At Trusted Tax Advisor, our team's extensive expertise in tax law enhances our comprehensive asset protection services.

With years of experience working with both high net worth individuals and clients with smaller estates, our attorneys have attended advanced seminars and completed the Probate and Estate Planning Certificate Program. We develop customized estate plans to address a wide range of client needs.

Our firm provides a full spectrum of legal services to fulfill your family’s estate preservation and tax planning requirements. From wills, trusts, guardianships, and conservatorships to special needs trusts, charitable giving, durable powers of attorney, and elder law, we cover all facets of asset protection.

We also specialize in long-term care planning and offer protection for minor children, probate avoidance, and inheritance tax minimization or elimination. Business owners can depend on our expertise in drafting long-term business succession plans.

Personalized Asset Protection

We create personalized and comprehensive estate plans based on your individual circumstances. Our process includes a detailed interview and assessment of your estate and tax planning needs. We draft all the necessary estate planning documents, ensuring your wishes are carried out and your assets are protected. With innovative strategies tailored to your unique mix of property and assets, including offshore banking interests and business interests, we provide effective solutions.

Experienced Litigation Representation

In the event of contested estates or trust disputes, our firm has the experience to handle complex litigation. We represent fiduciaries/trustees and beneficiaries in will contests and trust litigation cases. Our Pennsylvania estate-planning clients benefit from ongoing monitoring of changes to tax, probate, and trust codes. Should a dispute arise, we are prepared to represent you in mediation, arbitration, and litigation.

Estate and Gift Tax Audits & Litigation

Estate and gift tax rules can be complex, often resulting in IRS audits and additional tax assessments. Our firm specializes in handling estate and gift tax audits and litigation. With our in-depth understanding of the IRS rules and regulations, we provide effective representation to resolve tax disputes.

Take control of your asset protection.