Elder Law

Duke Schneider

February 6, 2015 by Hoppel Design

Duke Schneider

Partner – Trusts and Estates

Duke works primarily with family-owned and closely held businesses on succession planning, family wealth transfer planning and the structure of the business enterprise. Duke also works closely with individuals on a wide variety of estate and wealth transfer planning and estate and trust administration matters.

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Notable Representations

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.
Represented and counseled business owner and individual clients in Estate and Trust Administrations.
Created and funded a private foundation and charitable remainder trust for a charitably inclined client, resulting in income and estate tax savings.
Represented an individual business owner in sale of a significant family-owned business

Community Involvement

Bishop Shanahan High School, Board of Directors, Presidents Society
Community Volunteers in Medicine, Planned Giving Committee, Harrison Society

PRACTICE AREAS

Adoption

APL/Spousal Support

Business Valuations

Child Custody

Child Support

Commercial Litigation

Divorce

Equitable Distribution

Family Law

Family Law Mediation

Legal Custody

Litigation Law

Marital Settlement Agreements

Postnuptial Agreements

Prenuptial Agreements

Protection From Abuse

OFFICES

West Chester, PA

ADMISSIONS

Pennsylvania

EDUCATION

Widener University School of Law
Pennsylvania State University, M.B.A.
Pennsylvania State University, Pre-Law

ARTICLES/IN THE NEWS

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AWARDS

Joseph A. Bellinghieri

January 29, 2015 by Hoppel Design

Joseph A. Bellinghieri

Partner – Trusts and Estates, Tax, and Corporate Law

Joe represents individuals and businesses with a variety of estate, tax, real estate, and business issues. With thirty years of experience, Joe is a seasoned attorney.

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Joe’s philosophy is to provide prompt and personal individual attention to each and every client. He strives to understand each client’s needs and to provide positive outcomes based on those needs. Joe is also a Certified Public Accountant and Licensed Pennsylvania Realtor which gives Joe the ability to provide his clients with different perspectives on their issues.

Notable Representations

Advises numerous families in regard to wealth transfer strategies, including the creation of Charitable Remainder Trusts, Private Foundations, Grantor Retained Annuity Trusts, Irrevocable Life Insurance Trusts, Limited Partnerships, and Qualified Personal Residence Trusts.
Represents numerous entities with various real estate projects including the feasibility of projects, as well as financing and governance issues.
Acts as General Counsel to major center city law firm.
Serves as Executor and Trustee for numerous families.
Negotiates and resolves disputes between family members of complex Estates with significant assets.
Created and structured a Limited Partnership for the purchase of valuable real estate providing significant Estate Tax savings.
Successfully assisted business owner with the sale of multi-million dollar business.
Evaluates start-up entities for strengths, weaknesses, opportunities, and threats.
Successfully represented physician practice in an IRS audit.
Successfully represented a restaurant owner in a Pennsylvania sales and income tax audit.
Assists families in obtaining Guardianship over declining family members.
Advocated on behalf of Executor and Estate against the disinherited beneficiary.
Assisted non-profit entity in its initial set-up and with its corporate governance issues.