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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.
Languages spoken: French
|FL||Member in Good Standing||2002||06/20/2016|
|Award name||Grantor||Date granted|
|Fellow||American College of Trusts and Estates Counsel||N/A|
|Partner||Spector Gadon & Rosen, P.C.||2005 - Present|
|Owner||Solo Practioner Private Practice||1986 - 2005|
|Association name||Position name||Duration|
|Philadelphia Estate Planning Council||President||2011 - Present|
|Society of Financial Service Professionals||Past President||N/A|
|American Bar Association||Member||N/A|
|Philadelphia Bar Association||Member||N/A|
|Estate Planning Journal||Life Insurance-Funded Buy-Sell Agreements for Pass-Through Entities||2007|
|Keeping Current||Contributing Editor||N/A|
|Temple University - James E. Beasley School of Law||Law||JD - Juris Doctor||1986|
|New York University School of Law||N/A||MBA||1971|
|Pennsylvania State University||N/A||B.S.||1969|
|Mid-Atlantic Chapter Meeting||How the New Tax Relief Act Changes Succession Planning Techniques||2011|
|CLE Seminar||Cutting Edge Planning Ideas in Light of the 2010 Tax Act||2011|
|Adjunct Professor||Trusts & Estates||N/A|