Jenkintown High Asset Estate Planning Law Firm
Overview
With more than 30 years of legal experience focused on estate planning and tax law, I have the breadth and depth of experience you need to achieve your goals. I am AV Preeminent* peer-review rated through Martindale-Hubbell, its highest rating.
I offer a free initial consultation and a satisfaction guarantee with respect to my advisory practice. This guarantee cannot however be extended to adversary matters due to Pennsylvania State Supreme Court ethics rules.
I earned my law...
With more than 30 years of legal experience focused on estate planning and tax law, I have the breadth and depth of experience you need to achieve your goals. I am AV Preeminent* peer-review rated through Martindale-Hubbell, its highest rating.
I offer a free initial consultation and a satisfaction guarantee with respect to my advisory practice. This guarantee cannot however be extended to adversary matters due to Pennsylvania State Supreme Court ethics rules.
I earned my law...
With more than 30 years of legal experience focused on estate planning and tax law, I have the breadth and depth of experience you need to achieve your goals. I am AV Preeminent* peer-review rated through Martindale-Hubbell, its highest rating.
I offer a free initial consultation and a satisfaction guarantee with respect to my advisory practice. This guarantee cannot however be extended to adversary matters due to Pennsylvania State Supreme Court ethics rules.
I earned my law degree from the University of Pittsburgh School of Law in 1972 and my undergraduate degree from the University of Pennsylvania. In 1985, I earned an LL.M. (Master of Laws) degree in tax from the Temple University Beasley School of Law. I had already achieved a Master of Laws degree from the University of Texas School of Law in 1974 studying under Charles Alan Wright and Joseph Witherspoon.
Prior to opening my own law firm in 1988, I served as a tax law specialist in the IRS Chief Counsel's Office in Washington, D.C., where I wrote private letter rulings and technical advice memoranda on estate and gift tax issues. As a tax attorney, I gained substantial knowledge about federal tax law and how these laws apply to individuals and businesses over the 30 plus years of my practice in this area.
I focus some of my practice on helping high net worth individuals and families to achieve their estate planning goals. In this field, I have particular experience with life insurance planning and fiduciary income taxes, having represented Northwestern Mutual and AXA's Karr Barth Agency in such planning matters.
I also represent clients in tax reporting and compliance matters. These areas of law frequently intersect. As a result, I am equipped to develop effective strategies that achieve clients' immediate and long-term interests as well as defending them if challenged.
I am an active member of the legal profession and am a member of many bar committees and organizations. Furthermore, I have written about a dozen peer-reviewed articles on estate planning issues for national law journals and have taught about a half dozen continuing legal education programs for lawyers.
*AV Preeminent is a certification mark of Reed Elsevier Properties Inc., used in accordance with the Martindale-Hubbell certification procedures, standards and policies. Martindale-Hubbell is the facilitator of a peer review rating process. Ratings reflect the confidential opinions of members of the Bar and judiciary. Martindale-Hubbell ratings fall into two categories - legal ability and general ethical standards.
Write Your Review
Fields marked with an * are required
Map Location
How do I choose a lawyer?
Consider the following:
- Comfort Level
- - Are you comfortable telling the lawyer personal information? Does the lawyer seem interested in solving your problem?
- Credentials
- - How long has the lawyer been in practice? Has the lawyer worked on other cases similar to yours?
- Cost
- - How are the lawyer's fees structured - hourly or flat fee? Can the lawyer estimate the cost of your case?
- City
- - Is the lawyer's office conveniently located?
Not sure what questions to ask a lawyer?
Here are a few to get you started:
- How long have you been in practice?
- How many cases like mine have you handled?
- How often do you settle cases out of court?
- What are your fees and costs?
- What are the next steps?
Want to check lawyer discipline?
It is always a good idea to research your lawyer prior to hiring. Every state has a disciplinary organization that monitors attorneys, their licenses, and consumer complaints. By researching lawyer discipline you can:
- Ensure the attorney is currently licensed to practice in your state
- Gain an understanding of his or her historical disciplinary record, if any.
- Determine the seriousness of complaints/issues which could range from late bar fees to more serious issues requiring disciplinary action.