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Wynnewood Pa Probate Lawyers
John B. Whalen, Jr. Esq – Norristown Pa Probate Lawyers – has a thorough understanding of Pennsylvania law. I work hard to help you get the best possible results in the following practice areas:
- Pennsylvania Wills & Probate: Whether you’re planning the parameters of your future medical care or establishing support for loved ones upon your death, a wills and probate attorney can help.
- Pennsylvania Trust Litigation: Probate and trust disputes arise when beneficiaries suspect that will or trust documents are invalid or that fiduciaries are mismanaging assets. John B. Whalen, Jr. Esq. has the necessary experience to represent either side in probate and trust litigation.
- Pennsylvania Probate Litigation: If you suspect that a will or trust does not reflect the wishes of the deceased, you have a right to challenge the proceedings in court. John B. Whalen, Jr. Esq. has the necessary experience to represent you in probate and trust litigation.
- Pennsylvania Orphans Court Litigation: When a will or trust does not clearly define the intentions of the deceased, disputes may arise between beneficiaries. If it can be shown that the will was not executed according to the decedent, the case may go to Surrogate’s Court. I have the skills and experience necessary to guide you through the legal process.
- Pennsylvania Estate Administration: At John B. Whalen, Jr. Esq., I guide will executors and estate administrators through the complex probate process with assistance in collecting, valuing, protecting and liquidating the assets of the estate.
- Pennsylvania Guardianships: When devising your estate plan, the care of your minor child, incapacitated parent or disabled adult child is likely your priority. I can provide you with sound advice and professional assistance with crucial decisions about the financial support, protection, conservatorship and guardianship of your dependents.
- Pennsylvania Wills: Drafting a will is an important and necessary step in your life, allowing you to make your intentions known about a number of important issues. To make your will effective as well as valid, it is essential to consult with an experienced estate planning attorney.
- Pennsylvania Powers of Attorney: I advise on and prepare Pennsylvania powers of attorney. As an experienced estate planning lawyer, I work with individuals and businesses to make sure that legal authority for vital tasks is transferred in the event of a person’s incapacity.
- Pennsylvania Advance Directives: I draft and execute Pennsylvania advance directives. As an experienced estate planning attorney, I am dedicated to ensuring that your wishes are carried out with the least possible burden on your family.
When you retain the services of John B. Whalen, Jr. Esq., you can be assured that your attorney is fully qualified to take on your case.
Wynnewood Pa Probate Lawyers – Bio
John B. Whalen, Jr., JD., LL.M., is an AV Peer Review Rated Preeminent 5.0 and Avvo Rated 10.0 Superb. He has obtained over 95 client reviews and peer endorsements premier and prestigious Attorney and Counselor at Law.
Mr. Whalen is featured on AV Peer Review Rated Preeminent 5.0, Avvo Rated 10.0 Superb, Avvo, Justia, Lawyers, Martindale, Nolo, Quora, and Thumbtack.
John is located at 118 Westdale Road, Upper Darby, Pa., 19082. He serves all surrounding counties, on all 7 days, from 9:00 AM to 10:00 PM. His office is open on all evenings, weekends, and holidays.
Mr. Whalen provides free initial consults all seven days, provides home visits, and provides flat fee structures. He can be reached by email at email@example.com, and by telephone at 1-610-999-2157.
John has amassed over 60 prestigious and premier professional awards and over 5000 client reviews and endorsements. Mr. Whalen has achieved the AV Peer Review Rated Preeminent award from Martindale. He received the AV Peer Judicial Preeminent award. John received the Avvo Rated Superb 10.00 award, and the Avvo Rated Top Lawyer award. Mr. Whalen has also received the Clients’ Choice Award, and the Top One Percent (1%) award.
John is the recipient of the Legum Magister Post-Doctorate Degree (LL.M.) in Taxation (from the Villanova University School of Law). He is the recipient of the American Jurisprudence Award in Wills, Trusts, and Estates (from the Widener University School of Law).
He is also the recipient of the ABA-BNA Law Award for Academic Excellence (from the Widener University School of Law).
Wynnewood Pa Probate Lawyers – Hours
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Wynnewood Pa Probate Lawyers – Video
He concentrates his three decade career in the legal areas of Pa Probate, Pa Estate Planning (including Pa Last Wills, Pa Powers of Attorney, Pa Living Wills), Pa Estate Administration, Pa Estate Taxation, Pa Estate Litigation, Pa Beneficiary Representation, and Pa Guardianships.
Mr. Whalen has over 3,967 LinkedIn Profile Followers. 99 LinkedIn Peer Endorsements. 27 Avvo Peer Endorsements. 24 Martindale Peer Reviews. 12 Lawyers Client Reviews. 68 Avvo Client Reviews – over 5,000 Reviews
Mr. Whalen has achieved the AV Peer Review Rated Preeminentaward from Martindale, AV Peer Judicial Preeminent award, the Avvo Rated Superb 10.00 award, the Avvo Rated Top Lawyer award, the Clients’ Choice Award, and the Top One Percent (1%) award.
