Capehart Scatchard’s Wills, Trusts & Estates Practice addresses a broad range of issues generally described Estate and Tax planning, Estate and Trust Administration, and Business Succession Planning. Our professionals have decades of experience addressing the variety of issues which may arise from individuals planning, fiduciaries administering estates and trusts and business owners planning for their succession and exit strategy.
Complex and changing laws and the interplay between state and federal laws present challenges for estate planning and estate administration. Moreover, there is a marked increase in family disputes over estates, fiduciaries and the disposition of assets. Prudent, thorough and thoughtful in the estate plan and administration of an estate or trust can minimize the potential for such disputes. Our professionals take a team approach with our clients to maximize the potential for such result.
Sadly, such matters will require litigation including guardianship, estate litigation and trust litigation. Often in conjunction with our litigation and commercial groups, we have litigated a wide range of matters including the interpretation of wills and trusts, creditor claims, NJ Estate and inheritance tax calculation, spousal elective share, domicile and jurisdiction, cy pres, reasonable fiduciary compensation, prudent investment, removal of fiduciaries, undue influence, post mortem tax planning and tax planning for the incapacitated.
As a part of our Wills, Trusts & Estates Practice team, we offer the expertise of an enrolled agent who is admitted to practice before the Internal Revenue Services in all 50 states and an attorney with an LLM in Taxation and is a Certified Estate Planner.
Our Wills, Trusts & Estates Practice provides services and consultation across the following areas:
Advanced Succession Planning
Asset Protection Planning
Business Succession Planning
Death/transfer Tax Reporting
Durable and Springing Powers of Attorney
Elder Law
Estate Administration
Estate Litigation and Will Contests
Fiduciary Income Tax Reporting
Fiduciary Litigation and Disputes
Health Care Powers of Attorney
Individual Income Tax Reporting
Insurance Planning
Irrevocable Trusts
Lifetime Disability Planning
Lifetime Transfers
Living Wills/Advanced Directives
Medicaid Planning
Revocable Trusts
Trust Administration
Wills
Looking for help with your Estate, Trust or Wills?
Please contact us for a consultation.
Asset Protection
We advise business owners, professionals and other high net worth clients who want to strengthen their asset protection or safeguard against a specific threat.
Elder Law
Elder law refers to the broad array of legal issues faced by people in their retirement years. The legal team at Capehart Scatchard can provide insightful counsel and solutions to aging clients and their families.
Estate and Tax Planning
Capehart Scatchard provides sophisticated solutions for estate planning, tax planning and business succession. We know the proven strategies (and pitfalls) of arranging for transfer of wealth to the next generation while still controlling your estate and enjoying the fruits of your labors.
Estate and Trust Administration
Our highly qualified attorneys provide knowledgeable and efficient services for estate and trust administration and are routinely sought to settle the most complex estate matters, including estate-related litigation.
Wills & Trusts
Our experienced counsel is focused on providing personal service and customized solutions to New Jersey and Eastern Pennsylvania individuals and families looking to establish wills, trusts and related estate plans.
This blog is published by the attorneys in Capehart Scatchard’s Business, Trusts & Estates group. It addresses issues related to estate planning, wills, trusts, succession planning, tax and tax codes.
