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Rosalie Lawlor Spelman

Estate planning Attorney at Swarthmore, PA

5.0   10 reviews

also known as Rosalie Spelman


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About Rosalie

Learn Rosalie’s areas of practice.

3
Practice areas
  1. Estate planning
    50%
    Estate planning-- wills, durable powers of attorney; healthcare powers of attorney; tax planning; probate; business succession planning; trusts; revocable trusts; planning for charitable giving.

    43 years

  2. Business
    40%
    Transactional work--contracts; buying and selling assets; business succession planning; corporate bankruptcy; representing creditors of bankrupt debtors.

    43 years

  3. Corporate and incorporation
    10%

    43 years

Comprehensive Estate and Business Planning

Licensed for 41 years
State DE
Status Active
Acquired 2001
Updated 06/28/2022
State PA
Status Active
Acquired 1999
Updated 12/04/2022
State NJ
Status Active
Acquired 1998
Updated 11/07/2022
State NY
Status Currently Registered
Acquired 1981
Updated 11/17/2022

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

Contact Rosalie

Rosalie Spelman, Esq.
801 Yale Avenue
Suite G1
Swarthmore, PA, 19081

Reviews

5.0 / 5.0
  10 customer reviews
5 Star
 
100%
4 Star
 
0%
3 Star
 
0%
2 Star
 
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1 Star
 
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Posted by Barbara | November 12, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Highly recommend
My husband and I have been working with Rosalie for over 10 years. She has helped us navigate through financial planning, estate planning and our wills. Besides being incredibly knowledgeable, she patiently listens and explains every detail. She makes the most complicated terms easy to understand, and has guided us through difficult decisions with confidence. She recently helped a family member with a personal legal issue, as well. She is ethical and trustworthy, and truly cares about the well being of her clients. She treats you like family. -Barbara
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Posted by Meghann | October 26, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Very caring and thorough
Rosalie is amazing. She took the time to listen to me and genuinely cared enough to get to know me and understand every complexity of the arrangements I wanted - including a very delicate custody arrangement. But this didn't delay anything, it's just that the documents were right the first time around which was very reassuring. I have every confidence in her and her knowledge!
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Posted by anonymous | May 4, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Would highly recommend!
I was referred to Rosalie by a firm in Philadelphia for a confidential matter. I was initially hesitant because of the lack of much precedent for my case, but upon my first meeting with her, I knew that I was in good hands. She was good-natured and wonderful to work with, instantly putting my mind at ease. I was led through the entire process, with Rosalie making sure all of our bases were covered and ensuring my confidentiality. I would recommend her to anyone - she made a frustrating matter painless with the level of care she gave me.
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Posted by Michael | March 27, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Expert Advice, Professional Service, Personal touch
We were referred to Rosalie by a friend to handle my mothers estate and could not have been happier with the choice. From our initial phone call I felt confident that Rosalie understood our situation. We moved forward and she proceeded to handle it with the utmost professionalism while also respecting the fact that we had recently suffered a loss. She handled every aspect of the process, explaining each step along the way which afforded us the comfort of knowing everything was covered without any of the pressure. I have absolutely no hesitations in recommending her to anyone.
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Posted by David and Shirley | March 6, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Wills, Enduring Powers of Attorney, and Healthcare Powers of Attorney
My wife and I just completed a major revision of our ten year old estate plan including wills, enduring powers of attorney, and health care powers of attorney. Our wishes on a number of items were complex and had to be written to cover some major potential contingencies. Rosalie listens carefully, asks for clarification where your thoughts need it, and works very hard to see that the documents provide your agents the direction needed to carry out the plan as you would like it to be.
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Posted by Barbara | March 11, 2015
Ms. Spelman superb at Estate Planning
I found Ms. Spelman to be an excellent professional. Her legal insight and expertise made a significant improvement in my overall estate planning and I can recommend her very highly and without reservation.
Posted by Ann | February 9, 2015
Thorough, Attentive, Compassionate
Ms. Spelman identified issues we hadn't known we needed to address as we commenced our estate planning. We are grateful that she advised us with stories of possible scenarios to guide our considerations. Ms. Spelman showed respect for our time constraints, our concerns, and our checkbook. We recommend her service.
Posted by Jennifer | November 19, 2014
Terrific, compassionate and knowledgeable.
I have worked with Ms. Spelman and she is hardworking, knowledgeable about the field she is working in, humble, relatable to people and all together terrific! I would recommend this attorney to relatives, friends, co-workers and colleagues. Top notch!
Posted by anonymous | November 19, 2014
Professional, personable and dedicated!
I worked with Rosalie on cases as an attorney on a number of occasions and have known her as she has grown her private practice. Above all she is always professional and ethical with her clients, her peers and adversaries. Her passion for her clients and her profession fuels her dedication to the cases she takes on. She makes it a priority to ensure she is diligent and knowledgeable about the details of her cases and the applicable law. She is able to break down complex legal processes and communicate them to her clients in a way that they can understand and make solid decisions. I highly recommend Rosalie for individuals and companies looking for a knowledgeable, dedicated and trustworthy attorney.
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Posted by anonymous | April 30, 2012
commitment and perseverance
If you're looking for a lawyer who will really go to bat for you, will not only answer your calls promptly but will call YOU because she has thought of something important re: your case, Rosalie Spelman is for you. Having spent years on the legal staff INSIDE financial institutions, she has the advantage of being knowledgeable about how to protect and fight for those of us on the OUTSIDE those powerful institutions. Patient but hard-headed, so smart that she doesn't have to be arrogant about it.
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Cost

