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Duke works primarily with family-owned and closely held businesses on succession planning, family wealth transfer planning and the structure of the business enterprise. Duke also works closely with individuals on a wide variety of estate and wealth transfer planning and estate and trust administration matters.
Recent RepresentationsImplemented a plan to shift ownership of a family-owned business to children including stock purchase, buy/sell, employment and deferred compensation agreements for an individual business owner.Planned and created generation-skipping dynasty trusts for a family, including grantor retained annuity trust strategies for an individual client.Planned and implemented a family limited partnership funded with real estate and investment assets for an individual client.Represented and counseled business owner and individual clients in Estate and Trust Administrations.Created and funded a private foundation and charitable remainder trust for a charitably inclined client, resulting in income and estate tax savings.Represented an individual business owner in sale of a significant family-owned business.
Chester County Bar Association
Pennsylvania Bar Association
Chester County Bar Foundation
WealthCounsel
Pennsylvania State University M.B.A.
Widener University School of Law, Harrisburg, Pennsylvania
Honors: cum laude
Pennsylvania State University B.A.
Honors: With Distinction, Major: Pre-Law