biography

Ms. Schubel concentrates her practice in the area of Estate Planning, Estate Administration, Trusts and Trust Administration, Elder Law and Taxation of Trusts and Estates. Ms. Schubel also practices in the area of charitable giving including the formation of charitable trusts and entities as well as counseling clients on the, tax implications of charitable gifts and various types of charitable planned giving techniques.

With respect to Estate Planning, Ms. Schubel has extensive experience drafting estate plans from the simple to the sophisticated including the preparation of Wills, Revocable Trusts, Irrevocable Trusts, Powers of Attorney, Advance Directives for Health Care (Living Wills), Succession Plans for owners of closely-held businesses, Special Needs Trusts for Elderly or Disabled Clients, and other specialized Trusts such as Irrevocable Life Insurance Trusts (ILITs), Qualified Personal Residence Trusts (QPRT’s), and Defective Grantor Trusts (DGTs). She also represents clients on making annual gifts to family members, other individuals and charitable organizations. She has experience counseling clients on Federal gift tax laws and preparing Federal Gift tax returns...

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  • Representative Transactions
    • Represents individuals in all aspects of estate planning, including the preparation of Wills, Trusts, Powers of Attorney and Advance Health Care Directives (Living Wills)
    • Represents owners of closely-held business entities in connection with integrating Succession Planning and Estate Planning
    • Represents adults with disabilities and parents of children with disabilities in matters requiring Special Needs Trusts and Estate Planning coordination
    • Represents Executors and Administrators in Estate Administration matters
    • Represents Trustees in Trust Administration matters
    • Represents Beneficiaries of InterVivos Trusts and Testamentary Trusts
    • Represents elderly clients and their families in areas of Elder Law
    • Represents clients on the formation of charitable entities as well as charitable planned giving techniques
  • Presentations & Teaching Experience
    • Course Planner and Presenter: Using Life Insurance in Estate Planning and Drafting Wills. Pennsylvania Bar Institute (PBI)
    • Course Planner and Presenter: Basic Estate Planning and Administration. National Academy of Continuing Legal Education (NaCLE)
    • Course Presenter: Estate Planning from A to Z. National Business Institute (NBI)

PrincetonPhiladelphia

Credentials

Admissions

New Jersey
Pennsylvania

Education

Temple University School of Law, JD, 1998
San Francisco State University, BA International Relations, 1992

Prior Law Firm Experience

Cozen O’Connor
Fox Rothschild
Hill Wallack

Practice Areas