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Philadelphia Estate Planning Law Firm • Practice Areas


Robinson & Baltuch

Comprehensive estate planning covers nearly every aspect of life. It begins with protecting yourself and your personal dignity, and extends to protecting your loved ones and your hard-earned assets.

Follow the links below to learn more about our Estate Planning,Planning for Physicians and Veterinarians, Minor Children Planning, Faith Based Planning, Long-Term Care / Medicaid, Probate & Estate Administration, Medicaid Crisis Planning, Charitable Planning, Special Needs Trusts, Veterans Benefits, Estate Tax Planning, Business Succession and Asset Protection services provided at Robinson & Baltuch:

Fundamental Estate Planning

There are many legal strategies involved in estate planning, including wills, revocable living trusts, irrevocable trusts, durable powers of attorney, and health care documents.
Learn more about the Estate Planning process.

Estate Planning for Physicians

Doctors are unique in their need for both estate planning and asset protection planning. Over their lifetime, doctors are faced with three challenges to their financial portfolio: medical malpractice suits, taxes, and probate.
Learn more about Estate Planning for Physicans.

Minor Children Planning

It is an unfortunate fact of life: airplanes plummet, trains derail, ships sink and automobiles crash. Sometimes there are survivors, sometimes there are no survivors. What is left when a tragedy claims both parents of minor children? Orphans and assets.
Learn more about Planning for Minors.

Faith Based Planning

More important than transferring your valuables is transferring your values to the next generation. Creating an estate and legacy plan should not be devoid of those beliefs and values.
Learn more about Faith Based Estate Planning.

Long-Term Care / Medicaid

Elder law is another aspect of estate planning, focusing primarily on the needs of families and individuals as they age. Issues of aging include senior housing and home care, long-term (or nursing home) care, guardianships and health care documents, Medicare and Medicaid.
Learn more about planning for Long-Term Care.

Veterans Benefits

"Aid and Attendance Pension" is a special Veteran's Program designed to help veterans and/or their surviving spouses receive the financial support necessary to ensure their continuing care in their own home or in an assisted living or nursing home setting. Benefits may also be available for house-bound individuals that require daily assistance to maintain their health, dignity and safety.
Learn more about Veteran's Aid and Attendance.

Probate & Estate Administration

Probate and estate administration are the processes through which estate assets are transferred after death. Assets to be transferred under terms of a will go through probate. Assets transferred outside of a will, such as by operation of law, or those planned for in a trust are handled through an Administration process. Administration also refers to the process whereby assets are transferred by rules of the state when there is no will. We can help make the process easier, more efficient, and provide peace of mind during a difficult time.
Learn more about Probate and Estate & Trust Administration.

Charitable Planning

We encourage and assist the tradition of giving to charitable causes, including the employment of tax-advantaged strategies that maximize the value of your gift. We help clients make charitable gifts and practice good stewardship in the most tax-efficient manner.
Learn more about Charitable Giving Strategies.

Special Needs Planning

Special Needs Estate Planning focuses on providing for the special needs of our loved ones with disabilities when we are no longer there to organize and advocate on their behalf. Parents of children with special needs must make careful estate planning choices to coordinate all of the legal, financial, and special care needs of their children – both now and in the future.
Learn more about Philadelphia-PA Special Needs.

Estate Tax Planning

Historically speaking, the federal estate tax is an excise tax levied on the transfer of a person's assets after death. In actuality, it is neither a death tax nor an inheritance tax, but more accurately a transfer tax. There are three distinct aspects to federal estate taxes that comprise what is called the Unified Transfer Tax: Estate Taxes, Gift Taxes, and Generation- Skipping Transfer Taxes. Legal planning to avoid or minimize federal estate taxes is both a prudent and an important aspect of comprehensive estate planning.
Learn more about Estate Tax Planning.

Business Succession

Family businesses are the backbone of the American economy. From agriculture to services, technology and manufacturing, family businesses generate an estimated one-half of the U.S. Gross National Product and pay half of all wages earned in this country.
Find out how we can help you preserve your family business.

Medicaid Crisis Planning

Finding and affording quality care on short notice can be stressful and draining. We can help you determine the best options for care and how to qualify for Medicaid to help finance them.
Learn more about Medicaid Crisis Planning.

Asset Protection

Asset protection planning involves making prudent decisions today to protect yourself, your business, and your hard-earned assets from loss due to lawsuits, creditors or bankruptcies.
Find out how we can help you protect your assets today.

Philadelphia area Estate Planning and Elder Law attorneys Dahlia Robinson-Ocken and Daniel Baltuch offer creative planning in the areas of estate planning, elder law planning, wills, revocable living trusts, long-term care asset protection planning, powers of attorney, medical powers of attorney, guardianships, irrevocable trusts, living wills, estate, probate and trust administration, probate avoidance, asset protection and planning for physicians, tax planning, lawsuit protection planning (including professional malpractice lawsuit protection planning), planning for minor children, faith-based planning, Medicaid planning, Veterans benefits planning and resources, charitable planning and gifting, special needs and disability planning, estate tax planning, business law and succession planning, and Medicaid applications and long-term care crisis planning. Dahlia and Daniel serve the entire southeastern Pennsylvania and southern and central New Jersey region, including Philadelphia, Montgomery County, Delaware County, Bucks County, Chester County, King of Prussia, Springfield, and Conshohocken in Pennsylvania, as well as Camden County, Gloucester County, Burlington County, and Mercer County in New Jersey.

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Robinson & Baltuch | 267.225.DLAW (3529) | Info@ElderEstateLaw.com | 822 Montgomery Avenue, Suite 204, Narberth, PA 19072