Montgomery County Estate Planning Lawyers

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...

Attorney Rick is the managing partner of Rick Law, a 7 attorney law firm in Montgomery County Pennsylvania. He is a member of the State Bar of Pennsylvania and is admitted to practice in the United States District Courts for the Eastern, Middle, and Western Districts of Pennsylvania. Attorney Rick has tried cases in state court, before administrative agencies, and before arbitration panels. He regularly appears before the local magisterial district courts as well as the Montgomery, Berks, and Chester County Courts of Common Pleas. Attorney Rick is also admitted to practice before the Supreme Court of the United...

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...

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....

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...

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,...

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....

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...

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...

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...

I offer reasonable rates for all legal matters and a no charge initial consultation. Call today at 610-462-1452 --- I represent personal and corporate clients throughout southestern Pennsylvania in matters involving personal injury; driving under the influence, DUI; driving while ability impaired, DWAI; driving after imbibing, DAI, corporate law; commercial litigation; estate planning and estate administration. Call or email me to arrange a no charge consultation. Evening and weekend hours available. Reasonable rates for all legal matters

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...

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...

I have been serving the Pottstown area and Berks County as an attorney since 1999. I concentrate my practice in family law, (divorce, custody, support, alimony) and Estates planning and administration. My client is always the boss. I give good legal advice and follow the goals of my client. I work hard to resolve issues amicably, when possible, and through the Courts, when necessary.

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

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

My name is Paul A. Bauer III, and I am the founding lawyer of Bauer and Associates. I focus my legal practice on providing the most aggressive criminal defense in the Pottstown area. I previously spent fourteen years as a founding partner of the Garner & Bauer Law Firm and four years in the Montgomery County district attorney’s office where I prosecuted more than 1,000 cases.

Donald Petrille, Jr. primarily represents businesses and their shareholders as they wrestle with complex issues in today’s ever-changing legal environment. Don has helped businesses through all phases of their development, starting with initial organization, through the operational stage, eventually ending with sale, acquisition or dissolution. Addressing corporate governance, contracts, procurement, compliance, human resource issues and creditors’ rights, Don has spent his career helping small-business owners succeed. His client base includes companies in diverse industries such as real estate management, alternative energy, market research, pharmaceutical services, telecommunications, construction and software development.

Don is a member of the firm’s wills, trusts,...

Renata T. Pabisz is a graduate of the University of Marie Curie-Sklodowska School of Law, Rzeszow, Poland (Master of Laws 1999) and the Widener University School of Law, Wilmington, DE (J.D. 2011). While in law school, Ms. Pabisz served as a judicial extern in the Court of Common Pleas Orphans' Court Division in Philadelphia, PA. She has been employed by Dorian, Goldstein, Wisniewski, Orchinik, P.C. since 2008.

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...

Experienced attorney focusing on estate planning, estate administration, asset protection and elder planning in the Philadelphia Metropolitan area. Your legacy is our business. Member of WealthCounsel, the premier national organization for estate planning attorneys.

Jennifer DiVeterano Gayle joined Mannion Prior, LLP in September 2007 and was named a partner in January 2016. Jenn’s practice focuses on litigation involving trusts, estates, guardianships, and powers of attorney, including all forms of estate and trust disputes, will contests, surcharge and removal actions, interpretation issues, and other fiduciary matters before the Orphans’ Court Division of the Court of Common Pleas and the Register of Wills.

Jenn has served as an author and panelist on various Pennsylvania Bar Institute seminars and Pennsylvania Continuing Legal Education lectures and has written about the authority granted to plenary guardians of the person. She...

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...

Mr. Hwang is a shareholder and president of the firm. He concentrates in business & corporate law, commercial & international transactions, commercial litigation, commercial real estate, banking law, bankruptcy, trusts & estates and asset protection.

He serves as corporate general counsel to numerous small and medium size corporations in United States and Korea. He is an experienced general counsel to corporations with global subsidiaries, network and transactions.

Mr. Hwang brings a unique blend of experience, insight and creativity to his clients. He has had a wealth of experience as a lawyer, leader, entrepreneur, mentor, coach, consultant and advisor to business owners...

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.

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...

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...

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.

Peter Klenk is the principal of a boutique law firm concentrating its practice in probate, estate planning, will challenges and estate related litigation. Peter and staff work with clients to craft estate plans that fit the given circumstances. These plans range from wills, powers of attorney and living wills to detailed trusts and complex plans that reduce or avoid inheritance and estate taxes or create trusts to protect special needs persons. Focusing exclusively on estate planning and probate has given our lawyers the experience and knowledge to represent fiduciaries such as personal representatives, executors, agents and trustees.

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...

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...

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...

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.

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...

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...

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...