Overview

For over 35 years, attorneys in Friedman Schuman's Wills,
Trusts and Estates Department have helped clients secure and
preserve a lasting legacy. Whatever the assignment, our goal is to
minimize costs and taxes, while optimizing the value to our clients.

Our services extend from the preparation of simple wills and
trusts to sophisticated succession plans for high-net-worth
individuals and business owners. Lawyers in the firm also counsel
clients to ensure proper payment options and beneficiary
designations for retirement accounts, life insurance, annuity contracts
and employee benefit programs.

Working closely with individuals, professionals, and business owners,
Friedman Schuman attorneys employ a number of custom tailored,
cutting-edge tax planning techniques to create options for increasing
value and reducing tax exposure for our clients.

We work closely with our clients' other professionals, including
accountants and investment advisors, to assure that their estate plan is
implemented and maintained. We continuously monitor and adapt to
the ever-changing tax, regulatory and economic environment.

Friedman Schuman attorneys are recognized for empowering their
clients to make proactive, effective and timely decisions for minimizing
taxes and preserving family harmony.

Areas Of Focus:

  • Estate Planning
  • Wills and Trusts
  • Financial Powers of Attorney
  • Health Care Powers of Attorney
  • Advanced Health Care Directives (Living Wills)
  • Elder Law
  • Medicaid Planning
  • Guardianship
  • Business Succession Plans
  • Life Insurance Planning
  • Charitable Giving
  • Retirement Plan Tax Planning
  • Special Needs Trusts

Representative Transactions

  • Drafting of Wills, Trusts, Powers of Attorney and Living Wills for
    thousands of local residents.
  • Designed and implemented an estate plan for a high-net-worth real
    estate developer, including wills, revocable trusts, an irrevocable life
    insurance trust, charitable bequests, and a long-term succession plan
  • Completed a Charitable Lead Trust for the benefit of a local
    university, resulting in substantial tax savings for the donor and a
    transfer of $1 million to the university
  • Implemented an installment purchase of limited partnership
    interests by creating an Intentionally Defective Grantor Trust to
    protect appreciated assets from exposure to the federal estate tax

Contact Friedman Schuman

Schedule an initial consultation with an estate planning lawyer from our firm, call 215-635-7200 in Montgomery County or Bucks County, Pennsylvania, or New Castle County, or contact us online.

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