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Manager Estate

Location:
Philadelphia, PA, 19130
Posted:
January 08, 2020

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Resume:

ALAN S. FORMAN

**** ************ ******

UNIT ***

PHILADELPHIA, PA 19130

215-***-****

ada8x7@r.postjobfree.com

CURRENT GOALS: Work as an attorney, teacher, editor, or manager for no more than twenty (20) hours a week. Work hours can be flexible and may include weekends.

PROFESSIONAL EXPERIENCE:

Vice President and Counsel, the WILMINGTON TRUST COMPANY,

Wilmington, Delaware (August, 2014 to April 2018). Served with Trust Review Team, which reviews trusts, estates, and guardianships under which M & T Bank or one of its subsidiaries is nominated as an initial or successor Trustee, Executor, or Guardian. Also worked with attorneys who handle legal issues that arise in trusts, estates, or guardianships under which M & T or one of its subsidiaries is currently acting as a fiduciary. Worked on special project involving directed trusts and special project involving administrative review of trusts.

Sole Owner of ALAN S. FORMAN, ESQUIRE, Philadelphia, Pennsylvania (June, 1992 to present). General practice with specialty in estate planning and estate administration. Also experienced in areas of law and taxation of non-profit organizations, qualifying for Medicaid, and preparing charitable trusts.

Contract Attorney. JACOBY DONNER, P.C., Philadelphia, Pennsylvania. (January, 2009 to March 2016). Assisted attorneys of the firm in the areas of estate planning and estate administration. Drafted estate planning documents and researched legal questions and issues.

Contract Attorney. LAW & ASSOCIATES, L.L.C., Philadelphia, Pennsylvania.

(January, 2011 to present). Assist Tsiwen M. Law, M.P.H., J.D., in the areas of estate planning, estate administration and real estate law. Draft estate planning documents and research legal issues.

Contract Attorney. BRYN MAWR TRUST COMPANY, Bryn Mawr, Pennsylvania. (June, 2004 to October, 2006). Duties included assisting head of Wealth

Management Division and trust administrators in that Division with special

Projects, such as review of accounts in which the Bank was guardian of a client’s estate and in which the Bank held real estate in a fiduciary capacity.

PROFESSIONAL EXPERIENCE (cont’d):

Contract Attorney, PELINO & LENTZ, Philadelphia, Pennsylvania (June, 2004 to April,

2006.Member of Estates Department. Estate planning and estate administration.

Associate, THE LAW FIRM DAVID OH, P.C., Philadelphia, Pennsylvania (December, 2000 to February, 2002). Estate planning and estate administration.

Associate, HWANG & ASSOCIATES, Philadelphia, Pennsylvania (February, 1999 to December, 2000). Estate planning and estate administration.

Associate, Estates Department, MONTGOMERY, McCRACKEN, WALKER & RHOADS, Philadelphia, Pennsylvania (June, 1999 to November, 1999). Member of Estates Department. Estate planning and estate administration, as well as law and taxation of non-profit organizations.

Vice President, FIRST UNION NATIONAL BANK, Philadelphia, Pennsylvania (June, 1992 to May, 1999). Began as Trust Administrator and ended as Estate Settlement Officer. Administered accounts in which Bank acted in a fiduciary capacity, either as executor, trustee or guardian.

Associate, Estates Department, MONTGOMERY, McCRACKEN, WALKER & RHOADS, Philadelphia, Pennsylvania (September, 1988 to March, 1992). Member of Estates Department. Estate planning, estate administration and law and taxation of non-profit organizations.

Associate, Estates Department, SCHNADER, HARRISON, SEGAL & LEWIS, Philadelphia, Pennsylvania (December 1986 to September, 1988). Member of Estates Department. Estate planning and estate administration.

Judicial Law Clerk, the HONORABLE MARVIN KATZ, U.S. District Court Judge for the Eastern District of Pennsylvania (1985 to 1986).

Summer Associate, SCHNADER, HARRISON, SEGAL & LEWIS, Philadelphia,

Pennsylvania (1985); PILLSBURY, MADISON & SUTRO, San Francisco,

California (1984).

Penn Food Stamp Clinic (1984 to 1985). Member of student-run advocacy group that represented needy persons.

Summer Intern, the HONORABLE A. LEON HIGGINBOTHAM, JR.,

U.S. Court of Appeals for the Third Circuit (1983).

PROFESSIONAL EXPERIENCE (cont’d):

Director, UPWARD BOUND, UNIVERSITY OF PENNSYLVANIA (1980 to 1982). Began as associate director and ended as director of a federally funded program designed to prepare underprivileged high school students for college.

Instructor, English, TEMPLE UNIVERSITY, Philadelphia, Pennsylvania (1979 to 1981). Taught intellectual history, technical writing, remedial writing and composition.

EDUCATION:

J.D., UNIVERSITY OF PENNSYLVANIA (1985).

Editor, University of Pennsylvania Law Review

M.A., English, UNIVERSITY OF PENNSYLVANIA (1978).

Concentrations in medieval studies and the teaching of writing.

B.A., with Honors in English Language and Literature, HARPUR COLLEGE, BINGHAMTON UNIVERSITY, NEW YORK (1975).

Graduated Phi Beta Kappa. Senior Honors thesis on the Art of Translation.

ADMISSIONS TO PRACTICE AND ACTIVITIES:

Admitted to federal court and state courts in Pennsylvania and New Jersey and to the United States Tax Court.

Former Member of Executive Committee of the Probate Section, Philadelphia Bar Association.

Paid Tax Preparer of Federal and State Death Tax returns and Federal and State Income

Tax returns



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