Why Choose Schnader?
The attorneys of Schnader’s Trust and Estate Practice Group provide sophisticated legal services to individuals of high net worth, owners of family businesses, corporate executives, fiduciaries and charitable organizations in a variety of areas. We offer these services in an integrated way, providing personal, focused attention while making use of the broad array of knowledge and sophistication available from our Firm’s litigation and transactional lawyers on a case-by-case basis, as needed.
Estate Planning and Asset Protection
Our lawyers are conversant in every aspect of sophisticated planning of gifts, trusts and estates. We employ a broad range of techniques that enable us to tailor our clients’ estate plans to their specific needs, including but not limited to:
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Tax-sensitive wills,
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State-of-the-art trusts (such as QPRTs, GRATs, grantor trusts and revocable trusts),
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Family limited partnerships,
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Limited liability companies,
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Business executives packages, and
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Corporate benefits packages.
Moreover, businesses engage us to provide such services to their executives.
We also advise our clients regarding asset protection, planning for the possibility of incapacity and the sensitive area of health care decision-making.
Family Business Planning
Representation and counseling for owners of family- and closely-held businesses is an important part of the Trust and Estate Practice Group’s services. We help our business clients integrate personal, financial, and estate planning with bottom-line needs, including business succession planning and business counseling.
Our Lawyers Understand the Entrepreneur’s Perspective
Our close “partnering” with our entrepreneurial clients is particularly rewarding as we play an important role in their growth, success and ability to overcome obstacles. Our lawyers understand the specific need of small businesses for quick, practical, creative and cost-effective advice. We have the experience to interact effectively with entrepreneurial personalities and communicate with them in a straightforward way.
Our lawyers are able to draw on the broad range of resources within Schnader to provide our entrepreneurial clients with a variety of traditional business services such as in the areas of corporate law, contracts, leases, zoning, land use and other real estate issues and taxes.
We also are leaders in providing legal services in a number of areas that are increasingly affecting small businesses and their owners, such as labor and employment relations; employee benefits, including pensions and profit sharing; Internet and computer issues; and intellectual property, such as copyrights and trademarks.
A Wide Spectrum of Dispute Resolution Services
Schnader lawyers have extensive experience in mediation, arbitration and other alternative dispute resolution, as well as more formal litigation, in areas including banking, lending, creditors’ rights, bankruptcy and bidding regulations.
Charitable Planning
We are highly conversant in the complex area of charitable giving and have extensive experience in the creation of charitable remainder trusts, charitable lead trusts and private foundations. We provide ongoing representation to a variety of private foundations, ranging from some of the largest in the country to small family foundations.
We also represent numerous hospitals, schools and other institutions on a variety of matters, including gifts, bequests and planned-giving vehicles, such as pooled income funds and charitable gift annuities.
Trust and Estate Administration
Our trust and estate lawyers, together with a team of top-notch fiduciary accountants and paralegals, administer a broad array of significant estates, trusts and private foundations. Our own trust and estate accounting unit handles all administrative details promptly and efficiently. We have developed long-standing relationships with a variety of trust and banking institutions and maintain a custody arrangement for our accounts with a major national bank.
Leadership in the Community
Schnader’s trust and estate attorneys serve in leadership positions in major bar and professional organizations including:
- American College of Trust and Estate Counsel
- Executive Committee, Rules & Practice Committee, Public Interest Law Committee and Tax Committee of the Probate and Trust Law Section, Philadelphia Bar Association
- Pennsylvania Joint State Government Committee
- Section of Real Property, Probate and Trust Law of the American Bar Association
- New York State Bar Association, Trusts and Estates Law Section
Our trust and estate lawyers lecture frequently on estate and charitable planning to other lawyers, nonlegal professionals and private groups. In recent years, we have participated in significant seminars and workshops on planned giving and fiduciary tax law changes.
