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Wealth Preservation

The Wealth Preservation Practice Group is concerned with the specific needs of each client. We provide our clients with individually created estate plans and estate planning documents to assist them in achieving their particular estate planning and personal goals. Our client base includes a diverse array of individuals and entities, including owners of closely-held businesses. We recognize that our clients' needs are distinct and complex. As such, we take the time to learn about their businesses to advise them with regard to tax-savings and business succession measures. Our priority is to make sure that the needs of the client and the client's family are met, to reduce income, estate and other taxes and provide for creditor and other asset protection.

Business Wealth Preservation

  • The continuity and succession of a closely held business
  • Shareholders' and buy-sell agreements
  • Family limited partnerships
  • Documentation for intra-family sales
  • Shareholder disputes
  • Business formation
  • Real Estate transactions

Personal Wealth Preservation

  • Sophisticated estate plans and documents
  • Trusts and Wills
  • Financial Powers of Attorney
  • Health Care Directives and Living Wills
  • Irrevocable Life Insurance Trusts, Grantor Retained Annuity Trusts, Qualified Personal Residence Trusts, Generation-Skipping Trusts and Charitable Trusts
  • IRAs and qualified and non-qualified retirement accounts including, designation of beneficiaries
  • Charitable foundations
  • Guardianships and Special Needs Trusts
  • Disposition of court awards and litigation settlements

Trust and Estate Administration

  • Settlement of decedent's estates and administration of Trusts
  • Preparation of accounts and federal and state death and fiduciary income tax returns
  • Representation of banks, trust companies and individuals serving as trustees and executors

Marcellus Shale

The Marcellus Shale phenomenon has created significant leasing activity throughout Pennsylvania and neighboring states. Gas leases produce significant income, and are often the largest dollar value contract a landowner will sign in his or her lifetime. The wealth generated by a “family gas business” creates major estate and business planning issues and opportunities.

The Wealth Preservation team at Cohen Seglias has hands-on experience, in Northeastern and Southwestern Pennsylvania, navigating complex gas lease issues that affect landowners for generations to come. Our team will guide you through the process of getting the most from your natural gas royalties, while minimizing taxes and protecting your family.

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