Jay Wagner Email & Phone Number

Department head at a 150+ attorney firm headquartered in eastern Pennsylvania with offices throughout the United States. Over 25 years of experience concentrating in complex estate and business transition planning, representing corporate fiduciaries, Will contests and other fiduciary litigation, estate and trust administration, guardianships, and tax-exempt foundations and nonprofit organizations. Regularly meets with clients at any of the firm's central and southeastern Pennsylvania offices, including Reading, Philadelphia, King of Prussia, Harrisburg, Lancaster, and Allentown. Significant expertise in business transition planning, planning for couples who have families from prior marriages, minimizing estate and gift taxes, and protecting assets from beneficiaries' creditors, including ex-spouses in the event of divorce. Has been recognized in Philadelphia Magazine as a Pennsylvania Super Lawyer and maintains Martindale Hubble's highest rating of AV-Preeminent for legal ethics and ability, a rating held by only 10% of lawyers in the U.S. Is a Fellow of The American College of Trusts and Estate Counsel (ACTEC), an international organization of approximately 2,600 lawyers elected to membership by demonstrating the highest level of integrity, commitment to the profession, competence, and experience as trust and estate counselors. Also is a member of the Decedent's Estates Advisory Committee of the Pennsylvania General Assembly's Joint State Government Commission. This Committee monitors and analyzes legal developments and advises the General Assembly as to changes in Pennsylvania's statutory laws concerning trusts and estates. Regular speaker for the Pennsylvania Bar Institute, Bar Associations, the Fiduciary Education Foundation, and other organizations on topics such as estate and business transition planning, fiduciary litigation, and ethical considerations in estate planning and administration.

Listed skills include Litigation, Nonprofits, Trusts, Estate Planning, and 6 others.