WILLS, TRUSTS & ESTATES

Estate Planning:

Since its inception, Nikolaus & Hohenadel, LLP has been a leader in the field of estate planning. Our experienced attorneys work with our clients, along with their professional advisors, to meet the specific needs of the clients and to carefully develop tax planning strategies to minimize death taxes.

In that process, we offer a range of planning options, including:

Wills
Revocable Living Trusts
Powers of Attorney
Living Will Declarations

We also prepare the more advanced tax planning documents such as:

Family Limited Partnerships
Special Needs Trusts
Charitable Remainder Trusts
Irrevocable Life Insurance Trusts
Grantor Retained Annuity Trusts.

Trusts & Estate Administration:

The firm’s lawyers handle the administration of trusts and estates from the most straightforward to the most complex. In that process, we help our clients navigate the path from the probate process, if applicable, through tax preparation and final distribution to beneficiaries. We can help guide our clients in the proper beneficiary designations for employee benefit plans, IRA’s and life insurance plans.

We also prepare all necessary tax returns for the estate, making the process as stress-free as possible. Tax return documents include:

Pennsylvania Inheritance Tax Return
United States Estate (and Generation Skipping Transfer) Tax Return.

The firm also has extensive experience in Orphans’ Court matters, including litigation between fiduciaries and beneficiaries, and in representation of estates before the Pennsylvania Department of Revenue and Internal Revenue Service.