Marion Heights 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...

Jeffrey R. Bellomo, Esquire is a Certified Elder Law Attorney by the National Elder Law Foundation under authorization of the Pennsylvania Supreme Court. At Bellomo & Associates, LLC, we advise businesses, senior citizens, and their families about the legal challenges facing them today. For seniors and their families facing the issues of aging, we counsel clients and provide solutions on: Asset Protection, Specials Needs Trusts, Wills, Trust Design, Medicaid and Estate Planning, Nursing Home Matters & Estate Administration. Our business clients rely on our team as their legal counsel, trusted advisors and to assist them with succession planning for their...

Andrew Bellwoar has been practicing law for over 30 years; representing individuals, businesses, and public entities. His areas of practice consist of Wills/Trusts/Estate Administration, Business Contracts, Real Estate/Land Development/Zoning, and Municipal Law. In the beginning of his career, he served as an Assistant District Attorney at the Delaware County District Attorney's Office. After serving as an Assistant District Attorney, he went on to work in a law firm out of Delaware County. In 1998, Mr. Bellwoar then became a partner in a law firm, where he represented many clients. Andrew has won the Top Lawyer Award for many consecutive years,...

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...

Rebecca A. Hobbs is an attorney with the law firm O’Donnell, Weiss & Mattei, P.C. with offices in Pottstown and Phoenixville. She focuses her practice on elder law, special needs planning, estate planning, estate and trust administration, and Veteran’s benefits. Rebecca is Certified as an Elder Law Attorney by the National Elder Law Foundation as authorized by the Pennsylvania Supreme Court. Rebecca received her Bachelor of Arts degree in English with a minor in Political Science from Eastern University in 2006. She received her Juris Doctorate from Regent University School of Law in 2009. She is licensed to practice in...

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.

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...

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....

Attorney Russell J. Manning is licensed to practice law in Pennsylvania and New Jersey. Mr. Manning received his Juris Doctorate degree from Widener University Delaware Law School in 2006. Prior to that, he received his Bachelor of Arts degree in History from Holy Family University. Attorney Manning works in the area of family law handling custody, divorce and support matters as well as other related family law matters. Previously, Mr. Manning worked as the Assistant District Director to Pennsylvania State Senator Robert M. Tomlinson and clerked for the Honorable James M. McMaster on the Bucks County Court...

The area of my chosen practices that I am truly the most passionate about is assisting the elderly. I have helped many clients who are facing the most financially difficult times of their lives to have certainty as they enter their golden years. I am up to speed in the latest techniques and in fact have had other lawyers refer their cases to me.

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...

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.

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...

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...

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...

Experienced intellectual property attorney with over 18 years of practice - specializing in patents and trademarks, admitted to practice before United States Patent and Trademark Office and in New York, New Jersey, Pennsylvania. Leonid received his Bachelor’s degree in electrical engineering from the New York Polytechnic University (now NYU Tandon School of Engineering). After working five years as an engineering consultant, he pursued a law degree from Benjamin N. Cardozo School of Law. Leonid worked for a boutique law firm and later for a Top 25 Am Law/Global 100 general services law firm. After working in Big Law for several...

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...

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...

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...

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...

I am a Federally designated Debt Relief Agency Attorney, with experience in Chapter 7 Bankruptcy, Chapter 13 Bankruptcy, Mortgage Modification, Debt Settlement, Fair Debt Collection/Debtors Rights. I also work in Small Business, Intellectual Property (including software licensing and entertainment law) and Elder Law. I take a compassionate view on all problems presented to me and many of my clients past and present have become personal friends. I am also an MBA with several years of practical experience as a Financial Planning Analyst with the NCR Corporation and this background provides me with unique insights into the economics of law which most...

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...

Danielle Peters, a partner at Bloom Peters, LLC, focuses on civil litigation in Pennsylvania and New Jersey, with a special focus in family law. Ms. Peters is a skilled litigator who handles difficult legal matters, including high conflict divorce and custody matters which often involve children with special needs. Ms. Peters is also trained in collaborative law for situations where clients want to take a more civilized approach to their legal issues. Ms. Peters is an ardent advocate for her clients.

Ms. Peters remains committed to not only helping clients navigate the court system, but finding creative solutions...

