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James J. Ruggiero Jr.

Estate planning Attorney at Paoli, PA

5.0   4 reviews

also known as Jim Ruggiero

  • Licensed for 33 years
    State PA
    Acquired 1990
    Status
    Active Lawyer disciplined by state licensing authority in 2022

About James

Learn James’s areas of practice.

5
Practice areas
  1. Business
    20%

    34 years, 250 cases

  2. Elder law
    20%

    34 years, 300 cases

  3. Estate planning
    20%

    34 years, 1,500 cases

  4. Probate
    20%

  5. Medicaid and medicare
    10%

    34 years, 100 cases

  6. Guardianship
    5%

    34 years

  7. Real estate
    5%

    34 years

Since 1990, James J. Ruggiero Jr., Esq. AEP®, EPLS has been helping families and business owners in Pennsylvania, New Jersey, and Delaware create estate plans aimed at transferring their legacy successfully to the next generation.

Photos and videos

Well Worth Knowing - 2018 Tax Law Episode 1 - Intro
Well Worth Knowing - 2018 Tax Laws Episode 2 - Effect on business
Well Worth Knowing - 2018 Tax Laws Episode 3 - Effect on Small Business
Well Worth Knowing - 2018 Tax Laws Episode 4 - Tax plan effect on estate
planning
View more

Location

Ruggiero Law Offices LLC
Paoli Corporate Center - Suite 211
16 Industrial Boulevard
Paoli, PA, 19301
James J. Ruggiero Jr.
3477 Corporate Parkway
Suite 100
Center Valley, PA, 18034
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Reviews

5.0 / 5.0
  4 customer reviews
5 Star
 
100%
4 Star
 
0%
3 Star
 
0%
2 Star
 
0%
1 Star
 
0%
Posted by anonymous | July 23, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Grateful and Very Pleased
We were in need of a lawyer to help sort out and resolve challenges my family had been having with our Mother's estate planning and other matters. We worked with Jim and his team to quickly resolve all matters. He provided excellent advice and guidance and was always readily available to respond to our questions. He truly cares about the people he represents - Thanks Jim and Ruggiero Law!
Read less
Posted by Tom | June 18, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Exceptional in every way imaginable!
Jim has successfully guided me though every situation I have presented to him. I have had 100% certainty that I was in the best hands possible.
Posted by Robert | December 4, 2018
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Efficient, clear and useful consultation
Like the other reviewer, I was researching information about potential liability. Jim was very direct, very clear about the issue, his approach, and smart advice on taking next steps. It was a very informative and useful initial call and have recommended him to the potential client.
Posted by christine | November 8, 2013
A Very Good First Impression
I contacted several lawyers and James Ruggiero's office was the only one to respond to my inquiry involving a case of possible elder abuse. Although I will not be responsible for hiring the lawyer in this case, I very much admired James Ruggiero's organization which responded with a clear, concise recommendation, and I forwarded a copy to the person who is charged with choosing the lawyer for the elderly woman I am so concerned about. The impression that I got was of an orderly, intelligent, knowledgeable, compassionate, professional organization, and I will definitely keep them in mind when it's time for me to re-do my will, and for estate planning purposes.
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Cost

Rates
  • Hourly Rates $ 250-425 per hour
Payment methods
Cash, Check

Resume

AVVO RATING 6.3 (Good)

Professional misconduct

This lawyer was disciplined by a state licensing authority in 2022.

Public Reprimand issued in PA, 2022
updated on 01/06/2023

Public reprimand means an attorney did something wrong but may still practice law. The State gives the lawyer a public reprimand in hopes that he or she will not repeat the behavior. Details of the infraction are made part of the public record.

