Respected Estates, Trusts, and Elder Law Lawyers in Erie, PA

Marsh Law in Erie, PA, provides expertise in estates and trusts of all sizes for individuals, families, businesses, and fiduciaries.

Our respected estates, trusts, and elder law experts work closely with you to conserve and transfer family wealth while minimizing administrative costs and taxes. To that end, we have considerable tax and accounting expertise to closely monitor changes in tax law and tailor estate plans with care.

At Marsh Law, our broad range of estate and trust services includes:

  • Wills
  • Durable Powers of Attorney
  • Advance Health Care Directives
  • Trust development and administration
  • Tax planning techniques
  • Estate valuation freezing plans
  • Charitable giving programs
  • Estate and Probate Administration

As part of our estate and trust work, Marsh Law represents clients in the probate and administration of decedents’ estates, conservatorships, and guardianships. We also regularly advise individual and corporate fiduciaries on their fiduciary duties. When necessary, we represent clients in audits, appeals, and litigation in Orphan’s Court and with the Internal Revenue Service in estate and gift tax matters.

Our legal team also handles all aspects of estate and trust administration, including:

  • Tax elections
  • Intra-family sales
  • Asset allocation decisions
  • Post-mortem estate planning using disclaimers
  • Other techniques to achieve optimal tax results
  • Family settlement agreements

Experts in Elder Law and Medicaid Planning in Erie, PA

Marsh Law in Erie, Pa., is committed to helping older adults, the disabled and their families manage issues related to elder law and Medicaid planning.

Our elder law experts assist clients with ensuring asset protection and quality of life, via:

  • Estate planning including will, trusts, and powers of attorney
  • Guardianships for incapacitated persons
  • Medicaid and long-term care planning
  • Applying for Medicaid benefits
  • End-of-life decision-making
  • Estate administration
  • Estate tax planning

Protecting assets for your family

At Marsh Law, we believe that planning is essential in protecting your assets. Our elder law attorneys have the experience to assist with a smooth transition from private pay to Medicaid eligibility and potentially protect a substantial part of life savings.

Our specialized asset protection services include:

  • Asset protection plans designed to minimize the amount spent down on long-term nursing care
  • Preparation of wills, powers of attorney, deeds, trusts, and other documents required for asset protection
  • Medicaid planning, including application, documentation, and advocacy with the Medicaid office

Medicaid planning end-of-life decision-making

Pennsylvania’s legislature has provided many government programs to assist citizens with escalating medical and long-term care expenses. If you or a loved one requires skilled nursing care at home or in a long-term care facility, your savings, and financial resources may be consumed very quickly. Marsh Law has the expertise to help.

  • For seniors who are financially eligible, the “PDA Waiver” program provides care in the home paid for by Medicaid. While the Medicaid PDA Waiver program does not provide 24-hour care, it can be of great assistance for seniors who are partially independent or who have family or friends who can help as caregivers.
  • Marsh Law helps seniors and their families restructure the assets, property, income, and belongings of the person requiring long-term care assistance. This is done so these assets do not impact eligibility for benefits.

Contact Marsh Law today to talk to our experts in estates, trusts, and elder law.

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Estates, Trusts and Elder Law Attorneys

Thomas Myers, Attorney at Marsh Law Law Firm

Thomas V. Myers

experience: 36+ years
Kevin Monahan, Attorney at Marsh Law Firm

Kevin M. Monahan

experience: 37+ years
Charles Agresti, Attorney at Marsh Law Firm

Charles D. Agresti

experience: 48+ years
Steven E. George, Attorney at Marsh Law Firm

Steven E. George

experience: 10+ years
Edwin Smith, Attorney at Marsh Law Firm

Edwin W. Smith

experience: 37+ years
Michael A. Agresti, Attorney at Marsh Law Firm

Michael A. Agresti

experience: 24+ years
Norman Bud Stark, Attorney at Marsh Law Firm

Norman A. Bud Stark

experience: 30+ years
Kurt Sundberg, Attorney at Marsh Law Firm

Kurt Sundberg

experience: 30+ years
Atchely Holmes, Attorney at Marsh Law Firm

Atchley Holmes

experience: 25+ years
Eugene Sundberg, Jr., Attorney at Marsh Law Firm

Eugene C. Sundberg, Jr.

experience: 30+ years
Gary Skiba, Attorney at Marsh Law Firm

Gary V. Skiba

experience: 45+ years
Rachel A George, Attorney at Marsh Law Firm in Office

Rachel A. George

experience: 10+ years
James Marsh, Attorney at Marsh Law Firm

James E. Marsh

experience: 49+ years

Other Practice Areas

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Business and Corporate Law

Marsh Law offers clients deep expertise in all aspects of business and corporate law for both for-profit and nonprofit organizations.

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Commercial Litigation

For more than 100 years, Marsh Law has counseled individuals and companies in commercial litigation.

Estates, Trusts and Elder Law Estates, Trusts and Elder Law

Estates, Trusts and Elder Law

Marsh Law provides expertise in estates and trusts of all sizes for individuals, families, businesses and fiduciaries.

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