Steven J. Fromm

10.0

Experience
Industry Recognition
Professional Conduct

What is the Avvo Rating?

25 Reviews

Current or former client? Write a review

83 Peer Endorsements

Lawyers: Endorse this lawyer

Contributor level 20

View contributions

Save Lawyer’s website Send to a friend

Overview

Practice Areas

25% Tax
37 years, 1,650 cases
20% Estate Planning
37 years, 350 cases
20% Probate
37 years, 200 cases
15% Trusts
37 years, 250 cases

Show all areas of practice

Fees and Payment Types

Fees

Fixed (Sometimes)

Payment types

Check

Contact Information

STEVEN J. FROMM & ASSOCIATES, P.C.

Suite 300

1420 Walnut Street

Philadelphia, PA 19102

Office: 215-735-2336

Fax: 215-985-1666
View map | Edit this address
Steven J. Fromm & Associates, PC

1 Petty Circle

Fort Washington, PA 19034

Office: 215-735-2336
View map | Edit this address

Visit lawyer’s website

Blog

Twitter

Languages Spoken

English

About Me

Photos (3)

Videos (1)

Video

For over the last 35 years, Mr. Fromm has been dedicated to assisting his business clients in taking care of their tax, financial,business and legal affairs.... more

References

Client Reviews	Average Client Rating Current or former client? Write a review 25 reviews “Steve Fromm goes out of his way to help” Posted by: liz, 4 months ago. Client Review: I had a big problem trying to protect assets of my mothers Will after she passed away. Steve took the time to talk to me . He was very knowledgeable... more Flag “Highly Recommended” Posted by: Mike D., 4 months ago. Client Review: I am very grateful for the top notch assistance I received from Attorney Steven J. Fromm in understanding a business tax issue I have with the City... more Flag View all 25 reviews
Peer Endorsements	Endorsements 83 endorsements Lawyers: Endorse this lawyer I endorse this lawyer. Endorsement from lawyer: Howard Roitman , Las Vegas (NV), 3 months ago Mr. Fromm is an exceptional attorney and zealous advocate to his clients. I endorse this lawyer and highly recommend his services to anyone in need... more Endorsement from lawyer: Mark Campanella , Fairport (NY), 4 months ago View all 83 endorsements

Client Reviews

Average Client Rating

Current or former client? Write a review

25 reviews

“Steve Fromm goes out of his way to help”

Posted by: liz, 4 months ago.

Client Review: I had a big problem trying to protect assets of my mothers Will after she passed away. Steve took the time to talk to me . He was very knowledgeable... more

Flag

“Highly Recommended”

Posted by: Mike D., 4 months ago.

Client Review: I am very grateful for the top notch assistance I received from Attorney Steven J. Fromm in understanding a business tax issue I have with the City... more

Flag

Peer Endorsements

Endorsements

83 endorsements

Lawyers: Endorse this lawyer

I endorse this lawyer.

Endorsement from lawyer: Howard Roitman , Las Vegas (NV), 3 months ago

Mr. Fromm is an exceptional attorney and zealous advocate to his clients. I endorse this lawyer and highly recommend his services to anyone in need... more

Endorsement from lawyer: Mark Campanella , Fairport (NY), 4 months ago

Résumé

License

36 years since Steven J. Fromm was first licensed to practice law.

State	License status	Year acquired	Last updated by Avvo
Pennsylvania	Active	1977	05/14/2013

We have not found any instances of professional misconduct for this lawyer.

Work Experience

Position	Duration
Tax, Estates and Trust Attorney at Steven J. Fromm & Associates, P.C.	1981–present
Tax Attorney & Tax Manager, CPA at Margolis & Company, PC	1979–1980

See all 4 job entries

Education

School	Major	Degree	Graduated
New York University School of Law	Taxation	LL.M - Master of Laws	1977
John Marshall Law School, Chicago	Law	JD - Juris Doctor	1976

See all 3 degrees

Awards

Award Name	Granting Organization	Date
Preeminent 5.0 out of 5	Martindale-Hubbell	2012
Awesome Attorney	Suburban Life Magazine	2012

