Free Consultation: (610) 407-0220Tap to Call This Lawyer
John B. Whalen, Jr.

John B. Whalen, Jr.

• Premier Probate Wills Estates Lawyer • 63 Awards • 104 Top Client Review
  • Probate, Estate Planning
  • Pennsylvania
Badges
Claimed Lawyer ProfileQ&ASocial Media
Summary

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 client meetings, and provides home visits and flat fees.

• He is located at 1199 Heyward Road Wayne Pa 19087. Mr. Whalen serves all surrounding counties, all days, from 9:00 AM to 10:00 PM, and on evenings, weekends, and holidays.

• He can be reached by email at jw60297@me.com, and by telephone at 1-610-407-0220.

Practice Areas

• Mr. Whalen concentrates his legal practice solely in the areas of Pa Probate, Pa Model Court Accountings, Pa Estate Planning, Pa Estate Administration, Pa Estate Litigation, Pa Guardianships, Pa Beneficiary Representation, Pa Estate Law, Pa Last Wills, Pa Powers of Attorney, Pa Advance Directives, Pa Trust Law, Pa Living Wills, Fiduciary Law, Pa Inheritance, Pa Inheritance Tax, Pa Trust Administration, Pa Cemetery Law, Pa Tax Law, and Pa Estate Planning for Unmarried Couples.

Client Testimonials

• Mr. Whalen has over 3,967 LinkedIn Profile Followers. 99 LinkedIn Peer Endorsements. 27 Avvo Peer Endorsements. 24 Martindale Peer Reviews. 12 Lawyers Client Reviews. 68 Avvo Client Reviews - over 5,000 Reviews

Accolades

• Mr. Whalen has achieved the AV Peer Review Rated Preeminent award from Martindale, AV Peer Judicial Preeminent award, the Avvo Rated Superb 10.00 award, the Avvo Rated Top Lawyer award, the Clients’ Choice Award, and the Top One Percent (1%) award.

Practice Areas
  • Probate
  • Estate Planning
Fees
  • Free Consultation
  • Credit Cards Accepted
Jurisdictions Admitted to Practice
Pennsylvania
Languages
  • English: Spoken, Written
Professional Experience
Pa Probate Wills Estates Lawyer
John B. Whalen, Jr., J.D., LL.M
- Current
Pa Probate Wills Estates Lawyer
Lamb McErlane
-
Pa Probate Wills Estates Lawyer
Lastowka Messick
-
Pa Probate Wills Estates Lawyer
Forceno Hannon and Arangio
-
Pa Probate Wills Estates Law Clerk/Lawyer
Joseph P. Lynch, Esq
-
Education
Villanova University School of Law
LL.M.
-
Widener University Delaware School of Law
J.D.
-
Temple University
B.S.
-
Awards
2019 Best Lawyers Daily Times
Delaware County Daily News
2019 Martindale AV Judicial
Martindale.com
2019 Martindale AV Judicial
2019 Martindale AV Preeminent
Martindale.com
