Suite 910
Philadelphia, PA 19102
215.569.0000
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One Oxford Centre
Suite 4300
Pittsburgh, PA 15219
412.255.3767
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Sentry Office Plaza
Suite 602
216 Haddon Ave.
Westmont, NJ 08108
856.858.9499
Disclaimer
 TRUST AND ESTATE PLANNING AND ADMINISTRATION 
An integral part of our practice is working with clients in developing
and implementing an estate plan which reflects the clients' intentions
for the transfer of accumulated wealth while keeping tax costs to a minimum.
This effort involves working closely with our clients, their accountants, or
financial advisors, to take maximum advantage of estate tax savings and
deferral opportunities. Typical of these activities are the drafting of
wills designed to take advantage of the Unified Credit against the Federal
gift and estate tax, irrevocable life insurance trusts, trusts for minors,
and charitable trusts and charitable remainder trusts (including those coupled
with wealth replacement life insurance trusts).Our estate planning activities, under the direction of Warren Vogel, are also designed to coordinate with our business and tax planning efforts. A principal concern of virtually every closely held business is how to transfer ownership interests in the business to the next generation. In turn, this concern involves issues of family planning, particularly where less than all of the next generation is involved in the business, and taxation, as the determination of the value of a closely held business for tax purposes is more of an art than a science. In addressing these matters we have used a variety of techniques, including family limited partnerships, buy-sell agreements, re-capitalizations and discounting of minority and non-transferable interests to keep the cost of wealth transfers to a minimum. For more information, please contact Warren Vogel or Warren L. Soffian. |
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