See full biography and curriculum vitae at www.mbfamilylaw.com

Other websites,
www.lawyerswithheart.com
www.gocollaborativepa.com

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...

Joe Lastowka is a lifelong Delaware County resident who earned his Juris Doctor degree from The Law School of the University of Pennsylvania after graduating from Yale University with a B. A. in Economics & Mathematics.

During his years of practice, Joe has prepared Wills or Trust documentation for more than 6,500 individuals and has served as legal counsel for the settlement of more than 1,300 estates or trusts. He was featured nationally for the first court decision forcing the IRS to pay a taxpayer’s legal fees.

Joe is an elected fellow of the American College of Trust and Estate Counsel and...

Nearly two decades of experience as in-house counsel, litigation attorney, fraud investigator and law enforcement officer with certification in public law and policy, providing the assets necessary for the successful legal analysis and execution of operational procedures in legislation, compliance, fraud investigation, contractual agreements, and litigation of client needs in resolving various matters. Successful as team leader over various projects. Holds a proven record of achieving the highest cost/benefit results in the representation of government agencies, providing counsel to Flag Officers and SESs through oral advice in meetings and written memoranda with detailed analyses and recommended solutions. Has an intimate...

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...

Jason Costanzo has represented individuals for estate planning and estate administration across Pennsylvania and New Jersey. He believes that building personal relationships with each client is the key to rendering legal services successfully. Carefully listening to each client about their particular financial or estate planning goals is critical and has earned Jason recognition as a “Top 40 Under 40” distinction by The National Trial Lawyers and as a “10 Best Attorney for Exceptional and Outstanding Client Service” by the American Institute of Legal Counsel. Jason was also peer nominated as a "Rising Star" by Pennsylvania Superlawyers magazine in 2020, 2021,...

David A. Ody has practiced in the Courts of the Commonwealth of Pennsylvania for 37 years, including 30 years in Huntingdon County. Since entering private practice, David has concentrated his work in the areas of Personal Injury, Medical Malpractice, Real Estate, Divorce, Estate Planning, and Probate. David has represented clients throughout the United States and in the U.S. Virgin Islands. He has successfully litigated hundreds of cases, including cases against insurance companies, major corporations, and the government. He is admitted in all courts of the Commonwealth of Pennsylvania, the United States District Court for the Middle District of...

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...

George J. D’Ambrosio, Of Counsel in the Firm’s West Chester Office, has more than 45 years of experience in offering a wide range of legal services, including complex commercial litigation, personal injury, franchise, real estate and municipal law.

He started his legal career with the Philadelphia District Attorney’s Office, where he successfully prosecuted over 60 homicide cases. Throughout his career, Mr. D’Ambrosio has represented clients in the purchase and sale of franchises, has counseled clients in corporate transactions, and has extensive experience offering estate planning, estate and trusts administration and probate services.

For over 30 years, he was a...

My professional approach to people and problems was developed during my time in the Military. I enlisted in the US Air Force out of high school and later earned my commission before retiring in 2008. My goal is to build relationships with my clients whether my time with them last months or years.. I am about more than just performing a legal task and collecting payment. Whether I am providing full-service representation or limited scope services, I work to make the process as smooth as possible, establishing trust and respect with all parties involved. We are a general practice firm...

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...

Terence earned his undergraduate degree from the Pennsylvania State University in 1998. Terry began his legal career soon after garduating from Penn State. His professional experiences prior to and during law school include positions as a trial technology technician at a national litigation support firm in Washington D.C, as a paralegal for a Philadelphia defense firm, as a paralegal for staff counsel for one the largest insurers in North America, and as a law clerk at a Plaintiff’s firm in Chester County. While working full time as a paralegal, he attended the Widener University, School of Law, where he earned...

Attorney Fitzgerald has been serving clients in the areas of Estate Planning, Estate Administration, Estate Litigation, and Elder Law since 2013. In 2016, Barbara was invited to join Cramer, Swetz & McManus & Jordan, P.C., focusing on private Estate Law, in particular Probate; Wills; Trusts and Estates; Estate Planning; Elder Law; Special Needs Law.

In addition to her training and experience in Estate Law matters, Barbara has successfully tried many cases before judges and juries. As such, she is uniquely qualified to assist her clients with any issues that may require litigation during the course of settling an estate. While no...