Pennsylvania Estate Planning Lawyers
Philadelphia, PA Estate Planning Attorney with 43 years experience
West Chester, PA Estate Planning Lawyer with 51 years experience
• John B. Whalen, Jr., JD., LL.M., is an AV Peer Review Rated Preeminent 5.0 and Avvo Rated 10.0 Superb (obtaining over 95 client reviews and peer endorsements) premier and prestigious Attorney and Counselor at Law. •
• He has amassed over 60 prestigious professional awards and over 5000 client reviews and endorsements.
• Mr. Whalen concentrates his three decade career in the legal areas of Pa Probate, Pa Last Wills, Pa Estates, and Pa Estate Settlement.
• Mr. Whalen provides brief free initial consults all seven days, requires a one hour ($450.00) consult fee paid in advance for...
Focusing on each client's particular needs and desires, in addition to a deep commitment to client service, is the foundation of my practice. Listening and working together with the...
Quakertown, PA 18951
Rutgers School of Law-Camden
Ms. Ashby has devotedly pursued the practice of law in both Pennsylvania and New Jersey since 1992 in the areas of Wills/Estates, Elder Law, Mediation, Family Law and Adoptions. Ms Ashby is the owner of the...
Ms. Ward also works with her clients...
West Chester, PA 19380
Temple University Beasley School of Law
Chari received her juris doctor degree from Temple University, her masters in Public Health and a Gerentology Certificate from Boston University School of Public Health.
Chari holds the Certified Trust and Financial Advisor Designation.
Chari is a member of NAELA, the Delaware County Bar Association, the Chester County Bar Association, and the Chester County Estate Planning Council.
Philadelphia, PA Estate Planning Lawyer with 30 years experience
Frackville, PA Estate Planning Lawyer with 18 years experience
- (800) 518-4529
- Free Consultation
Dan is a success-driven leader with superior organization and communication skills. He has practical business experience, a solid work ethic and brings an entrepreneurial approach to his practice of law.
Stephanie’s customized approach to estate planning provides her clients with personalized attention to address their unique circumstances. Stephanie reviews all elements of her clients’ financial and personal situations with attention to detail, which enables her to plan accordingly so her clients’ wishes are fulfilled. She works closely with her clients to create a seamless process of passing down their legacies and protecting their heirs.
She earned her Masters of Law (LL.M.) in Taxation and a Certificate in Estate Planning from Villanova University School of Law....
Ms. Sallen has also spent several years working as a political consultant, lending her services to local, congressional, state, and...
West Chester, PA Estate Planning Lawyer with 22 years experience
- (610) 308-9747
- Offers Video Chat
Elizabeth graduated from Syracuse University with a Bachelor of Architecture. She graduated from the University of Pittsburgh School of Law with an Advanced Certificate in Intellectual Property and Technology Law.
Ms. White is a member of the National Academy of Elder Law Attorneys (NAELA) and Pennsylvania Academy of Elder Law Attorneys (PAELA). She is a member and...
Don is a member of the firm’s wills, trusts,...
In addition to extensive, traditional litigation experience, she is also a trained Collaborative Law attorney and Mediator. Liberty has been helping clients resolve disputes respectfully, without going to Court for more than ten years.
The Collaborative Process is a method of resolving a dispute whereby each party voluntarily agrees...
Michael P. Thomas is a Partner with MacDonald, Illig, Jones & Britton LLP. He assists individuals, closely held companies, and larger entities on a wide variety of estate planning, estate and trust administration, wealth transfer, succession planning, tax, and business matters.
Mike routinely assists clients with the design and implementation of both basic and complex estate plans that focus on accomplishing the client's individual objectives and minimizing the related tax consequences. He works closely with individual and corporate fiduciaries throughout estate and trust administrations. Mike has experience advising clients on a wide variety of sophisticated business transactions, employee benefit plan matters,...
Previously, my practice included criminal defense in state and federal court, post-conviction litigation, appeals, civil litigation, social security disability, and Title IX investigations. I also served as a Mental Health Review Officer for Lycoming County and assisted in representing local school districts and an intermediate unit.
Owen has partnered with small businesses, professionals, and individuals on a wide array of matters ranging from business formation, small business counseling, complex commercial and business litigation, appellate litigation, corporate governance, trade secret and non-compete litigation, and representation of medical professionals.
After practicing at two mid-sized regional firms and one of the country’s largest firms, Owen came to the conclusion that he could best help his clients and provide truly personal representation by...
Pennsylvania Estate Planning Legal Aid & Pro Bono Services
Mid-Penn Legal Services
Pennsylvania Legal Aid Network
Planning your estate?
Estate planning arranges for the transfer of an individual's estate at the time of death. An estate consists of all property owned at death before it is distributed by will, trust, or intestacy laws. An estate may contain both real property and personal property. Estate planning allows an individual to decide exactly who will benefit from his or her estate, and to what extent. It can also reduce the taxes imposed on the transfer of assets at death.
An experienced estate planning lawyer can help minimize the amount of the estate surrendered to taxes as well as ensure that the management and distribution of the estate is carried out according to your plans. Particularly when your plans are complex and/or you have substantial property or assets, it is important to have an attorney who can ensure that your plan functions the way you intend. Depending on the complexity of your individual situation, your estate planning team may include attorneys, financial planners, bankers and insurance professionals. Some states certify attorneys as estate planning specialists, which means they have met certain requirements for experience, education, and testing in that field.
Fiduciary: A person or institution who manages money or property for another and who must exercise a standard care imposed by law, i.e., personal representative or executor of an estate, a trustee, etc.
Personal representative: The person who administers an estate. If named in a will, that person's title is an executor. If there is no valid will, that person's title is an administrator.
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