He is the recipient of the Legum Magister Post-Doctorate Degree (LL.M.) in Taxation (from the Villanova University School of Law). He is a recipient of the American Jurisprudence Award in Wills, Trusts, and Estates, from the Widener University School of Law). He is a recipient of the ABA-BNA Law Award for Academic Excellence (from the Widener University School of Law).
He was also named as an Awesome Attorney in the field of Estate Planning Law (by the Suburban Life Magazine of the Philadelphia suburbs) for the years 2010 through 2018, and was Editor-in-Chief of the Delaware Law Forum at Widener School of Law.
Mr. Whalen is a frequent speaker and writer on the areas of Probate, Wills, Trusts, Estates, and has spoken for the Pennsylvania Bar Institute, spoken at the Widener University Osher Lifelong Learning Institute, and spoken at the Delaware County Estate Planning Council.
He has also had his legal articles published by the Pennsylvania Bar Institute, the Pennsylvania Law Weekly, the Philadelphia Business Journal, and the Martindale.Com website. He has had his law blogs published on the Lawyers.Com website.
Mr. Whalen is a member of the Pennsylvania Supreme Court and the United States Federal Court for the Eastern District of Pennsylvania.
He is past president of the Delaware County Estate Planning Council, a past Internship Instructor of Conestoga High School, and Villanova University School of Law. He is a past member of the Chester County Estate Planning Council, a past President of the Chesterbrook Picket Post Condominium Association.
There are many factors that can affect the distribution of estate assets. In some cases, there may be a Pa Will that identifies you as a beneficiary; in other cases, there may not be a will at all. In still other cases, there may be a dispute involving the administration of the estate. For example, a beneficiary may disagree with how the executor or personal representative is distributing assets.
Pa Estate Administration is the process of settling a decedent’s affairs. When a loved one passes away, it can be an emotional time. In addition to grieving their passing, those that survive them must tie up all the legal and financial loose ends related to their life and estate. This includes addressing their Pa Last Will and following its instructions.
Pa Estate law comprises many areas of law. However, all of these areas of law focus on taking care of one’s person and property. Estate law is all of the laws that impact how a person makes decisions and issues directives about their personal affairs. A Pa Estate is anything that makes up a person’s net worth. Very simply, an estate is what a person has in their own name alone.
Most estates are settled easily. Yet there are times when other factors complicate the issue, creating a situation that requires more careful consideration. For example, a family business, an estate that is in bankruptcy or an estate that holds significant amounts of real estate may become complicated quite quickly. This is where estate litigation comes into play.
An attorney who specializes in Pa Estate Planning can help you create a complete plan (including Pa Last Wills, Pa Powers of Attorney, and Pa Living Wills, etc.) to protect your spouse and children if you become unable to manage your financial affairs. Pennsylvania Estate Planning allows you to make decisions now so your wishes will be carried out at your passing.
When you execute a legal document called a power of attorney, you are authorizing another individual to make certain decisions on your behalf. The person who signs the document is the “Principal” and the person who is authorized to make decisions is known as the “Agent”.
A durable power of attorney, unlike other forms of this type of legal document, does not expire if the principal becomes incapacitated. The agent may continue to make financial and medical decisions as indicated in the original document.
Living wills are also referred to as an Advance Health Care directives. It is a legal document that communicates your desire in the treatment of serious medical problems in the event that you are unable to speak for yourself.
Living Wills do not go into effect until you are incapacitated. Having a living will can relieve your close relatives from the burden of having to make the decision about whether to remove you from life support.
Trusts are legal documents that allow you to control how your assets will be allocated or managed. You are considered the grantor and the person that manages and distributes assets in the trust is known as the trustee. Individuals who receive money or other assets are the beneficiaries.
Property placed in a trust, unlike wills, is not subject to probate. You can also create a revocable trust which can be canceled or revoked at any time while you are alive. Trusts can be set up for a child’s education or to reduce estate taxes.
A Will is an important document to execute in order to avoid disputes about how your assets will be divided when you die. The executor who administers the distribution of assets from your estate will allocate your possessions as you specified. You should periodically review your Will to make sure it is still relevant and accurate. Life changing events, such as the birth of a child or a marriage, may require amendments to the original document.
Most estates, especially when there is a proper will in place, are easily settled. Yet there are times when other factors complicate the issue, creating a situation that requires more careful consideration. For example, a family business, an estate that is in bankruptcy or an estate that holds significant amounts of real estate may become complicated quite quickly. This is where estate litigation comes into play.
When an individual acts in a fiduciary capacity such as a Pa Executor of a Pa Last Will or a Pa Trustee of the financial assets of another person or entity, they have the responsibility of keeping accurate financial records. Those records should show how money was spent, invested or distributed while under the fiduciary’s care and control. Proper accounting can bring to light the mismanagement or bad investment of funds should an issue arise with an interested party.
The Pa Guardianship process can be filled with emotions. Realizing that a loved one is no longer capable of caring for his or her self can be difficult to accept. For the past twenty-five (25) years, Attorney Whalen has built a reputation for providing compassionate legal care for his clients, putting their needs and interests first while navigating emotionally trying circumstances.
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