MacElree Harvey, Ltd.

Initiative in Practice

Estates & Trusts

Timothy E. Horn

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Timothy E. Horn

Associate – Estate Planning and Administration

Timothy is an estates attorney in our West Chester office.

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Tim focuses his practice in the area of estate planning and estate administration. He represents clients in all aspects of estate, trust, and related tax matters, including planning for both simple and complex estates. Tim assists clients with drafting Last Wills and Testaments, revocable and irrevocable trusts, Durable Powers of Attorney, Living Wills and Advance Healthcare Directives. He also assists clients with gifting and transfers of family assets and closely-held businesses.

In the area of estate administration, Tim represents clients in all aspects of probate matters, including intestacy proceedings, probate of Wills, marshaling and inventorying estate assets, preparation and filing of federal and state death tax returns, preparation of formal and informal estate accountings, and the final distribution of estate assets to the beneficiaries and heirs of the estate. He also assists clients with post-mortem estate planning opportunities.

Tim also represents clients in matters regarding trust administration and trust termination by way of informal agreement or formal court applications, including filing of accountings, as well as modification and revocation of trusts by way of informal agreement or by court application.

Memberships

  • Pennsylvania Bar Association
  • New Jersey Bar Association
  • Chester County Bar Association

Awards

  • New Jersey Rising Star by Super Lawyers by Thomson Reuters for Estate Planning & Probate (2021 – 2023)

PRACTICE AREAS

OFFICES

ADMISSIONS

  •  Commonwealth of Pennsylvania
  • State of New Jersey
  • United States District Court for the District of New Jersey

EDUCATION

  • Villanova University School of Law, LL.M., 2016
  • Villanova University School of Law, J.D., cum laude, 2012
  • University of Pennsylvania, B.A., 2009

Beverly J. Wik

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Beverly J. Wik

Of Counsel – Estate Planning and Estate and Trust Administration

Mrs. Wik’s practice is concentrated in estate planning and estate and trust administration for large estates and families.

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Mrs. Wik’s practice is concentrated in estate planning and estate and trust administration for large estates and families with handicapped and special needs beneficiaries, custom estate plans for couples in second marriage, families who wish to create asset protection trusts for their property that will pass to their children, and families with family property that they wish to pass to their children, and general business and tax planning for small business owners, including formation of business enterprises and drafting of ownership restrictive agreements. Mrs. Wik has practiced in this area of law for over 40 years.

Notable Representations

  • A List

Memberships

  • Delaware State Bar Association, Sections of Estates and Trusts (Chair 1989 – 1990), Taxation, Elder Law, and Women and the Law (Chair, 1983 – 1984)
  • American Bar Association, Section of Taxation and Section of Real Property, Trust and Estate Law
  • Fellow, American College of Trust and Estate Counsel (ACTEC), elected 1995
  • Estate Planning Council of Delaware, Inc. (Board of Directors, 1987 – 2005; President, 2003 – 2004)
  • Formerly Director, The Bayard Firm (now known as Bayard, P.A.), a Wilmington, Delaware law firm (Director from 1991 to 2005)
  • Formerly Wilmington Trust Company, Senior Trust Officer and Trust Counsel
  • Formerly Adjunct Professor at Widener University School of Law teaching courses in Federal Estate Tax and Estate Planning

PRACTICE AREAS

OFFICES

ADMISSIONS

  • Delaware, 1981
  • United States Supreme Court, 2008
  • United States Tax Court, 1989
  • United States District Court, District of Delaware, 1991
  • United States Court of Appeals for the Third Circuit, 1994

EDUCATION

  • Georgetown University Law Center, J.D., 1981
  • Georgetown University Law Center, LL.M., Taxation, 1993
  • University of Delaware, B.A., magna cum laude, 1974

