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Samantha Kathleen Wolfe

Estate planning Attorney at Waynesboro, PA

5.0   2 reviews
  • State Years
    Maryland - MD 1 year
    Pennsylvania - PA 15 years
  • Licensed for 1 year
    State MD
    Acquired 2022
    Status
    Active No misconduct found
  • Licensed for 15 years
    State PA
    Acquired 2008
    Status
    Active No misconduct found

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

About Samantha

Learn Samantha’s areas of practice.

Samantha Wolfe is the founder and owner of The Law Offices of Samantha K. Wolfe, LLC in Waynesboro, PA established in July 2020. Her areas of concentration are estate planning, asset protection planning, long-term care pre-planning, Medicaid planning (nursing home planning), special needs planning, business succession planning, federal estate and gift taxation planning, oil and gas lease planning, and estate administration and probate. Samantha has a “Superb” AVVO Rating for attorneys and was named a Super Lawyers Rising Start in 2022.

Samantha graduated in 2004 from Penn State University with a B.A. in journalism and a minor in nutrition. In 2008, she earned her juris doctor from Regent University School of Law. While attending law school, Samantha was a managing editor for the Regent Journal of International Law and a student volunteer for the Volunteer Income Tax Assistance Program. After graduating from law school, she attended Southern Methodist University Dedman School of Law and earned her LL.M. in Taxation.

Samantha joined Steinbacher, Goodall & Yurchak in Williamsport, Pennsylvania in 2010. From 2010 until September 2017, she was the head of the wealth protection planning department of Steinbacher, Goodall & Yurchak. Despite loving her job in Williamsport, Pennsylvania, Samantha wanted to be closer to her family, so in October 2017, she returned to Franklin County to practice at Maxwell Sipe Law Offices, LLC. Samantha had interned for Tucker Maxwell for two summers during law school.
When Maxwell Sipe Law Offices, LLC dissolved, Samantha began practicing as a solo practitioner and created The Law Offices of Samantha K. Wolfe in July 2020.

Samantha has presented continuing education instruction for multiple programs through the Pennsylvania Bar Institute including a program titled A Fresh Look at FLPs regarding the use of family limited partnerships in business succession planning; a program titled What Every Elder Law Attorney Needs to Know About FLPs addressing whether family limited partnerships are the best planning technique to use when dealing with elder law issues; a program titled Estate Planning for Oil, Gas, and Mineral Interests highlighting the unique situations for individuals who own oil and gas interests; a program titled Succession Planning for Your Elder Law Client’s Family Owned Business addressing how to transition a family owned business when an owner needs nursing home care; a program titled Asset Protection for the Middle Class addressing asset protection planning strategies for those families with a net worth between $500,000 and $5,000,000; a program titled Your Guide to Elder Law addressing the legal concerns that need to be handled if someone needs long-term care including the important legal documents that must be in place; a program titled Your Pennsylvania Trust Guide reviewing the recent changes in Pennsylvania law related to trust and estates; a program tilted Post-SECURE addressing the changes the SECURE Act had on retirement planning; and a program titled IRA Basics addressing the important legal components of the SECURE Act.
Samantha, joined by eighteen other leading elder care attorneys from across the nation, coauthored Protect Your Legacy! What You Really Need to Know for the Second Half of Life. She was a co-author of the Fourth and Fifth Editions of the Pennsylvania Trust Guide published by George T. Bisel Co, Inc., as well as a co-author of the 2016, 2017, 2018, 2020, 2021, and 2022 annual supplements for the Pennsylvania Trust Guide.

Samantha is a member of the Pennsylvania Bar Association, the Lycoming Law Association, the Franklin County Bar Association, National Academy of Elder Law Attorneys (NAELA), and the Pennsylvania chapter of Elder Law Attorneys (PAELA). She is also admitted to practice law before the United States Supreme Court. Samantha is also licensed to practice law in Maryland.

Contact Samantha

The Law Offices of Samantha K. Wolfe, LLC
20 East Sixth St.
Suite 206
Waynesboro, PA, 17268

Reviews

5.0 / 5.0
  2 customer reviews
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Posted by Barry | August 23, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Wonderful experience
I have a very modest estate and Ms. Wolfe prepared my Will, Financial and Medical POA and a Living Will. She possesses all the qualities for a great attorney, most notably her ability to truly listen to a client. She is an excellent judge of character and this is reflected in the great support staff at her law practice.
Posted by anonymous | September 28, 2017
This review is from a person who hired this attorney.
| Hired Attorney
What a wonderful and knowledgeable attorney!
We have been very happy with our experience with Samantha Wolfe. She is very kind, professional, and extremely detail-oriented. She took the time and clearly answered all of our questions. Also, she guided us to the best options for my will, powers of attorney, and trusts. My wife and I have both enjoyed working with her!

