| Temple University |
BA Political Science Major 1959 |
| University of Pennsylvania Law School |
LLB 1962 |
| New York University School of Law |
LLM in Taxation 1967 |
| Internal Revenue Service 1962 - 1967 |
Represented the Internal Revenue Service in the audit of Federal Estate Tax Returns and Federal Gift Tax Returns |
Private Practice
1968 through present |
Represent clients in all aspects of Estate and Trust practice |
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Estate Planning in Philadelphia
- Estates Not Subject to Federal Estate Tax
- Basic Estate Planning Package (Simple Will, Power of Attorney and Advance Health Care Directive/Living Will).
- Complex Wills.
- Revocable and Irrevocable Trusts.
- Special Needs Trusts.
- Medicaid Planning.
- Documents to fit the Client’s Unique Situation.
- Estates Subject Federal Estate Tax
- Asset Review.
- Estate Plan to Minimize or Eliminate Federal Estate Tax.
- Tax Saving Transfers.
- Formula Unified Credit/Marital Trust Wills.
- Family Limited Partnerships.
- Qualified Personal Residence Trusts.
- Charitable Trusts (Lead Trusts and Remainder Trusts).
Estate Lawyer in Philadelphia
- Preparation of all Probate Documents.
- Preparation of all Transfer and Fiduciary Income Tax Returns.
- Collection of Assets and Payment of Obligations.
- Maintain Records.
- Recommend Tax Savings Strategies.
- Preparation of Accounting and Closing Documents.
- Prepare Federal and State Fiduciary Income Tax Returns.
Philadelphia Estate Attorney
- Will Contest Before the Register of Wills and Orphans’ Court.
- Objection to Accountings.
- Surcharge Issues.
- Defense of Fiduciaries.
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