Resume

My goal is to ensure that my clients are aware of all aspects of their desires and Estate Planning, comfortable with the process, and confident with me. My resume, which contains many assessments (reviews) and awards, many of them being confidential to the extent that even I am not privy to their identity, mean everything to me. Thank You.

Assessments

1. Alice
2. Allison
3. Anne and Norm
4. Annie
5. Anonymous-1
6. Anonymous-2
7. Betsi-and-Ron
8. Bill-1
9. Bill-D
10. Brent
11. Brian-E-Stipe-Esq
12. Bronwyn
13. Christina
14. Client-1
15. Client-2
16. Client-3
17. Client-4
18. Confidential-1
19. Confidential-2
20. Confidential-3
21. Confidential-4
22. Confidential-5
23. Confidential-6
24. Confidential-7
25. Confidential-8
26. Confidential-9
27. D-J
28. Daniel
29. Dave
30. David-1
31. David-2
32. David-3
33. Diane
34. Det H Joks Esq
35. Don
36. Eileen
37. Ellen
38. Elizabeth
39. Eric-Trajtenberg-Esq
40. Estate-Planning-1
41. Estate-Planning-2
42. Estate-Planning-3
43. Frances
44. Glenn
45. Grace
46. Gregg
47. Gwen
48. Heather
49. Hugh-J-Gillespie-Esq
50. James-P-Frederick-Esq
51. Janice
52. Jeff
53. Jill
54. Joe
55. Johan
56. John-1
57. John-2
58. John-3
59. Joseph-M-Masiuk-Esq
60. Julian
61. Karl P Voigt IV Esq
62. Kimberly
63. Kiran
64. Laura-1
65. Laura-2
66. Lauri-G
67. Lee
68. Len
69. Linda-S
70. Lisa-1
71. Lisa-2
72. Louis
73. MariaElaina
74. Michelle
75. Michael-C-Greenberg-Esq
76. Mick
77. Mona
78. Nancy
79. Olya
80. Pa-Bar-Institute
81. Patrick
82. Penny
83. Probate-1
84. Probate-2
85. Richard-Butler
86. Robert-L-Adshead-Esq
87. Ron-1
88. Rose
89. Rosemarie
90. Scott-P-Towers-Esq
91. Shawn
92. Sheila
93. Steven-J-Fromm-Esq
94. Sue
95. Susan
96. Tax-1
97. Tom
98. Tyler-B-Christ-Esq
99. Victor
100. Widener-University
101. Wills-1
102. Wills-2
103. Wills-3
104. Womens-Business-Seminar
105. Yvette-Taylor-Hachoose-Esq

Awards

1. 2022 Avvo Superb
2. 2022 Martindale AV Preeminent
3. 2021 Avvo Superb
4. 2021 Best Lawyer
5. 2021 Client Champion
6. 2021 Daily Times
7. 2021 Martindale AV Preeminent
8. 2021 Martindale AV Judicial
9. 2021 Top One Percent
10. 2020 Lawyers AV Preeminent
11. 2020 Martindale AV Judicial
12. 2020 Martindale AV Preeminent
13. 2020 Top One Percent
14. 2019 Avvo Superb
15. 2019 Client Champion
16. 2019 Daily Times
17. 2019 Lawyers of Distinction
18. 2019 Lawyers AV Preeminent
19. 2019 Martindale AV Judicial
20. 2019 Martindale AV Preeminent
21. 2019 Martindale AV Rated
22. 2019 Philadelphia News Journal
23. 2019 Top One Percent
24. 2018 Avvo Superb
25. 2018 Daily Times
26. 2018 Client Champion
27. 2018 Lawyers AV Preeminent
28. 2018 Martindale AV Judicial
29. 2018 Martindale AV Preeminent
30. 2018 Top One Percent
31. 2017 Avvo Superb
32. 2017 Client Champion Gold
33. 2017 Martindale AV Judicial
34. 2017 Martindale AV Preeminent
35. 2017 Top One Percent
36. 2016 Awesome Attorneys
37. 2016 Client Distinction
38. 2016 Martindale AV Judicial
39. 2016 Martindale AV Preeminent
40. 2016 Martindale AV 10 Years
41. 2016 Top One Percent
42. 2015 Avvo Superb
43. 2015 Awesome Attorneys
44. 2015 Client Distinction
45. 2015 Martindale AV Judicial
46. 2015 Martindale AV Preeminent
47. 2015 Martindale 25 Years
48. 2014 Avvo Superb
49. 2014 Awesome Attorneys
50. 2014 Client Distinction
51. 2014 Martindale AV Judicial
52. 2014 Martindale AV Preeminent
53. 2014 Top One Percent
54. 2013 Avvo Superb
55. 2013 Awesome Attorneys
56. 2013 Client Distinction
57. 2013 Martindale AV Judicial
58. 2013 Martindale AV Preeminent
59. 2012 Avvo Superb
60. 2012 Awesome Attorneys
61. 2012 Main Line Today
62. 2012 Martindale AV Judicial
63. 2012 Martindale AV Preeminent
64. 2011 Avvo Superb
65. 2011 Awesome Attorneys
66. 2011 Lawyers AV Preeminent
67. 2011 Martindale AV 5 Years
68. 2011 Martindale AV Judicial
69. 2011 Martindale AV Preeminent
70. 2011 Top One Percent
71. 2010 Awesome Attorneys
72. 2010 Bar Register Law Firm
73. 2010 Bar Register Lawyer
74. 2010 Lawyers AV Preeminent
75. 2010 Martindale AV Preeminent
76. 2009 Bar Register Law Firm
77. 2009 Bar Register Lawyer
78. 2009 Martindale AV Preeminent
79. 2008 Martindale AV Preeminent
80. 2007 Martindale AV Preeminent
81. 2006 Martindale AV Preeminent

