ESTATES, TRUSTS AND TRANSFER TAX PLANNING

George V. Welty advises individuals and families in Pennsylvania and Federal transfer tax planning strategies, will and trust preparation and administration of estates and trusts.

Mr. Welty works with clients and their accountants and investment advisors to:

·       Create lifetime gifting programs through use of the annual exclusion.

·       Prepare for management of assets in the event of incapacity through durable powers of attorney and revocable trusts.

·       Provide estate planning advice to transfer family businesses to the next generation of owners.

·       Prepare wills and trusts.

·       Prepare estate plans utilizing credit shelter and marital trusts.

·       Advise executors and trustees with regard to estate and trust administration and fiduciary duties and responsibilities.

·       Assist executors with the sale of real estate, antiques and art.

·       Advise executors with regard to enforcement of legal rights by the estate or trust.

REAL ESTATE

George V. Welty advises individuals and corporations in a wide range of real estate and land use law.

Mr. Welty works with clients and their real estate agents and lenders to:

·       Review and/or prepare sales agreements to acquire residential or commercial real estate.

·       Provide title examination and title insurance to owner and lender.

·       Provide prompt and efficient real estate settlement services.

·       Provide advice on construction, environmental zoning and other issues which may arise during a real estate project.

·       Advise developers on condominium formation and conversion under the Pennsylvania Uniform Condominium Act.

·       Advise owners with regard to residential and commercial leases.

·       Provide representation before local municipal planning commissions and zoning hearing boards.

BUSINESS AND CORPORATION LAW

George V. Welty works with clients and their accountants and other advisors to:

·       Determine the most appropriate form of organization for a client's business.

·       Form a business corporation, partnership, LLP or LLC.

·       Prepare and file all necessary Pennsylvania Corporation Bureau forms.

·       Prepare corporate bylaws and corporate minute books.

·       Provide advise on acquisition or sale of business.

·       Provide advice to corporate officers on corporate actions and record keeping requirements.