License
|
40 years since Robert Simon Balter was first licensed to practice law.
| State |
License status |
Year acquired |
Last updated by Avvo |
| Pennsylvania |
Active
|
1972 |
05/08/2012 |
| Colorado |
Withdrawn
|
1973 |
05/06/2012 |
See inactive licenses
We have not found any instances of professional misconduct for this lawyer.
|
Work Experience
|
| Position |
Duration |
|
Director, Tax and Estate Planning Services at
Guggenheim Partners, LLC
|
2005–2008
|
|
Director, Business and Estate Planning at
AXA Advisors (Karr Barth Associates)
|
2001–2004
|
|
Director of Estate and Business Planning at
Northwestern Mutual Financial Network
|
1998–2001
|
|
Associate Gen'l Counsel and Director of Tax Staff at
Mid-Atlantic Companies
|
1991–1998
|
|
Senior Tax Counsel at
Small Center City Law Firm
|
1985–1991
|
|
Tax Law Specialist at
IRS Chief Counsel's Office
|
1984–1985
|
See all 6 job entries
|
Education
|
| School |
Major |
Degree |
Graduated |
| Temple University - James E. Beasley School of Law |
Tax |
Master of Laws, Taxation |
1985 |
| University of Pittsburgh School of Law |
LAW |
JD - Juris Doctor |
1972 |
| University of Pennsylvania |
Political Science |
BA - Bachelor of Arts |
1969 |
See all 3 degrees
|
Associations
|
| Position |
Association Name |
Duration |
| Trust and Estate Practitioner (TEP) |
Society of Trust and Estate Practitioners |
2009-present
|
| Member |
Pennsylvania Bar Association |
2006-present
|
| Member |
American Bar Association, Real Property, Trust and Estate Law Section |
1984-present
|
| Member |
American Bar Association, Taxation Section |
1984-present
|
| Member |
Philadelphia Bar Association, Probate and Trust Law Section |
1984-present
|
| Member |
Philadelphia Bar Association, Tax Law Section |
1984-present
|
|
Philadelphia Bar Association, Tax Section |
|
See all 7 association entries
|
