Conshohocken Estate Planning Lawyers

Stephanie A. Henrick concentrates her practice in Estate Planning, Estate Administration, Tax Law and Social Security Disability.

Stephanie’s customized approach to estate planning provides her clients with personalized attention to address their unique circumstances. Stephanie reviews all elements of her clients’ financial and personal situations with attention to detail, which enables her to plan accordingly so her clients’ wishes are fulfilled.  She works closely with her clients to create a seamless process of passing down their legacies and protecting their heirs.

She earned her Masters of Law (LL.M.) in Taxation and a Certificate in Estate Planning from Villanova University School of Law....

Kathryn L. Sullivan never backs down, even with the most difficult of cases. President Theodore Roosevelt’s famous quote — Speak softly and carry a big stick; you will go far — resonates with her in practice. She works as hard as possible to resolve her client’s cases efficiently and cost-effectively, bringing a willingness to work with the other party’s attorney amicably and collaboratively. However, if litigation is unavoidable, Kathryn loves nothing more than to be in the courtroom. She works relentlessly and without intimidation to protect her client’s best interests. Always the first attorney to arrive at the courthouse, Kathryn...

Lori A. Frio-Walker, Esquire, devotes her practice primarily to all aspects of family and matrimonial law matters. Lori gained family law litigation experience in divorce, custody and support matters at Petrelli Law, P.C. Prior to working at Petrelli Law, P.C., Lori worked in the area of collaborative and amicable divorce. Lori received her J.D. degree from Villanova University School of Law and was the Editor-in-Chief of its Women’s Law Forum and Associate Editor of its Journal of Catholic Social Thought. Lori began her professional career as an associate attorney at a large regional firm in Philadelphia, Pennsylvania....

Karim P. Husain concentrates his practice in the areas of Wills, Trusts & Estates, Bankruptcy, Business Consulting & Commercial Litigation and Tax Controversies & Tax Litigation. Formerly a senior associate with a private law firm and a Big 4 accounting firm, he also served as a judicial law clerk to the Hon. Charles A. Lord of the Commonwealth Court of Pennsylvania and to the Hon. Robert A. Latrone of the Philadelphia Court of Common Pleas. A long-time resident of the Philadelphia area, Mr. Husain received his Master of Laws in Taxation from the Villanova University School of Law, Juris Doctorate...

Gilbert P. High, Jr. has devoted his career primarily to the practice of Municipal, Real Estate and Land Use Law and Estates & Trusts. He has extensive experience in legislative drafting, subdivision and land development, zoning litigation, public employment issues, local taxation, public contracting, and the law of easements and rights of way. He regularly speaks on issues pertaining to municipal liability, particularly regarding the maintenance of the Urban Forest, a subject on which he has lectured nationally.

Mr. High also practices in the area of estate planning, particularly in the administration of complex estates, will drafting, the creation and...

Tejal Mehta is an accomplished lawyer who is licensed in Pennsylvania and possesses over 20 years of legal experience. Attorney Mehta practices Immigration Law and the inter-related areas of Estate Planning, Elder Law, and Probate. The legal services offered by the Law Office of Tejal Mehta include: Estate Planning (Wills; Trusts; Power of Attorney; Guardianship). Estate Administration (Probate; Deed Transfers; Pennsylvania Inheritance Taxes) Immigration (Citizenship; Marriage and Employment Based Green Cards; H1B, L1, and O Temporary Worker Visas; E1, E2, and EB-5 Investor Visas; EAD; Waivers; DACA; Removal Defense in Immigration Court, including Immigration...

Estate Planning & Real Estate Attorney in Philadelphia's Western Suburbs -- AV Preeminent rating by Martindale-Hubbell

Renata T. Pabisz is a graduate of the University of Marie Curie-Sklodowska School of Law, Rzeszow, Poland (Master of Laws 1999) and the Widener University School of Law, Wilmington, DE (J.D. 2011). While in law school, Ms. Pabisz served as a judicial extern in the Court of Common Pleas Orphans' Court Division in Philadelphia, PA. She has been employed by Dorian, Goldstein, Wisniewski, Orchinik, P.C. since 2008.

