At MacElree Harvey, our experienced estate planning attorneys help individuals and families protect their assets, plan for the future, and ensure their wishes are carried out.

We work closely with clients to create customized estate plans that provide control during life, protection in the event of incapacity, and efficient transfer of wealth to loved ones.

Comprehensive Estate Planning Services

Our estate and trust lawyers provide a full range of estate planning services, including:

• Wills and advanced estate planning strategies
• Revocable and irrevocable trusts
• Powers of attorney (financial and healthcare)
• Living wills and advance healthcare directives
• Asset protection planning
• Special needs planning
• Business succession planning

We help clients structure their estates to minimize Federal Estate Tax, Pennsylvania Inheritance Tax, and income tax exposure, while preserving wealth for future generations.

Planning for Incapacity & Long-Term Protection

A strong estate plan does more than distribute assets, it ensures your affairs are handled properly if you become unable to manage them yourself.

Our attorneys help clients:

• Appoint trusted decision-makers
• Avoid unnecessary court involvement
• Protect assets during periods of disability or incapacity

Estate & Trust Administration

We guide executors, trustees, and families through the estate administration process in Pennsylvania, including:

• Probate and estate settlement
• Trust administration
• Preparation of accountings
• Distribution of assets
• Resolution of creditor claims

Our goal is to make the process as efficient and stress-free as possible during a difficult time.

Estate & Trust Litigation and Orphans’ Court Matters

In addition to planning, our attorneys handle estate and trust disputes in the Orphans’ Court Division of Pennsylvania.

We represent:

• Executors and administrators
• Trustees and fiduciaries
• Beneficiaries and heirs
• Banks and trust companies
• Family businesses and nonprofits

Matters we handle include:

• Will contests and trust disputes
• Guardianship and minor estate matters
• Petitions to remove executors or trustees
• Fiduciary liability and breach of duty claims
• Accounting disputes and surcharge actions

Our attorneys are highly experienced in navigating the specialized rules of Pennsylvania Orphans’ Court.

Fiduciary Disputes & Asset Mismanagement Claims

We are seeing a growing number of disputes involving:

• Misuse of power of attorney
• Self-dealing by fiduciaries
• Fraud or wrongful transfer of estate assets

We represent clients in actions to recover assets, enforce fiduciary duties, and pursue damages where appropriate.

Alternative Dispute Resolution for Family Matters

Because estate disputes often involve family members, we prioritize efficient and respectful resolution whenever possible.

We frequently assist clients with:

• Mediation
• Arbitration
• Private settlement negotiations

This approach can reduce conflict while preserving important relationships.

Speak with an Estate Planning Attorney

If you would like to schedule a consultation, please call the firm at 610.436.0100 or visit macelree.com/contact-us.