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Leech Tishman: Legal Services
  • Firm
    • About Us
    • Management
    • Diversity, Equity, and Inclusion
    • Careers
  • People
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    • Practice Group
      • Business Restructuring & Insolvency
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      • Litigation & Alternative Dispute Resolution
      • Real Estate
        • Leech Tishman Closings
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Estates & Trusts

Capabilities

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

Chair

Wesley Yang Headshot

Wesley Yang

Partner

Vice Chair

Ted Tishman Headshot

Ted Tishman

Partner

Attorneys

Melanie Cuddyre

Melanie E. Cuddyre

Associate

David Delfiandra Headshot

David J. DelFiandra

Partner

Max Dormer

Maxwell R. Dormer

Associate

Marshall Gluck headshot

Marshall J. Gluck

Partner

A. Mitchell Greene

A. Mitchell Greene

Partner

LaVonne Lawson

LaVonne D. Lawson

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

Andrew Schellhammer

Andrew J. Schellhammer

Counsel

Ronald W. Sessa

Associate

Luis Silva headshot

Luis A. Silva

Associate

Philip T. Simpson

Partner

Claire Steinman

Counsel

Insights

Aug. 18, 2023  |  Client Alerts

August is National Make-a-Will Month

15 Best Lawyers

Aug. 17, 2023  |  Firm News

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

Aug. 14, 2023  |  Firm News

Leech Tishman Welcomes New Attorney: Claire Steinman

Aug. 11, 2023  |  Client Alerts

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

Aug. 7, 2023  |  Client Alerts

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

Aug. 3, 2023  |  Client Alerts

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

Jul. 25, 2023  |  Firm News

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

Jul. 21, 2023  |  Firm News

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

Jul. 19, 2023  |  Press

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

Jul. 7, 2023  |  Client Alerts

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

Jun. 5, 2023  |  Press

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

May. 19, 2023  |  Firm News

Leech Tishman Lawyers Recognized as 2023 Pennsylvania Super Lawyers

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Estates & Trusts

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