Denise M. Antonelli
Joseph A. Bellinghieri, LL.M., CPA
William J. Gallagher
John F. McKenna
Mary Ann Plankinton
Duke Schneider
Louis N. Teti
Nikolaous I. Tsouros
MacElree Harvey estate planning attorneys are committed to helping clients protect, preserve and control their assets during their lives, even if they become disabled. Our attorneys also work with clients to help them implement a plan which will pass on their estates to loved ones in the manner they want - while minimizing the cost of Federal Estate, State Inheritance and Federal Estate Income taxes.
Our attorneys are skilled in a wide variety of estate planning techniques, including:
- Preparation of Estate Planning Documents
- Wills
- Powers of Attorney
- Health Care Powers of Attorney
- Living Wills
- Revocable and Irrevocable Trusts
- Charitable and Philanthropic Planning
- Business Succession Planning
- Elder Law and Medicaid Planning
- Structure of Family Business Entities for Estate Planning Succession
MacElree Harvey estate planning attorneys have LL.M.'s in taxation and have been named as Super Lawyers in Philadelphia Magazine and Top Lawyers in Mainline Today for multiple years.
Representative Cases
- Implemented a plan to shift ownership of a family-owned business to children including stock purchase, buy/sell, employment and deferred compensation agreements for an individual business owner.
- Planned and created generation-skipping dynasty trusts for a family, including grantor retained annuity trust strategies for an individual client.
- Planned and implemented a family limited partnership funded with real estate and investment assets for an individual client.
- Created and funded a private foundation and charitable remainder trust for a charitably inclined client, resulting in income and estate tax savings.