Masano Bradley provides estate planning for clients and their families as well as estate and trust administration. In addition to our attorneys, Masano Bradley employs experienced estate paralegals to assist with compassion in handling the many details of probate and estate administration.
We can help in the following ways with estate planning:
- Simple wills, powers of attorney and living wills
- Family limited partnerships
- Credit shelter trusts
- Grantor-retained annuity trusts
- Personal residence trusts
- Dynasty trusts and other generation-skipping transfers
- Irrevocable life insurance trusts (for individual life coverage as well as second-to-die/survivorship coverage), including thorough evaluation of the underlying life insurance
- Charitable remainder and lead trusts
- Private charitable foundations
- Private annuities
- Special needs trusts
- Spousal lifetime access trusts
- SECURE Act
Masano Bradley attorneys are actively involved in all aspects of the administration of estates and trusts, including sophisticated postmortem tax planning, death tax return preparation/audit defense and probate court administration/litigation. Our attorneys will provide professional assistance with the following:
- Probate court proceedings ranging from initial probate proceedings to final court accounting including complete audit and preparation of fiduciary tax returns
- Planning and preparation of gift tax returns and death tax returns
- Maintenance of records for estates and trusts as well as for individuals
- Probate court litigation
- Administration of sophisticated estate plans and Special Needs Trusts
Questions regarding our Estates, Wills & Trusts practice may be directed to our Wyomissing Office.