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Estate Planning

At Klenk Law we don’t do this part-time, we are laser focused on Estate Planning. We will provide you with a well-crafted estate plan that protects loved ones, saves money and avoids costly litigation. We are licensed and serve clients in Pennsylvania, New Jersey, New York and Florida.

We are your Philadelphia Metro Area Estate Planning Attorneys; It’s What We Do!

Our Estate Planning Process; Efficient and Easy

Our goal is to be as efficient and time conscious as possible. While your situation may require a different method, typically we can assist a client using these steps.

  • Set up a Phone Call or Meeting: We set up a time to either meet or speak on the phone. I know you are busy, so I will always try to complete the task on the phone if possible.
  • Preparation: To make the best use of our time, beforehand, send me your information by completing our online questionnaire.
  • Estate Planning Questionnaire: Don’t worry; most people don’t get much past filling in their names. The more you give me, the more efficient I can make our time together.
  • Our Initial Call or Meeting: During the call or meeting, we will talk about your unique situation and what type of plan fits your needs. In many cases, we arrive at a decision on a project, and I send you a summary and an exact fee quote. If you agree, you instruct me to move forward, and I start drafting. Easy! We then find a time to review and sign the documents. Whatever and whenever is most convenient for you.

What We Will Talk About

You will have your own, specific concerns, but typically we will talk about a plan that addresses the following issues:

Reducing or Avoiding Taxes

It takes years to master all the taxes that effect an Estate Plan. A good Estate Plan takes into consideration Estate Tax, Inheritance Tax, Capital Gains Tax, Income Tax, and Real Estate Tax. We have many tools available, such as Irrevocable TrustsDynasty TrustsAB TrustsSLATs, and more! Let’s talk and see what plan fits your needs.  

[expand title="Estate Planning Documents for Life's Big Events"]Specific, big events in your life may require special planning. Our years of experience help us recognize Estate Planning needs for your life events such as Marriage, Divorce, Special Needs Children and Planning for Alzheimer’s and Dementia.

Which Estate Planning Tools Fit Your Needs

Our years of experience allow us to recognize and use the best tools for your specific facts and circumstances. We don’t have a form book; we have an encyclopedia of knowledge. Your plan will likely utilize The Big Three Estate Planning Documents, but may also use advanced Estate Planning techniques such as; Irrevocable Trusts, SLATs, Business Succession Planning and more.

Protecting Your Surviving Spouse

If your spouse inherits all of your assets, those assets become available to your spouse’s next spouse or creditors. We have techniques that allow your spouse to enjoy the inheritance while providing shelter from attacks. We may apply advanced techniques such as Disclaimer Trusts, Insurance Trusts, AB Trusts, & Marital Trusts. The correct Estate Planning tool will depend on your particular circumstance. Follow this link to read examples of Estate Planning protecting your surviving spouse.

Protecting Your Heirs

We have techniques, such as Dynasty Trusts and Education Trusts, that allow your descendants to enjoy their inheritance but also provide shelter from daughters-in-law and sons-in-law, as well as your children’s creditors and legal entanglements. Follow this link to read examples of Estate Planning used to protect your heirs.

Preserving Your Estate

We have plans such as Dynasty Trusts, and Education Trusts that can keep assets in the family forever, free of your descendant’s creditors, spouses, and certain taxes.

Avoiding Probate

We have plans that avoid probate if they fit your needs. We have years of experience drafting Revocable Trusts, Insurance Trusts and IRA Trusts as well as many other Probate Avoiding tools. Follow this link to read examples of avoiding probate.

Providing for Special Needs Heirs

If you have a Special Needs Person in your life, we will review how to address providing for their needs without diminishing benefits. We will examine Special Needs Planning tools such as Special Needs Trusts and Guardianships.

Family Complications, Such as Second Families and Ex-Spouses

Blended Family Estate Planning requires much thought. Blended families raise specific challenges and problems. We will talk about techniques such as Contracts to Will, Irrevocable Trusts, and Funeral Directives with the goal of avoiding conflict and litigation while providing for your loved one’s needs.

Selecting the Best Executor and Trustee

Your Estate Plan will require appointing fiduciaries. Each fiduciary has specific tasks and responsibilities. Some jobs require bulldog perseverance while other tasks have a need for diplomatic skills and a personality to help avoid conflict. We will help you select the right person for the right job. It is vital that you choose the right Executor, Trustee, Agent, Surrogate, and Protector. We will help you sort through the options.

Avoiding Disputes and Litigation

We take the time to understand your situation and your family. If needed, we know steps that can help avoid needless conflict and litigation between your heirs.

Making Your Will Will Contest Proof

Our firm has an Estate Litigation Department. We know Will Contests. This knowledge helps us as Estate Planning Attorneys to draft estate planning documents to avoid conflict. Experience is the only way to learn how to avoid traps. An attorney unfamiliar with Estate Litigation hasn’t the experience to avoid Will Contest as we can.

Estate Planning for LGBT Couples

LGBT Estate Planning has become simpler with the recognition of same-sex marriage, but unique challenges exist. Special drafting can address issues that arise with unmarried couples or children from prior relationships. We have years of experience with Estate Planning for LGBT couples, let’s brainstorm!

Planning for the Succession of Your Business

No one knows your business as you do, so you should be part of crafting the estate plan addressing your business. Don’t leave this up to the State or an executor unfamiliar with your business. Without Business Succession Planning, your valuable asset might fade away soon after your death. Employees might feel insecure, or a salesforce may fear an unknown new owner causing flight, leaving the business floundering. A well thought out Business Succession Plan is vital.

What Our clients are saying

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Affable...yet surprisingly cerebral estate planning atty. High marks all the way around.

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Mr. Klenk has been easy to work with. I am confident he has given me good advice whenever I have called upon him. He has shown good work ethic and depth of knowledge in preparation of estate, wills, and trusts that I have worked with him on.

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Stephen T.

Peter and his staff handled all of our needs in a very professional and timely matter.

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Susan W.

Tremendous firm with bright, kind and tenacious people. Great representation for our family.

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Christopher F.

Peter explained things in a way that was easy to understand. Everything was done in the time frame he said it. Could not have been better!

Let us put our expertise to work for you.

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