york estate planning

York PA Estate Planning Attorneys

Wills, Estates, Power of Attorney, Complex Estate Planning, Trusts, Living Wills, Probate And Estate Administration, Estate Litigation

At Katherman & Perry, we are committed to helping individuals and families plan for the future, protect their loved ones and obtain peace of mind. Our attorneys work closely with clients to create customized estate plans that are tailored to meet their needs.

Whether you need a basic estate plan or require complex estate planning services involving trusts, business succession planning, or sophisticated asset and wealth preservation services, we can help.

We utilize a variety of estate planning documents and legal strategies that are tailored to meet the needs of our clients, including:

A validly executed will is essential to distribute your assets to your intended beneficiaries in the manner of your choosing. Without a validly executed will, your property will be distributed in accordance with the rules of intestate succession, and your property may not be distributed in a manner that you desire.

At Katherman & Perry, we offer the experienced and comprehensive estate planning services our clients require to minimize their exposure to estate taxes, avoid or limit probate costs, and accomplish other asset protection goals.

We utilize a variety of estate planning instruments and asset protection strategies to benefit our clients, including:

  • Revocable and Irrevocable Trusts
  • Estate Tax Planning
  • Family Succession Planning
  • Family Limited Partnerships
  • Grantor Trusts
  • Special Needs Trusts
  • Charitable Remainder Trusts
  • Dynasty Trusts (generation skipping trusts)
  • Qualified Personal Residence Trusts
  • Trusts with spendthrift provisions for the benefit of children
  • Special Needs Trusts

We also draft core estate planning documents that should be part of any well-devised estate plan, including wills, power of attorney documents and living wills. To learn more about our estate planning services, contact our law office in York, Pennsylvania.

Revocable and irrevocable living trusts may be used to pass wealth to your loved ones. Trusts are a strong probate avoidance and estate tax minimization tool that have been used by many of our clients.

This document designates an individual who has the legal authority to make financial and medical decisions on your behalf should you become unable to do so on your own at any point in the future. Powers of attorney documents are a key component of your estate plan because they may help your family avoid the cost of guardianship proceedings should you become incapacitated as a result of a sudden accident or illness.

This document provides directions for those in charge of your medical care should you become incapacitated. It clarifies your wishes regarding a variety of critical medical care choices, including end-of-life issues such as life support and resuscitation efforts.

Estate litigation can be very contentious and complex. At Katherman & Perry, we have the experience, knowledge and commitment to protect your rights. Our attorneys represent clients in a wide range of estate litigation, including:

  • Wills Contests
  • Guardianship Proceedings
  • Objections to Accounts
  • Trust Disputes
  • Other Estate and Probate Disputes

We have experience representing fiduciaries (executors, guardians and trustees), heirs and beneficiaries. Using a creative and proactive approach to dispute resolution, we seek to resolve disputes as efficiently and effectively as possible. Should it become necessary to protect your interests in the courtroom, an experienced trial lawyer from our firm will be fully prepared to provide the vigorous representation you require.

Our attorneys have decades of combined experience assisting clients in estate and probate matters. Our knowledge of the law, local courts and procedures is a decided advantage in complex litigation.

If a family member has passed away, the last thing that you should have to deal with at this difficult time is the complex and often frustrating process of probate. Let an experienced probate lawyer at Katherman & Perry focus on your legal needs so you can focus on your friends and family during this difficult time.

Our attorneys have decades of combined experience helping clients with the probate of estates. We provide comprehensive assistance with these and other matters:

  • Inventory and valuation of estate assets
  • Payment of debts, taxes and expenses of the estate
  • Addressing beneficiary questions and concerns
  • Resolving disputes, should they arise
  • Providing notice to creditors and resolution of creditor claims
  • Filing an accounting with the court
  • Assistance with tax issues related to the estate
  • Final distribution of the assets

We work closely with our clients to provide highly personalized representation and work to guide clients through the probate process in an efficient matter to make the process as smooth as possible. Established in 1987, our firm has earned a reputation for integrity and professionalism. We take pride in offering quality legal representation and superior service to each of our valued clients.

An experienced estate planning lawyer from our firm will be pleased to meet with you, answer your questions and help you understand your options. In addition to drafting wills, trusts and other estate planning documents, we are also pleased to review your existing estate planning documents and provide any necessary assistance updating your estate plan to meet your needs.

Our Estate Law Experience

Creating a good estate plan is one of the best gifts you can give your family. Our attorneys have decades of experience helping clients with their estate plans, so you can be confident that we will provide the knowledgeable guidance and support you require.

Areas of Law Practice

Contact Our Pennsylvania Business Law Attorneys

From our law office in York, we serve clients throughout south-central Pennsylvania. To speak with a York estate planning attorney at our firm about your legal needs, call 717-854-5124 or contact us by email.