2018 Lawyers AV Preeminent
Lawyers.com
2018 Top One Percent
American Registry
2018 Client Champion
Avvo
2018 Martindale AV Judicial
Martindale.com
2018 Best Lawyers DelCo Daily Times
DelCo Daily Times
2018 Avvo Superb
Avvo,com
2018 Martindale AV Preeminent
Martindale.com
2017 Top One Percent
American Registry
2017 Martindale AV Judicial
Martindale.com
2017 Client Champion Gold
Avvo.com
2017 Avvo Superb
Avvo.com
2017 Top One Percent
American Registry
2017 Martindale AV Judicial
Martindale.com
2017 Martindale AV Preeminent
Martindale.com
2016 Awesome Attorneys
Avvo.com
2016 Martindale AV Judicial
Martindale.com
2016 Client Distinction
Lawyers.com
2016 Martindale AV Preeminent 10 Years
Martindale.com
2016 Top One Percent
American Registry
2015 Awesome Attorneys
Suburban Life
2015 Avvo Superb
Avvo.com
2015 AV Martindale Judicial
Martindale.com
2015 Awesome Attorneys
Suburban Life Magazine
2015 Martindale 25 Years
Martindale.com
2014 Client Distinction
Lawyers.com
2014 Top One Percent
American Registry
2014 Martindale AV Preeminent
Martindale.com
2014 Martindale AV Judicial
Martindale.com
2013 Martindale AV Preeminent
Martindale.com
2013 Avvo Superb
Avvo,com
2013 Awesome Attorneys
Suburban Life
2013 Client Distinction
Lawyers.com
2012 Martindale AV Judicial
Martindale.com
2012 Martindale AV Preeminent
Martindale.com
2012 Top Attorneys
Main Line Today
2012 Avvo Superb
Avvo.com
2011 Martindale AV Preeminent
Martindale.com
2011 Avvo Superb
Avvo,com
2011 Awesome Attorneys
Suburban Life
2011 Martindale AV Preeminent 5 Years
Martindale.com
2011 Top One Percent
American Registry
2010 Bar Register Law Firm
Martindale.com
2010 Bar Register Lawyer
Martindale.com
2010 Martindale AV Preeminent
Martindale.com
2009 Bar Register Law Firm
Martindale.com
2009 Bar Register Lawyer
Martindale.com
2009 Martindale AV Preeminent
Martindale.com
2008 AV Preeeminent
Martindale.com
2007 AV Preeminent
Martindale.com
2006 AV Preeminent
Martindale.com
Professional Associations
State Bar of Pennsylvania # 60297
Member
Current
Publications
Articles & Publications
Maintaining Power of Attorney in a HIPAA World
Martindale.com
Settlement of Small Estates upon Petition
Pennsylvania Bar Institute
Speaking Engagements
11th Annual Estate Law Institute., Philadelphia, PA
Pennsylvania Bar Institute
Certifications
AV Peer Review Rated
Martindale.com
Websites & Blogs
Website
Whalen Pa Probate Wills Estates
Website
Avvo.com
Legal Answers
13 Questions Answered

