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Serving Clients in Southeast Pennsylvania for Over 80 Years
ESTATE PLANNING, SPECIAL NEEDS PLANNING & ESTATE ADMINISTRATION
At Herr, Potts and Potts, our attorneys are dedicated to providing clients with superior service and have been committed to ensuring efficient and cost-effective counsel for more than 80 years.
We have offices conveniently located in both Wayne and West Chester and we are proud to serve Montgomery, Chester, Delaware, and surrounding counties.
Practice Areas
Special Needs Trusts and Planning
A Special Needs Trust is a unique type of Trust that is designed to protect the financial interests of a disabled beneficiary. By creating a Special Needs Trust, you can help to ensure that your family member will maintain access to the benefits such as Medicaid or Supplemental Security Income (SSI).
Estate Administration and Probate
Allow our experienced attorneys to guide your family through the complex legal and financial considerations that must be addressed when a family member passes away.
Estate Planning
Without a carefully crafted estate plan, you risk being bound to court decisions which may not reflect your family’s wishes. Meticulous estate planning allows for decreased tax exposure and improved asset protection, ensuring that more of your family’s hard-earned wealth stays in your family.
Guardianships
The Guardianship lawyers of Herr Potts and Potts can work with you and your family to determine which type of Guardianship arrangement is most appropriate to meet your loved one’s special needs. Our attorneys have extensive experience managing all aspects of Special Needs Planning in Pennsylvania.
Real Estate
Whether you are currently in a position to be buying or selling residential real estate in Pennsylvania, make sure that you are guided throughout each stage of the transaction by a skilled and experienced real estate lawyer who is well-versed in all aspects of Pennsylvania’s complex laws and regulations for buying and selling residential real property.
Trusts
While Trusts can range greatly in terms of their size, duration, and complexity, it is often advantageous to incorporate a Trust into your family’s estate plan. Doing so allows you, as the Trust’s creator or “grantor,” to exercise control over the management of valuable assets, giving you peace of mind that your financial legacy will be handled with responsibility and care according to your specifications.
Tax Matters
Equipped with decades of experience, the Pennsylvania tax lawyers of Herr Potts and Potts are highly knowledgeable in local, state, and federal tax regulations. Our tax professionals can assist you and your family with a wide range of tax matters that affect estate planning.
Our Attorneys
Stephen D. Potts
Partner
Steve is a partner in Herr, Potts and Potts. In his practice, he handles a variety of matters…
Marilyn S. Mitchell
Partner
Marilyn is a partner at Herr, Potts and Potts. In her practice she focuses on Estate Planning, Estate…
Client Testimonials
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If you are looking for attorneys who dedicate themselves to providing superior service and are committed to ensuring cost-effective counsel, contact us today to set up a consultation.