Stan’s decades of experience have not only earned him a statewide reputation in the field of personal planning, but for nearly 15 years, it has also earned him the distinction of being named to the prestigious “Best Lawyers in America” list that U.S. News and World Report publishes annually to recognize the cream of the attorney crop throughout the country.
In his practice, Stan develops individualized estate plans that preserve and protect clients’ assets not only during their lifetime but also makes sure those assets ultimately pass to the clients’ heirs in a tax-efficient fashion. He seeks to understand each client’s unique goals, and crafts and implements practical estate plans to accomplish those goals.
Stan routinely advises individual and corporate fiduciaries in the structuring and administration of:
- Wills
- Revocable trusts
- Irrevocable trusts
- Buy-sell shareholder agreements
- Charitable and non-charitable transfers
He assists with the preparation and presentation of fiduciary accountings, the negotiation and drafting of non-judicial settlement agreements among fiduciaries and heirs and petitions to the Orphans’ Court where appropriate.
Succession planning is an important piece of Stan’s practice, as he has worked with business owners to craft plans for the smooth transfer of ownership to younger generations through buy-sell agreements and partnerships, LLC and limited partnership agreements.
In addition to his work with individual and corporate clients, Stan has helped enrich his community by serving as counsel to various non-profit organizations. Charitable organizations such as colleges, universities and hospitals, as well as numerous private foundations, have benefited from Stan’s legal advice.
Outside of his legal work for charitable organizations, Stan has used his experience to serve on the boards or committees of various charitable, educational and religious organizations throughout Pennsylvania.
RECOGNITIONS
- Best Lawyers, 2015 Harrisburg Trust & Estates “Lawyer of the Year”
- The Best Lawyers in America©, Trusts & Estates (2006-2024), Non-Profit/Charities Law (2006-2024)
PUBLICATIONS
- Income Tax Deduction for Gift of Right to Develop Real Estate
- Does a Family Foundation Fit in Your Planning?
- Governor Corbett Signs House Bill 1950 into Law
PRESENTATION
- “Estate Planning After the 2010 Tax Act”, McKonley & Asbury webinar