Wills, Trusts, Powers Of Attorney, Elder Law

The attorneys at the Law Offices of Kathleen D. Schneider have broad financial expertise and the legal experience to help you implement your estate planning goals using instruments such as wills, trusts and powers of attorney. Because Pennsylvania does not currently recognize same-sex marriages, these vehicles are especially important for same-sex couples planning for the future. Taking time to address matters now that may deeply affect your partner or your family tomorrow is a prudent and caring step and discourages conflict among your heirs.

Wills

A will is the most basic element of any estate plan, but it should be written to reflect your individual goals and must meet the legal requirements of the Pennsylvania probate process.

Trusts

Although a will is necessary, it does not fully accomplish most people's goals. If it is in your best interest, we will work with you to create additional documents, such as trusts, to define how money, investments, property and other assets are managed before and after your death, and who the beneficiaries could be.

Trusts offer a number of advantages, depending on the type of trust you write. Irrevocable trusts can accomplish tax savings, for instance. Revocable trusts are able to be changed while you are still living. Special needs trusts can preserve assets for the care of a disabled dependent. Trusts are not appropriate for all situations, however. Our attorneys can analyze your situation and evaluate your goals to see what is right for you.

Powers Of Attorney

A power of attorney is a document that allows you to name someone who has the power to act in your place. This is critical in the event that you become unable to act on your own behalf, and it preserves order in your affairs.

Financial powers of attorney can be durable or springing. A durable power of attorney takes effect immediately. A springing power of attorney takes effect when you become incapacitated.

Medical powers of attorney name an agent to make health care decisions on your behalf, should you be unable. They are frequently paired with a living will, which describes the types of health care directives you desire.

Elder Law

Our attorneys can also assist you in preparing for your golden years, including planning related to Medicaid/Medicare issues, retirement, and long-term care needs. Of particular concern is the 5-year 'look back rule' that applies when an individual is applying for Medicaid benefits, and obtaining sound legal advice can be critical.

Learn More

To discuss how we can help you accomplish your estate planning objectives, call our Allegheny County lawyers at 412-342-8577, toll free at 800-590-4606, or contact us online.

We serve clients in Pittsburgh, Edgewood Borough, Regent Square, Squirrel Hill, Shadyside, Oakland, Murrysville and the surrounding areas.