Top best Estate Planning Lawyers Near me in ZIP 19103

Peter Klenk is the principal of a boutique law firm concentrating its practice in probate, estate planning, will challenges and estate related litigation. Peter and staff work with clients to craft estate plans that fit the given circumstances. These plans range from wills, powers of attorneys and living wills to detailed trusts and complex plans that reduce or avoid inheritance and estate taxes or create trusts to protect special needs persons. Focusing exclusively on estate planning and probate has given our lawyers the experience and knowledge to represent fiduciaries such as personal representatives, executors, agents and trustees. Beneficiaries and potential heirs of trusts and estates also retain us to represent their interests in estate related disputes such as will challenges or to force executor or trustee accountings. Estate related litigation might include tortuous interference with expectancy, will contests, elective share disputes, undue influence, lack of capacity and trust construction. If you need estate related representation you should hire an attorney who focuses on estates. Estate planning, probate and related litigation, its all we do!

Jonathan D. Sokoloff is a graduate of The University of Pennsylvania (magna cum laude,1974) and The University of Pennsylvania Law School (1978). Mr. Sokoloff received the degree of Master of Laws in Taxation from the New York University School of Law in 1980. He joined Diamond, Polsky & Bauer in June 1980, where he concentrates in estate planning, estate administration, tax planning, and business law. He practices in both the firm’s Philadelphia office and Media office.. Mr. Sokoloff is a member of the Pennsylvania Bar and is admitted to practice and has tried cases before the United States Tax Court and the United State Claims Court.. Mr. Sokoloff is a Co-Chair of the Tax Committee and a member of the Executive Committee of the Probate Section of the Philadelphia Bar Association and serves as a liaison between the Probate Section and the Tax Section of the Philadelphia Bar Association. He is also the former President of the Delaware County Estate Planning Council, has served three terms as the President of the Delaware County Attorney/CPA Forum and is a past Secretary/Treasurer of the Tax Section of the Philadelphia Bar Association.. The focus of Mr. Sokoloff's practice is working with individuals and families with the estate planning, including structuring family businesses, to accomplished the dual objective of proper succession planning and reduction of death taxes. In addition, Mr. Sokoloff has represented both individuals and business regarding a variety of income tax issues, including IRS audits and tax controversies. He has co-authored the Bureau of National Affairs Tax Management Portfolio on IRS tax liens.

I am a member of Flaster Greenberg’s Trusts & Estates, Taxation, and Business & Corporate Departments. I focus my practice on estate planning, estate administration, business succession, and general corporate matters. Prior to joining the firm, I worked as a senior associate at a boutique estate planning firm.. I represent individuals and business owners in their estate plans and corporate planning. My focus is on determining each client’s particular situation and providing them a custom-tailored plan to assist them, their families and, if applicable, their businesses. I am particularly adept at handling larger estates as well as estate matters that have potential litigation.. As a graduate from Washington and Lee University with a double major in math and politics, I am able to leverage my math acumen and Masters in Taxation to provide unique insights and strategies to client’s estate plans. I also have extensive experience with Court Accountings and Orphans’ Court litigation, which enables me to understand the problems that can develop with estate administration matters and to help prevent similar problems.. I received my J.D. and LL.M. with a focus on estate planning from Villanova University Charles Widger Law School. I'm licesned to practice law in Pennsylvania and New Jersey, along with the United States District Courts for the District of New Jersey and the Eastern & Middle District of PA.. I enjoy having the opporunity to help clients take care of their families through the preparation of Wills and Trusts as well as leading them through the copmlexities of Estate Administration. My goal is to allow my clients to grieve a family member's death without additional stress. I find it incredibly rewarding working with individuals and families helping them to properly plan for their future.

Garrett Cole Spangler is an experienced attorney spending 10+ years in private practice and 5+ years in wealth management. He has a J.D. and LL.M. in Taxation from Temple University - Beasley School of Law. His primary practice areas are trust and estate planning as well as tax law.. In particular he provides advice on generational wealth planning; complex trust strategies; estate administration; domestic and international tax planning for individuals; formation, administration and dissolution of for-profit, non-profit, and charitable organizations; business succession plans; intellectual property disputes; corporate agreements; and tax controversy matters.. In addition to his law practice, Garrett is an adjunct professor at Delaware Valley University where he teaches a variety of tax, finance, and business courses.. Garrett is a member of the bars of Pennsylvania and New Jersey and is licensed to practice before the U.S. Tax Court.

Danielle Friedman is an attorney in the firm's Estates & Trusts Practice Group. Danielle provides comprehensive and sophisticated estate and tax planning services for an array of clients. She regularly assists clients with wealth preservation, asset protection planning, charitable giving and more common estate planning needs.. Danielle also guides fiduciaries through estate and trust administrations, including probate matters, preparing inheritance and estate tax returns and handling creditors' claims and beneficiary distributions.. Additionally, Danielle works within the firm's Business Law and Transactions Practice Group, where she regularly handles corporate governance matters, business succession planning and the preparation of various commercial agreements.. The foundation of Danielle's practice is built on developing, maintaining and fostering client relationships by providing attentive, responsive and individually tailored solutions to each client.. Danielle received her J.D. from Temple University and has been recognized by Super Lawyers Pennsylvania as a "Rising Star" since 2017.

Experienced Estate Planning attorney serving clients in Philadelphia and surrounding areas.

Experienced Estate Planning attorney serving clients in Philadelphia and surrounding areas.

Experienced Estate Planning attorney serving clients in Philadelphia and surrounding areas.

Experienced Estate Planning attorney serving clients in Philadelphia and surrounding areas.

Experienced Estate Planning attorney serving clients in Philadelphia and surrounding areas.

Experienced Estate Planning attorney serving clients in Philadelphia and surrounding areas.

Experienced Estate Planning attorney serving clients in Philadelphia and surrounding areas.

Experienced Estate Planning attorney serving clients in Philadelphia and surrounding areas.

Experienced Estate Planning attorney serving clients in Philadelphia and surrounding areas.

Experienced Estate Planning attorney serving clients in Philadelphia and surrounding areas.

Experienced Estate Planning attorney serving clients in Philadelphia and surrounding areas.

Experienced Estate Planning attorney serving clients in Philadelphia and surrounding areas.

Experienced Estate Planning attorney serving clients in Philadelphia and surrounding areas.

Experienced Estate Planning attorney serving clients in Philadelphia and surrounding areas.

Experienced Estate Planning attorney serving clients in Philadelphia and surrounding areas.

Experienced Estate Planning attorney serving clients in Philadelphia and surrounding areas.