Estate Planning & Asset Protection

At the Law Offices of Gregory M. McCauley we offer comprehensive estate-planning services enhanced by our team’s extensive knowledge of tax law. Our firm has had years of estate-planning experience working with high net worth individuals, as well as clients with smaller estates. Our attorneys have attended the advanced seminars and completed the Probate and Estate Planning Certificate Program offered by the Institute of Continuing Legal Education. We are able to develop customized estate plans that answer a full range of client needs.

We offer a full range of legal services to help your family meet their estate preservation and tax planning needs such as wills, trusts, guardianship’s and conservatorships, special needs trusts, charitable giving, durable powers of attorney (medical and financial), and elder law, including long-term care planning.

Our estate plan can provide protection for your minor children, make charitable gifts, help you avoid probate, and minimize or eliminate inheritance tax. Further, if you are a business owner or a shareholder in a closely held business, our team of estate-planning attorneys will help you draft a long-term plan delineating issues with regard to your business succession in the event of your incapacitation or death.

If you have decided it is time to develop an estate plan or want a skilled estate tax lawyer to review your existing documents in light of your current situation and current laws, we encourage you to call us today.We do not employ salespersons in our firm nor do we work on commission.

Legal Counsel and Representation Based on Your Individual Financial Situation

We are prepared to create a personalized and comprehensive estate plan for you based on your individual needs and circumstances, including:

  • Conducting a detailed interview and assessment of your estate planning and tax planning needs.
  • Drafting all the estate planning documents you need including a will, powers of attorney (medical and financial), trusts, patient advocacy forms to ensure your wishes are carried out and your assets protected.
  • Bringing innovative estate planning strategies to bear based on your unique mix of property and assets — which may include a range of financial accounts and investments including offshore banking interests, business interests, and more.

Pennsylvania Attorney with Experience in Will Contests and Trust Litigation.

Contested estates arise from a variety of circumstances. Often, family members have serious concerns and disagreements about the distribution of assets and trust accounts. Our firm has the experience to handle the most complex litigation representing both fiduciaries/trustees and beneficiaries.

Our Pennsylvania estate-planning clients benefit from ongoing monitoring of changes to the tax, probate, and trust codes. Should a dispute arise, our firm is prepared to represent you in mediation, arbitration, and litigation.

Estate and Gift Tax Audits & Litigation of Estate and Gift Tax Disputes

The IRS rules on estate and gift tax are complex. Frequently, the IRS audits and assesses additional tax regarding these returns.

Call now for a free confidential consultation 1-877-829-5267 or 610-388-4474.