Admissions

Commonwealth of Pennsylvania

• Supreme Court Member
• 1990 – Present
• Harrisburg, PA

Pennsylvania Bar Association

• Association Member
• 2016 – Present
• Harrisburg, PA

DelCo Estate Council

• Immediate Past President
• 2006 – Present
• Media, PA

ChesCo Estate Council

• Board Member
• 2006 – 2007
• Media, PA

Conestoga Senior High School

• Internship Instructor
• 2006 – 2006
• Berwyn, PA

DelCo Estate Council

• President
• 2005 – 2006
• Media, PA

Villanova University School of Law

• Internship Instructor
• 2005 – 2005
• Villanova, PA

DelCo Estate Council

• First Vice President
• 2004 – 2005
• Media, PA

DelCo Estate Council

• Second Vice President
• 2003 – 2004
• Media, PA

DelCo Estate Council

• Board Member
• 2003 – 2007
• Media, PA

ChesCo Estate Council

• Council Member
• 2000 – 2007
• Hershey’s Mill, PA

DelCo Estate Council

• Council Member
• 2000 – 2007
• Media, PA

ChesCo Bar Association

• Association Member
• 1999 – 3007
• West Chester, PA

DelCo Bar Association

• Association Member
• 1999 – 3007
• Media, PA

American Bar Association

• Association Member
• 1991 – 3008
• Harrisburg, PA

US Federal Court E.D. PA

• Bar Member
• 1997 – 2009
• Philadelphia, PA

PA Bar Association

• Association Member
• 1991 – 2009
• Harrisburg, PA

Supreme Court, New Jersey

• Bar Member
• 1991 – Present
• Trenton, NJ

Supreme Court, Pennsylvania

• Bar Member
• 1990 – Present
• Harrisburg, PA

Delaware Law Forum

• Editor-In-Chief
• 1989-1990
• Wilmington, DE

Delaware Law Forum

• Case Note Writer
• 1988-1989
• Wilmington, DE

Delaware Law Forum

• Case Note Writer
• 1987-1988
• Wilmington, DE

Assignments

John B. Whalen, Jr., J.D., LL.M.

