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Leech Tishman: Legal Services
  • Firm
    • About Us
    • Management
    • Careers
  • People
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    • Practice Group
      • Business Restructuring & Insolvency
      • Construction
      • Corporate
      • Employment & Labor
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      • Litigation & Alternative Dispute Resolution
      • Real Estate
        • Leech Tishman Closings
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    • Pandemic Relief Programs
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Estates & Trusts

Capabilities

Chair

David Delfiandra Headshot

David J. DelFiandra

Partner

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 utilize their 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.

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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
  • Estate Planning for Receipt of Long-Term Care Benefits

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
  • Guardianships

Complex Tax Issues

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

Attorneys

Melanie Cuddyre

Melanie E. Cuddyre

Associate

Marshall Gluck headshot

Marshall J. Gluck

Partner

Nick Green

Nicholas J. Green

Associate

A. Mitchell Greene

A. Mitchell Greene

Partner

Mikhail Lezhnev headshot

Mikhail E. Lezhnev

Counsel

Charles Mckeen headshot

Charles E. McKeen

Partner

Sara Mercer Headshot

Sara A. Mercer

Counsel

Stefanie Pate Headshot

Stefanie L. Pate

Partner

Matt Rak Headshot

Matthew Rak

Partner

michelle ross headshot

Michelle A. Ross

Counsel

Luis Silva headshot

Luis A. Silva

Associate

Philip T. Simpson

Partner

Heather Stumpf Headshot

Heather C. Stumpf

Partner

Ted Tishman Headshot

Ted Tishman

Partner

Wesley Yang Headshot

Wesley Yang

Partner

Insights

Aug. 10, 2022  |  Firm News

Leech Tishman Partner Stefanie L. Pate Elected to Serve on the Board of Directors for the Estate Planning Council of Pittsburgh

Jul. 15, 2022  |  Firm News

Leech Tishman Real Estate Partner Charles E. McKeen Named a Top 50 Lawyer of New York

Jun. 13, 2022  |  Press

Leech Tishman Robinson Brog Partner Philip T. Simpson Mentioned in Law360 Article

Luis Silva THBA

Jun. 9, 2022  |  Firm News

Leech Tishman Attorney Luis Silva Elected to Serve on the Board of Directors for The Tampa Bay Hispanic Bar Association

Ross Zone 12 Delegate

Jun. 6, 2022  |  Firm News

Leech Tishman Counsel Michelle A. Ross Elected as Zone 12 Delegate of Pennsylvania Bar Association’s House of Delegates

May. 26, 2022  |  Client Alerts

So You Moved to Florida and Forgot to Bring Your Trust With You

PA Superlawyers

May. 25, 2022  |  Firm News

Leech Tishman Lawyers Recognized as 2022 Pennsylvania Super Lawyers

Leech Tishman Folds in Robinson Brog

May. 16, 2022  |  Firm News

Leech Tishman Folds In Business Law Firm Robinson Brog to Expand New York Office

Michelle Ross Counsel headshot

Apr. 5, 2022  |  Firm News

Leech Tishman Welcomes Michelle A. Ross

Nicholas Green

Mar. 28, 2022  |  Firm News

Leech Tishman Welcomes Nicholas J. Green

Rak NAPEC

Feb. 17, 2022  |  Press

Leech Tishman Estates & Trusts Attorney Matthew Rak Published in NAEPC Journal of Estate & Tax Planning

Feb. 15, 2022  |  Press

Leech Tishman Attorneys Melanie Cuddyre and Stefanie Pate Published in The Legal Intelligencer

Events

Oct. 27, 2022  |  Event

Leech Tishman Estates & Trusts Chair David DelFiandra to Participate in CGP Conference 2022

Media Resources

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Practice Group

Estates & Trusts

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  • Philadelphia, PA
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