For more than 40 years, Frederick M. LaValley has advised and guided clients through their estate planning, estate and trust administration, family business, and personal tax matters. As a private trustee on a number of personal and charitable trusts himself, Frederick understands the importance of charity and philanthropy in society and counsels clients on important matters related to their own charitable trusts and philanthropic planning.
Clients seeking counsel on the sale and reorganization of family partnerships or corporations often turn to Frederick for guidance on the use of business brokers and investment bankers. Frederick manages the administration of substantial estates and trusts and provides counsel on litigation, tax planning, and IRS audits. He also advises clients on the selection and monitoring of investment advisers for individuals, estates and trusts, and pension funds.
For individuals, Frederick prepares estate plans, wills, trust agreements, powers of attorney, and partnership documents. Frederick also stays active in the legal community as a lecturer and panelist at drafting seminars for the continuing legal education arm of the Pennsylvania Bar Association.