries for retirement benefits and life insurance and form UGMA/UTMA accounts. Learn More
- Succession Planning: The efficient transfer of assets between generations of family members and from family business owners to other family members is a major aspect of estate planning. Each of these types of transfers has both tax and non-tax advantages. Learn More
- Prenuptial & Postnuptial Agreements: The content of prenups and postnups can vary widely, but commonly includes provisions for division of property and spousal support in the event of divorce or the death of one party. Learn More
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.