Work Experience

  • Managing Member
  • Ruggiero Law Offices LLC
  • 1990 - Present
  • Customer Service
  • The Vanguard Group
  • 1986 - 1987

Education

  • Widener University School of Law
  • JD - Juris Doctor
  • 1990
  • Ursinus College
  • BA - Bachelor of Arts
  • 1986

Associations

  • Lehigh County Bar Association
  • Treasurer
  • 2015 - Present
  • Estate Planning Council of Lehigh Valley
  • Member
  • 2014 - Present
  • Chester County Bar Association
  • Member
  • N/A
  • Pennsylvania Bar Association
  • Member
  • N/A
  • American Bar Association
  • Member
  • N/A
  • National Academy of Elder Law Attorneys
  • Member
  • N/A
  • Estate Planning Council of Lehigh Valley
  • Board Member
  • 2018 - 2018
  • Chester County Estate Planning Council
  • President
  • 2011 - 2012
View all associations

Languages Spoken

  • English

Honors and Awards

  • Estate Planning Law Specialist
  • Estate Planning Law Specialist Board Inc.
  • 2013
  • Five Star Wealth Advisor
  • Philadelphia Magazine
  • 2012
  • Top Lawyer - Wills, Trusts & Estates and Elder Law
  • Main Line Today Magazine
  • 2012
  • VA Accredited Attorney
  • Department of Veterans Affairs
  • 2012
  • Five Star Wealth Advisor
  • Philadelphia Magazine
  • 2011
  • Top Lawyer - Wills, Trusts & Estates
  • Main Line Today Magazine
  • 2011
  • Five Star Wealth Advisor
  • Philadelphia Magazine
  • 2010
  • Accredited Estate Planner
  • NAEPC
  • 2010
  • Top Lawyer-Estate Planning
  • Main Line Today Magazine
  • 2009
  • Five Star Wealthy Advisor
  • Philadelphia Magazine
  • 2009
View all awards

Publications

  • Unknown
  • "Delaware Elder Law Planning: How to Protect Assets and Provide for Services,"
  • 2005
  • Unknown
  • "Effective Use of Wills and Trusts in Delaware,"
  • 2004

Speaking Engagements

  • PA Bar Institute
  • How to Write a Will
  • 2019
  • 2019 Pennsylvania Dementia Conference
  • Legal and Financial Planning: An integral Part of Caring for a Loved One with Alzheimer's
  • 2019
  • PA Bar Institute
  • Dealing with Financial Institutions in Estates & Elder Law
  • 2018
  • PA Bar Institute
  • Coordinating Clients’ POAs, Advanced Directives and Wills and Trusts
  • 2017
  • Lehigh Valley Bar Association
  • Should You Have an IRA Inheritance Trust
  • 2017
  • PA Bar Institute
  • Estate Planning for the Middle Market Client
  • 2016
  • Lehigh County Bar Association
  • Forging a Long Term Care Plan for Your Personal Injury Clients
  • 2015
  • Bryn Mawr Trust
  • Protecting the Business Owner and Building a Plan to Pass on The Legacy
  • 2015
  • Dealing with Financial Institutions in Estates, Trusts and with POA's
  • Dealing with Financial Institutions in Estates, Trusts and with POA's
  • 2014
  • Auto Law Strategies
  • Estate Issues in the Auto Case
  • 2013
  • Philadelphia
  • Drafting a Last-Minute Estate Plan for a Sick or Dying Client
  • 2012
  • Philadelphia
  • Distribution of Assets upon Death , 2012
  • 2012
  • Pittsburgh
  • Estate Planning for Retirement Asset Disclaimers
  • 2011
  • PA Trial Lawyers
  • Special Needs Trusts
  • 2011
  • Advanced Issues in Estate Planning
  • Advanced Issues in Estate Planning - Retirement Planning
  • 2011
  • Fundamentals of Estate Planning
  • PA Inheritance Taxes
  • 2010
View all speaking engagements

Attorney endorsements

Received (3)
Given (1)
Endorse James
Unknown Attorney | Apr 08
Relationship: Opposing Counsel on matter
"I endorse this lawyer."
Unknown Attorney | Sep 21
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Unknown Attorney | Aug 16
Relationship: Fellow lawyer in community
"I endorse this lawyer. Mr. Ruggiero and I attended law school together. He provides solid responses to questions posed by members of the Avvo community."
Speeding and traffic ticket
Paoli Estate planning Lawyer James J. Ruggiero Jr.
James J. Ruggiero Jr.
Estate planning Attorney
Paoli, PA
Licensed for 33 years
This lawyer was disciplined by a state licensing authority in 2022. See details