Cost

Rates
  • Free Consultation 60 minutes
Payment methods
Cash, Check, Credit Card

Resume

AVVO RATING 10.0 (Superb)

Work Experience

  • Attorney/Owner
  • The Law Offices of Samantha K. Wolfe, LLC
  • 2020 - Present
  • Partner
  • Maxwell Sipe Law Offices L.L.C.
  • 2018 - 2020
  • Attorney
  • Maxwell Sipe Law Offices, L.L.C.
  • 2017 - 2018
  • Associate Attorney
  • Steinbacher, Goodall & Yurchak
  • 2008 - 2017
  • Legal Intern
  • Maxwell & Meyers, LLP
  • 2006 - 2007
View all work experience

Education

  • Southern Methodist University
  • LL.M - Master of Laws
  • 2009
  • Regent University School of Law
  • JD - Juris Doctor
  • 2008
  • Pennsylvania State University
  • BA - Bachelor of Arts
  • 2004

Associations

  • Pennsylvania Association of Elder Law Attorneys, public policy committee
  • Member
  • 2023 - Present
  • Pennsylvania Bar Association Joint Task Force on Electronic Wills
  • Member
  • 2022 - Present
  • Estate Planning Council of Central Pennsylvania
  • Member
  • 2022 - Present
  • Pennsylvania Bar Association, Solo and Small Firm Section
  • Member
  • 2020 - Present
  • Greater Waynesboro Chamber of Commerce
  • Member
  • 2020 - Present
  • Pennsylvania Bar Association, Real Property, Probate & Trust Section
  • Member
  • 2017 - Present
  • Franklin County Bar Association
  • Member
  • 2017 - Present
  • Pennsylvania Bar Association, Elder Law Section
  • Executive Council Member
  • 2017 - Present
  • National Academy of Elder Law Attorneys
  • Member
  • 2013 - Present
  • Pennsylvania Association of Elder Law Attorneys
  • Member
  • 2013 - Present
  • Northcentral Estate Planner's Counsel
  • Member
  • 2011 - Present
  • Lycoming County Bar Association
  • Member
  • 2010 - Present
  • Pennsylvania Bar Association, Elder Law Section
  • Member
  • 2010 - Present
  • National Association of Royalty Owners
  • Member
  • 2010 - Present
  • WealthCounsel
  • Member
  • 2010 - Present
  • Pennsylvania Bar Association
  • Member
  • 2010 - Present
  • Arts Alliance of Greater Waynesboro
  • Board Member
  • N/A
  • Pennsylvania Bar Association, Elder Law Section
  • Secretary
  • 2022 - 2023
  • Pennsylvania Bar Association, Elder Law Section
  • Treasurer
  • 2021 - 2022
  • The Volunteer Income Tax Assistance Program
  • Volunteer
  • 2007 - 2008
  • Regent Journal of International Law
  • Staff Member
  • 2007 - 2007
  • Regent Journal of International Law
  • Managing Editor
  • 2007 - 2008
View all associations

Languages Spoken

  • English

Honors and Awards

  • Rising Star
  • SuperLawyers
  • 2023
  • Rising Star
  • SuperLawyers
  • 2022
  • Fair Share Award
  • Lycoming Law Association
  • 2015
  • Accreditation
  • Department of Veterans Affairs
  • 2014
  • Admission
  • United States Supreme Court
  • 2013
  • Leadership Lycoming Class
  • Leadership Lycoming
  • 2012
View all awards

