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Attorney at the firm John B. Whalen, Jr.
Areas of Practice
Probate; Wills; Decedents Estates; Estate Administration; Wills and Probate; Ancillary Probate; Advance Directives; Trust Law; Living Wills; Powers of Attorney; Fiduciary Law; Inheritance; Estate Planning; Trust Planning; Trusts and Estates; Trust Administration; Cemetery Law; Aged and Aging; Elder Rights; Elder Abuse; Estate and Gift Taxation; Federal Taxation; Inheritance Tax; Tax Law; Trusts and Estates Taxation; Estate Planning for Unmarried Couples
Admitted
1990, Pennsylvania; 1991, New Jersey; 1997, U.S. District Court, Eastern District of Pennsylvania
Law School
Widener University, J.D., 1990; Villanova University, LL.M., 1994
College
Temple University, B.A., Criminal Justice, 1986
Membership
Chester County, Delaware County, Pennsylvania and American Bar Associations; Federal District Court Member, United States Federal Court Eastern District of Pennsylvania; State Supreme Court Member, State of New Jersey State Supreme Court Member, Commonwealth of Pennsylvania; The Bar Register of Preeminent Lawyers.
Biography
Recipient, Member of the Bar Register of Preeminent Lawyers, Martindale-Hubbell, 2007. Recipient, American Jurisprudence Award in Wills, Trusts, and Estates, 1989-1990. Recipient, BNA Law Student Award for Academic Excellence, 1989-1990. Recipient, Outstanding Contributions Award, Editor-In-Chief, Delaware Law Forum, 1989-1990. Recipient, Outstanding Contributions Award, Case Note Writer, Delaware Law Forum, 1988-1989. Recipient, Outstanding Contributions Award, Case Note Writer, Delaware Law Forum, 1987-1988. Member, National Academy of Elder Law Attorneys. Author: "The House That Jack Built," presented Widener University (October 23, 2007); "Small Estates: Settlement with Small Estate Petitions (or without?)," presented and published, the Pennsylvania Bar Institute, 11th Annual Estate Law Institute (Philadelphia, PA; December 9, 2004) and 6th Annual Estate and Elder Law Symposium (Philadelphia, PA; February 17, 2005); "Misinformation, Misunderstandings, and Mistakes" featured as an 'Article of Interest', Chester County Women website at http://www.chescowomen.org) and "Maintaining Power of Attorney in a HIPAA World," Pennsylvania Law Weekly (January 1, 2006 and October 31, 2005); "When Does A Living Will Take Effect?," Philadelphia Business Journal (May 25, 2005); "The C.I.P. Rules of the USA PATRIOT Act"; "Payments to Family and Funeral Directors"; "Common Law Marriage in Pennsylvania"; "Smith Charitable Trust (No. 1) and Smith Charitable Trust (No. 2)," Delaware County Estate Planning Council (Media, PA; April 19, 2004, February 23, 2004, October 20, 2003, and September 22, 2003); "The House That Jack Built," First Annual Women Business Owner Conference of Delaware and Chester Counties (Chadds Ford, PA: November 17, 2005) and Second Annual Women Business Owner Conference (Media, PA: October 3, 2006); "The Declaration of Independence from Letters," Delaware County Bar Association (Media, PA; March 4, 2004). Immediate Past President, Delaware County Estate Planning Council, 2006-2007. President, Delaware County Estate Planning Council, 2005-2006. First Vice President, Delaware County Estate Planning Council, 2004-2005. Second Vice President, Delaware County Estate Planning Council, 2003-2004. Board Member, Delaware County Estate Planning Council, 2002-2007. Council Member, Delaware County Estate Planning Council, 2000-2007. Board Member, Chester County Estate Planning Council, 2006-2007. Council Member, Chester County Estate Planning Council, 2000-2007. Internship Instructor, High School Student, 2006-2006. Internship Instructor, Law School Student, 2005-2005. President, Picket Post Condominium Association, 2003-2007. Vice President, Picket Post Condominium Association, 2002-2003. Board Member, Picket Post Condominium Association, 2002-2007.
Born
Philadelphia, Pennsylvania, July 14, 1962
Rate Information
Fixed Hourly Rates
Fixed Fees Available
Free Initial Consultation
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