• Pa Probate Estates Lawyer
• 2006 – Present
• Wayne, PA

Lamb McErlane

• Pa Probate Estates Lawyer
• 2004 – 2006
• West Chester, PA

Lastowka Messick

• Pa Probate Estates Lawyer
• 1998 – 2004
• Media, PA

Forceno Hannon and Arangio

• Pa Probate Estates Lawyer
• 1992 – 1998
• Philadelphia, PA

Joseph P. Lynch, Esquire

• Pa Probate Estates Law Clerk
• 1987 – 1992
• Norristown, PA

Academics

Villanova University Law School

• Post Doctoral Degree
• 1990–1994
• Villanova, PA

Widener University Law School

• Doctoral Degree
• 1990–1994
• Wilmington, DE

Temple University

• Bachelor’s Degree
• 1983–1986
• Philadelphia, PA

Montgomery County College

• Associate’s Degree
• 1980–1983
• Blue Bell, PA

Articles

Misinformation, Misunderstandings, and Mistakes

• 11-04-2018
• Martindale.Com

Pa Living Wills and Surrogates

• 11-01-2009
• Lawyers.Com

Pa Powers of Attorney and Agents

• 11-01-2009
• Lawyers.Com

Pa Last Wills and Executors

• 11-01-2009
• Lawyers.Com

Pa Estates and Income Tax Returns

• 10-28-2009
• Lawyers.Com

Pa Last Wills and Taxes

• 10-28-2009
• Lawyers.Com

Pa Executors and Duties

• 10-28-2009
• Lawyers.Com

When Does a Living Will take Effect

• 04-07-2009
• Martindale.Com

Pa Estate Planning and Pointers

• 02-04-2009
• Lawyers.Com

Pa Estate Law and Aspects

• 02-04-2009
• Lawyers.Com

Pa Estate Planning and Fiduciaries

• 02-04-2009
• Lawyers.Com

Patriot Act and C.I.P. Rules

• 01-11-2009
• Lawyers.Com

Maintaining PoA in a HIPAA World

• 11-06-2008
• Martindale.Com

Payments to Family Funeral Directors

• 11-06-2008
• Martindale.Com

USA PATRIOT Act Privacy Rules

• 11-06-2008
• Martindale.Com

Pa Abolishes Common Law Marriage

• 11-06-2008
• Martindale.Com

Maintaining PoA in a HIPAA World

• 11-06-2008
• Martindale.Com

Misinformation, Misunderstandings

• 11-06-2008
• Martindale.Com

Pa Last Wills and Asset Titles

• 09-15-2008
• Lawyers.Com

Pa Powers of Attorney Requirements

• 07-29-2008
• Lawyers.Com

Pa Living Trusts and Caution

• 07-29-2008
• Lawyers.Com

Pa Living Wills and Doctors

• 07-06-2008
• Lawyers.Com

Pa Fiduciaries and Traits

• 05-14-2008
• Lawyers.Com

Common Law Marriage Abolished

• 05-13-2008
• Lawyers.Com

Estate Tax and Inheritance Tax

• 05-13-2008
• Lawyers.Com

Pa Probate and Alternatives

• 05-13-2008
• Lawyers.Com

Pa Living Wills and Importance

• 05-13-2008
• Lawyers.Com

Pa Probate and Avoidance

• 05-13-2008
• Lawyers.Com

Pa Powers of Attorney and HIPAA

• 05-03-2008
• Lawyers.Com

Pa Estate Planning and Mistakes

• 05-01-2008
• Lawyers.Com

The House That Jack Built

• 10-23-2007
• Widener University

Maintaining PoA in a HIPAA World

• 10-31-2006
• Pa Law Weekly

2nd Annual Women Business Seminar

• 10-03-2006
• PressReleaseSpider

Misinformation, Misunderstandings

• 07-31-2006
• ChesCo Women Website

Misinformation, Misunderstandings

• 01-02-2006
• Pa Law Weekly

1st Annual Women Business Seminar

• 11-17-2005
• Chadds Ford Pa

When does a Living Will take effect?

• 05-27-2005
• Phila Business Journal

Settlement of Small Estates Petition

• 02-17-2005
• Pa Bar Institute

Settlement of Small Estates Petition

• 12-09-2004
• Pa Bar Institute

The USA PATRIOT Act Privacy Rules

• 04-19-2004
• DelCo Estate Council

Declaration From Letters

• 03-04-2004
• DelCo Bar Association

Payments to Family Funeral Directors

• 02-23-2004
• DelCo Estate Council

Pa Abolishes Common Law Marriage

• 10-20-2003
• DelCo Estate Council

Smith Charitable Trusts (#1 and #2)

1. 09-22-2003
2. DelCo Estate Council