Estates & Trusts

Leech Tishman’s Estates & Trusts Practice Group is engaged in the development of practical, effective estate planning and business succession planning for individuals, families, businesses, non-profit organizations, and private foundations.

With rigorous attention to detail, our seasoned team of estate planning lawyers utilizes nearly 50 years of combined experience in estate law and trust planning, estate administration, tax matters, and knowledge of cutting-edge estate planning strategies to formulate an estate plan with the highest level of asset protection.

Leech Tishman’s Estates & Trusts Practice Group works closely with the firm’s Taxation Practice Group to navigate complicated laws and tax codes to provide you with a comprehensive solution that ensures the appropriate disposition of your assets.

Our firm is well-respected for our experience in handling estate planning and administration issues for high-net-worth individuals and closely-held businesses. We have experience with the many corporate and operational business transaction issues involved with the transfer of closely-held businesses. In addition, we are regularly approached by nonprofit organizations and private foundations to advise them on the unique issues and benefits involved with the establishment of lifetime gifting programs.

Services

Our Estates & Trusts Practice Group has experience in the following areas:

Will Planning and Administration

Simple and Complex Wills
Durable Power of Attorney
Durable Healthcare Power of Attorney, also known as a Living Will

Sophisticated Estate Planning and Administration

Complex Estate Administration Cases
Estate Tax Returns
Local and Multi-State Estate Planning

Trust Preparations, Planning and Administration

Our Estates & Trusts Attorneys have experience with the development and administration of:

Living Trusts
Testamentary Trusts
Irrevocable Trusts
Irrevocable Life Insurance Trusts
Grantor Trusts
Dynasty Trusts
Special Needs Trusts
Charitable Trusts

Business Succession Planning

Limited Liability Partnerships / Family Limited Partnerships
Limited Liability Companies
Captive Insurance Companies
General Business Succession Counseling

Lifetime Gifting Programs / Charitable Gift Planning

Gift Tax Returns
Charitable Remainder Trust
Charitable Lead Trusts
Private Foundations

Estate Litigation

Will Contests
Personal Property Disputes
Real Estate Disputes
Inheritance Disputes
Surcharge Fee Litigation
Trustee Removal

Complex Tax Issues

IRS Disputes
Federal Tax Audits
State Estate Tax Audits
Inheritance Tax Audits
Federal Gift Tax Return Audits

Capabilities

Services

Melanie E. Cuddyre

Stefanie L. Pate

Matthew Rak

Ted Tishman

Wesley Yang

Services

Melanie E. Cuddyre

Stefanie L. Pate

Matthew Rak

Ted Tishman

Wesley Yang

Planning For Financially Unsophisticated Beneficiaries

Leech Tishman Lawyers Recognized as 2019 Pennsylvania Super Lawyers

Leech Tishman Congratulates Melanie E. Cuddyre On Passing Florida Bar Exam

Leech Tishman Welcomes Matthew Rak

IRS Announces 2019 Estate and Gift Tax Exclusion Amount

Leech Tishman Congratulates Melanie E. Cuddyre on Passing Pennsylvania Bar Exam

David J. DelFiandra Now Licensed to Practice in Florida

Tax Cuts and Jobs Act Expands Permissible Uses for 529 Plans

Changes to “Kiddie Tax” Following the Tax Cuts and Jobs Act of 2017

Estate Planning Considerations Involving Florida Domicile

Taxation Practice Group Chair Wesley Yang Presents on the Impact of the 2017 Tax Act on Estate Planning

Taxation Practice Group Chair Wesley Yang Presents on the Impact of the 2017 Tax Act on Estate Planning

Leech Tishman Attorneys to Present at Lakewood Ranch Business Alliance Executive Briefing