IN THE NEWS

AWARDS

  • Delaware State Bar Association, Women’s Leadership Award, 2012
    • The Women’s Leadership Award is awarded to a member of the Delaware Bar whose character, strength, personality, achievement, and activities in matters affecting women lawyers have served as an inspiration to and a model for women lawyers in their professional career
  • Delaware State Bar Association, Daniel L. Herrmann Professional Conduct Award, 2018
    • The Daniel L. Herrmann Professional Conduct Award is awarded to a member of the Delaware Bar who, over the course of time, has demonstrated those qualities of courtesy and civility which, together with high ability and distinguished service, exemplifies the Delaware lawyer
  • Martindale-Hubbell® Bar Register of Preeminent Lawyers
    • Beverly J. Wik has been listed as a lawyer with an AV® rating since 1994, reflecting confidential opinions of members of the Bar and the judiciary in categories of legal ability and general ethical standards.
  • Super Lawyers®
    • Since 2010, Beverly J. Wik has been ranked as a Super Lawyer in the area of estate planning and probate in Wilmington and New Castle, Delaware.
  • U.S. News – Best Lawyers®“Best Law Firms”
    • Since 2011 Old Capital Law Firm has been regionally ranked as a best law firm.  During that time Beverly J. Wik has been the sole Director of Old Capital Law Firm.
  • U.S. News – Best Lawyers®
    • Beverly J. Wik has been listed with the Best Lawyers publication since 2006.
  • Phi Beta Kappa, Alpha of Delaware (University of Delaware), 1974

Court Heinle

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Court Heinle

Of Counsel – Estate and Medicaid Planning

“Start where you are. Use what you have. Do what you can.” -Arthur Ashe

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Court focuses his practice on estate and Medicaid planning. A licensed professional engineer, Court leverages his talent for numbers to find creative, cost-efficient solutions for his clients. He assists clients and their families in all aspects of estate planning, including the protection of assets from the high cost of long term care. Recognizing that each client is unique, Court works closely with clients to ensure their goals are achieved.

Court is a graduate of St. Andrew’s School in Middletown, DE, and attended Colgate University, The Cooper Union, and Fordham University School of Law. While in law school, he served as Associate Editor of the Fordham Intellectual Property, Media & Entertainment Law Journal. Court teaches a course in critical thinking as an adjunct professor at Wilmington University. In his free time, Court enjoys playing USTA tennis.

Prior to joining MacElree Harvey, Court practiced civil litigation at large firms in New York and Philadelphia.

Memberships

  • ElderCounsel

PRACTICE AREAS

OFFICES

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ADMISSIONS

  • Delaware
  • Pennsylvania
  • New Jersey
  • New York

EDUCATION

  • Fordham University School of Law, JD
  • The Cooper Union, ME
  • The Cooper Union, BE
  • Colgate University, BA

Daniel T. Crossland

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Daniel T. Crossland

Partner – Trusts and Estates, Business, and Real Estate

“The greatest danger for most of us is not that our aim is too high and we miss it, but that it is too low and we reach it.” – Michelangelo

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Dan uses his nearly 30 years of experience to assist families and businesses with an assortment of legal matters.  He represents clients in a range of estate and trust matters, including preparing wills, trusts, powers of attorney, and creating legal entities in order to plan for family wealth transfers and business successions.  He also serves as counsel for numerous local businesses, including startups, established family companies, and large regional operations.  Dan regularly assists clients with diverse real estate matters ranging from simple refinances to multimillion dollar purchases, and a variety of business matters from basic contracts and business formations to complex transactions.  Because of his experience successfully resolving business issues for his own clients, Dan has been hired as a mediator by third parties as an alternative to litigating in court.  He has also served as the court-appointed trustee in several fiduciary litigation cases appearing before the Delaware Court of Chancery, where he also regularly serves as the court-appointed attorney ad litem in guardianship cases.

Prior to joining MacElree Harvey, Dan most recently served as a founding member and managing partner of Crossland, Heinle & Bryde.  Born and raised in Delaware, Dan attended the Tatnall School and the University of Rochester prior to graduating from the Villanova University School of Law. 

In his spare time Dan enjoys traveling, listening to music, and spending time with friends and family.  On fall weekends he can be found cheering on the Pittsburgh Steelers and the Penn State Nittany Lions.

