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, design many wealth-preserving estate plans and help 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 & estate administration matters. Our clients include corporate and individual executors, administrators and trustees. From probating wills and collecting valuable assets to ensuring proper documentation, record keeping and accounting to 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 estate, corporate 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 seeks to provide the best business succession result for the family and the business. Each situation is unique, and we work with our clients to understand the family dynamics and develop a custom solution. In addition, we are focused on maximizing the value of the business, transferring the maximum amount of wealth in the most tax-efficient manner, and addressing all asset-protection and family-succession issues and goals.
Expand
Back to top