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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 degree from the Univ ...
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 Univ ...
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.
About Robert S. Balter, P.C.
Practice Areas
- High Asset Estate Planning
Published Works
- Knight v. Comm'r: The Two Percent Floor and Fiduciary's Investment Advisory Fees
- Second Circuit Holds Trust’s Investment Advisory Fees Are Subject To 2% Floor, http://www.rsbpc.com/sites/default/files/users/RobertBalter/pdfs/Rudkin%20Case%20%282d%20Cir%29%20BNA%20Estates%20Gifts%20%26%20Trusts%20Journal%20%28March%202007%29.pdf
- Enabling The ‘Triumph of Hope Over Experience,’ Tax Planning for Subsequent Marriage, http://www.rsbpc.com/sites/default/files/users/RobertBalter/pdfs/ENABLING%20THE%20%C2%93TRIUMPH%20OF%20HOPE%20OVER%20EXPERIENCE%C2%94%20Present.pdf
- Traps and Tradeoffs in Drafting Lifetime Trusts, http://www.rsbpc.com/sites/default/files/users/RobertBalter/pdfs/Traps%20and%20Tradeoffs%20in%20Drafting%20Lifetime%20Trusts.pdf
Fees
Offers Free Initial Consultation
Office Information
Address
1077 Kipling Road Jenkintown, PA 19046
Phone
Fax
- 215-887-0290
Websites
Other Offices
Robert S. Balter, P.C. 1045 First Avenue Suite 120 King of Prussia, PA 19406 215-941-5713
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