5 Star Wealth Manager	Philadelphia Magazine	2012
AV Preeminent 5.0 out of 5 Peer Review Rated	Martindale-Hubbell	2011
2010 Tax Law Firm of the Year In Pennsylvania	Corporate Intl Magazine	2011
2010 Corporate Law Firm of the Year in Pennsylvania	Corporate International Magazine	2011
Awesome Attorney	Suburban Life Magazine	2011
Readers Choice: Business Law	Suburban Life Magazine	2011
Approved Attorney	Legal Compliance Department of Fidelity Investments	2010
Awesome Attorney	Suburban Life Magazine	2010
5 Star Wealth Manager	Philadelphia Magazine	2010
AV PREMINENT 5.0 out of 5.0	Martindale-Hubbell	2010
FIVE STAR WEALTH MANAGER	Philadelphia Magazine	2009
Expert Author for Silver Lining of a Bad Economy: Gifting..	Ezine Publications	2009
Fidelity Investments Approved Attorney	Legal Compliance Department of Fidelity Investments	2009
Expert Author for Michael Jackson & Farrah Fawcett-Estate Plan..	Ezine Publications	2009
Expert Author Status:Failing to Update Retirement Plans-How..	Ezine Publications	2009
Fidelity Investments Approved Attorney	Legal Compliance Department of Fidelity Investments	2008
Fidelity Investments Approved Attorney	Legal Compliance Department of Fidelity Investments	2007
Charles Schwab Approved Attorney	Legal Compliance Department of Charles Schwab	2000
Charles Schwab Approved Attorney	Legal Compliance Department of Charles Schwab & Company	1999
Charles Schwab Approved Attorney	Legal Compliance Department of Charles Schwab & Company	1998
Certified Public Accountant	Pennsylvania Board of Certified Public Accountants	1983
Certified Public Accountant	Pennsylvania Board of Certified Public Accountants	1982
Certified Public Accountant	Pennsylvania Board of Certified Public Accountants	1981

See all 25 awards

Associations

Position	Association Name	Duration
Member	American Association of Attorneys-CPAs Group	2009–present
Member	Bisnar's Lawyer Marketing Mastermind Group	2009–present

Member	CXO (CEO, COO, CKO, CFO, CMO) COMMUNITY GROUP	2009–present
Member	Center City Proprietors Association Group-Philadelphia	2009–present
Member	Deal Flow Source Group	2009–present
Member	Eastern Montgomery County Chamber of Commerce	2009–present
Member	Estate Planner Legal Network	2009–present
Member	Estate Planning	2009–present
Member	Estate Settlement and Probate Professionals Referral Network	2009–present
Member	Estate and Elder Law Services Network Group	2009–present
Member	Financial Planner Alliance Group	2009–present
Member	Financial Planners & Wealth Advisors	2009–present
Member	Global Estate Planning Council Networking & Marketing Group	2009–present
Member	Greater Philadelphia Chamber of Commerce	2009–present
Member	Jewish Business Network (Philadelphia) Group	2009–present
Member	Jewish Professionals	2009–present
Member	LI Live-Philly Group	2009–present
Member	Lawyer Marketing/Grow Your Practice Group	2009–present
Member	Lawyers and Other Professionals Interested in Getting Published	2009–present
Member	Legacy/Estate/Gift Planning and Planned Giving Professionals	2009–present
Member	Legal Blogging	2009–present
Member	Legal Marketing Group	2009–present
Member	Life Insurance Group	2009–present
Member	Linked Business Group	2009–present
Member	NYU Law Alumni Group	2009–present
Member	National Academy of Elder Law Attorneys	2009–present
Members	National Association of Tax Professionals	2009–present
Member	National Network of Estate Planning Attorneys	2009–present
Member	On Startups-The Community for Entrepreneurs	2009–present
Member	Philadelphia Area- Accounting/Finance Professionals Group	2009–present
Member	Philadelphia Bar Association	2009–present
Member	Philadelphia Lawyer Referral Network Group	2009–present
Member	Philadelphia Networking Group	2009–present
Member	Philadelphia Open Networkers Group	2009–present
Member	Small Business Online Community	2009–present
Member	Society of Financial Service Professionals	2009–present
Member	Syracuse University Alumni Network	2009–present
Member	Tax Professionals Group	2009–present
Member	Top Recommended People Group in LinkedIn	2009–present
Member	Trusts and Estates Network	2009–present
Member	Wealth Management Exchange	2009–present
Member	Wealth Management Group	2009–present
Member	Wealth Planning and Management Group	2009–present
Member	United States Tax Court	1983–present
Member	American Institute of Certified Public Accountants	1981–present

See all 45 association entries

Portfolio

Contribution

Contributor Level 20

Answers:	8,897	Legal Answers
	351	Best Answers - chosen by asker
	3,028	Answers marked "I agree" by other lawyers
	1,841	Answers marked helpful by other users
Guides:	148	Legal Guides
	0	Staff Picks

Cases

Like Kind Exchange For Client

Outcome: $11,000,000 tax free Section 1031 exchange

Publications

Article	Publication	Date
Hidden Offshore Bank Accounts: IRS Offers A Second Chance To Come Forward	Living Trust Network	2011
Gifting Shares in a Closely Held Business	Journal of Accountancy	2009

See all 11 publications

Speaking Engagements

Presentation Name	Conference	Date
Legal & Tax Implications of Various Business Entities	Choice of Business Entity	2010
Irrevocable Life Insurance Trusts	Touche Ross & Company Irrevocable Life Insurance Trusts

See all 10 speaking engagements