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 Estates & Trusts Group. His practice focuses on estate planning, administration of estates and trusts, taxation, beneficiary representation and business succession planning. He 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 other related documents. He develops individualized estate plans, providing counsel regarding minimization of estate/inheritance, gift, generation-skipping, and income taxes, as well as sophisticated gifting techniques.
Mr. Iorio also helps families administer estates and trusts after the death of a loved one. This includes probate matters at the Register of Wills, preparing Inheritance and Estate Tax Returns and assisting Executors/Trustees in making distributions to beneficiaries. He also advises clients on Trust modifications to minimize or eliminate transfer/income taxes.
His clients include self-employed individuals, executives, educators, business owners, families with minor children, retirees and everyone in-between. Originally from New Jersey, Mr. Iorio now lives in Northampton County 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
- Pennsylvania Bar Association
- New Jersey State Bar Association
- Northampton County Bar Association
- Lehigh County Bar Association
COMMUNITY ACTIVITY
- Eastern PA Down Syndrome Center – Board of Directors/Treasurer, 2020-Present
- Lehigh Valley Zoo – Board of Directors/Vice Chairman, 2023-Present
- Northampton Community College – Planned Giving Advisory Council, 2019-Present
- Nazareth Soccer Club – Head Coach, 2022-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
