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Alan Joseph Mittelman

Alan Joseph Mittelman

Practice areas:

Estate Planning, Trusts, Business

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About Me

As Chairman of the Estate Planning and Administration Department and a Shareholder, Alan J. Mittelman practices in the firm's Pennsylvania offices in Philadelphia and Jenkintown, at the Firm's Florida office and in Villefranche-sur-mer, France. He is admitted to the State Bars in Pennsylvania and Florida.


 


Mr. Mittelman’s practice includes a variety of interrelated areas, including estate and business planning for individuals, closely-held businesses, partnerships and limited liability companies, probate and trust, asset protection, life insurance, charitable planning, and planning for Americans buying property or investing in Western Europe.


 


Mr. Mittelman is a frequent speaker and author on the subjects of life insurance, estate taxation, business planning and charitable gifts of art.  He is a contributing editor of “Keeping Current,” a publication of the Society of Financial Service Professionals.  


 


Mr. Mittelman is a Fellow of the American College of Trusts and Estates Counsel.  He is also the President of the Philadelphia Estate Planning Council is a Past President of the Greater Philadelphia Chapter of the Society of Financial Service Professionals (formerly the American Society of CLU and ChFC). He has taught Trusts and Estates at Temple Law School as an adjunct professor. 

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Languages Spoken: French

Practice Areas

Licensed since 1986

  1. Estate Planning: 55%
  2. Trusts: 25%
  3. Business: 20%

Attorney Endorsements

1 total

  • Christian K. Lassen

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

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    Christian Lassen Personal Injury Attorney
    Relationship: Fellow lawyer in community

Contact Info

1635 Market Street, 7th Floor
Philadelphia, PA, 191032223

Resume

License
StateStatusAcquiredUpdated
FLMember in Good Standing200205/07/2015
PAActive198605/31/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal Answers
Awards
Award NameGrantorDate Granted
FellowAmerican College of Trusts and Estates CounselN/A

Work Experience
TitleCompany NameDuration
PartnerSpector Gadon & Rosen, P.C.2005 - Present
OwnerSolo Practioner Private Practice1986 - 2005

Associations
Association NamePosition NameDuration
Philadelphia Estate Planning CouncilPresident2011 - Present
Society of Financial Service ProfessionalsPast PresidentN/A
American Bar AssociationMemberN/A
Philadelphia Bar AssociationMemberN/A

Publications
Publication NameTitleDate
Estate Planning JournalLife Insurance-Funded Buy-Sell Agreements for Pass-Through Entities2007
Keeping CurrentContributing EditorN/A

Education
School NameMajorDegreeGraduated
Temple University - James E. Beasley School of LawLawJ.D.1986
New York UniversityN/AMBA1971
Pennsylvania State UniversityN/AB.S.1969

Speaking Engagements
Conference NameTitleDate
Mid-Atlantic Chapter MeetingHow the New Tax Relief Act Changes Succession Planning Techniques2011
CLE SeminarCutting Edge Planning Ideas in Light of the 2010 Tax Act2011
Adjunct ProfessorTrusts & EstatesN/A