Robert S. Balter, P.C.

1077 Kipling RoadJenkintown, PA 19046

Updated: 11/08/2017

Overview

With more than 30 years of legal experience focused on estate planning and tax law, I have the breadth and depth of experience you need to achieve your goals. I am AV Preeminent* peer-review rated through Martindale-Hubbell, its highest rating.

I offer a free initial consultation and a satisfaction guarantee with respect to my advisory practice. This guarantee cannot however be extended to adversary matters due to Pennsylvania State Supreme Court ethics rules.

I earned my law...

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Office Info

Practice Areas

  • High Asset Estate Planning

Published Works

  • Knight v. Comm'r: The Two Percent Floor and Fiduciary's Investment Advisory Fees
  • Second Circuit Holds Trust’s Investment Advisory Fees Are Subject To 2% Floor, http://www.rsbpc.com/sites/default/files/users/RobertBalter/pdfs/Rudkin%20Case%20%282d%20Cir%29%20BNA%20Estates%20Gifts%20%26%20Trusts%20Journal%20%28March%202007%29.pdf
  • Enabling The ‘Triumph of Hope Over Experience,’ Tax Planning for Subsequent Marriage, http://www.rsbpc.com/sites/default/files/users/RobertBalter/pdfs/ENABLING%20THE%20%C2%93TRIUMPH%20OF%20HOPE%20OVER%20EXPERIENCE%C2%94%20Present.pdf
  • Traps and Tradeoffs in Drafting Lifetime Trusts, http://www.rsbpc.com/sites/default/files/users/RobertBalter/pdfs/Traps%20and%20Tradeoffs%20in%20Drafting%20Lifetime%20Trusts.pdf

People

Attorneys

Staff

  • Patricia Tuman, Paralegal

Fees

Offers Free Initial Consultation

Office Information

Address

1077 Kipling RoadJenkintown, PA 19046

Fax

  • 215-887-0290

Email

Other Offices

Robert S. Balter, P.C.1045 First AvenueSuite 120 King of Prussia, Pennsylvania 19406215-941-5713

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