Jennifer DiVeterano Gayle joined Mannion Prior, LLP in September 2007 and was named a partner in January 2016. Jenn’s practice focuses on litigation involving trusts, estates, guardianships, and powers of attorney, including all forms of estate and trust disputes, will contests, surcharge and removal actions, interpretation issues, and other fiduciary matters before the Orphans’ Court Division of the Court of Common Pleas and the Register of Wills.

Jenn has served as an author and panelist on various Pennsylvania Bar Institute seminars and Pennsylvania Continuing Legal Education lectures and has written about the authority granted to plenary guardians of the person. She...

Mr. Hwang is a shareholder and president of the firm. He concentrates in business & corporate law, commercial & international transactions, commercial litigation, commercial real estate, banking law, bankruptcy, trusts & estates and asset protection.

He serves as corporate general counsel to numerous small and medium size corporations in United States and Korea. He is an experienced general counsel to corporations with global subsidiaries, network and transactions.

Mr. Hwang brings a unique blend of experience, insight and creativity to his clients. He has had a wealth of experience as a lawyer, leader, entrepreneur, mentor, coach, consultant and advisor to business owners...

Bort Law exclusively utilizes a collaborative approach to divorce, child custody, support arrangements, prenuptial agreements, and many other family law matters. The goal of collaborative law is to solve problems together, restructure effective relationships for the future, and prevent unnecessary court battles. During face-to-face meetings, the parties and their collaborative team create a dialogue to produce an honest exchange of information and an expression of needs and expectations. Issues are openly discussed, and problem solving is direct and solution-oriented. The parties remain in control of the decisions that are made, rather than leaving the outcome up to a judge.

Serving...

For nearly two decades, Brandon J. Lauria has successfully litigated fraud cases in state and federal courts. With extensive experience representing whistleblowers in False Claims Act lawsuits, as well as tax and securities claims filed under the IRS and SEC whistleblower programs, Brandon's clients have played a crucial role in the government's recovery of over $1 billion. Brandon's unwavering advocacy and professionalism have consistently garnered recognition from both adversaries and peers. In 2022, he was honored with a nomination as a "Super Lawyer" in Pennsylvania, a distinction bestowed by fellow lawyers and awarded to less than 2.5% of all lawyers in...

Erin Saulino, Esq. spent fifteen years in financial regulation. She started working at the Philadelphia Stock Exchange as an Investigator for Foreign Currency, Equity and Options Trading, quickly working her way up to Director of Options Trading Investigations. Later, she was in charge of Options Trading Investigations at NASDAQ PHLX, and then Associate Director in Options Regulation at FINRA, the Financial Industry Regulatory Authority. At FINRA, she focused on best execution, Reg SHO, market access, customer complaints across the various options exchanges.

Continuing with her passion for helping people, Erin followed her dream of opening her own practice so that she...

David J. Schiller, J.D., LLM is a tax attorney having received his law degree in 1984 from the Rutgers University School of Law and his Masters of Law in Taxation from Villanova University. Mr. Schiller has clients throughout the country and practices exclusively in the pension/tax/estate planning and contract areas of law for his clients. His activities include examining income division alternatives among professionals, valuing businesses for buy/sell agreements, drafting employment and shareholders' agreements and pay-out arrangements, establishing business legal structures, selection, modification and implementation of fringe benefit programs, personal management advice and similar business advice for his clients.

Mr. Schiller...

I have been practicing law since 1992 and focusing in Elder Law since 1995. I help protect families from losing their savings to nursing home costs and help protect and care for their older loved ones. I help families with: Medicaid and Asset Protection Planning, Estate Planning (Wills, Trusts, POAs, etc.), Estate Administration, Guardianships and Real Estate Transactions. I have represented many non-profit and for profit elder care institutions and have represented the Montgomery County Office of Aging and Adult Services since 1999.

