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

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

Admissions

• Commonwealth of Pennsylvania
• Supreme Court Member
• 1990 – Present
• Harrisburg, PA

• Pennsylvania Bar Association
• Association Member
• 2016 – Present
• Harrisburg, PA

• DelCo Estate Planning Council
• Immediate Past President
• 2006 – Present
• Media, PA

• ChesCo Estate Planning Council
• Board Member
• 2006 – 2007
• Media, PA

• Conestoga Senior High School
• Internship Instructor
• 2006 – 2006
• Berwyn, PA

• DelCo Estate Planning Council
• President
• 2005 – 2006
• Media, PA

• Villanova University School of Law
• Internship Instructor
• 2005 – 2005
• Villanova, PA

• DelCo Estate Planning Council
• First Vice President
• 2004 – 2005
• Media, PA

• DelCo Estate Planning Council
• Second Vice President
• 2003 – 2004
• Media, PA

• DelCo Estate Planning Council
• Board Member
• 2003 – 2007
• Media, PA

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

• DelCo Estate Planning 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

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

Affiliations

• Picket Post Condo Assn
• President
• 2003 – 2007
• Wayne, PA

• Picket Post Condo Assn
• Vice-President
• 2003 – 2007
• Wayne, PA

• Picket Post Condo Assn
• Board Member
• 2003 – 2007
• Wayne, PA

Articles

• 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 Go Into 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 and 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, and Mistakes
• 11-06-2008 – Martindale.Com

• Pa Last Wills and Asset Titles
• 09-15-2008 – Lawyers.Com

• Pa Powers of Attorney and 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 and 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 – Pennsylvania Law Weekly

• 2nd Annual Women Business Owner Seminar
• 10-03-2006 – Media Pa – PressReleaseSpider

• Misinformation, Misunderstandings, and Mistakes
• 07-31-2006 – Chester County Women Website

• Misinformation, Misunderstandings, and Mistakes
• 01-02-2006 – Pennsylvania Law Weekly

• 1st Annual Women Business Owner Conference
• 11-17-2005 – Presentation, Chadds Ford PA

• When does a Living Will take effect?
• 05-27-2005 – Philadelphia Business Journal

• Settlement of Small Estates upon Petition
• 02-17-2005 – Pennsylvania Bar Institute

• Settlement of Small Estates upon Petition
• 12-09-2004 – Pennsylvania Bar Institute

• The USA PATRIOT Act Privacy Rules
• 04-19-2004 – DelCo Estate Planning Council

• The Declaration of Independence From Letters
• 03-04-2004 – DelCo Bar Association

• Payments to Family and Funeral Directors
• 02-23-2004 – DelCo Estate Planning Council

• Pa Abolishes Common Law Marriage
• 10-20-2003 – DelCo Estate Planning Council

• Smith Charitable Trusts (No. 1 and No. 2)
• 09-22-2003 – DelCo Estate Planning Council