Wealth Preservation and Succession Planning

The attorneys in Pietragallo’s Wealth Preservation and Succession Planning Group understand the importance of safeguarding your family’s wealth and ensuring a smooth transfer of assets to future generations. Our team of experienced attorneys individualize comprehensive estate planning and business strategies designed to protect and preserve your hard-earned wealth for generations to come.

We offer tailored business and estate planning services to help you create a comprehensive plan that reflects your circumstances and secures your family’s financial future. We provide expert advice on various aspects of business planning, including buying and selling businesses, corporate governance, and succession planning to ensure the smooth transition of leadership and ownership. We assist families in making sound real estate investment decisions and help them navigate the complexities of property ownership. Our team is well-versed in the intricacies of retirement planning and can advise you on qualified retirement plans as well as non-qualified plans.

We help you determine the right legal entity that is crucial for family businesses seeking asset protection and tax efficiency and help you determine the most suitable structure to protect your wealth and business interests. Our attorneys can assist you in drafting prenuptial and postnuptial agreements tailored to the unique needs of your family-owned business to safeguard the interests of both spouses and the business itself.

We bring together our attorneys with diverse specialization areas, including estate planning, business law, real estate, and family law, to work cohesively in providing comprehensive and well-rounded solutions for our clients’ complex wealth preservation and succession needs.


Charles Avalli — CA@pietragallo.com

Robert J. D’Anniballe, Jr. — RJD@Pietragallo.com

News & Events

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Tama Beth Kudman Recognized as a 2023 Top Lawyer by Palm Beach Illustrated
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Pietragallo partner Tama Beth Kudman has once again been recognized by Palm Beach Illustrated as a Top Lawyer in the areas of Criminal Defense White-Collar and Criminal Defense Non White-Collar in Palm Beach County. Read More
Carla Schiff Donnelly speaks on Pennsylvania Bar Association Family Law Section’s Podcast: Law in the Family
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Pietragallo partner Carla Schiff Donnelly recently spoke on an episode of Law in the Family, a podcast from the Pennsylvania Bar Association Family Law Section, titled, “The Prenuptial Agreement Intake: Laying the Foundation for an Effective Agreement”. Read More

Upcoming Events

Scott A. Coffina to Present at the PTACC’s 2023 National Deflection & Pre-Arrest Diversion Summit
October 4, 2023
Pietragallo partner Scott A. Coffina will be presenting at the Police, Treatment, and Community Collaborative’s (PTACC) 2023 National Deflection & Pre-Arrest Diversion Summit taking place from October 3-6, 2023 in Denver, Colorado. Read More
Timothy Hazel to present at Realtors Association of Metropolitan Pittsburgh Program
November 1, 2023
Pietragallo partner Timothy Hazel will present “Luxury Real Estate: Condos and Homes” to the Realtors Association of Metropolitan Pittsburgh on November 1, 2023 in Pittsburgh, PA. Read More
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