Estate Attorney Services

Estate Attorney Services Overview

Our law firm offers a wide range of estate services that cover both the tax and legal implications to our individual, trust, estate and business clients. We strive to provide personalized quality legal and tax services in connection with estate planning, estate documentation and estate administration on a timely basis. Below we have listed the estate services that we offer to our clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a legal or tax service if you do not see it listed.

  • Probate and Estate Administration
  • Estate Planning
    Some of the document drafting and estate and gift planning services we provide as part of comprehensive estate planning include:

    • Complex and simple wills
    • Living wills/advance medical directives
    • Durable Powers Of Attorney
    • Revocable trusts
    • Irrevocable trusts
    • Asset protection planning
    • Family Limited Partnerships/LLCs
    • Estate and gift tax planning and minimization techniques, tax and liquidity projections
    • Beneficiary designation considerations for retirement plans, IRAs, annuities and life insurance
    • Business succession planning and exit strategies for senior members of a business enterprise
    • Second marriage considerations
    • Charitable remainder trusts, charitable uni-trusts
  • Estate and Trust Tax Return Preparation

1420 Walnut Street Suite 300
Philadelphia, PA 19102

Telephone: 215-735-2336

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From their offices in Philadelphia, PA, the law firm of Steven J. Fromm & Associates, P.C. provides a full range of estate planning, probate and estate administration, tax, business and corporate legal services to clients throughout eastern Pennsylvania and the Delaware Valley, the Lehigh Valley Area, the Five-County Area, Bucks County, Delaware County, Montgomery County, Chester County, Philadelphia County, Berks County, Lehigh County, Lancaster County, York County, Harrisburg, Norristown, Doylestown, Media, West Chester, Allentown, Lancaster, and Reading.