Publications

  • George T. Bisel Co., Inc. publications & Lexis Nexis
  • Remick’s Orphans Court Practice
  • 2024
  • George T. Bisel Co., Inc. publications
  • Pennsylvania Trust Guide: 2024 Annual Supplement
  • 2024
  • Wealthcounsel Quarterly
  • 8 Critical Thoughts to Consider when Estate Planning for Oil and Gas Interests in Pennsylvania
  • 2023
  • George T. Bisel Co., Inc. publications
  • Pennsylvania Trust Guide: 5th Edition
  • 2023
  • George T. Bisel Co., Inc. publications & Lexis Nexis
  • Remick’s Orphans Court Practice
  • 2023
  • George T. Bisel Co., Inc. publications
  • Pennsylvania Trust Guide: 2022 Annual Supplement
  • 2022
  • George T. Bisel Co., Inc. publications
  • Pennsylvania Trust Guide: 2021 Annual Supplement
  • 2021
  • George T. Bisel Co., Inc. publications
  • Pennsylvania Trust Guide: 2020 Annual Supplement
  • 2020
  • George T. Bisel Co., Inc. publications
  • Pennsylvania Trust Guide: 4th Edition
  • 2019
  • George T. Bisel Co., Inc. publications
  • Pennsylvania Trust Guide: 2018 annual supplement
  • 2018
  • George T. Bisel Co., Inc. publications
  • Pennsylvania Trust Guide: 2017 Annual Supplement
  • 2017
  • George T. Bisel Co., Inc. publications
  • Pennsylvania Trust Guide: Annual Supplement
  • 2016
  • Advantage Media Group
  • Protect Your Family! What You Really Need to Know for the Second Half of Life
  • 2015
  • Protect Your Legacy: What You Really Need To Know For The Second Half of Life
  • Where's My U-Haul? Business Succession Planning
  • 2014
  • Protect Your Legacy!
  • Protect Your Legacy! What you really need to know for the second half of life
  • 2014
  • Women's Journal
  • What Are Your Retirement Plans
  • 2013
  • Steinbacher and Stahl Newsletter
  • The Fiscal Cliff
  • 2013
  • Women's Journal and Williamsport Sun Gazette
  • The Million Dollar Question: When Is The Best Time to Become an Olympic Shuffleboard Player
  • 2012
  • Women's Journal
  • Planning for Disaster... Don't Plan Backwards
  • 2012
  • Women's Journal
  • What is a Trust?
  • 2012
  • Steinbacher and Stahl Newsletter
  • Have You Started Your Christmas Shopping?
  • 2012
  • Women's Journal
  • FLPs & LLCs Are Not All They Are Cracked Up To Be
  • 2011
  • Women's Journal
  • How to Protect the Money you Receive from Your Gas Lease and Royalties
  • 2011
View all publications

