Lee Allman | Estate Planning

Allman, Kelly & Willner, LLC

Lee Allman | Allman, Kelly & Willner, LLC

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Firm Summary

Lee has years of first chair representation of individuals, trust companies and other financial institutions, corporations, insurers and their insureds in substantial civil litigation matters in court and ADR proceedings

represents individual and institutional clients in the areas of trust and estates, trust administration, fiduciary/Orphans’ Court litigation, elder care and personal law

returned to private practice in 2013 after serving in a national role as a Director and Business Development Officer for Barclays U.S.-based trust company, Barclays Wealth Trustees (U.S.), N.A. At Barclays, Lee’s responsibilities extended to overlapping issues of wealth planning, trust structuring and compliance with state trust law provisions throughout the United States

years of first chair trial experience in business disputes, liability claims and casualty litigation, including auto and trucking, nursing home and securities law disputes

proudly follows in the footsteps of his late father, Robert G. Allman, Esquire, who practiced law and was a civic leader for many decades in the Philadelphia area

licensed in Pennsylvania, New Jersey and New Hampshire

resides in Media, Pennsylvania

EDUCATION

LL.M Taxation, Temple University School of Law, 2015

J.D., Villanova University School of Law, 1993

B.A., University of Pennsylvania, 1988

Related Industry Licenses and Certifications: CERTIFIED FINANCIAL PLANNER™, Life Insurance