Lee R. Allman, J.D., CFP®, LL.M., is an Attorney and CERTIFIED FINANCIAL PLANNER™ with experience in the legal, corporate, non-profit, and entrepreneurial sectors. Currently, he is a principal at the law firm of Allman, Kelly & Willner, LLC. Mr. Allman returned to private practice in 2013 after serving in a national role as Director and Business Development Officer for Barclays Wealth Trustees (U.S.), N.A.; the U.S. based trust company for Barclays Wealth and Investment Management.
He has over fifteen years of courtroom experience representing Fortune 500 corporations, insurance companies, major financial institutions, and individuals in a wide array of legal and corporate matters. Mr. Allman has obtained successful outcomes (defense and plaintiff) in several jurisdictions, including a $1,000,000 settlement in a catastrophic personal injury matter.
Mr. Allman serves as Trust Counsel for several regional trust companies as well as representing beneficiaries and trustees in fiduciary litigation matters. Mr. Allman also represents policyholders in property and casualty matters on behalf of Lancer Insurance Company, a privately held insurance company that insures commercial vehicles and long-haul trucking companies throughout North America.
Mr. Allman also assists individuals in their estate, financial planning, and wealth transfer goals. Mr. Allman has co-authored an article, Free Agent Season Open for Pennsylvania Beneficiaries, published in The Legal Intelligencer in July 2013 on developments in Pennsylvania law relating to the portability of trusts and statutory standards for replacing corporate trustees. He also lectures on various litigation, estate and financial planning topics.
Mr. Allman’s extensive experience in the non-profit world encompasses several board memberships including acting as counsel for a 100 year-old summer camp with an annual budget exceeding $1,000,000. He is responsible for the institution’s legal concerns, tax, corporate form, compliance and litigation.
Mr. Allman has also served in the public sector by his appointment to the Attorney Advisory Board of The Commonwealth of Pennsylvania’s Securities Commission. During his appointment, he assisted the Commission whose purpose is to protect the public from deceptive trade practices in connection with the offer, sale and purchase of securities. Working with the Commission’s chief counsel, Mr. Allman was asked to comment upon legislative and policy initiatives relating to the securities industry.
Upon graduation from The Episcopal Academy, Mr. Allman attended the University of Pennsylvania on a Philadelphia Mayoral Scholarship. He achieved All Ivy League status as Penn’s wrestling team captain. He later received his Juris Doctor from Villanova University School of Law and his LL.M. in Taxation and Certification in Estate Planning from Temple University. He is a member of the New Hampshire, New Jersey and Pennsylvania bars. He is also a CERTIFIED FINANCIAL PLANNER™. He is married and a proud father of two daughters.
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