Haverford Estate Planning Lawyers

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...

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....

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...

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...

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...

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....

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

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...

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.

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...

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....

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...

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...

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...

Linda Anderson is the founder and principal of Anderson Elder Law, a firm in Media, PA serving clients of all ages in the Delaware Valley. The firm is dedicated to aiding individuals and families to navigate the legal, financial, and medical issues related to elder law, estate planning, and long term care and special needs planning. Ms. Anderson has over 25 years experience in the elder law field, and is a Certified Elder Law Attorney, as conferred by the National Elder Law Foundation and authorized by the Pennsylvania Supreme Court. Ms. Anderson is an active and distinguished member of her...

Chari Alson Maddren has been practicing in the areas of trust and estate administration, estate planning, and elder law since 2003.
Chari received her juris doctor degree from Temple University, her masters in Public Health and a Gerentology Certificate from Boston University School of Public Health.
Chari holds the Certified Trust and Financial Advisor Designation.

Chari is a member of NAELA, the Delaware County Bar Association, the Chester County Bar Association, and the Chester County Estate Planning Council.

Patrick J. Cooper, Esquire is the Founder of the Cooper Family Law, LLC. Formerly known as a partner at Sadek & Cooper, Patrick started his own practice in 2023 specializing in family law and estate planning. Through his hard work and dedication, the firm’s practice has flourished with hundreds of satisfied clients. Patrick specializes in Divorce, Mediation, Custody and Child Support among other Family Law and Estate Planning legal services. Patrick is a Graduate of the Pennsylvania State University and The University of Pittsburgh School of Law. Patrick is active within the family law community and currently sits on the executive...

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...

In my decades of practice I've learned what is most important; to fight for my clients with passion, to listen to them with compassion, and to maintain the highest standards of ethical responsibility.

Hi, my name is Ted Hoppe and I have been an attorney in Pennsylvania for almost 30 years. One of the things I enjoy best about being an attorney is meeting and getting to know the clients who come to my office. I have been privileged to build long-term relationships with many of these clients and am honored that they come back to me for advice when legal issues arise in their lives. Many of them have also referred their families and friends to me for legal services which, frankly, is the best thanks an attorney can get. In addition to...

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...

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...

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...

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...

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...

As the founder of Shaw Law, Cyrus Shaw believes there is only one thing that the firm should be focused on – getting the best possible results for clients. This starts from the initial client interview, where a rapport and trust needs to be established. It is common for new client intake to be limited to one a day, so as much time as needed can be spent with the new client. Each client is a person, not a file. Each client has their own story. A law firm where clients become like family is what he strives for. This...

Mr. Gregory J. Spadea is a former IRS Agent and Pennsylvania Certified Public Accountant. Mr. Spadea has over 25 years of tax and estate planning experience. Mr. Spadea graduated from Widener University School of Law in May 1999. Mr. Spadea started the Law Firm Spadea & Associates, LLC in June 2001 and has offices in Ridley Park, Pennsylvania, and Westmont, New Jersey. Mr. Spadea is also a Pennsylvania Notary Public. Spadea & Associates, LLC focuses on estate and tax planning, estate administration. Mr. Spadea probates estates and drafts wills, trusts, powers of attorney and health care directives. The...

Like many of the Firm’s attorneys, Mr. Maroto brings a multi-faceted approach to his cases and draws upon a solid understanding of legal, financial and tax issues germane in today’s complex litigation matters. Throughout his entire career, he has specialized in business and financial issues and how those issues relate to a client’s pending legal action. Because of his unique back-ground, Mr. Maroto is involved in many of the Firm’s complex litigation and business matters.

Mr. Maroto primarily concentrates his attention on the Firm’s growing business and estate law areas of practice and caters to those clients whose cases present problems...