Wills and Estates

Wills, Trusts & Estates

Salny Redbord and Rinaldi's Wills, Trusts & Estates attorneys possess strong, diversified experience in fiduciary law, estate planning and estate and trust administration, and are capable of serving both individual and corporate clients, whether they come to us for estate planning or as fiduciaries or beneficiaries.

Our estates practice covers a wide range of planning, from more modest estates to large estates in excess of $50 million. We prepare an array of documents including “basic” wills, powers of attorney and living wills (advance directives).

We additionally provide advice and guidance to executors, trustees and guardians who administer fiduciary funds, and the beneficiaries of such funds. We assist with the probate process, preparation and filing of all necessary forms, inventories and tax returns (estate, inheritance, gift and income taxes) and prepare fiduciary accounts for the settlement of estates and trusts in an informal setting, as well as with formal court audits.

Our attorneys are well versed in all aspects of litigation in the Orphans’ and Probate Court Divisions of local common pleas courts involving decedent’s estates, guardianships for minors or incapacitated persons and trusts. We frequently handle audit proceedings (to approve formal accounts), will contests, surcharge actions and suits to obtain guardianship.

Salny Redbord and Rinaldi's Wills, Trusts & Estates attorneys provide the following:

Estate Planning

Wills
Powers of attorney
Living wills (advance directives)
Exemption equivalent/marital deduction planning
Generation-skipping transfer tax planning
Irrevocable life insurance trusts
Grantor trusts
Qualified domestic trusts
Dynasty trusts
Charitable remainder trusts
Qualified personal residence trusts
Supplemental needs trusts
Specifically tailored beneficiary designation forms for IRA and retirement plan benefits
Business succession planning

Salny Redbord and Rinaldi

counsellors at law

Wills and Estates

Wills, Trusts & Estates