Speaking Engagements

  • Estate Law Institute
  • Income Producing Property
  • 2023
  • Elder Law institute
  • Foundations of Tax Planning
  • 2023
  • IRA Basics Post-SECURE Act
  • IRA Basics
  • 2022
  • Delaware County Estate Planning Council
  • May the Force Be With You: Review of Proposed Regulations for SECURE Act
  • 2022
  • Retirement Benefits Post-SECURE
  • SECURE Act - Now What?
  • 2021
  • Elder Law Institute 2021
  • Business Issues Relating to Public Benefits
  • 2021
  • 2021 Estate & Elder Law Symposium
  • Basics to PA Trusts
  • 2021
  • Estate & Elder Law Symposium
  • Lessons Learned: Top 5 Strategies After 1 Year of Tax Reform
  • 2020
  • 2020 Estate & Elder Law Symposium
  • Trust Guide for Elder Law Attorneys
  • 2020
  • 2019 Estate Law Institute
  • Trust Guide for Estate Law Attorneys
  • 2019
  • 2019 Elder Law Institute
  • Trust Guide for Elder Law Attorneys
  • 2019
  • Your Guide to Elder Law
  • Retirement Planning for Your Elder Law Client
  • 2018
  • Your Guide to Elder Law
  • Business Sucession Planning for Your Elder Law Client
  • 2018
  • Tough Problems in Estate Planning
  • Tax Apportionment
  • 2018
  • Tough Problems in Estate Planning
  • Businesses Within Estates
  • 2018
  • Seminar Mastery and Practice Building Summit
  • Getting to Yes: How to Overcome Common Objections
  • 2018
  • 21st Annual Elder Law Institute
  • Tax Cuts and Jobs Act: How it Affects Your Elder Law Client
  • 2018
  • 21st Annual Elder Law Institute
  • Transitioning Your Elder Law Practice
  • 2018
  • The Elder & Special Needs Resource Center
  • Tax Issues Related to Succession Planning within the Family-Owned Business
  • 2017
  • The Elder & Special Needs Resource Center
  • Life Happens...Protect Your Investments with an Estate Plan
  • 2017
  • PSEA Central Region Pre-Retirement Seminar
  • 7 Planning Steps for the Second Half of Life
  • 2017
  • Pennsylvania Bar Institute
  • My Client's Dead, Now What?
  • 2017
  • Pennsylvania Bar Institute
  • Making Use of Trusts for Asset Protection of the Middle Class
  • 2017
  • The Elder & Special Needs Resource Center
  • Everything You Need to Know About A Trust
  • 2016
  • The Elder & Special Needs Resource Center
  • The ABC's of Advance Funeral Planning
  • 2016
  • The Elder & Special Needs Resource Center
  • Business Succession Planning for Your Elder Law Client
  • 2016
  • The Elder & Special Needs Resource Center
  • Protecting the Nest Egg: 4 Ways to Protect Your Retirement Funds
  • 2016
  • Pennsylvania Bar Institute's 19th Annual Elder Law Institute
  • Business Succession Planning for Your Elder Law Client
  • 2016
  • Pennsylvania Association of School Retirees
  • 4 Things You Need to Know to Prepare for the Second Half of Life
  • 2016
  • Lycoming College's Institute for Management Studies
  • Importance of Retirement and Estate Planning
  • 2016
  • Days Inn Seminar
  • 7 Things You Need to Know About Protecting Your Spouse, Family, and Home
  • 2016
  • The Elder & Special Needs Resource Center
  • Tricks to Beat Death & Taxes
  • 2015
  • The Elder & Special Needs Resource Center
  • 4 Things You Need to Know to Prepare for Your Second Half of Life
  • 2015
  • The Elder & Special Needs Resource Center
  • 7 Deadly IRA Sins...Ignore Them At Your Own Peril
  • 2015
  • The Elder & Special Needs Resource Center
  • Planning for the Second Half of Life: 9 Things You Must Know
  • 2015
  • Pennsylvania Bar Institute's 18th Annual Elder Law Institute
  • What Elder Law Attorneys Need to Know about FLPs
  • 2015
  • Pennsylvania Bar Institute's 18th Annual Elder Law Institute
  • An Elder Law Attorney's Guide to Estate Planning for Oil, Gas & Mineral Rights
  • 2015
  • Pennsylvania Bar Institute Seminar
  • Use of FLP's in Business Succession Planning
  • 2015
  • Estate & Elder Law Symposium
  • Estate Planning for Oil & Gas Interests
  • 2015
  • The Million Dollar Solution
  • Trusts and Taxation
  • 2014
  • The Elder & Special Needs Resource Center
  • CPA Tax Law Seminar
  • 2014
  • Teleseminar
  • Tax Law Update for 2014
  • 2014
  • Pennsylvania College of Technology
  • Legal Writing Workshop
  • 2014
  • Pennsylvania Bar Institute's 21st Annual Estate Law Institute
  • What's Cooking with Family Limited Partnerships?
  • 2014
  • Pennsylvania Bar Institute's 17th Annual Elder Law Institute
  • Estate Planning for Clients Who Own Gas, Oil & Mineral Rights
  • 2014
  • Northern Tier Seminar
  • You Can Bet The Farm On It
  • 2014
  • The Elder & Special Needs Resource Center
  • 5 Tips for Retirement Planning
  • 2013
  • The Elder & Special Needs Resource Center
  • Special Needs Planning
  • 2013
  • The Elder & Special Needs Resource Center
  • Savvy Social Security Planning
  • 2013
  • The Elder & Special Needs Resource Center
  • 4 Truths Every Person Should Know About Planning
  • 2013
  • The Elder & Special Needs Resource Center
  • Gas Leases, Taxes and You
  • 2013
  • The Elder & Special Needs Resource Center
  • Planning for the Second Half of Life in these Political and Economic Times: 9 Things you Must Know
  • 2013
  • The Elder & Special Needs Resource Center
  • Building a Comfortable Retirement
  • 2013
  • The Elder & Special Needs Resource Center
  • What Baby Boomers Need To Know to Minimize Retirement Income
  • 2013
  • GBU Financial
  • Myths and Truths About Planning in the Second Half of Life: 4 Truths Every Financial Advisor Should Know
  • 2013
  • Association for Continuing Legal Education
  • The Facts: Special Needs Planning in 2013
  • 2013
  • The Elder & Special Needs Resource Center
  • Oil and Gas Lease Planning
  • 2012
  • DeJesus & Weatherbee
  • What's In Your Closet
  • 2012
  • Association for Continuing Legal Education
  • Super Tips for Tax Season 2013
  • 2012
  • Association for Continuing Legal Education
  • A Fresh Look at FLP's
  • 2012
  • The Elder & Special Needs Resource Center
  • Use of FLPS in Estates & Succession Planning
  • 2011
View all speaking engagements

Attorney endorsements

Received (2)
Given (1)
Endorse Samantha
Elder law Attorney | Mar 05
Relationship: Co-worker
"Samantha Wolfe uses a thorough knowledge of the Federal estate tax, income tax basis rules, and trusts to create innovative estate plans. She is also very committed to exceptional client service."
Estate planning Attorney | Oct 12
Relationship: Worked together on matter
"I know Samantha from a national organization of elder law and estate planning attorneys and have found her to be extremely professional, knowledgable and trustworthy. Samantha has provided advice to me on numerous difficult planning scenarios and has been a valuable resource. I highly recommend Samantha as an Estate Planning and Elder Law attorney."

Avvo Contributions

This attorney hasn't created any legal answers in Q&A or legal guides recently on Avvo.

Waynesboro Estate planning Lawyer Samantha Kathleen Wolfe
Samantha Kathleen Wolfe
Estate planning Attorney
Waynesboro, PA
Licensed for 15 years
Free Consultation