Notable Representations

• Implemented a plan to shift ownership of a family-owned business to children including stock purchase, buy/sell, employment and deferred compensation agreements for an individual business owner.
• Planned and created generation-skipping dynasty trusts for a family, including grantor retained annuity trust strategies for an individual client.
• Planned and implemented a family limited partnership funded with real estate and investment assets for an individual client.
• Represented and counseled business owner and individual clients in Estate and Trust Administrations.
• Created and funded a private foundation and charitable remainder trust for a charitably inclined client, resulting in income and estate tax savings.
• Represented an individual business owner in sale of a significant family-owned business

Memberships

• Chester County Bar Association
• Pennsylvania Bar Association
• Chester County Bar Foundation
• WealthCounsel
• ElderCounsel

Community Involvement

• Bishop Shanahan High School, Board of Directors, Presidents Society
• Community Volunteers in Medicine, Planned Giving Committee, Harrison Society

Articles

• 26 MacElree Harvey Attorneys Named 2019 Top Lawyers by Main Line Today
• 23 Attorneys Named Main Line Today’s Top Lawyers 2018
• MacElree Harvey Attorneys named 2016 Top Lawyers by Main Line Today Magazine
• Estate Planning: What factors should I consider when choosing an Executor for my Will and a Trustee for my Trust?

Videos

• Proudest Moment As An Attorney
• My Free Time
• Problems I Solve For Clients