Notable Representations

  • Represented corporate sellers in the $25 million transfer of three operating car dealerships and two commercial properties, with partial seller financing.
  • Developed a wealth transfer plan to carry out a client’s philanthropic goals including a charitable remainder trust that successfully provided for the grantor and his wife before providing substantial bequests to several well-known charities.
  • Helped a client with the purchase of a sizable industrial property, from negotiating the deal and navigating multiple state-imposed environmental restrictions, through settlement and construction of a warehouse on the property.
  • Negotiated and documented the real estate, business and franchise transfer terms involved in the sale of a client’s business, which included three fast food restaurants and two commercial properties.
  • Assisted in the design and creation of a complex wealth transfer plan, including family limited liability companies and generation skipping trusts, to enable the transfer of a family real estate compound and multiple commercial properties valued at over $20,000,000 to succeeding generations.
  • Successfully counseled a business client through the legal process and the lender’s requirements to obtain $12,500,000 in SBA and other financing enabling them to develop an entertainment facility.
  • Structured the transition of a series of family-owned companies to the next generation through a gifting plan, including the use of valuation discounts, effectuating a substantial estate tax savings.
  • Defended a commercial condominium association against a Writ of Monition, thereby preventing the commercial condominium building from being subject to a lien and possible sheriff’s sale.
  • Counsels families and individuals in estate probate and trust administration matters including: the preparation of wills, trusts, powers of attorney, and advance health directives; retitling assets into trust; probating estates; and planning for generational transfers.
  • Acts as outside legal counsel for local and regional businesses, assisting them in matters including: business startup considerations such as incorporation, licensing and financing; contract drafting, negotiation and review; documenting ownership transfers and financial transactions; preparing statutorily required corporate documentation; and business continuation planning. 
  • Assists clients with commercial and residential real estate issues such as: purchases and sales; refinances; lease drafting and review; creating easements; intrafamily property transfers; and preparing deeds, mortgages, and deed restrictions.

Memberships

  • Delaware State Bar Association (Estates and Trusts Section and Commercial Law Section)
  • Hockessin Business Association

Previous Memberships

  • Delaware Sports Museum & Hall of Fame
  • Delaware Trial Lawyers Association
  • Pennsylvania Bar Association

Community Involvement

  • Widener University Delaware Law School Moot Court Interscholastic Competition Volunteer Judge
  • Hockessin Business Association, pro bono legal services
  • Hockessin Historical Society, pro bono legal services
  • Past member of the Delaware Swim Team Parent Boosters
  • Past volunteer parent for the Hockessin Soccer Club
  • Past Member of the Aldersgate United Methodist Church Staff/Parish Relations Committee

PRACTICE AREAS

OFFICES

ADMISSIONS

  • Delaware, 1993
  • U.S. District Court for the District of Delaware, 1994 
  • Pennsylvania, 1992 (inactive)

EDUCATION

  • University of Rochester, B.A. History
  • Villanova University School of Law, J.D.

IN THE NEWS

AWARDS

Hockessin, DE

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Centreville, DE | Hockessin, DE | Kennett Square, PA | West Chester, PA

724 Yorklyn Rd #100
Hockessin, DE 19707
302-239-3700

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Attorneys

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Carolina Heinle

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Carolina Heinle

Partner – Estate Planning and Administration

“You can’t get a cup of tea big enough or a book long enough to suit me.”  – C.S. Lewis

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Carolina focuses her practice on Estate Planning and Administration.  She has over 10 years of experience designing and implementing estate plans for clients from a wide range of financial backgrounds and often works with several generations of the same family. Her practice involves advising clients on state and federal taxes, life insurance and retirement plans, lifetime gifting and asset protection planning. With the assistance of experienced paralegals, she handles all stages of the administration process. Carolina is also experienced in the areas of Trust and Estate Litigation and Business Succession Planning.

Carolina is a graduate of Tower Hill School and attended Haverford College and Yale University Divinity School before graduating cum laude from Villanova University School of Law. Prior to joining MacElree Harvey, Carolina was a Partner with Crossland, Heinle & Bryde and an Associate at Crossland & Associates and Stradley, Ronon, Stevens & Young in Malvern, Pennsylvania.

Memberships

  • Chester County Bar Association
  • Delaware State Bar Association:
    • Estates and Trusts Section
    • Women and the Law Section

Community Involvement

  • Junior League of Wilmington
  • The Raskob Foundation for Catholic Activities, Inc.
  • The Kennett Flash, Board Member

PRACTICE AREAS

OFFICES

ADMISSIONS

  • Delaware
  • Pennsylvania

EDUCATION

  • Haverford College, B.A. Philosophy
  • Yale University Divinity School, M.A. Religion and Ethics
  • Villanova University School of Law, J.D. cum laude

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Centreville, DE

5721 Kennett Pike
Wilmington, DE 19807
302-654-4454
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Hockessin, DE

724 Yorklyn Rd #100
Hockessin, DE 19707
302-239-3700
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Kennett Square, PA

209 East State Street Road
Kennett Square, PA 19348
610-444-3180
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West Chester, PA

17 West Miner Street
West Chester, PA 19382
610-436-0100
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