$ 420-420 per hour
About Robert
Biography
I am a sole proprietor and pride myself on paying ALOT of attention to client situations and circumstances. I prepare the legal instruments (wills, trusts and powers of attorney) and can prepare appropriate tax returns (federal and state) to report income, estates, gifts and inheritances. If necessary, I will also defend the returns before federal and state authorities, although we have not had much compliance activity. Indeed, we have not had an inheritance tax return audited since 1987.
Practice Areas
5
Practice Areas
Estate Planning
30%
40 years
Tax
20%
42 years
Wills and Living Wills
20%
46 years
Probate
15%
40 years
Fees and Rates
Cost
Hourly Rates
Payment Methods
- Cash
- Check
- Credit Card
Looking for an attorney? Avvo can help.
Search our directory
Quickly connect with top attorneys through our legal directory to get help with your legal issue.
Avvo's live chat agents can help coordinate a consultation with a local attorney.
Chat with a live agent who can match you with the right attorney for your legal needs.
Chat withLicenses
Licensed in Pennsylvania for 53 years
State: Pennsylvania
Acquired: 1972
No misconduct found
Licensed in Colorado for 52 years
State: Colorado
Acquired: 1973
No misconduct found
Location
Law Offices of Robert Simon Balter
1077 Kipling Rd, Rydal, PA, 190463339
Ad
Transform legal challenges into solutions.
Connect now to review your situation.
Robert Simon Balter's Reviews
Avvo Review Score
Not Yet Reviewed
Robert Simon Balter's Lawyer Endorsements
"Top-notch attorney. Highly respected in the legal community."
"I endorse this lawyer. He is excellent!"
Dennis Abramson
Litigation lawyer
Experience
Honors
2014
AV Preeminant Peer Review Rating - Highest Possible Rating, Martindale-Hubbell
Work Experience
2005 - 2008
Director, Tax and Estate Planning Services, Guggenheim Partners, LLC
2001 - 2004
Director, Business and Estate Planning, AXA Advisors (Karr Barth Associates)
1998 - 2001
Director of Estate and Business Planning, Northwestern Mutual Financial Network
1991 - 1998
Associate Gen'l Counsel and Director of Tax Staff, Mid-Atlantic Companies
1985 - 1991
Senior Tax Counsel, Small Center City Law Firm
1984 - 1985
Tax Law Specialist, IRS Chief Counsel's Office
Associations
2006 - Present
Pennsylvania Bar AssociationMember
1984 - Present
American Bar Association, Taxation SectionMember
1984 - Present
American Bar Association, Real Property, Trust and Estate Law SectionMember
1984 - Present
Philadelphia Bar Association, Tax Law SectionMember
1984 - Present
Philadelphia Bar Association, Probate and Trust Law SectionMember
Philadelphia Bar Association, Tax Section
2009 - 2013
Society of Trust and Estate PractitionersTrust and Estate Practitioner (TEP)
Sample of Legal Cases
Estate of Dorothy Cole
Account confirmed by Orphans' Court
Education
1985
Temple University - James E. Beasley School of Law
Master of Laws, Taxation
1972
University of Pittsburgh School of Law
JD - Juris Doctor
1969
University of Pennsylvania
BA - Bachelor of Arts
Speaking Engagements
2013
2013 Federal Estate & Gift Tax Seminar
2013 Federal Gift Tax
2009
Continuing Legal Education
Ethical Challenges in Estate PLanning
2004
11th Annual PA Estate Law Institute
Enabling the Triumph of Hope Over Experience: Tax PLanning For Second Marriages
2003
10th Annual Pa Estate Law Institute
Traps and Tradeoffs in Drafting Lifetime Trusts
2001
Using Life Insurance Trusts in Estate Planning
Drafting Suggestions for Irrevocable Life Insurance Trusts
Publications
2008
BNA Tax Management Memorandum
Knight v. Comm'r: The Two Percent Floor and a Fiduciary's Investment Advisory Fees
2006
Philadelphia Estate Planning Council Newsletters
Various Articles
2002
Estate Planning magazine
Using Life Insurance to Fund LLC Buy-Sell Agreements
2002
BNA Estates, Gifts and Trusts Journal
Using Trusts as Buyers in Shareholders' Agreements
2002
BNA Estates Gifts and Trusts Journal
2nd Circuit Holds Trust's Investment Advisory Fees Subject to 25 Floor
2001
The Tax Lawyer
Drafting Suggestions for Irrevocable Life Insurance Trusts
1999
RIA Estate Planner's Alert
Drafting Suggestions for Code Section 2503(c) Trusts
Languages
English
Activity
Legal Answers