John B Whalen Jr Esq • John B. Whalen, Jr., JD., LL.M., is an AV Peer Review Rated Preeminent 5.0 and Avvo Rated 10.0 Superb (obtaining over 95 client reviews and peer endorsements) premier and prestigious Attorney and Counselor at Law. • • He has amassed over 60 prestigious professional awards and over 5000 client reviews and endorsements. • Mr. Whalen concentrates his three decade career in the legal areas of Pa Probate, Pa Last Wills, Pa Estates, and Pa Estate Settlement. • Mr. Whalen provides brief free initial consults all seven days, requires a one hour ($450.00) consult fee paid in advance for...

Steven J. Fromm has been admitted to practice law in Pennsylvania since 1977. In addition to his law degree, he holds a doctorate of law degree, called an LL.M. in taxation, from the NYU Graduate Division School of Law received in 1977.

He became a C.P.A. in 1981 and is a member of the American Institute of Certified Public Accountants. From 1977 to 1981, he served as legal tax counsel for tax departments in Big 8 and regional accounting firms.

Since 1983, he has been admitted to practice tax law before the U.S. Tax Court.

Since 1981, he has...

Robert C. Gerhard, III is an elder law specialist, helping seniors protect assets from nursing home costs. He authored the elder law treatise, Pennsylvania Medicaid- Long-term Care, which has been fully updated for 2019 and is currently in its fifteenth edition. This reference book is purchased annually by hundreds of lawyers from across Pennsylvania. He contributed as a co-author to the treatise, Elder Law in Pennsylvania, Fifth Edition. Mr. Gerhard regularly teaches continuing education courses such as "Representing an Individual Entering a Nursing Home" and "How to Prevent Spousal Impoverishment Due to the Costs of Long-term Care." He is...

Rebecca Sallen is a Montgomery County estate planning lawyer and the founder of Sallen Law. Ms. Sallen is a magna cum laude graduate of Emory University, where she was on the Dean’s List and Honor Roll. She later obtained a law degree Saint Louis University, where she received extensive training in estate planning, administration, and probate. She has published papers and given presentations on various legal matters pertaining to family finances, individual rights, and the connection between family relationships and economics.
Ms. Sallen has also spent several years working as a political consultant, lending her services to local, congressional, state, and...

Brian S. Quinn, Esquire is a licensed attorney in Pennsylvania who currently serves as the Education and Outreach Coordinator for Lawyers Concerned for Lawyers of Pennsylvania, Inc., a Lawyers Assistance Program established in 1988 for the purpose of helping lawyers, judges and law students recover from alcoholism, substance misuse and mental health disorders. Mr. Quinn obtained his undergraduate degree in 1970, his law degree in 1973 and a certificate in Drug and Alcohol counselling in 2012, from Villanova University. A member of the Pennsylvania and American Bar Associations, he has been a private practitioner for over 45 years, having litigated...

Kelly Phillips Erb is a founding shareholder of The Erb Law Firm PC, in Paoli where she focuses on tax law for businesses and families. She received her B.A. from Meredith College in Raleigh, N.C. and her J.D. and LL.M. Taxation from Temple University School of Law. Ms. Phillips Erb is an active member of the Pennsylvania Bar Association, where she serves on the Solo and Small Firm Section Council as Treasurer and is a member of the Tax Section and Women in the Profession Committees. She authors the popular "Taxgirl" blog for Forbes.com, which has been...

Has the thought of putting together an estate plan, trust , will, living will or power of attorney drain you? Do you need a guardianship for a loved one and don't know where to turn? Is the estate you need to administer or are about to probate making your life hectic? Has your family put you in charge of sorting a difficult family situation and you don't know where to turn or even the questions to ask? Do you need a plan for the future for yourself or a loved one that you have been putting off until now? Have you lost money due...

