Trusts & Estates

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Estate Planning For Families And Businesses

Semanoff Ormsby Greenberg & Torchia, LLC’s trusts and estates attorneys advise clients on all aspects of estate planning to accomplish their goals while minimizing taxes and addressing other considerations. Our team of highly trained paralegals and estate law specialists have been providing sophisticated and specialized service to our clients for over 25 years.

Led by Co-Chairs Brian R. Price, Esq. and William (Bill) J. Stein, Esq. of our trusts and estates group, our lawyers have experience in contested probate and trust matters, including guardianships, will contests, fiduciary claims and other forms of Orphans’ Court litigation.

A Broad Range Of Trusts And Estates Services

We offer a broad range of services, including estate and multigenerational planning, business succession planning, document preparation, and estate and trust administration.

Our areas of practice include the following:

  • Simple and Complex Estate Planning
  • Wills
  • Health Care Powers of Attorney and Advance Directives (“Living Wills”)
  • Durable Financial Powers of Attorney
  • Revocable (Living) Trusts
  • Irrevocable Trusts
  • Intentionally Defective Grantor Trusts
  • Dynasty Trusts
  • Qualified Personal Residence Trusts
  • Special Needs Trusts
  • Retirement Benefit Planning
  • Beneficiary Designations
  • Lifetime Transfers
  • Transfer of Assets at Death
  • Family Limited Partnerships and Limited Liability Companies
  • Generation Skipping Transfer Tax Planning
  • Federal Gift Tax Return Preparation
  • Charitable Gift Transfers and Planning
  • Private Foundations
  • Asset Protection
  • Prenuptial and Postnuptial Agreements
  • Guardianships
  • Estate and Trust Administration
  • Probate
  • Post-Mortem Tax Planning
  • Federal Estate and State Inheritance Tax Return Preparation
  • Preparation of Fiduciary Accountings
  • Adjudication of Accountings Before the Orphans’ Court
  • Estate and Trust Litigation

Click here to download Estate Planning Forms