As Director of Legacy Planning at SEI, I provide advice in the areas of estate planning, wealth transfer, philanthropy and tax implications of that advice for ultra-high new worth and high net worth individuals and families. My responsibilities include collaborating with other client service representatives to craft and deliver such advice as well as develop strategies, techniques, tools and materials related to these advisory areas.
Previously, I was the broker of record and partner of a vertically integrated real estate organization concentrating on traditional brokerage, property management, rehabs/construction and insurance. For real estate advice and counseling, please reach out to me and I will be glad to point you in the right direction for assistance as I maintain my brokerage license, most recently hanging with XCEL Real Estate Group, LLC.
Also previously, I was a manager and consultant for Drucker & Scaccetti, P.C. where I engaged in tax return preparation, business and financial consulting, and legal projects for individuals, small-medium sized companies, entrepreneurs, corporate executives, and family owned businesses, as well as forensic assistance to the legal community. My responsibilities included, drafting legal memoranda and shareholders’ and stock sale agreements and researched complex tax-legal issues such as sale of corporate entities, mergers & acquisitions options and treatment, Family Limited Partnerships, e-filing requirements, accounting method changes, and State & Local nexus issues. Formulate tax minimalization plans. Areas of concentration include Individual, State & Local, Trusts & Estates, Partnership and S Corporation taxation, Real Estate sale and financial true-up, and business formation and elections.
Trusts & Estate Law
|Award name||Grantor||Date granted|
|40 Under 40||Drexel University||2015|
|40 Under 40||Philadelphia Business Journal||2013|
|Outreach Award||Greater Philadelphia Veterans Network||2012|
|Super Lawyers, Pennsylvania Young Rising Stars||Philadelphia Magazine||2010|
|Super Lawyers, Pennsylvania Young Rising Stars||Philadelphia Magazine||2008|
|Director of Legacy Planning||SEI Investments, Inc.||2011 - Present|
|Associate and Manager||Drucker & Scaccetti, P.C.||2005 - 2011|
|Manager||Deloitte Tax, LLP||2001 - 2005|
|Association name||Position name||Duration|
|Drexel Board of Governors||Trustee||2013 - Present|
|SEI Cares||Board Member||2013 - Present|
|Philadelphia History Museum||Trustee||2012 - Present|
|Philadelphia Estate Planning Council||Member||2011 - Present|
|Spells Writing Lab, Inc.||President||2009 - Present|
|Philadelphia Bar Association||Member||2011 - 2014|
|Pennsylvania Bar Association||Member||2011 - 2014|
|Temple University - James E. Beasley School of Law||LL.M - Master of Laws||2010|
|Temple University - James E. Beasley School of Law||JD/MBA - Juris Doctorate and MBA||2001|
|Drexel University||BS - Bachelor of Science||1998|
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