Practice Areas & Industries: Leech Tishman

 





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Practice/Industry Group Overview

Leech Tishman’s Estates & Trusts Practice Group is engaged in the development of practical, effective estate and business succession planning strategies for individuals, families, businesses and non-profit organizations/private foundations. With rigorous attention to detail, our seasoned team of lawyers utilizes nearly 50 years of combined experience in estate 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. Working closely with the firm’s Taxation Practice Group, we 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. Wehave 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.

Our lawyers understand the sensitivity required in the handling of many estate administration matters. We are prepared to facilitate a quick resolution to any controversy that may arise in delicate situations.

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/Living Will

Sophisticated Estate Planning and Administration

Complex Estate Administration Cases

  • Counseling Executors/Trustees

Estate Tax Returns
Local and Multi-State Estate Planning

Trust Preparations, Planning and Administration

Development and Administration of:

  • Living Trusts
  • Testamentary Trusts
  • Irrevocable Trusts
  • Revocable 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/Charitable Lead Trusts

Estate Litigation

Will Contests

  • Personal Property Disputes
  • Real Estate Disputes
  • Inheritance Disputes

Surcharge Fee Litigation
Trustee Removal

Specialized Real Estate Planning Related to Marcellus Shale Land Ownership

Formation of Limited Liability Companies/Partnerships
Trust Formation

Complex Tax Issues

IRS Disputes
Federal/State Estate Tax/Inheritance Tax Audits

  • Pennsylvania Department of Revenue Audits

Federal Gift Tax Return Audits