Skip to main content
Robert Simon Balter

Robert Simon Balter

Practice areas:

Estate Planning, Tax, Wills & Living Wills, Probate, Trusts

How would you rate this lawyer?

If you’re a current or former client, share your thoughts (anonymously, if you prefer). Would you recommend this lawyer to other clients?

Review Robert Balter

About Me

I am a sole proprietor and pride myself on paying ALOT of attention to client situations and circumstances. I prepare the legal instruments (wills, trusts and powers of attorney) and can prepare appropriate tax returns (federal and state) to report income, estates, gifts and inheritances. If necessary, I will also defend the returns before federal and state authorities, although we have not had much compliance activity. Indeed, we have not had an inheritance tax return audited since 1987.


 

More 

Practice Areas

Licensed since 1972

  1. Estate Planning: 30%
    29 years
  2. Wills & Living Wills: 20%
    35 years
  3. Tax: 20%
    31 years
  4. Trusts: 15%
    29 years
  5. Probate: 15%
    29 years

Payment

Fees:

Hourly ($420/hour)

Payment Types:

Cash, Check, Credit Card

Attorney Endorsements

2 total

  • Christian K. Lassen II

    Top-notch attorney. Highly respected in the legal community.

    More 

    Christian Lassen Personal Injury Attorney
    Relationship: Fellow lawyer in community

  • Thomas A. Bell

    I endorse this lawyer. He is excellent!

    More 

    Thomas Bell Estate Planning Attorney
    Relationship: Worked together on matter

Contact Info

1077 Kipling Rd
Rydal, PA, 190463339

Resume

License
StateStatusAcquiredUpdated
PAActive197205/31/2015
COWithdrawn197306/30/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal Answers
Awards
Award NameGrantorDate Granted
AV Preeminant Peer Review Rating - Highest Possible RatingMartindale-Hubbell2014

Work Experience
TitleCompany NameDuration
Director, Tax and Estate Planning ServicesGuggenheim Partners, LLC2005 - 2008
Director, Business and Estate PlanningAXA Advisors (Karr Barth Associates)2001 - 2004
Director of Estate and Business PlanningNorthwestern Mutual Financial Network1998 - 2001
Associate Gen'l Counsel and Director of Tax StaffMid-Atlantic Companies1991 - 1998
Senior Tax CounselSmall Center City Law Firm1985 - 1991
Tax Law SpecialistIRS Chief Counsel's Office1984 - 1985

Associations
Association NamePosition NameDuration
Society of Trust and Estate PractitionersTrust and Estate Practitioner (TEP)2009 - 2013
Pennsylvania Bar AssociationMember2006 - Present
American Bar Association, Taxation SectionMember1984 - Present
American Bar Association, Real Property, Trust and Estate Law SectionMember1984 - Present
Philadelphia Bar Association, Tax Law SectionMember1984 - Present
Philadelphia Bar Association, Probate and Trust Law SectionMember1984 - Present
Philadelphia Bar Association, Tax SectionN/AN/A

Legal Cases
Case NameOutcome
Estate of Dorothy ColeAccount confirmed by Orphans' Court

See all Legal Cases 

Publications
Publication NameTitleDate
BNA Tax Management MemorandumKnight v. Comm'r: The Two Percent Floor and a Fiduciary's Investment Advisory Fees2008
Philadelphia Estate Planning Council NewslettersVarious Articles2006
BNA Estates Gifts and Trusts Journal2nd Circuit Holds Trust's Investment Advisory Fees Subject to 25 Floor2002
BNA Estates, Gifts and Trusts JournalUsing Trusts as Buyers in Shareholders' Agreements2002
Estate Planning magazineUsing Life Insurance to Fund LLC Buy-Sell Agreements2002
The Tax LawyerDrafting Suggestions for Irrevocable Life Insurance Trusts2001
RIA Estate Planner's AlertDrafting Suggestions for Code Section 2503(c) Trusts1999

Education
School NameMajorDegreeGraduated
Temple University - James E. Beasley School of LawTaxMaster of Laws, Taxation1985
University of Pittsburgh School of LawLAWJD - Juris Doctor1972
University of PennsylvaniaPolitical ScienceBA - Bachelor of Arts1969

Speaking Engagements
Conference NameTitleDate
2013 Federal Estate & Gift Tax Seminar2013 Federal Gift Tax2013
Continuing Legal EducationEthical Challenges in Estate PLanning2009
11th Annual PA Estate Law InstituteEnabling the Triumph of Hope Over Experience: Tax PLanning For Second Marriages2004
10th Annual Pa Estate Law InstituteTraps and Tradeoffs in Drafting Lifetime Trusts2003
Using Life Insurance Trusts in Estate PlanningDrafting Suggestions for Irrevocable Life Insurance Trusts2001