Q. Found a will and Testament, drafted in Jan 2010, and decenant passed may 2010. I'm listed to receive half
A: ... Hello ... ... Visit the Register of Wills in Philadelphia and ask to see the file ... It will give you a plethora of information - and you can start from there ... ... Once you have that information, I would suggest you consult with an experience probate and estates attorney to advise you of the situation and explain your rights ... ... Good luck ... ... John ...
Q. Is prior court approval necessary for an agent to purchase real estate from the principal at fair market value?
A: ... Hello ... ... No - but it's always safe to do so ... Even if it is at fair market value, the Agent will always be viewed as self-dealing ... ... good luck ... ... John ...
Q. My mother owns a vacation home in Maryland and her full time residence is a rental apartment in Pennsylvania.
A: ... Hello ... ... You won't need 2 attorneys ... The main focus should be an attorney well versed in the laws of the state where your mother resides (Pennsylvania) ... That attorney will know how to handle items owned by your mother outside of Pennsylvania ... ... Good luck ... ... John ...
Q. I did my own will through the Suze Orman website and my will mentions a revocable trust but I didn't do it.
A: ... Hello ... ... please please please do not listen to Suzy Orman ... She is based in California, cites California law, and is not an attorney ... ... Estate and Wills law is state specific ... ... Please ensure your Will is proper under Pennsylvania law ... ... thank you and good luck ... ... John ... • • • • • John B. Whalen, Jr., JD., LL.M., Attorney and Counselor at Law. Mr. Whalen is AV Peer Review Rated Preeminent 5.0 and Avvo Rated 10.0 Superb (obtaining over 95 client reviews and peer endorsements). He is the recipient of the Legum Magister Post-Doctorate Degree (LL.M.) in Taxation (from the Villanova University School of Law), a recipient of the American Jurisprudence Award in Wills, Trusts, and Estates, from the Widener University School of Law), and a recipient of the ABA-BNA Law Award for Academic Excellence (from the Widener University School of Law). He has also been named as an Awesome Attorney in the field of Probate, Wills, and Estate Planning Law (by the Suburban Life Magazine of the Philadelphia suburbs) for the years 2010 through 2018, and was Editor-in-Chief of the Delaware Law Forum at Widener School of Law. Mr. Whalen has spoken for the Pennsylvania Bar Institute and the Delaware County Estate Planning Council, and has had his legal articles and blogs published by the Pennsylvania Bar Institute, the Pennsylvania Law Weekly, the Martindale.Com, website, the Lawyers.Com website, the Avvo.Com website.  Mr. Whalen provides an intial consultation, despite the duration of the consult, for a paid one hour consultation fee, seven (7) days per week, including all evenings, weekends, and holidays. B•Visit and Subscribe to our Blog T•610-407-0220 C•610-999-2157 A•1199 Heyward Road, Wayne PA 19087 W•WhalenPaProbateLawyers • • • • •
Q. Is the family exemption on rev-1511 funds that the claimant should receive or is something else i do not understand.
A: ... hello ... I believe you are referencing Rev-1500, the Pennsylvania Inheritance Tax Return ... they are funds that are paid from the Estate to the applicable person ... ... Good luck ... John John B, Whalen, Jr., J.D., LL.M. is an AV Peer Review Rated Preeminent Attorney and Counselor at Law and is Avvo Rated 10.0 Superb Mr. Whalen has spoken for the Pennsylvania Bar Institute and the Delaware County Estate Planning Council, and has had his legal articles and blogs published by the Pennsylvania Bar Institute, the Pennsylvania Law Weekly, the Martindale.Com website, the Lawyers.Com website, the Avvo.Com website. Mr. Whalen provides free initial home consultations seven (7) days per week, including all evenings, weekends, and holidays. B = Subscribe to our Blog T = 610-407-0220 C = 610-999-2157 A = 1199 Heyward Road, Wayne PA 19087 W = WhalenPaProbateLawyers • • • • • ‌‌
Q. Executor did not check box on PA Inheritance Return showing $14,000 gift checks within one year of decedent's death.
A: ... Hello ... ... Many problems can come from this ... It was signed incorrectly (I hesitate to use the word "fraudulently" because honest mistakes happen ... But many questions come from this also ... Why didn't you sign the R&R form? ... Were the transfers listed on the schedule on the Inheritance Tax return? ... Did you receive the funds? ... ... I can't help you further without knowing more but good luck ... Even a Judge who Adjudicates an Estate does not have the Power to override the Pennsylvania Department of Revenue when it comes to light ... ... Good luck ... ... John ...
Q. How to avoid PA inheritance tax on a house owned by a father still alive. Son wants to know should his name be on deed?
A: ... hello ... ... you cannot avoid the Pennsylvania Inheritance Tax (which is only 4.5% to children), without creating bigger problems elsewhere ... ... I would consult with an experienced Probate Estates Attorney with a Tax background ... ... good luck ... John
Q. My Dad died in 2014 and my mom has not set up estate.I hear my kids are left money.
A: Hello ... My condolences ... You're best first step is to check with the Register of Wills in the County where your father passed away ... That information is public knowledge ... The people at the Register of Wills are very helpful and can answer most of your non-legal questions (they cannot give out legal information ... Also - ask your mother ... Maybe I am missing something, but it sounds like she would have information also ... Good luck ... John
Q. Can taking $3500 family exemption considered attacking my mom's will? I lived w/her for 4 yrs. Residual to be divided.
A: ... hello ... ... no - not at all (and whoever is telling you this is - your brother - should not be doing so) ... further - you can claim the Family Exemption in cash ($3,500.00) and also retain some of the personal property as part of your 1/4 residual share ... ... if you need more help, I would suggest a short consult with an experienced Estates and Probate attorney ... ... good luck ... ... John ...
Click here to see all answers
Social Media
Contact & Map
1199 Heyward Road
Wayne, PA 19087
USA
Telephone: (610) 407-0220
Cell: (610) 999-2157