Practice Areas

Estate Planning

An attorney who specializes in estate planning can help you create a complete plan to protect your spouse and children if you become unable to manage your financial affairs. Estate planning allows you to make decisions now so your wishes can be carried out if you die or become incapacitated. Pa Powers of Attorney When...

Estate Administration

When a loved one passes away, it can be an emotional time. In addition to grieving their passing, those that survive them must tie up all the legal and financial loose ends related to their life and estate. This includes addressing their will and following its instructions. The first step of estate administration requires the...

Estate Litigation

Most estates, especially when there is a proper will in place, are easily settled. Yet there are times when other factors complicate the issue, creating a situation that requires more careful consideration. For example, a family business, an estate that is in bankruptcy or an estate that holds significant amounts of real estate may become...

Estate Taxation

When an individual acts in a fiduciary capacity such as an executor of a will or a trustee of the financial assets of another person or entity, they have the responsibility of keeping accurate financial records. Those records should show how money was spent, invested or distributed while under the fiduciary’s care and control. Proper...

Beneficiary Representation

John B. Whalen, Jr. Esq. is a solo practitioner who practices exclusively in the area of estate planning. With offices located in Wayne, PA, he serves clients in Chester, Delaware, Lancaster, Montgomery, and Philadelphia counties, and the surrounding Southeastern Pennsylvania area. Attorney John Whalen is an experienced estate planning lawyer who has represented thousands of...

Guardianships

Guardianship is a legal situation granted by the court to appoint an individual to assist and protect the legal rights of someone who is physically or mentally unable to care for his or her own needs. Once appointed, the guardian is legally bound to act in the individual’s best interests. Guardians can be given specific...