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WILLS, TRUSTS & ESTATES

Estate Planning

Since its inception, Nikolaus & Hohenadel, LLP has been active in estate planning. We work with our clients, along with their professional advisers, to develop tax planning strategies to minimize death taxes. We prepare and review various estate planning documents, including Wills, Revocable Living Trusts, General Durable Powers of Attorney, Healthcare Powers of Attorney, and Living Will Declarations. We also prepare more advanced tax planning documents such as Family Limited Partnerships, Charitable Remainder Trusts, Special Needs Trust, and Irrevocable Life Insurance Trusts.

Estate Administration

The firm’s lawyers handle estates from the most straight-forward to the most complicated. We assist our clients through the entire process of probate, from filing the petition to probate through finalizing the estate. We also prepare all necessary tax returns for the estate, including the Pennsylvania Inheritance Tax Return and United States Estate (and Generation Skipping Transfer) Tax Return. The firm also has experience in Orphans’ Court matters, including litigation and in representation of estates and individuals before the Pennsylvania Department of Revenue and Internal Revenue Service.

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