Estate and Tax Planning

Wealth Planning, Trusts and Estates

Stevens & Lee provides the complete range of estate and tax planning services, including the following:

  • Plan design, review of title to assets, estate liquidity analysis, tax planning and advice germane to business succession
  • Evaluation of partnerships, limited liability companies and corporations to secure valuation discounts in the transfer of assets
  • Preparation of Wills, Revocable Trusts, Financial Powers of Attorney and Health Care Powers of Attorney, which are the essence of a basic estate plan
  • Operational details associated with Revocable Trusts, including re-titling of assets, conveyance of out-of-state real estate and changes in the beneficiaries of life insurance and retirement plans
  • Preparation of Irrevocable Trusts designed for tax-efficient gifting, the protection of assets from creditors’ claims and responsible stewardship of assets
  • Advice and implementation of estate plans specific to artists and art collectors
  • Advice and implementation of estate plans specific to families of children having special needs
  • Preparation of charitable lead trusts, charitable remainder trusts and family foundations
McCusker_Heather

Heather Eshelman McCusker

Shareholder

hem@stevenslee.com

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Princeton: 609.243.6433

Nevins_Jen

Jennifer L. Nevins

Shareholder

jln@stevenslee.com

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Reading: 610.478.2243

Reichelderfer_Ann

Ann Reichelderfer

Shareholder

ar@stevenslee.com

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Princeton: 609.987.6655

Reid_Adam

Adam D. Reid

Associate

adr@stevenslee.com

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Reading: 610.478.2244

Thomas_Megan

Megan E. Thomas

Of Counsel

met@stevenslee.com

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Princeton: 609.734.6196

Wagner_Jay

Jay R. Wagner

Shareholder

jrwa@stevenslee.com

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Reading: 610.478.2109

Work_Tom

C. Thomas Work

Shareholder

ctw@stevenslee.com

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Reading: 610.478.2084

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