ESTATE PLANNING & ADMINISTRATION OF ESTATES & TRUSTS • TAXATION • ESTATE AND TRUST LITIGATION
Peter E. Iorio is the Chair of the Firm’s Estate Planning & Administration of Trusts Group. His practice focuses on estate planning, administration of estates and trusts, taxation, beneficiary representation and business succession planning. Mr. Iorio works out of FLB’s Allentown and Easton offices.
Mr. Iorio counsels Pennsylvania, New Jersey and New York clients to ensure that their estate plans are thoughtfully implemented. He is experienced in the design and execution of estate planning documents including Wills, Trusts, Powers of Attorney, Living Wills and Prenuptial Agreements. He develops individualized estate plans, providing counsel regarding minimization of estate/inheritance, gift, generation-skipping, and income taxes, as well as sophisticated gifting techniques. He is also involved in the administration of estates and trusts, including the implementation of settlement agreements among families to accomplish the final distributions of estate and trusts. He also advises trustees and beneficiaries on trust modifications to minimize or eliminate transfer/income taxes.
Mr. Iorio’s clients include self-employed professionals, executives, schoolteachers, small-business owners, families with minor children, retirees and everyone in-between.
Originally from New Jersey, Mr. Iorio now lives in the Nazareth area with his wife, children and dog, Kona.
EDUCATION
- Boston University, B.A., Mathematics & Economics, cum laude, 1998
- University of Virginia, M.A., Economics, 1999
- Seton Hall Law School, J.D., 2006
- Villanova University School of Law, LL.M. in Taxation, 2008
BAR ADMISSIONS
- Pennsylvania
- New Jersey
- New York
- United States Tax Court
- United States District Court of New Jersey
PROFESSIONAL ORGANIZATIONS
- New Jersey State Bar Association
- Pennsylvania Bar Association
- Northampton County Bar Association
COMMUNITY ACTIVITY
- Eastern PA Down Syndrome Center – Member, Board of Directors, 2020-Present
- Lehigh Valley Zoo, Board of Directors
- Northampton Community College – Planned Giving Advisory Council, Member, 2019 – Present
- Cancer Support Community of the Lehigh Valley – Survivor Summit Presenter
CALL DIRECT
610-797-9000, ext. 343
ASSISTANT INFORMATION
Theresa Bussiere
610-797-9000 ext. 373