Herr, Potts and Potts

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Herr, Potts and Potts Practice areas include Estate and Trust Planning & Administration, Special Needs Planning, Guardianships, Legal Name Changes, and more.

Not every estate planning attorney has stood up in court and argued a case.Marilyn S. Mitchell, partner at Herr, Potts a...
10/19/2026

Not every estate planning attorney has stood up in court and argued a case.

Marilyn S. Mitchell, partner at Herr, Potts and Potts, spent seven years as a prosecutor at the Chester County District Attorney's Office before joining our firm. She tried cases. She litigated. She learned how courts work and how to fight for the people she represents.

That background shapes everything about how she approaches contested guardianships, Orphans' Court matters, and the complex family situations that do not always resolve quietly.

When you need an attorney who is not just a planner but an advocate, Marilyn brings both.

📞 (610) 254-0114
🌐 herrpottsandpotts.com

Estate planning and taxes are more connected than most people realize.When a loved one with special needs receives an in...
10/16/2026

Estate planning and taxes are more connected than most people realize.

When a loved one with special needs receives an inheritance, a settlement, or assets through a trust, the tax implications matter. Getting it wrong can cost a family more than they expect.

Our partner Stephen D. Potts is licensed to practice not just in Pennsylvania, but before the United States Tax Court. That is a credential very few estate planning attorneys hold, and it means that when your plan has tax complexity, Stephen has the standing and the knowledge to address it directly.

It is one more reason why working with a firm that specializes in this area makes a difference.

📞 (610) 254-0114
🌐 herrpottsandpotts.com

Interested in learning about Special Needs Planning with Herr, Potts & Potts? Come stop by our table at the Phantom Fami...
10/06/2026

Interested in learning about Special Needs Planning with Herr, Potts & Potts? Come stop by our table at the Phantom Family Transition Fair at the Phoenixville Area High School on Thursday, November 5th from 6:00 PM-8:00 PM!💜👻 Phoenixville Area School District

We do not take lightly the fact that families come to us during some of the hardest moments of their lives.One client sh...
09/28/2026

We do not take lightly the fact that families come to us during some of the hardest moments of their lives.

One client shared this about working with our partner Marilyn S. Mitchell:

"The extensive compassion, research and reliability during this extremely emotional and difficult time has been incredible. She has guided me with understanding and warmth coupled with her knowledge and professionalism that will never be forgotten. If you are looking for a lawyer that will be in your corner during a difficult time in your life, this IS the firm for you."

That is exactly the standard we hold ourselves to. Every client. Every family. Every time.

📞 (610) 254-0114
🌐 herrpottsandpotts.com

Good estate planning attorneys know the law.Great ones know the community.Our partner Stephen D. Potts has spent his car...
09/23/2026

Good estate planning attorneys know the law.

Great ones know the community.

Our partner Stephen D. Potts has spent his career not just practicing special needs law, but living it. He has served on the boards of Bournelyf Special Camp, Kencrest Services, and the ARC of Chester County, three organizations that serve individuals with disabilities and their families right here in our community.

That kind of involvement is not something you can manufacture. It shapes how we approach every client, every plan, and every family that walks through our door.

We are proud to have Stephen at the heart of this firm.

📞 (610) 254-0114
🌐 herrpottsandpotts.com

When most people think of guardianship, they picture one person taking full legal control over another.But that is not a...
09/17/2026

When most people think of guardianship, they picture one person taking full legal control over another.

But that is not always how it works, or how it should work.

Pennsylvania offers two types of guardianship. Plenary guardianship gives a guardian broad authority over an individual's personal and financial decisions. Limited guardianship is more targeted, covering only the specific areas where someone genuinely needs support, while preserving their rights in everything else.

For individuals with disabilities who are capable of making some decisions independently, limited guardianship can be a far better fit. It honors their autonomy while still providing the protection they need.

At Herr, Potts and Potts, we take the time to understand your loved one's actual situation before recommending an approach. Guardianship is not one size fits all.

📞 (610) 254-0114
🌐 herrpottsandpotts.com

September is Spina Bifida Awareness Month.For families raising a child with spina bifida, the medical journey gets most ...
09/07/2026

September is Spina Bifida Awareness Month.

For families raising a child with spina bifida, the medical journey gets most of the attention. The legal journey is just as important, and far less discussed.

What happens when your child turns 18 and you are no longer automatically their legal decision-maker? Who manages their finances if they receive a settlement or inherit money? How do you make sure that money helps them without taking away the benefits they depend on?

These are not questions for someday. They are questions with real legal answers, and the earlier you start, the more protected your child will be.

At Herr, Potts and Potts, we help families build plans that grow with their child, from diagnosis through adulthood and beyond. If you are ready to start the conversation, so are we.

📞 (610) 254-0114
🌐 herrpottsandpotts.com

Here is something most estate planning attorneys will not tell you.The child you are planning for today may not be the p...
08/31/2026

Here is something most estate planning attorneys will not tell you.

The child you are planning for today may not be the person they are in ten or twenty years.

A child with significant challenges at eight may, with the right support, become a largely
independent adult. A plan built only around limitation can actually hold someone back,
financially and legally, from the life they are capable of living.

At Herr, Potts and Potts, we strive to build plans that are flexible enough to grow. Trusts that can adapt. Named Guardians that can be revisited. Structures that protect without restricting more than necessary.

Because the goal was never just protection. It was always possibility.

📞 (610) 254-0114
🌐 herrpottsandpotts.com

Here is a number that changes everything for families with a loved one on SSI.Two thousand dollars.That is the asset lim...
08/28/2026

Here is a number that changes everything for families with a loved one on SSI.

Two thousand dollars.

That is the asset limit for most individuals receiving Supplemental Security Income. The asset limit can increase through the years but if your loved one's assets limit is $2,000, they can lose benefits if their assets go above that number. That includes an inheritance. A gift. Even a well-intended check from a grandparent.

This is exactly why a Special Needs Trust exists. Assets held in a properly structured trust do
not count toward that limit. Your loved one can receive an inheritance, a life insurance payout,
or financial support from your estate without it costing them their benefits.

Two thousand dollars is a very small number. The planning that protects around it does not
have to be complicated. We are here to walk you through it.

📞 (610) 254-0114
🌐 herrpottsandpotts.com

Address

200 Eagle Road, Ste 106
Wayne, PA
19087

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16102540114

Website

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