Probate and Estate Administration Lawyer

As a Philadelphia estates and probate attorney, Mr. Fromm assists executors, administrators, trustees and beneficiaries in the complicated, detailed, and time sensitive tasks of estate and probate administration from beginning to end.

As a Pennsylvania estate attorney, he probates estates in Philadelphia, Montgomery, Bucks, Chester, Delaware and other outlying counties in Pennsylvania.

Here are some of the more important services he provides to assist his clients in this estate administration and probate process:

  • Guiding and advising the executor or administrator through the estate process. For an informative general overview of the estate administration process see Estate Administration: Do Not Try This On Your Own. For a general discussion of the duties of the executor or administrator please go to Estate Administration: Executor Duties.
  • By having estate counsel employed, executors or administrators can minimize the risk or avoid a lawsuit brought by beneficiaries for the mismanagement of an estate, the theft of assets or other grounds for removal of an executor or trustee under Pennsylvania probate law. For more details click Probate: Removal of Personal Representative Under PA Estates and Fiduciary Code.
  • Preparation of all probate documents including drafting and obtaining letters of administration and letters testamentary.
  • Assist the executor or administrator in the collection and preservation of estate assets whether they are probate or non-probate assets.
  • Make sure all required notices, filings with the register of wills and orphans court are completed as required.
  • Determination of what creditors and claimants need to be paid and the order of priority of payment. For a discussion of the Pennsylvania priority rules click PA Probate: What Debts Take Priority
  • He helps insure that all legal and tax deadlines are met to take advantage of income and estate tax savings and avoidance of interest and penalties. For example, to give you an overview of how Pennsylvania determines the amount of inheritance taxes that are due upon the death of a Pennsylvania resident, explore Pennsylvania Inheritance Tax: The Basics.
  • Preparation of fiduciary income tax returns, final income tax returns of the decedent as well as federal estate tax returns and Pennsylvania Inheritance Tax Returns.
  • Recommend tax savings strategies and tax elections: Provides estate and income tax strategies and overall tax minimization techniques for the estate and surviving spouse and other family members.
  • Post-mortem estate and income tax planning to maximize tax savings for both the estate and surviving members of the family.
  • Drafting the filing of the formal estate accounting submission to Orphans Court in Philadelphia, Montgomery, Bucks, Chester, Delaware and other outlying counties in Pennsylvania.
  • Drafting of a family settlement agreement and other required forms to complete the administration of the estate.

Warning: The above discussion is a general overview and does not cover all of the complexities and steps in the estate and probate process. It is essential to have a trained estates attorney assist in this detailed and technical area of the law.

Do not hesitate to contact Mr. Fromm at 215-735-2336 with any questions or if you need his assistance.

1420 Walnut Street Suite 300
Philadelphia, PA 19102

Telephone: 215-735-2336
Second Telephone: 215-283-3137

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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.