I specialize in estate planning, estate administration, probate and corporate and tax matters.
• LL.M. in Taxation
• J.D. degree
• Certificate in Employee Benefit Taxation
Administering the Trust of one of America's most renowned female philanthropists.
Handling a complex estate administration involving PA, NY and Canadian real estate, a timeshare interest, gas well interests and five (5) closely held business interests.
Prepared a Will containing various unique trusts, including a trust for minor children, a special needs trust for a disabled beneficiary and a trust for the caretaking of pets.
Drafted a Prenuptial Agreement tailored to a client's estate plan.
Prepare and file Pennsylvania Inheritance Tax Returns and Inventories and New Jersey
Inheritance and Estate Tax Returns and Federal Estate Tax Returns.
Review IRA / 401(k) beneficiary designations for proper tax planning.
Prepared a Petition for the appointment of a Guardian for an incapacitated individual's property and person.
Filed a Petition in Orphans' Court to compel a fiduciary to provide an estate accounting.
Settled a tangible personal property dispute between heirs.
Handle breach of fiduciary actions and will contests.
1500 Market Street
Suite 3500 East
Philadelphia PA 19102
Free Initial Phone Consultation / Meeting
Monday through Friday: 7:00 am — 8:00 pm; Weekend Appointments Available.
* Nolo has confirmed that every member attorney has a valid license and is in good standing with the state agency that licenses lawyers. Any past disbarments and suspensions (with possible exceptions for minor violations or nonpayment of dues, in our discretion) will be indicated accordingly in the badge. Member attorneys are required to notify Nolo immediately if they become the subject of any disciplinary action by any state licensing agency.