Immaculata Estate Planning Lawyers

James S. McClellan is a Pennsylvania licensed attorney whose legal practice is primarily focused on estate planning. From his offices in Chester County and Lancaster County, Mr. McClellan is available to prepare estate plans for a wide range of clients including will-based plans and trust-based plans. Mr. McClellan’s particular area of expertise includes planning for minor children, retirement trusts, living revocable trusts, incapacity planning, and asset protection.

In addition to estate planning, Mr. McClellan has helped approximately one thousand homeowners lower their property tax burden by successfully appealing their property assessment on various types of properties, including: typical family residences, high...

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...

Misty Toothman is a Chester County native who returned to the Twin Valley area after supporting her husband's career in the U.S. Marine Corps. Misty initially developed her work ethic, resilience, and ingenuity on her family's dairy farm; she continued to develop those qualities as the spouse of a constantly deploying Marine, homeschooling mother of three children, and advocate for wounded veterans and their families. Misty's nontraditional path to becoming an attorney has equipped her with a unique perspective and skillset that she applies to her legal practice. Misty currently lives in a historic stone house in Berks County,...

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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....

Dawn Getty Sutphin has practiced in a large Philadelphia firm as well as for a smaller New Jersey Law office. She has completed the Estate Planning Certificate Program at Villanova Law School, concentrating on federal estate taxes, state inheritance tax, drafting Wills and Trusts, estate planning for individuals and for small business owners, taxation of estates and of trusts, post death estate planning, and estate administration and probate. Personal philosophy: Everyone needs an effective and personal estate plan including at a minimum a Will, as well as a Durable Power of Attorney, and an Advance Medical Directive or Living Will. These...

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.

Keller, Lisgar & Williams has had the pleasure of working with Annemarie since her early law school years and is excited to have her as part of our team of trial lawyers.

Annemarie E. Ward was born and raised in Philadelphia, Pennsylvania, where she attended Central High School. She went on to continue her education at Temple University. Annemarie matriculated to Delaware Law Widener University in the Fall of 2015. While in law school she was involved in various student organizations and pro bono opportunities. At Delaware Law, Annemarie focused her studies on trial advocacy and developed strong trial...

Daniel A. Pallen, Esq., graduated from Boston College in 2002. Prior to attending law school at the Dickinson School of Law, he earned a Masters Degree from American University in Washington, DC. He earned his law degree from the Dickinson School of Law of the Pennsylvania State University in 2007 and became a member of the Pennsylvania Bar in the same year. Prior to joining The Benari Law Firm, Mr. Pallen formerly practiced civil litigation an associate with a insurance defense litigation firm in Blue Bell, PA. Prior thereto, Mr. Pallen had practiced law as a Public Defender in the...

For over 25 years, I have helped many clients with a variety of legal matters. I understand the stress and anxiety that a client goes through in the midst of these life changing events. My practice focuses on Divorce, Custody, Support, Bankruptcy and Estate Planning as well as Estate Administration. I have extensive trial experience, but I am committed to helping each client resolve their matters out of court whenever possible. Focusing on each client's particular needs and desires, in addition to a deep commitment to client service, is the foundation of my practice. Listening and working together with the client...

Russell E. Farbiarz, Esq. provides advice and counsel to families and individuals looking for creative and effective solutions to their legal problems. Mr. Farbiarz considers it a privilege to assist his clients with what is often the largest problem or, in many cases, opportunity they have faced – whether it be the death of a loved one, the purchase of a residential or commercial property, purchase of a business, or a divorce, custody or support matter – and is committed to helping his client achieve their objectives. Indeed, as one recent client wrote in a testimonial: “If you are looking...

April M. Townsend is an attorney licensed to practice in Pennsylvania and New Jersey for over a decade. She handles all aspects of family law, including divorce, equitable distribution, support, custody and adoption. She also assists clients with estate planning and estate administration. April received her Bachelor of Arts degree from the University of Maryland in College Park, MD where she double-majored in Government & Politics and Criminal Justice and graduated with honors. She received her Juris Doctor from the James E. Beasley School of Law at Temple University, admitted as a Conwell Law Scholar. While in law school, April began...

Wendy J. Ashby, Esquire prides herself on the responsiveness she provides to each and every client. Her philosophy of service is to pursue the most efficient resolution of each matter. Ms. Ashby is recognized for the creativity she brings to her legal strategies and negotiations. She is also revered for the aggressiveness in which she will fight for her clients' entitlements. Ms. Ashby has devotedly pursued the practice of law in both Pennsylvania and New Jersey since 1992 in the areas of Wills/Estates, Elder Law, Mediation, Family Law and Adoptions. Ms. Ashby is the owner of the...

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...

Carrie Ward is a business lawyer with a particular focus on entertainment, sports, communications, and media law clients. Carrie’s clients range from media group owners, small broadcasters and podcasters, actors, filmmakers, athletes, musicians, and start-up entrepreneurs. Ms. Ward also serves as outside general counsel to corporate clients. In addition to her private practice experience, Carrie worked in the legal departments of ABC, Inc. and Entercom Communications Corp. These experiences provide her a unique ability to analyze a client’s legal matter to create the most practical and economical solutions.

Ms. Ward also works with her clients...

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...

John M. Kenney, a seasoned attorney, has been practicing law in southeastern Pennsylvania since 1983. With extensive experience in various legal areas, including criminal defense, bankruptcy, personal injury, and family law, he offers comprehensive legal representation to his clients. A native of Bucks County, Mr. Kenney is licensed to practice law in both Pennsylvania and New Jersey. After starting his career at a medium-sized general practice law firm in New Jersey, he returned to Pennsylvania to establish his own client-focused practice. Unlike many law offices that focus on a single area, John M. Kenney's Pennsylvania firm addresses multiple interrelated legal fields. By...

Henry J. Donner concentrates his practice in construction law. He has decades of experience counseling and representing those in the construction industry: real estate developers, condominium associations, contractors, subcontractors, architects/engineers, and construction contractor associations. Henry also applies extensive industry knowledge to the management and efficient resolution of virtually any problem that might arise in the course of construction from start to finish. He also skillfully negotiates multi-party disputes over cost estimates, design errors, defective installation and contract details. Contractors and their associations rely on Henry to represent their trustees on retirement, health, training and vacation plans. Henry’s professional network puts...