Kimberton, Pennsylvania Estate Planning Lawyers
Experienced & Successful Estate Planning Counsel! Skilled Legal Representation!
Dedicated & Experienced Pennsylvania Estate Planning Counsel & Representation!
Pennsylvania Estate Planning Lawyer
Pennsylvania Estate Planning Lawyer with 29 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...
Experienced & Skilled Attorney! Counsel & Advocacy for Estate Planning Needs!
Pennsylvania Estate Planning Lawyer with 21 years experience
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....
He started his legal career with the Philadelphia District Attorney’s Office, where he successfully prosecuted over 60 homicide cases. Throughout his career, Mr. D’Ambrosio has represented clients in the purchase and sale of franchises, has counseled clients in corporate transactions, and has extensive experience offering estate planning, estate and trusts administration and probate services.
For over 30 years, he was a...
Ms. Halter, along with other members of the Firm’s Special Education Group, proactively provide in-house training programs to all school district employees so that our clients can stay abreast of changes in the law and keep current on education-related legal requirements in order to...
Mr. Maroto primarily concentrates his attention on the Firm’s growing business and estate law areas of practice and caters to those clients whose cases present problems...
Ms. Sallen has also spent several years working as a political consultant, lending her services to local, congressional, state, and...
Jenn has served as an author and panelist on various Pennsylvania Bar Institute seminars and Pennsylvania Continuing Legal Education lectures and has written about the authority granted to plenary guardians of the person. She...
Downingtown, PA 19335
Widener University Delaware School of Law
During his years of practice, Joe has prepared Wills or Trust documentation for more than 6,500 individuals and has served as legal counsel for the settlement of more than 1,300 estates or trusts. He was featured nationally for the first court decision forcing the IRS to pay a taxpayer’s legal fees.
Joe is an elected fellow of the American College of Trust and Estate Counsel and...
Estate Planning Lawyers in Nearby Cities
Estate Planning Lawyers in Nearby Counties
Kimberton Estate Planning Legal Aid & Pro Bono Services
Chester County Bar Association Access to Justice
West Chester, PA
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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