Our Attorneys
Related Practices
News & Publications
- Schnader receives rankings in the 2023 edition of U.S. News – Best Lawyers® “Best Law Firms”
- Schnader Attorneys Named to The Best Lawyers in America
- Schnader a Tier One Firm in “Best Law Firms” Rankings
- Proposed Changes to Federal Tax Code Affecting Tax and Wealth Management Clients
- New York Super Lawyers Named
- Schnader Attorneys Named to The Best Lawyers in America
- Schnader Attorneys Named to Pennsylvania Super Lawyers List
- Remembering George Nofer – Renowned Attorney, Advocate for the Deaf
- The New Corporate Transparency Act: Tax and Wealth Management Considerations for Owners of Closely Held Corporations, LLCs, Partnerships and Other Entities and Creators, Trustees and Beneficiaries of Trusts
- Changes to New York Power of Attorney Law Should Simplify Form and Streamline Acceptance by Financial Institutions
- Schnader Welcomes Partners Paul Van Horn and Erica Howard-Potter to Tax and Wealth Management Department
- Schnader a Tier One Firm in 2021 “Best Law Firms” Rankings
- New York Super Lawyers Named
- Schnader Attorneys Named to The Best Lawyers in America
- PA Super Lawyers Named
- Schnader a Tier One Firm in 2020 “Best Law Firms” Rankings
- NY Super Lawyers Named
- Schnader Attorneys Named to The Best Lawyers in America 2020
- Schnader Lawyers Named to PA Super Lawyers and Rising Stars
- Schnader a Tier One Firm in 2019 “Best Law Firms” Rankings
- Schnader Attorneys Named to NY Super Lawyers
- Jay Evans and Michael Williams Named to Schnader Partnership
- Schnader Attorneys Named to The Best Lawyers in America 2019
- Many Schnader Lawyers Named to PA Super Lawyers
- Michael Williams Quoted by Consumer Reports on Immediate Impact of Tax Cuts and Jobs Act
- Nadine Doolittle and Michael Williams Quoted in San Francisco Business Times
- The Tax Cuts and Jobs Act: Impact and Planning
- Schnader a Tier One Firm in 2018 “Best Law Firms” Rankings
- Schnader Attorneys Named to Super Lawyers 2017
- Schnader Wins Precedent-Setting PA Supreme Court Decision for Wells Fargo
- Schnader Recognized for PA Supreme Court Victory
- Schnader a Tier One Firm in 2017 “Best Law Firms” Rankings
- Many Schnader Attorneys Named to Super Lawyers 2016
- Federal Estate and Gift Taxation: An Overview
- Schnader Recognized as Tier One Law Firm in 2016 “Best Law Firms” Rankings
- Recent Superior Court Decision Underscores Difficulty and Need for Caution When Determining Appealability of Orphans’ Court Orders
- Federal Estate and Gift Taxation: An Overview
- Pennsylvania Bureau Changes Due Dates for Renewing Charitable Solicitation Registrations
- Schnader Recognized as Tier One Law Firm in 2015 “Best Law Firms” Rankings
- Super Lawyers Recognizes Many Schnader Attorneys in 2014
- Lift of Prohibition on Same-Sex Marriages in Pennsylvania Provides New Estate Planning Opportunities
- Twelve Schnader Attorneys Honored as 2007 ‘Pennsylvania Rising Stars’
- Schnader Welcomes Michael Williams to the Firm
- Action Needed by March 31, 2014 to Avoid Proposed Changes to New York Estate Taxes and Trust Income Taxes
- Schnader Names Two New Partners
- Federal Estate and Gift Taxation: An Overview
- Schnader Recognized as a Tier One Law Firm in the 2014 “Best Law Firms” Rankings
- Super Lawyers Recognizes Many Schnader Attorneys in 2013
- Thirty-One Schnader Attorneys Selected for The Best Lawyers in America 2014
- Consider a Private Foundation to Fulfill Your Philanthropic Goals
- 2013 Brings Estate, Gift & GST Tax “Permanency” At Last
- Schnader Welcomes Roberta A. Barsotti to the Firm
- Good Donor Stewardship – Acknowledging Contributions
- Good Donor Stewardship – Acknowledging Contributions
- Schnader Recognized as a Tier One Law Firm in the 2013 “Best Law Firms” Rankings
- Schnader Attorneys Recognized as Members of the First Judicial District of Pennsylvania’s Pro Bono Roll of Honor
- Super Lawyers Recognizes Many Schnader Attorneys in 2012
- Thirty-Three Schnader Attorneys Selected for The Best Lawyers in America 2013
- Federal Estate and Gift Taxation: An Overview
- Schnader Recognized as a Tier One Law Firm in the 2011-2012 “Best Law Firms” Rankings
- Sixty-Five Schnader Attorneys Rated AV® Preeminent™ by Martindale-Hubbell®
- Thirty Schnader Attorneys Recognized as “The Best Lawyers in America” for 2012
- Schnader’s Bruce Rosenfield is a Fellow of the American College of Trust and Estate Counsel
- Super Lawyers Recognizes Many Schnader Attorneys in 2011
- Ring in 2011 and 2012 With the New Tax Law
- Before the Stroke of Midnight – 2010 Year-End Opportunities
- Schnader Recognized as a Tier One Law Firm in the First Annual Best Lawyers-U.S.News & World Report Law Firm Rankings
- Thirty-Two Schnader Attorneys Recognized as “Best Lawyers in America” for 2011
- 2010 Brings Significant Changes to Federal Transfer Tax System
- Schnader Achieves an Important Victory for a Firm Client in a Landmark Trusts & Estates Case
- Schnader Appellate Team Obtains a Groundbreaking Decision in Pennsylvania Trust Law
- Allan Schneirov Honored as a 50-Year Member of the Bar
- Twenty-Eight from Schnader in Best Lawyers in America 2009
- Schnader Creates Tax and Wealth Management Department
- Twenty from Schnader in Best Lawyers in America 2007
- Issues and Trends in New Jersey Law
Related Events
- Connecting 50 Years of Union College Women: Alumnae Panel
- Revocable Trust Drafting: Funding Issues, Transfers, Tax Planning, Disposition of Personal Property and Real Estate
- GRATs In Estate Planning Under Current Tax Law
- Estate Planning Misfires of the Rich and Famous
- Schnader Attorneys Presented “Perspectives on the Impacts of the Supreme Court DOMA Ruling”
- Schnader and Alice Paul Institute Host Cocktail and Networking Reception
- Schnader Presented: Using Contemporary Trust Law to Ensure Antiquated Trust Restrictions Don’t Frustrate Trust Goals
- Trust Your Planning