Wills, Trusts and Estates |
We provide estate planning and administration for all sizes and type of situations. Our clients needs range modest estates to very sophisticated plans for high net worth individuals and business owners. Regardless of the size or complexity of your estate we make the planning and administration simple for you and your family.
- Wills and Trusts
- Estate Administration and Trust Administration
- Estate Planning
- Estate and Trust Litigation
Wills and Trusts
Since its formation over 50 years ago, the law firm of Wiener and Wiener LLP has been providing clients’ assistance in Estate Planning and Estate Administration. With offices in Pennsylvania and Florida, our attorneys are able to assist to prepare Will and Trusts and other related documents, from simple estates to complex financial plans.
The law practice of Wills and Trusts require an understanding of state law, federal estate and income tax issues, state estate and inheritance tax matters and most of all, an ability to understand your needs and desires. For “simple” wills and trust agreements we are usually able to offer a fixed fee arrangement for the preparation of desired documents so that you know what the costs will be at the start. Contact us today to learn about how to get started having a Will or trust prepared for you.
Estate Administration and Trust Administration
With over 50 years of experience on handling estate administration matters, we can help you efficiently handle estate administration and Trust administration for matters in Pennsylvania and Florida. Whether the estate will be administered through probate (for property passing under a Will) or via a revocable (or&qout;living&qout;) trust, we offer a full range of services to assist the Personal Representatives, Executor or Trustees in all aspects of administration.
Our legal fees for estate administration are tailored to meet your situation and needs.
Contact us for more information about estate and trust administration and how we can assist you.
Estate Planning
Before any Will, Trust, beneficiary designation for an insurance policy or 401(k) plan or other document to transfer wealth can be prepared , whether to take effect during your lifetime or at death, it is essential that an estate plan be prepared. Similar to construction of a house or building, the first step is to prepare a plan.
With your input and assistance from other professionals that you wish to have participate, such as your accountant, insurance agent, or financial advisor a comprehensive estate plan can be developed for you. The scope of the plan and the role each of your advisors plays is determined based on your needs and desires and the size and complexity of your estate plan.
For more information on estate planning see PRESERVING WEALTH AND PASSING IT ON AS YOU WISH and WHAT GOES INTO AN ESTATE PLAN? or contact Stephen Wiener and start the process today.
Trusts and Estate (Probate) Litigation
In addition to assisting clients with proper planning and administration of estate and trusts, our attorneys are experienced in litigating estate, probate and trust issues. Representation is provided for beneficiaries as well as Personal Representatives, Executors, and Trustees.
The issues involved in estate or trust matters are very different than general civil litigation and Probate Court Rules are often unfamiliar to general civil litigations. Many estate attorneys have little or no experience in litigation matters.
Disputes in estate or trust administration encompass issues about the validity of Will or trust documents and the legal capacity of the decedent at the time the document was executed, or assets, were transferred. Issue often arise about the handling of affairs under a power of attorney, will interpretations, title to assets as well as issues regarding proper administration of an estate or trust.
We represent institutional and individual fiduciaries as well as beneficiaries or others with claims against an estate or trust in both Pennsylvania and Florida.
