AREAS OF PRACTICE
  Estates & Trusts

Professionals in this Group

In matters relating to money and mortality, you trust only the best. We've represented some of the region's most productive families in connection with estate planning and settlement needs. We counsel our clients on the development, implementation and administration of comprehensive estate plans that carefully balance personal, tax and administrative concerns. From the planning stages through administration, we expertly address business succession matters, optimize charitable objectives, and make full use of disclaimers and other tax-planning tools. We work to meet our clients' financial, succession and legacy objectives by preserving current income and assets, minimizing tax consequences and ensuring the greatest financial benefit for generations to come.

Stevens & Lee is highly accomplished in representing tax-exempt entities including tax-exempt charitable organizations. Our lawyers achieve impressive results in the courtroom, too. You'll find several cases argued by Stevens & Lee lawyers at the foundation of Pennsylvania's estates and trusts law. Our lawyers volunteer their time in aid of the legislative process by helping to craft state-of-the-art trust and estate laws.

For more information, e-mail C. Thomas Work or call him at 610-478-2084.

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