SIDEBAR Summer 2021 - 7

MONTGOMERY B AR .O R G
Service
Stability
Strength
SCHATZ ELECTRIC, INC.
Jeff Schatz, Owner/President
" Tompkins VIST Bank will be with us in the future
and help us grow even more, " Jeff says.
Schatz Electric has been in business for 45 years. To keep the
business growing, owner and president Jeff Schatz focuses on
mastering new technologies and supporting customers 24/7-so
he's always on the go. That's why he works with the team at
Tompkins VIST Bank, who proactively offer products and services
that increase efficiency, such as remote deposit.
back row: William J. Stein | Howard N. Greenberg | Wilbur D. Dahlgren | Phyllis Horn Epstein
front row: Mary Jo Baum | Michael B. Dubin | Brian R. Price | Alissa B. Gorman | Jocelin A. Price
Our Trusts & Estates Group
Our team of attorneys, law specialists and paralegals has
been providing sophisticated, specialized estate planning to
our clients for over 40 years.
Adjudication of Accountings Before the Orphans' Court * Asset Protection *
Charitable Gift Transfers & Planning * Durable Financial Powers of Attorney *
Dynasty Trusts * Estate & Trust Administration & Litigation * Family Limited
Partnerships & Limited Liability Companies * Federal Estate & State Inheritance
Tax Return Preparation * Federal Gift Tax Return Preparation * Generation Skipping
Transfer Tax Planning & Tax Return Preparation * Guardianships * Health Care Powers
of Attorney & Advance Directives * Intentionally Defective Grantor Trusts * Irrevocable
Trusts * Lifetime Transfers * Post-Mortem Tax Planning * Prenuptial & Postnuptial
Agreements * Preparation of Fiduciary Accountings & Income Tax Returns * Private
Foundations * Probate * Qualified Personal Residence Trusts * Retirement Benefit
Planning * Revocable Trusts * Simple & Complex Estate Planning * Special Needs
Trusts * Transfer of Assets at Death * Wills & Will Contests
Montgomery County Office
2617 Huntingdon Pike
VISTBank.com
4/21
(215) 887-0200 | www.sogtlaw.com
Huntingdon Valley, PA 19006
Bucks County Office
140 East Butler Avenue
Chalfont, PA 18914
SUMMER 2021 7

http://montgomerybar.org http://www.VISTBank.com http://www.sogtlaw.com http://montgomerybar.org

SIDEBAR Summer 2021

Table of Contents for the Digital Edition of SIDEBAR Summer 2021