Skip to main content
John B. Whalen
Avvo
Pro

John B. Whalen Jr.

also known as John B. Whalen, Jr., J.D., LL.M.

Practice areas:

Probate, Estate Planning, Power Of Attorney, Wills & Living Wills

About Me

► John B. Whalen, Jr., J.D., LL.M. is an


 


●● AV Peer Review Rated Preeminent 5.0 (Attorney and Counselor at Law); is


●● listed in the Bar Register of Preeminent Lawyers; and


●● is Avvo Rated 10.0 Superb (obtaining over 30 client reviews and peer endorsements).


 


► Mr. Whalen is a Past President of the Delaware County Estate Planning Council, a recipient of the Legum Magister Post-Doctorate Degree in Taxation (from the Villanova University School of Law), a recipient of the American Jurisprudence Award in Wills, Trusts, and Estates (from the Widener University School of Law), and a recipient of the ABA-BNA Law Award for Academic Excellence (from the Widener University School of Law).


 


► Mr. Whalen is a frequent speaker and writer on the areas of Probate, Wills, Trusts, Estates.  He has spoken for the Pennsylvania Bar Institute, the Widener University Osher Lifelong Learning Institute, and the Delaware County Estate Planning Council.  He has 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 concentrates his legal practice solely in the areas of:


Estate Law


Estate Planning


Estate Administration


Executor Representation


Probate


Ancillary Probate


Last Wills


Decedents Estates


Powers of Attorney


Advance Directives


Trust Law


Living Wills


Fiduciary Law


Inheritance


Inheritance Tax


Trusts and Estates


Trust Administration


Cemetery Law


Tax Law


Estates Taxation


Estate Planning for Unmarried Couples


 


► Mr. Whalen serves, and has served, both individuals and attorneys in the Southeastern Pennsylvania Metropolitan Area (and throughout the country), including Chester County Pa, Delaware County Pa, Lancaster County Pa, Montgomery County Pa, and Philadelphia County Pa.  He has served clients in Ambler Pa, in Ardmore Pa, in Aston Pa, in Berwyn Pa, in Blue Bell Pa, in Bridgeport Pa, in Broomall Pa, in Bryn Mawr Pa, in Chadds Ford Pa, in Chesterbrook Pa, in Chester Heights Pa, in Chester Springs Pa, in Coatesville Pa, in Collegeville Pa, in Conshohocken Pa, in Devon Pa, in Downingtown Pa, in Drexel Hill Pa, in Eagleville Pa, in Easttown Pa, in Elkins Park Pa, in Exton Pa, in Frazer Pa, in Great Valley Pa, in Haverford Pa, in Havertown Pa, in Jeffersonville Pa, in Kennett Square Pa, in King of Prussia Pa, in Lansdale Pa, in Limerick Pa, in Linfield Pa, in Linwood Pa, in Lower Merion Pa, in Malvern Pa, in Media Pa, in Narberth Pa, in Newtown Square Pa, in Norristown Pa, in Oaks Pa, in Overbrook Pa, in Paoli Pa, in Parkesburg Pa, in Phoenixville Pa, in Plymouth Meeting Pa, in Pottstown Pa, in Radnor Pa, in Ridley Park Pa, in Rosemont Pa, in St. Davids Pa, in Springfield Pa, in Strafford Pa, in Swarthmore Pa, in Thorndale Pa, in Tredyffrin Pa, in Trooper Pa, in Upper Merion Pa, in Valley Forge Pa, in Villanova Pa, in Wayne Pa, in West Chester Pa, in Westtown Pa, in Whitemarsh Pa, in Willistown Pa, in Wynnewood Pa, and in Yeadon Pa.

More 

Photos and Videos

575992 1350216745

575992 1350216759

575992 1350216779

575992 1350216798

Practice Areas

Licensed since 1990

  1. Probate: 40%
    25 years
  2. Wills & Living Wills: 20%
    25 years
  3. Power Of Attorney: 20%
  4. Estate Planning: 20%

Payment

Fees:

Fixed (Always), Free Consultation (60 minutes)

Payment Types:

Cash, Check

Attorney Endorsements

27 total 

  • James P. Frederick

    I endorse this lawyer. Attorney Whalen and I practice in the same areas of law, so I have had the privilege of reading numerous of his responses to Avvo questions. His answers are always correct on the law, thorough, practical and helpful. I have learned a great deal about Pennsylvania probate law from his answers, and I am happy to endorse Attorney Whalen and his services. The Avvo community is very fortunate that he is willing to volunteer his time and experience. James Frederick

    More 

    James Frederick Probate Attorney
    Relationship: Fellow lawyer in community

  • Joseph M. Masiuk

    I enthusiastically endorse this lawyer. Even though we practice in different locations in the Delaware Valley, I have followed his advice on Avvo for some time now. His advice has been incisive, practical, and to the point in this difficult field of estate practice.

