Alan concentrates his practice in Estate Planning, Business Succession Planning, Taxation, Asset Protection and Wealth Transfer Planning, planning for Retirement and Life Insurance benefits, Probate and Trust Administration, Estate and Trust Litigation, and Elder Law.
Alan works closely with high net worth individuals, business owners, and their families, helping them implement their estate plans. Beyond preparing core planning documents such as Wills, Revocable Trusts, Powers of Attorney and Living Wills, Alan has extensive experience in developing more advanced planning techniques, including Irrevocable Life Insurance Trusts, Generation Skipping Trusts, Family Limited Partnerships, Limited Liability Companies, Intentionally Defective Grantor Trusts, Grantor Retained Annuity Trusts, Qualified Domestic Trusts, Charitable Remainder/Lead Trusts, and Private Foundations.
Prior to private practice, Alan served as Law Clerk for the Honorable Daniel J. Lawler in the Bucks County Orphans' Court in Doylestown in 2002. Alan then joined a national law firm based in Philadelphia as a member of the firm's estate and trust department. In 2007, Alan returned to Doylestown, joining Antheil Maslow and MacMinn and also earning his LL.M in Taxation at Villanova University School of Law.
Alan has been active in local community and professional organizations, having served as President of the Bucks County Estate Planning Council and as Chair of the Orphans' Court Section of the Bucks County Bar Association and is a 2012 graduate of the Central Bucks Chamber of Commerce Leadership Advancement Program.
Alan practices out of both our Doylestown and Allentown office locations. To reach his Allentown office:
Past President of Bucks County Estate Planning Council
Past Chair of Bucks County Bar Association - Orphans' Court Section
Pennsylvania Bar Association
Bucks County Bar Association