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Trusts & Estates | My Blog

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(215) 887-0200

info@sogtlaw.com

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Estate Planning For Families And Businesses

Semanoff Ormsby Greenberg & Torchia, LLC’s trusts and estates attorneys advise clients on all aspects of estate planning to accomplish their goals while minimizing taxes and addressing other considerations. Our team of highly trained paralegals and estate law specialists have been providing sophisticated and specialized service to our clients for over 25 years.
Led by William (Bill) J. Stein, Esq. of our trusts and estates group, our lawyers have experience in contested probate and trust matters, including guardianships, will contests, fiduciary claims and other forms of Orphans’ Court litigation.

A Broad Range Of Trusts And Estates Services

We offer a broad range of services, including estate and multigenerational planning,business succession planning,document preparation, and estate and trust administration.

Our areas of practice include the following:
Simple and Complex Estate Planning

Wills

Health Care Powers of Attorney and Advance Directives (“Living Wills”)
Durable Financial Powers of Attorney
Revocable (Living) Trusts
Irrevocable Trusts
Intentionally Defective Grantor Trusts
Dynasty Trusts
Qualified Personal Residence Trusts
Special Needs Trusts
Retirement Benefit Planning
Beneficiary Designations
Lifetime Transfers

Transfer of Assets at Death

Family Limited Partnerships and Limited Liability Companies
Generation Skipping Transfer Tax Planning
Federal Gift Tax Return Preparation
Charitable Gift Transfers and Planning
Private Foundations
Asset Protection
Prenuptial and Postnuptial Agreements
Guardianships
Estate and Trust Administration
Probate
Post-Mortem Tax Planning
Federal Estate and State Inheritance Tax Return Preparation
Preparation of Fiduciary Accountings
Adjudication of Accountings Before the Orphans’ Court
Estate and Trust Litigation

Click here to download Estate Planning Forms.

Our Team

Practice Leaders

Karen F. Angelucci

Phyllis Horn Epstein

Stephen H. Frishberg

Howard N. Greenberg

Wendy Cooper
Zachary Dolchin
Michael B. Dubin
Allyssa C. Embery-Zimmaro

Phyllis Horn Epstein

Samuel B. Fineman
Alissa B. Gorman

Harry C.J. Himes

William J. Stein

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AREAS OF PRACTICE

Business/Corporate

Trust/Estates

Employment

Health Care

Tax law

Real state

Commercial Lightigation

Intellectual Property

Non-Profit

Semanoff Ormsby Greenberg & Torchia, LLC
Huntingdon Valley Offices
2617 Huntingdon Pike, Huntingdon Valley, PA, 19006

2643 Huntingdon Pike, Huntingdon Valley, PA 19006

(215) 887-0200

info@sogtlaw.com

We are proud that our website is ADA compliant and has been modified to be accessible for all of our website users including those with vision, hearing and dexterity impairments. If you have any questions or if you have difficulty accessing information, documents or services through our website, please contact us at 215-887-0200.

© 2026 Semanoff Ormsby Greenberg & Torchia, LLC. All rights reserved.

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