    More 

    Joseph Masiuk Estate Planning Attorney
    Relationship: Other

Contact Info

John B Whalen Jr

1199
Wayne, PA, 19087

More 

Resume

License
StateStatusAcquiredUpdated
PAActive199005/31/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal Answers
Awards
Award NameGrantorDate Granted
2014 AV Preeminent - Peer ReviewMartindale-Hubbell2014
2014 AV Preeminent - JudicialMartindale-Hubbell2014
2014 Client DistinctionMartindale2014
2014 Avvo SuperbAvvo2014
2013 Client DistinctionMartindale-Hubbell2013
2013 Avvo SuperbAvvo2013
2013 AV Preeminent - JudicialMartindale-Hubbell2013
2012 Avvo SuperbAvvo2012
2012 Awesome AttorneyPa Suburban Life Magazine2012
2012 Top LawyersMain Line Today Magazine2012
2012 AV JudicialMartindale-Hubbell2012
2012 AV MartindaleMartindale-Hubbell2012
2011 Top 1% Most Honored ProfessionalsAmerican Registry2011
2011 Awesome AttorneyPa Suburan Life Magazine2011
2011 AV Peer Review RatingMartindale-Hubbell2011
2010 AV Peer Review RatingMartindale-Hubbell2010
2010 Awesome Attorney ListPa Suburban Life Magazine2010
2009 AV MartindaleMartindale-Hubbell2009
2008 AV PreeminentMartindale-Hubbell2008
2007 AV Peer Review RatingMartindale-Hubbell2007
2006 Bar Register Preeminent LawyersMartindale-Hubbell2006
2006 AV Peer Review RatingMartindale-Hubbell2006
1990 Academice ExcellenceABA-BNA1990
1990 Outstanding Contributions - Editor-In-ChiefDelaware Law Forum1990
1989-1990 Editor-In-ChiefDelaware Law Forum1990
1989 American Jurisprudence AwardLawyer’s Coorperative1989
1989 Outstanding ContributionsDelaware Law Forum1989
1988 Outstanding ContributionsDelaware Law Forum1988

Work Experience
TitleCompany NameDuration
Estate AttorneyLamb McErlane PC2004 - 2006
Estate AttorneyLastowka Messick PC1998 - 2004
Estate AttorneyForceno Hannon & Arangio PC1992 - 1998

Associations
Association NamePosition NameDuration
Pennsylvania Bar AssociationMember2010 - Present
Chester County Estate Planning CouncilBoard of Directors2006 - 2007
Delaware County Estate Planning CouncilPast President2006 - 2007
Delaware County Estate Planning CouncilPresident2005 - 2006
Delaware County Estate Planning Council1st Vice President2004 - 2005
Chester County Bar AssociationMember2004 - 2007
National Academy of Elder Law AttorneysMember2004 - Present
Delaware County Estate Planning Council2nd Vice President2003 - 2004
Delaware County Bar AssociationMember1999 - 2007
American Bar AssociationMember1990 - 2008
Pennsylvania Bar AssociationMember1990 - 2008

Legal Cases
Case NameOutcome
In re Estate of (Name Omitted For Confidentiality), Dec’dWon … Domicile Established In County B

See all Legal Cases 

Publications
Publication NameTitleDate
Martindale-Hubbell publicationWhen Does A Living Will Go Into Effect?2009
Lawyers.ComPa Living Wills and Surrogates2009
Lawyers.ComPa Powers of Attorney and Agents2009
Lawyers.ComPa Last Wills and Executors2009
Lawyers.ComPa Estates and Income Tax Returns2009
Lawyers.ComPa Last Wills and Taxes2009
Lawyers.ComPa Executors and Duties2009
Lawyers.ComPa Estate Planning and Pointers2009
Lawyers.ComPa Estate Law and Aspects2009
Lawyers.ComPa Estate Planning and Fiduciaries2009
Lawyers.ComPatriot Act and C.I.P. Rules2009
Martindale-Hubbell publicationMaintaining Power of Attorney in a HIPAA World2008
Martindale-Hubbell publicationMisinformation, Misunderstandings, and Mistakes2008
Martindale-Hubbell publicationPA Abolishes Common Law Marriage2008
Martindale-Hubbell publicationPayments to Family and Funeral Directors2008
Martindale-Hubbell publicationThe USA PATRIOT Act Privacy Rules2008
Lawyers.ComPa Last Wills and Asset Titles2008
Lawyers.ComPa Powers of Attorney and Requirements2008
Lawyers.ComPa Living Trusts and Caution2008
Lawyers.ComPa Living Wills and Doctors2008
Lawyers.ComFiduciaries and Traits2008
Lawyers.ComCommon Law Marriage and Ablished2008
Lawyers.ComEstate Tax and Inheritance Tax2008
Lawyers.ComPa Probate and Alternatives2008
Lawyers.ComPa Living Wills and Importance2008
Lawyers.ComPa Probate and Avoidance2008
Lawyers.ComPa Powers of Attorney and HIPAA2008
Lawyers.ComPa Estate Planning and Mistakes2008
The Pennsylvania Law WeeklyMisinformation, Misunderstandings, and Mistakes2006
Pennsylvania Law WeeklyMaintaining Power of Attorney in a HIPAA World2005
Pennsylvania Bar Institute (PBI)Small Estate Petitions2005
Pennsylvania Bar Institute (PBI)Small Estates: Settlement with (or without) Small Estate Petitions2004

Education
School NameMajorDegreeGraduated
Villanova University School of LawTax LawLL.M - Master of Laws1994
Widener University School of LawLawJD - Juris Doctor1990
Temple UniversityCriminal Justice/LawBA - Bachelor of Arts1986
Montgomery County CollegeCriminal Justice/LawA.A.S.1983

Speaking Engagements
Conference NameTitleDate
Widener University, Exton CampusThe House That Jack Built2007
2nd Annual Women Business Owner SeminarEstate Planning for Women Business Owners2006
6th Annual Estate and Elder Law SymposiumSettlement of Small Estates2005
Delaware County Estate Planning CouncilThe USA PATRIOT Act Privacy Rules2004
Delaware County Estate Planning CouncilPayments to Family and Funeral Directors2004
Delaware County Bar AssociationThe Declaration of Independence from Letters2004
11th Annual Estate Law InstituteSettlement of Small Estates2004
Delaware County Estate Planning CouncilPA Abolishes Common Law Marriage2003
Delaware County Estate Planning CouncilSmith Charitable Trusts (# 1 & #2)2003