Maintaining a broad perspective is the hallmark of the tax and estate-planning group at Hamburg, Rubin, Mullin, Maxwell & Lupin. It is a perspective that has preserved the assets of individuals, allowed businesses to move forward with development plans, and enabled our clients to enjoy higher standards of living and a better quality of life.

Among the many areas in which the firm can be of service are the development of wills, revocable and irrevocable trusts, tax planning, succession planning, estate planning, estate administration, preparation of living wills and durable powers of attorney as well as all of the various components which fall under the domain of elder law.

Some of the basic estate planning documents we create for clients include:

• Advance medical directive, which is also called a living will. This document allows you to make your own decision whether you want artificial life support if you are in an unconscious state with no hope of recovery. This document also names a Health Care Proxy, which is a person who can carry out your decisions.
• A durable power of attorney, which allows you to name someone as your agent who can pay bills and make other financial decisions on your behalf. The power of attorney is “durable,” meaning that it remains in effect even if you are incapacitated.
• A will or trust, which gives instructions as to how your estate will be distributed when you die.

The transfer of your estate at death is only one of the functions of a will or trust. They can also be used to protect your estate from a large estate tax liability and to plan for the care of your children should you unexpectedly pass away before they reach adulthood. As the tax laws are constantly changing and becoming more complex, it is essential that you have proper guidance in planning for your future and your family’s future.

Contact HRMM&L to set up an appointment.

• Jonathan Samel, Chairperson

• Susan E. Piette
• Andrew P. Grau
• Kevin McGrath
• Robert Sebia

• Lisa Shearman and Nathan Murawsky Present “The Intersection of Estates and Civil Litigation” Seminar
  April 21, 2017
• Susan Piette – Estate Planning Speaking Engagements Fall 2013
  August 27, 2013
• Susan Piette Speaks at ACTS Community of Springhouse Estates
  April 17, 2013
• The Pennsylvania Sourcebook Publishes Estate Planning Articles Written by Susan Piette
  April 1, 2013
• Today’s Caregiver: Publishes Susan Piette’s Article on Key Estate Planning Issues
  January 1, 2013
• Jon Samel and Lisa Shearman Speak at PBI Estate Law Institute Nov 14-15, 2012
  November 14, 2012
• HRMM&L Attorneys, Staff and Paralegals Donate a Saturday to “Wills for Heroes”
  October 17, 2012
• Jonathan Samel Addresses Tax Committee of the Probate and Trust Section of the Philadelphia Bar Assn April 24, 2012
  April 24, 2012
• Attorneys Samel, Ochrach and Himsworth Presented on Marcellus Shale at Montgomery County Estate Planning Council Feb 27, 2012
  February 27, 2012
• HRMM&L Sponsored Lansdale Catholic High School Networking Night October 18, 2011
  October 2, 2011
• Elder Law Newsletter
  September 1, 2009

• TAX ALERT: I Just Got Another K-1 and My Return is Due Tomorrow
  May 14, 2014
• ALERT: Recent Tax Law Changes Make Income Tax Planning More Important Than Ever
  February 27, 2014
• Estate Planning Alert: DOMA and How it Affects Pennsylvania Residents
  October 30, 2013
• ALERT: Estate Planning in 2013 and Beyond
  March 7, 2013
• To Trust or Not to Trust?
  January 1, 2013
• TAX ALERT: Intra-Family Loans: An Important Wealth Preservation Planning Technique
  October 9, 2012
• ALERT: Gifting to Children: Consider an UTMA Account
  June 18, 2012
• Don’t be a Joe or Helen! Protect Your Assets and Wishes Now! Elect Non-crisis planning for you or your loved one
  May 3, 2012
• Estate Planning Alert: What Percent Are You In?
  April 26, 2012

• Preserve Access to Your Virtual Assets
• Estate Planning Questionnaire