Atty. Stefanie L. Pate
Stefanie Pate’s practice focuses on estate planning, business succession planning, and estate and trust administration. Stefanie’s estate planning practice includes the preparation of simple and complex wills, powers of attorney, living wills, and revocable and irrevocable trusts.
Profile Summary
About Stefanie L. Pate at a glance
Stefanie L. Pate is a Partner based in Erie, Pennsylvania, practicing at Leech Tishman. They have 15+ years of legal experience, licensed to practice since 2011. Their practice focuses on trusts. Admitted to practice in Pennsylvania U.S. District Court, Western District of Pennsylvania (2011) and Florida (2019). Educated at Duquesne University School of Law J.D. cum laude (—) and Duquesne University Graduate School of Business M.B.A. Duquesne University McAnulty Graduate School of Liberal Arts M.A. Corporate Communication West Virginia University B.S.J. Political Scie (—). Active member of Allegheny County Bar Association New York State Bar Association The Florida Bar. Serands clients in Erie, PA and the surrounding metropolitan area.
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About
- Stefanie Pate’s practice focuses on estate planning, business succession planning, and estate and trust administration
- Stefanie’s estate planning practice includes the preparation of simple and complex wills, powers of attorney, living wills, and revocable and irrevocable trusts
- Throughout the estate planning process, Stefanie works with her clients and their team of advisors to employ asset protection and tax minimization strategies through the use of sophisticated trust planning, charitable gift planning, and the development of lifetime gifting programs
- Stefanie is well-versed in planning for business owners, special needs individuals, guardianship planning and administration, and the preparation and negotiation of premarital agreements
- Stefanie has broad experience representing individual and corporate fiduciaries, as well as beneficiaries, in estate and trust administration matters
- Throughout this process, Stefanie also prepares and advises on Federal Estate Tax Returns, Pennsylvania Inheritance Tax Returns, and New York Estate Tax Returns
- Her practice also includes estate and fiduciary litigation matters
Practice Areas Explained
Stefanie L. Pate's Areas of Practice
Each practice area below reflects the types of cases Stefanie L. Pate handles, with a brief overview of what that area of law covers.
Stefanie L. Pate is one of 104,171 trusts attorneys indexed nationally. Browse trusts attorneys in Pennsylvania →
Jurisdictional Context
Why local counsel matters in Pennsylvania
Practicing law in Pennsylvania. Legal matters in Pennsylvania are governed by state-specific rules of civil and criminal procedure, statutes of limitations, and substantive law. Cases originating in Erie are typically filed in the local municipal court or the appropriate Pennsylvania state district court, depending on subject matter and amount in controversy. An attorney licensed in Pennsylvania brings working knowledge of local procedural deadlines, judicial practices in this andnue, and the substantive law that applies to cases brought here. Out-of-state attorneys generally cannot represent clients in Pennsylvania courts without local counsel or pro hac vice admission.
Looking for additional Pennsylvania attorneys? Browse all attorneys in Erie or all attorneys in Pennsylvania.
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