We have not found any cost information for this lawyer

Contact for Details

Resume

AVVO RATING 10.0 (Superb)

Work Experience

  • Owner
  • Rosalie Spelman, Esq.
  • 2006 - Present
  • Attorney
  • Ciardi and Ciardi
  • 2005 - 2006
  • Of Counsel
  • Pachulski Stang Ziehl Young and Jones
  • 2000 - 2004
  • Attorney
  • Shearman & Sterling
  • 1980 - 1984
View all work experience

Education

  • Villanova University School of Law
  • LLM (Tax) and Professional Certificate in Estate Planning
  • 2017
  • Georgetown
  • JD - Juris Doctor
  • 1980
  • University of Illinois, Urbana-Champaign
  • BA - Bachelor of Arts
  • 1975
  • Northwestern University
  • MA - Masters
  • 1975
View all education

Legal Cases

  • Joint Reorganization Plan of Fansteel, Inc.
  • Chapter 11 Reorganization
  • Republic National Bank v. Hales, 75 F. Supp. 2d 300 (1999), affirmed 4 Fed. Appx. 15 (2001)
  • Summary Judgment granted in part and denied in part. Defendnat's discovery motion denied
  • In Re. Orion Refining Corporation, 2004 WL 350737 (2004)
View all legal cases

Associations

  • Pennsylvania Bar Association
  • Member
  • 2013 - Present
  • Delaware County Estate Planning Council
  • Member
  • 2009 - Present
  • National Academy of Elder Law Attorneys
  • Member
  • 2006 - Present
  • Delaware County Bar Association
  • Member
  • 2006 - Present
  • Philadelphia Bar Association
  • Member
  • 2005 - Present
  • Rotary Club of Swarthmore
  • Board Member
  • 2007 - 2007
  • Swarthmore Zoning Hearing Board
  • Member (Appointed)
  • 2006 - 2007
  • Swarthmore Borough Council
  • Member (Elected)
  • 1991 - 1995
View all associations

Languages Spoken

  • English

Awards

  • Preeminent 5.0 out of 5
  • Martindale-Hubbell
  • 2017
  • Preeminent 5.0 out of 5
  • Martindale-Hubbell
  • 2016
  • Preeminent 5.0 out of 5
  • Martindale-Hubbell
  • 2015
  • Preeminent 5.0 out of 5
  • Martindale-Hubbell
  • 2014
  • Jessup World Cup Winner (Team Member)
  • Phillip C. Jessup International Law Moot Court Competition
  • 1980
View all awards

Speaking Engagements

  • Estate Planning Workshop
  • Estate Planning
  • 2017
  • Estate Planning Seminar
  • Estate Planning
  • 2017
  • Delaware County Bench Bar
  • Estate Planning
  • 2017
  • Living Will Workshop
  • Living Will
  • 2011
  • Women's Retirement Questions
  • Retirement
  • 2009
View all speaking engagements

Attorney endorsements

Received (3)
Given (3)
Endorse Rosalie
Estate planning Attorney | Sep 19
Relationship: Worked together on matter
"Rosalie Spelman is an excellent estate and tax planner. She has a wonderful demeanor and she is very thorough in her approach. She explains the intricacies of her suggested approach and he advice is well-founded."
Estate planning Attorney | Feb 02
Relationship: Fellow lawyer in community
"I've known Rosalie as a colleague and also as a member of the same community. Rosalie is kind, intelligent, hard working, and meticulous in every thing she does. She is a good listener and she would use her talents to ensure that the estate plan devised would meet her clients' needs and wants."
Estate planning Attorney | Jul 11
Relationship: Fellow lawyer in community
"I write both as a colleague and a client, as my family and I retained Rosalie and found her to exceed our expectations, both as a person and as a lawyer. Estate planning is not the most pleasant of topics, so her kindness and personal attention has been very much appreciated by me and my family. Moreover, she is extremely talented in what she does. For example, our estate planning involved certain complicated matters with international implications. Nevertheless, Rosalie was unfazed by the uniqueness and knowledgeable in all areas necessary in order to protect our interests and accomplish our goals. Rosalie is without question very detailed, thorough, and skilled. What is most interesting is that she also has those rare human qualities of kindness and caring and humility that often times many in our profession lack. As not only her client but also her colleague, I am very proud that she represents the very best of what my profession has to offer."
Construction and development
Estate planning