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 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.

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

Capabilities

Services

Wesley Yang

Ted Tishman

Melanie E. Cuddyre

David J. DelFiandra

Maxwell R. Dormer

Marshall J. Gluck

A. Mitchell Greene

LaVonne D. Lawson

Charles E. McKeen

Sara A. Mercer

Stefanie L. Pate

Matthew Rak

Michelle A. Ross

Andrew J. Schellhammer

Ronald W. Sessa

Luis A. Silva

Philip T. Simpson

Claire Steinman

Services

Chair

Wesley Yang

Vice Chair

Ted Tishman

Melanie E. Cuddyre

David J. DelFiandra

Maxwell R. Dormer

Marshall J. Gluck

A. Mitchell Greene

LaVonne D. Lawson

Charles E. McKeen

Sara A. Mercer

Stefanie L. Pate

Matthew Rak

Michelle A. Ross

Andrew J. Schellhammer

Ronald W. Sessa

Luis A. Silva

Philip T. Simpson

Claire Steinman

August is National Make-a-Will Month

15 Leech Tishman Lawyers Chosen Among Best Lawyers in America in National Survey

Leech Tishman Welcomes New Attorney: Claire Steinman

Sunny Escapes, Taxing Realities: New York Income Tax Liabilities for Florida Snowbirds

CALLING ALL CLOSELY HELD BUSINESS OWNERS – It’s time to review your governing documents

U.S. Tax Court Holds That a Taxpayer’s Substantial Compliance with Treas. Reg. §301.6501(C)-1(F)(2) Is Sufficient to Constitute Adequate Disclosure on Gift Tax Returns

Leech Tishman Estates & Trusts Attorney Now Admitted to Practice in the State of Florida

Leech Tishman Estates & Trusts Attorney Appointed to the Board of Governors of Duquesne Kline Law Alumni Association

Leech Tishman Counsel Michelle A. Ross Interviewed for the Pennsylvania Bar Association Legal Career Transitions Committee’s Interview Series

Transfer Of Florida Non-Homestead Real Property to An LLC May Result in Loss Of 10% Ad Valorem Residential Property Tax Benefit

Leech Tishman Estates & Trusts Partner David J. DelFiandra Featured on Equilibrium Wealth Advisors FIN-LYT Podcast

Leech Tishman Lawyers Recognized as 2023 Pennsylvania Super Lawyers

Probate: Pennsylvania