Since 1990, Mr. Ruggiero has been helping families and business owners create estate plans aimed at transferring their legacy successfully to the next generation. He is owner of Ruggiero Law Offices LLC with offices in Paoli, and Center Valley, where he practices in the area of estate planning, estate administration, elder law, business law and real estate. His planning experience includes the use of wills, revocable and irrevocable trusts, IRA trusts, and life insurance trusts. From an administration perspective, he has overseen the administration of estate of varying degree of complexity including insolvent estates to those values exceeded $20...

Dahlia is the principal and sole owner of The Robinson Law Firm. She is dedicated to a client-first philosophy, and makes it a priority to fully understand her clients needs, goals, dreams, and concerns. She then works with her clients to develop a superior plan.

Attorney Carl M. Knapp is an experienced family law attorney who handles cases involving child support, spousal support, divorce, alimony, property division, pre-nuptial agreements, custody, adoptions, name changes, and protection from abuse (PFA). Attorney Knapp represents clients in the Courts of Montgomery and Bucks County. He has over 25 years of experience helping clients with their family law issues.
He understands the pressures on families today, especially if the parties are separated. He can draw upon his years of experience litigating family law cases to advise clients on the best course of action for their specific situation. Having worked in the...

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 attorney 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.

E. Nego Pile, the managing attorney and founder of Pennsylvania’s Pile Law Firm and an active member of the Pennsylvania and Montgomery Bar Associations. I provide legitimate advice to clients all through Pennsylvania and New Jersey, essentially in issues comparative to Estate Planning, Elder law, Special needs planning, Personal injury law, Medicaid planning, Estate Administration, and Real estate law.

Co-Founder, Shareholder and Department leader of major suburban-Philadelphia law firm with emphasis on skilled and passionate representation, client responsiveness and productivity, community involvement and dedication to high standards of ethical conduct. I have personally represented individuals and non-profit organizations, government and businesses that range in size and complexity from closely held to Fortune 500, in business and real estate transactions, land use entitlements, environmental and regulatory approvals and litigation.

Adjunct Professor of Law, Real Estate Transactions, Temple University Beasley School of Law

Education

LLM, Taxation, Temple University School of Law, 1986

JD, Temple University School...

Michael Ruggieri has been practicing law as a trial attorney for over 32 years. Throughout his legal career, Michael has been guided by three principles: fight hard but fairly for his clients, be compassionate and understanding, and maintain honesty and integrity in dealings with clients, the court and other lawyers. These principles have allowed him to develop a successful and vibrant practice for over 3 decades. In fact, many of Michael’s clients are referred to him by other attorneys. This says a lot about his abilities and trustworthiness. Michael is licensed to practice in all state and federal courts and government...

Managing partner and owner, Lance Rogers, is a graduate of the University of Pennsylvania and Northwestern University School of Law. Rogers served as a federal law clerk during a two-year clerkship for the Honorable Clarence C. Newcomer in the United States District Court for the Eastern District of Pennsylvania. He was elected to the Lower Merion Township Board of Commissioners and served for four years. Prior to starting the firm, Lance practiced law as a litigation associate at Dechert, LLP, a Philadelphia-based international law firm, and then at Pepper Hamilton LLP, a national multi-practice law firm. Lance is CEO of...

KENNETH EDWARD WEST, born Philadelphia, Pennsylvania, 1963; admitted to bar, 1988, Pennsylvania, New Jersey, U.S. District Court for the Eastern District of Pennsylvania and the U.S. District Court District of New Jersey. Education: The Pennsylvania State University (Bachelor of Science - Finance, 1985); Villanova University School of Law (Juris Doctorate, 1988). Licensed, 1995 as a Real Estate Salesperson, Pennsylvania. Member, Delaware County Bar Association, 1988 - Present. Member, Delaware County Bar Association Pro Bono Advisory Committee, 1994 - Present. Member, Eastern District of Pennsylvania Bankruptcy Conference, 1993 - Present. Member, Pennsylvania Trial Lawyers Association....