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Stephanie Henrick Presents “Estate Planning 101” at Borough of West Chester Lunch and Learn

March 26, 2025

On Wednesday, March 26, 2025, Obermayer Trusts & Estates partner Stephanie Henrick presented a Lunch and Learn session for employees of the Borough of West Chester. Her presentation, Estate Planning 101, covered the essentials of estate planning, its importance, and key tax considerations.

Topics included:

  • An overview of estate planning

  • Essential estate planning documents

  • Probate vs. non-probate assets

  • The benefits of having a plan in place

  • Federal and state tax implications

Stephanie brings a wealth of experience in estate planning, including preparing Wills, Trusts, Powers of Attorney, and Healthcare Powers of Attorney. She also represents individuals in guardianship matters. Stephanie holds a Master of Laws in Taxation and a Certificate in Estate Planning from Villanova University. In addition to her legal practice, Stephanie proudly serves as the Mayor of Pottstown, Pennsylvania.

 

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