Trusts, Estates & Personal Planning

Overview

Stradley Ronon provides in-depth planning to ensure that your family is cared for, your assets are distributed exactly as you wish, and your estate is managed by people who understand your ideas and will carry out your goals.

We prepare hundreds of wills each year. We have designed many wealth-preserving estate plans and helped create charitable foundations of many types. We are often called on to manage the transfer of our clients’ wealth. But our most rewarding role may be in providing continuity and a steadying force between the generations of families we have served for decades.

Administration of Trusts & Estates
Our attorneys have extensive experience in trust and estate administration matters. Our clients include executors, administrators and trustees, both corporate and individual. From probating wills and collecting/valuing assets to ensuring proper documentation, record keeping and accounting to the beneficiaries, our experienced attorneys help our clients optimize the value of their trusts and estates. Taking a collaborative approach, we work closely with each client and with attorneys from our tax, real estatecorporate and litigation practices to provide comprehensive, customized guidance on the many issues that may arise in the administration of trusts and estates.

Business Succession Planning
Our business succession planning practice is focused on maximizing the value of the business, transferring the maximum amount of wealth in the most tax-efficient manner, and addressing all the asset protection and family succession objectives of our clients. Our attorneys work with others throughout the firm to regularly advise our clients on a variety of business succession issues, from formation and operation of business entities to gifting or selling the business and planning tax-efficient exit strategies.

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