Wills and Trusts

A will that is properly drafted should protect wealth and provide clear direction to family members in the event of the person’s death or incapacity. Conversely, a will that is poorly constructed or outdated may invite conflicts, expose assets and force loved ones to make heart-wrenching decisions.

The Wills, Trusts & Estate Administration Practice of Capehart Scatchard provides experienced counsel for establishing wills, trusts and related estate planning measures. Our attorneys provide personal service and customized solutions to individuals and families throughout New Jersey and Eastern Pennsylvania.

We welcome anyone who can benefit from our decades of experience in creating wills that are comprehensive and ironclad. Our core clients include business owners, executives, professionals and others with high net worth and complex assets. We can deliver a will that anticipates all scenarios, sophisticated estate planning and tax planning strategies, and advanced solutions for asset protection and business succession.

Our attorneys will discuss your goals and concerns and then individualize your key documents:

  • A will and testament to declare heirs and distribution of your estate
  • Power of attorney to manage business and financial affairs during lifetime
  • Health care proxy to make medical decisions in your stead
  • A living will (health care directive) for end-of-life care

Managing, Preserving And Transferring Wealth Through Trusts

Many clients can benefit from the use of living trusts and testamentary trusts to accomplish specific estate planning goals and to bypass the delay and expense of probate. The lawyers of our Practice are knowledgeable about a wide range of instruments, including irrevocable life insurance trusts, generation-skipping trusts and grantor-retained annuity trusts, to hold assets outside of your estate as part of your overall estate plan. We help you choose the appropriate planning tools based on your asset base, your foreseeable financial needs and other considerations.

Our team can create trusts for a variety of purposes, including but not limited to:

  • Avoiding or minimizing estate taxes
  • Protection from creditors
  • Passing a family business to a new generation
  • Providing for a disabled family member
  • An income stream in retirement
  • Charitable bequests
  • College funding

We take pride in solving problems and anticipating issues that our clients may not have considered. Our goal is to give you peace of mind that your wishes will be honored and your heirs will be provided for and spared from difficult decisions or divisive conflicts.

Arrange a consultation with Capehart Scatchard’s wills and trusts attorneys.