Estate Planning
A carefully designed Estate Plan can provide security and structure for your loved ones, as well as offering the potential for substantial savings on federal and state death taxes. Whether your estate involves only a simple Will or a more complex plan involving trusts designed to offer savings on death taxes and structure for distribution to your family or other beneficiaries, it is important to select an attorney with the ability to address your individual needs.
Depending upon your individual needs, we can devise an estate plan which meets your needs. In the event that a member of your family is an individual with a disability, we have extraordinary experience in designing an appropriate plan to meet the unique requirements involved, including the use of Special Needs Trusts.
Fee Structure for Wills, Trusts and Estate Planning Documents
McAndrews Law Offices is very open about the cost of our professional services. The fees below represent our standard charges which include initial intake with our client, review of existing estate planning documents, a sixty minute consultation with our attorneys, drafting of the necessary documents, and a brief final meeting with staff to execute the documents. Where additional consultations are necessary in extraordinary cases (only about 5-10% of our cases), hourly charges apply to such additional work.
| Simple Will Without Trusts | $295 each |
| Wills with Trust(s) (including Credit Shelter Trust, Marital Trust, Minors’ Trust, Disclaimer Trust) | $375 - 675 each (depending on complexity) |
| Life Insurance Trust (including necessary annual notice documents, letters of instruction, etc.) | $750 - 950 each |
| Special Needs Trust – Third Party Funded | $650 - 850 each |
| Special Needs Trust – Self-Funded | Determined after initial review of circumstances and consultation with client – these matters are generally complex and labor intensive |
| Powers of Attorney | $95 each |
| Advance Medical Directive (Living Will) | $85 each |
Over the past twenty-five (25) years, we have assisted hundreds of families in a cost-effective and efficient manner in administering estates and developing estate plans. Our extensive experience allows us to address these matters both expeditiously and at a reasonable cost. Although no seminar can substitute for legal advice from capable counsel in the critical fields of Estate Planning and Estate Administration, we hope that the information on our website can assist you by providing important background information.
Our Estate Planning and Estate Administration Department has developed hundreds of estate plans and administered many estates for our neighbors on the Main Line and beyond. Please allow me to introduce the members of our Estate Planning and Estate Administration Department:
Dennis C. McAndrews is the founder and managing partner of our firm. For over 25 years, he has drafted Wills, Trusts, Powers of Attorney, and has met the needs of hundreds of clients in this field. Dennis is nationally known in the field of Special Needs Trust and Estate Planning.
Lesley M. Mehalick possesses a Masters of Tax Law and an Estate Planning Certification from Villanova University in addition to her Juris Doctor from George Washington University. She maintains bar membership in Pennsylvania, Maryland, and Virginia. A native of Wayne, Pennsylvania, Lesley skillfully addresses the needs of countless clients in this practice area.
Lynne Spangler has practiced exclusively in the areas of Estate Planning and Estate Administration for 15 years. Ms. Spangler's experience is broad and extensive, including seven years with a major Center City law firm and several years at a leading national trust company prior to joining McAndrews Law Offices. She also worked as a Certified Public Accountant before attending law school.
Heather Hulse has developed a unique expertise in addressing the needs of individuals with disabilities in the areas of Special Needs Trusts, Guardianships, and other related Estate Planning services. Heather has provided numerous presentations on these issues of critical importance to state and local organizations. She possesses two Masters Degrees in psychology in addition to her Law Degree.
Crystal L. Welton has a Masters of Tax Law and an Employee Benefit certificate from the Graduate Tax Program at the Villanova University School of Law, as well as her Juris Doctor from the Regent University School of Law. She is admitted to the Pennsylvania, North Carolina and Florida Bars.
Elaine Gilmore is a paralegal with over 20 years of experience in assisting clients and counsel in the fields of Estate Planning and Estate Administration. Elaine has lived on the Main Line her entire life, and provides exceptional paralegal services to our clients.
Sarah Locher has worked as a paralegal in prominent Estate Planning and Estate Administration practices in Pennsylvania, including a large Center City law firm and a major suburban practice. She has handled hundreds of estates and brings unique expertise with respect to the requirements of federal, state, and local agencies in the administration of estates.
Jan Hardy has been a paralegal for over thirteen years and has worked with our Estate Planning and Estate Administration clients since 1995. She brings a wealth of experience and insight to our work, especially in the areas of Special Needs Trusts and related Estate Planning.
Pat Barr is an accomplished Legal Assistant who has worked in the legal profession for ten years, and with McAndrews Law Offices since 2001. She works extensively with our Estate Planning attorneys in meeting the needs of our clients in document preparation.
For your convenience, our Estate Planning and Estate Administration Questionnaires are located on our website. We would also be happy to mail these documents to you if you would like us to assist you in handling an estate or developing an estate plan. Please do not hesitate to visit our website for further information and for testimonials regarding our practice.
Estate Planning/Administration Articles
- Upcoming MLO Seminars! Click Here for more information and to Register.
- Supplemental Security Income (SSI) Recipients Will Receive Cost of Living Increase in January 2012. Beginning in January 2012, the nation’s Social Security recipients will get a 3.6% cost of living increase in payments. Thus, the maximum Supplemental Security Income (SSI) monthly payment will increase from $674 per individual for 2011 to $698 per month per individual in 2012. Please note that the $2,000 resource limit for SSI recipients is not increasing. For further information on public benefits, please call McAndrews Law Offices.
- Federal Court voids Pennsylvania’s restrictions on Pooled Special Needs Trusts in Lewis v. Alexander Read More →
- Important Court case for children with Autism and their families Read More →
- The current budget cycles in federal, state, and local governments may affect all students in special education. See our full discussion regarding this important issue. Read More →
- Learn About The Special Needs Tax Credit Read More →
- PDE Guidelines for Effective Behavioral Support Read More →
- Learn More About Our Speakers Bureau: McAndrews Law Offices have speakers available for your organization. We provide dozens of FREE seminars and presentations each year to relevant organizations in the field of Special Education, Estate Planning, and Special Needs Trusts. Click Here for More Information →
- McAndrews Law Offices is on Facebook. Become a fan!
- Check Out Our Video Library.View Videos →
Main Office: McAndrews Law Offices | 30 Cassatt Avenue | Berwyn, PA 19312
Phone: (610) 648-9300 | FAX: (610) 648-0433
Other Locations: Harrisburg, PA | Scranton, PA | Wyomissing, PA | Wilmington, DE | Privacy Policy
The information within this site is not, nor is it intended to be, legal advice. You should consult an attorney
for individual advice regarding your own situation. ©2007 McAndrews Law Offices, P.C. All Rights Reserved.