Miguel D. Pena Law is a distinguished estate planning and trust law firm serving clients across multiple states, with a specialized focus on leveraging Delaware’s unique trust statutes. With over twenty years of experience, the firm stands out for its deep expertise in sophisticated estate planning techniques and its commitment to providing personalized, conflict-minimizing solutions for individuals, families, and institutional clients.
The firm adopts a client-centered approach, offering strategic advice tailored to high-net-worth individuals, banks, trust companies, and out-of-state attorneys. Miguel D. Pena, a former Chair of the Estates and Trusts Section of the Delaware State Bar Association, brings authoritative insight into Delaware trust law, fiduciary obligations, and modern planning opportunities post-Tax Cuts and Jobs Act. His practice emphasizes avoiding probate, reducing expenses, and ensuring privacy while accomplishing philanthropic and succession goals.
Services Offered
- Estate Planning
- Estate Administration
- Trust Planning
- Delaware Trust Law Advice and Opinions
- Business Succession Planning
- Drafting Wills, Trusts, Durable Powers of Attorney, and Health Care Directives
- Complex Planning Techniques including Directed Trusts, Charitable Trusts, Dynasty Trusts, and Delaware Asset Protection Trusts
- Trusts for Non-U.S. Citizens and Spouses
- Estate Administration and Probate Matters
- Guardianship of Minors and Incapacitated Persons
- Drafting and Reviewing Delaware Trust Agreements
- Advising Fiduciaries on Responsibilities and Trust Administration
- Formation, Migration, and Modification of Trusts to Delaware Situs
- Modification of Trusts to Appoint Directed Trustees, Advisers, and Trust Protectors
- Philanthropic and Charitable Giving Planning
- Expert Testimony in Estate and Trust Litigation
The firm represents clients in Delaware, Pennsylvania, and Florida, and is highly rated by peers, holding an AV Preeminent® rating from Martindale-Hubbell®. Services are available in English, catering to a diverse clientele including individuals, families, corporate fiduciaries, and legal professionals seeking Delaware-specific trust expertise.
