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.
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.
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
Videos
PRACTICE AREAS
OFFICES
ADMISSIONS
- Pennsylvania
EDUCATION
- Widener University School of Law
- Pennsylvania State University, M.B.A.
- Pennsylvania State University, Pre-Law
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