Sumneytown Estate Planning Lawyers

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...

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...

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.

Liam J. Duffy practices in the areas of Divorce, Support, Child Custody, Equitable Distribution and Protection from Abuse. He is admitted to practice in Pennsylvania and the Eastern District of Pennsylvania. Liam is a member of the Pennsylvania Bar Association and Montgomery County Bar Association and represents clients in Montgomery and Bucks County. For 2017-2023, Liam was awarded the SuperLawyers Rising Star Designation and awarded the SuperLawyer Designation in 2024, which is reserved for 2.5% of eligible attorneys in Pennsylvania. He was also awarded the 2019 Top 10 under 40 Award. Liam prides himself on being a pragmatic and compassionate...

Allan J. Ray was born in Chester County, Pennsylvania and continues to reside there to this day. Al Graduated from Phoenixville Area High School, and relocated to Idaho to attend the University of Idaho. After graduating with honors, Al returned back to Pennsylvania and attended law school at the Penn State Dickinson School of Law where he was a member of the editorial board of the Penn State Environmental Law Review. During law school, Al volunteered at Legal Aid of Southeast Pennsylvania in Pottstown where he helped indigent individuals through civil and family law matters including child custody and support.

Al...

Attorney Kessler has been practicing law in Southeastern Pennsylvania since 1998 and was the founder of the Law Offices of Matthew R. Kessler, L.L.C., located in Douglassville, PA, in 2005.

Mike Mills is devoted to helping businesses build and preserve value, and helping individuals preserve and protect their family wealth. In representing businesses, this includes counseling clients in connection with business formation, financing, reorganization, and acquisition transactions, as well as business succession planning. With individual clients, this includes assistance with core estate planning documents (such as Wills, Revocable Trusts, Powers of Attorney and Living Wills), special needs planning, charitable giving, and the use of sophisticated trust strategies. Foundational to this mission is his concentration in the area of taxation, which impacts so much of business and...

Stephen Wiener concentrates his practice in business, corporate and LLC Tax law and estate planning and administration matters. His business clients include a variety of manufacturers and technology related companies. Steve advises on federal and state taxation and general business issues as well as having experience in bank and loan negotiation and documentation. Estate planning and administration is provided for a range of clients from sophisticated estate plans for the high net worth individuals to simple wills.

Lisa Bothwell is a partner in the Business & Finance Department. Lisa has proven herself to be an effective dealmaker who can handle difficult, high-end transactions but can also handle smaller transactions in a cost-effective manner. She has closed dozens of M&A deals on the buy and sell side in the low to middle market. Her corporate practice goes well beyond mergers and acquisitions: Lisa advises business clients on capital raises, business succession planning, business separations, joint ventures, phantom interest plans, and corporate governance. She is a trusted advisor to her clients and acts as outside general counsel to many family-owned...

Carolyn Marchesani has over fifteen years of professional experience providing individuals and families with counsel and strategies for estate planning, probate and estate administration. Ms. Marchesani has concentrated her practice in this area with the goal of ensuring that the client has a plan in place to provide for themselves and their family. This work includes helping to organize information to understand current circumstances, determine desired plans going forward and complete effective execution of this plan by helping clients gain an understanding of the related laws in this area and how these laws may impact them. Estate...

Peter Smith is a business lawyer and trusted partner to his corporate clients. He has been solving problems and adding value for business owners for over 30 years. Peter’s practice focuses on corporate law, business transactions, mergers and acquisitions, private placements, contracts, commercial finance, business disputes, non-profit organizations, real estate, and trusts and estates. He counsels businesses involved in manufacturing, distribution, marketing, retail, hospitality, e-commerce, technology, health care, pharmaceutical research, consulting, professional services, real estate and construction. In addition, Peter has experience with start-up ventures, family-owned businesses, limited liability companies and 501(c)(3) public charities. He also represents individuals and...

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...

Attorney in private practice since 1981 focusing primarily on elder law and estate planning, real estate investment and transactions, including zoning, and general business matters.

Michelle A. Winter left a career as a health professional in the early 1990’s to pursue a life-long dream of becoming an attorney. Upon graduating from Temple Law School in 1996, she worked two years as in house counsel with a major medical malpractice insurance firm. In early 1998, she opened her own law practice where she has focused on the needs of families and businesses in her community. Michelle’s practice currently encompasses several areas of law with a focus on Family Law, including adoptions, divorce, custody, support, Power of Attorney, Wills and Living Wills. The office also stays...

As an estate planning practitioner, Jocelin Price knows that the work of developing an estate plan is really all about families, their goals and aspirations, and the legacy they want to leave behind. Whether the focus is, wealth and asset preservation and planning for future generations, safeguarding a family business through succession planning, or identifying health care and end of life preferences, Jocelin takes the time to know her clients and understand the story of their family to guide them most effectively through the estate planning process. Throughout her career, she has been a trusted advisor, helping clients identify the...

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...

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...