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Pa Estate Planning

Whether you are a Pa Agent (under a Pa Power of Attorney), a Pa Surrogate (under a Pa Living Will), a Pa Trustee (under a Pa Trust), and/or (most importantly) a Pa Executor (under a Pa Last Will), you will ultimately be responsible for any and all problems, mistakes, and unpaid taxes.

“The difference between the almost right word and the right word is really a large matter – it’s the difference between the lightning bug and the lightning.” (Mark Twain).

Please also be aware that, when it comes to tax returns that were not filed, there is no statute of limitations – meaning that you could receive notice that taxes were due, but not paid, and are still currently due at any time.Lastly, and most importantly, if you retained a professional (i.e., a lawyer, an accountant, etc.), call that professional and ask them what is the status of anything with which they assisted you.

They should be able to give you accurate, precise, and immediate answers to any of your concerns.

If they do not, please be forewarned.

You may want to seek assistance elsewhere.

In keeping with Mark Twain’s quote, let’s try to separate the lightning bugs from the lightning.

Please contact me if you have any questions.

Thank you.John B. Whalen, Jr., Esq.

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).

About John B Whalen Jr Esq

1199 Heyward Road Wayne Pa 19087, Serving All Surrounding Counties. All 7 Days • 9:00 AM • 10:00 PM. Evenings Weekends Holidays. jw60297@me.com. 1-610-407-0220.

Practice Areas

Pa Model Court Accountings. Pa Estate Administration. Pa Powers of Attorney. Pa Estate Planning. Pa Living Wills. Pa Last Wills. Pa Probate.

Serving All Surrounding Areas

West Chester Pa Probate Wills Estates Lawyers. Media Pa Probate Wills Lawyers. Norristown Pa Probate Wills Lawyers. Malvern Pa Probate Wills Lawyers. Ardmore Pa Probate Wills Lawyers. Wayne Pa Probate Wills Lawyers. Collegeville Pa Probate Wills Lawyers. Skippack Pa Probate Wills Lawyers.

Client Testimonials

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

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 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.

Speaker

Mr. Whalen is a frequent speaker and writer on the areas of Probate, Wills, Trusts, Estates, and has spoken for the Pennsylvania Bar Institute, spoken at the Widener University Osher Lifelong Learning Institute, and spoken at the Delaware County Estate Planning Council.  He has also had his legal articles published by the Pennsylvania Bar Institute, the Pennsylvania Law Weekly, the Philadelphia Business Journal, and the Martindale.Com website.  He has had his law blogs published on the Lawyers.Com website.

Professional

He is a member of the Pennsylvania Supreme Court and the United States Federal Court for the Eastern District of Pennsylvania. He is past president of the Delaware County Estate Planning Council, a past Internship Instructor of Conestoga High School, and Villanova University School of Law. He is a past member of the Chester County Estate Planning Council, a past President of the Chesterbrook Picket Post Condominium Association.

Practice Areas

Mr. Whalen concentrates his legal practice solely in the areas of Pa Estate Law, Estate Planning, Pa Estate Administration, Pa Executor Representation, Pa Probate, Pa Ancillary Probate, Pa Last Wills, Pa Decedents Estates, Pa Powers of Attorney, Pa Advance Directives, Pa Trust Law, Pa Living Wills, Fiduciary Law, Inheritance, Pa Inheritance Tax, Pa Trusts and Estates, Pa Trust Administration, Pa Cemetery Law, Pa Tax Law, Pa Estates, and Pa Estate Planning for Unmarried Couples.

Client Schedule

Mr. Whalen provides legal services seven (7) days per week, including all evenings, weekends, and holidays.

Areas Served

Mr. Whalen serves, and has served, both individuals and attorneys in the Southeastern Pennsylvania Metropolitan Area (and throughout the country), including Chester County Pa, Delaware County Pa, Lancaster County Pa, Montgomery County Pa, and Philadelphia County Pa.  He has served clients in Ambler Pa, in Ardmore Pa, in Aston Pa, in Berwyn Pa, in Blue Bell Pa, in Bridgeport Pa, in Broomall Pa, in Bryn Mawr Pa, in Chadds Ford Pa, in Chesterbrook Pa, in Chester Heights Pa, in Chester Springs Pa, in Coatesville Pa, in Collegeville Pa, in Conshohocken Pa, in Devon Pa, in Downingtown Pa, in Drexel Hill Pa, in Eagleville Pa, in Easttown Pa, in Elkins Park Pa, in Exton Pa, in Frazer Pa, in Great Valley Pa, in Haverford Pa, in Havertown Pa, in Jeffersonville Pa, in Kennett Square Pa, in King of Prussia Pa, in Lansdale Pa, in Limerick Pa, in Linfield Pa, in Linwood Pa, in Lower Merion Pa, in Malvern Pa, in Media Pa, in Narberth Pa, in Newtown Square Pa, in Norristown Pa, in Oaks Pa, in Overbrook Pa, in Paoli Pa, in Parkesburg Pa, in Phoenixville Pa, in Plymouth Meeting Pa, in Pottstown Pa, in Radnor Pa, in Ridley Park Pa, in Rosemont Pa, in St. Davids Pa, in Springfield Pa, in Strafford Pa, in Swarthmore Pa, in Thorndale Pa, in Tredyffrin Pa, in Trooper Pa, in Upper Merion Pa, in Valley Forge Pa, in Villanova Pa, in Wayne Pa, in West Chester Pa, in Westtown Pa, in Whitemarsh Pa, in Willistown Pa, in Wynnewood Pa, and in Yeadon Pa.