Corey is the Chair of the McNees Oil & Natural Gas Group and Pipeline and Oil/Gas Infrastructure Practice Group and also practices in the Estate Planning Group, Corporate & Tax Group, and Real Estate Group. He routinely represents and advises individuals, closely held business entities and fiduciaries in the areas of estate planning, business succession planning, business counseling, estate and trust administration and probate litigation.
With respect to estate planning for individuals, Corey has significant experience drafting Wills, Powers of Attorney, and a wide range of trust documents designed to meet clients’ goals of tax minimization, planning for special needs beneficiaries, charitable dispositions, and asset protection. For closely held business clients, Corey advises business owners on succession planning matters including, but not limited to, corporate organization, transfers of business interests through gifts and leveraged sales, stockholder’s agreements and exit strategies for “key-man” owners. In addition, Corey provides general representation to business and professional corporations, general and limited liability partnerships and limited liability companies on business and federal taxation matters.
With respect to estate and trust administration, Corey advises fiduciaries with respect to valuation, taxation, reporting and distribution of estate and trust assets, compliance with duties to beneficiaries and governmental entities, and practical strategies to harmonize the relationship between fiduciaries and beneficiaries.
Corey also has significant experience handling probate court proceedings, both adversarial and uncontested matters, including disputes over estate and trust administration, guardianship appointments for disabled adults and minor children and trust modifications.
As Chair of the Oil and Natural Gas Group and Pipeline and Oil/Gas Infrastructure Group, Corey counsels clients on estate planning techniques that can be utilized to address both tax and generational planning issues that can arise with recently acquired wealth attributable to “bonus payments” as well as future royalties. His oil and gas practice also includes counseling producers, service companies and landowners on the full spectrum of oil and gas related issues, from leasing to well permitting, hydraulic fracturing, well completion, and production. He has represented large acreage landowners including individuals, businesses and trusts in negotiating leases, easements, and ancillary agreements as well as advising on title issues. His practice also includes advising a variety of service businesses in transactions and regulatory compliance.
In addition, Corey has worked extensively on several major pipeline and infrastructure projects which were developed and/or repurposed to facilitate the transportation of the vast supplies of shale gas reserves from the Marcellus and Utica basins to the areas of greatest demand. Specifically, as it relates to interstate and intrastate pipeline projects, Corey:
Additionally, having practiced in the Real Estate Group since joining the firm, Corey routinely counsels commercial clients on leases, agreements of sale, easements and review/analysis of title issues.
Corey works in the firm’s State College and Harrisburg offices with his primary location being State College.
Pennsylvania Bar Association
Centre County Bar Association
Marcellus Shale Coalition
Centre County Youth Service Bureau
November 11, 2016 - McNees Insights Newsletter - Estate Planning
IN THIS ISSUE: IRS Simplifies Rules for Correcting Late Rollovers l Controlling From the Grave - Incentive Trusts l Life Insurance Due Diligence In Estate Planning
March 27, 2016 - McNees Insights - Estate Planning
In this issue: Estate Planning For Real Property l Spousal Lifetime Access Trusts l Spendthrift Trusts – How to (Properly) Protect A Beneficiary From Herself
May 19, 2014 - McNees Insights - Estate Planning - Spring 2014
In this issue: Who Gets Your IRA? – Six Common Mistakes l Estate Planning for Digital Assets l Post-Production Issues and Oil & Gas Leases