STEVEN J FROMM & ASSOCIATES, P.C.
Philadelphia Estate Planning, Tax, Probate, Estate Administration, Small Business Attorney
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Philadelphia Estate Planning, Tax, Probate, Estate Administration, Small Business Attorney
Our estate planning clients benefit from Mr. Fromm's extensive experience, knowledge and expertise in the estate planning area. He understands that estate planning requires taking into account the specific family goals and needs of each client, the particular types of assets and how they are titled and owned. He considers estate and inheritance taxes as well as income taxes in developing a hand-tailored estate plan for each client. A specific estate plan is fully explored, discussed, and developed with clients. Mr. Fromm then brings his experience, expertise and attention to detail to implementing the estate plan by crafting client specific and meticulously drafted wills, trusts, durable powers of attorney, advanced medical directive/living wills, and beneficiary designations.
Mr. Fromm provides comprehensive tax planning and timely tax preparation for individuals, small businesses, corporations, LLCs, trusts and estates based on their particular tax and financial situation. He provides experienced and knowledgeable tax counsel for clients who have tax problems with the IRS, the Pennsylvania Department of Revenue and the City of Philadelphia Department of Revenue as well as other taxing authorities. He also assists taxpayers with non-filer problems and international tax compliance matters. Finally, he assists clients in determining the proper corporate entity to operate their businesses, and provides legal services and tax strategies for clients selling or acquiring a business.
As a Philadelphia estates and probate attorney, Mr. Fromm brings his unique legal, tax and practical experience and training in tax and estate administration matters to facilitate effective, efficient, responsive and timely estate administration for families. He assists executors, administrators, trustees and beneficiaries in the complicated, detailed, and time sensitive tasks of estate and probate procedures, court filings and estate and income tax return preparation for decedents and their estates. As a Pennsylvania estates attorney, he probates estates in Philadelphia, Montgomery, Bucks, Chester, Delaware and other outlying counties in Pennsylvania.
Steven is a trusted advisor. We depend on him for so many things. He is patient, listens to our needs and makes excellent suggestions. He is extremely talented. We value his advice and have recommended him unhesistantly to friends and family” — Laura Burnhams
Steven has been instrumental in helping my partner and I to create a secure and satisfying estate plan, which meets or exceeds all of our wishes and contains contingencies for everything from medical issues to wealth management and living wills. In this process, Steven has also become a friend. If you need Estate Planning, Tax Advice, a Will or a trust, etc., we highly recommend Steven Fromn, Esquire. He will listen and be sensitive to your unique situation.” — Patrick
Steven has been providing outstanding legal advice to me for seventeen years. He is the authority on estate planning and financial planning. Steven is a compasionate and thorough attorney (and CPA, with advanced degrees in both fields) who thinks of every possible contingency. He easily explains complicated issues, and it has been my pleasure to recommend him to my friends.” — Gwen Bland
We provide a wide variety of income tax planning, tax preparation and related legal services for individuals, corporations, LLCs, partnerships, trusts and estates. We offer tax guidance and representation for clients with IRS, Pennsylvania, and Philadelphia tax problems. We assist clients with foreign taxation considerations including FBAR matters and the Streamlined Foreign Offshore program. We also help taxpayers with non-filer tax problems. For businesses, we also provide tax planning associated with like-kind exchanges, tax free reorganizations, mergers, spin-offs and split-offs.
Steven J. Fromm understands that estate planning involves listening to clients' needs and family goals, taking into account their various assets and estate, inheritance and income taxes to determine the proper strategies for each client's estate plan. Mr. Fromm's experience, knowledge and training is at the heart of skillfully drafting legal documents such as wills and trusts, beneficiary designations, and the proper titling of assets. Since 1980, Mr. Fromm has also been involved in not only estate planning matters but with estate and probate administration.
We provide legal and tax advice for small businesses in determining the proper legal entity for their operations, while considering the tax, business and financial implications; buying or selling a business, or exit strategies when retiring or selling a business.
Steven J. Fromm has been a tax, estate planning, probate and estate administration, small business lawyer in Philadelphia and its outlying counties and throughout Pennsylvania for over 47 years.
Steven has provided the following advice in the Financially Speaking column by George Mannes, in the AARP Bulletin, May, 2024, concerning the estate planning implications of transferring real estate during lifetime or having it pass by will. For more on this topic, please read The Biggest (Tax) Loser: Misguided Gifts of Real Estate By Uninformed Do It Yourselfers, Realtors & Attorneys at this website.
Special Update: In case you missed it, here is a link to my appearance on the CBS 3, six o’clock news, Friday May 14, 2021 discussing ‘Nobody Wants To Pay More’: The Procrastinator’s Guide To Tax Day 2021 As Offered By Philadelphia Accountants at: CBS Channel 3 News
(Click the image below.)
He provides services to individuals, estates and trusts, professionals, small business owners, professional corporations, C corporations, S corporations, limited liability corporations (LLCs), sole proprietorship’s and partnerships. His clients rely on him for solid, practical legal and tax counsel, to save them money and taxes, and to solve their particular legal, tax, estate or business law problems in an efficient yet complete and well conceived manner.
Clients can expect and be assured that he will carefully listen to their particular and specific family, business or tax concerns. Mr. Fromm considers the income, estate and gift taxes, business, retirement, or wealth transfer needs and goals of each client. Above all, he brings his legal experience, knowledge and expertise to his estate planning, probate, tax and business clients. As a result, he carefully applies these lawyer skills to develop appropriate, practical, cost effective legal and tax strategies and solutions for each client’s particular needs and goals.
With active client input and discussions, Mr. Fromm drafts legal documents to meet their particular and specific income tax, business, estate and gift tax, retirement, or wealth transfer objectives. For more on Mr. Fromm’s professional experience, legal education, training and professional honors and achievements, please see Attorney Profile and Awards.
Mr. Fromm provides a wide variety of income tax planning, tax preparation and related legal services for individuals, corporations, LLCs, partnerships, trusts and estates. He offers tax guidance and tax representation to his clients before the IRS, Pennsylvania and Philadelphia and other taxing authorities. Additionally, he offers tax services involving foreign taxation issues, tax compliance for foreign gifts received, filing of FBARS and filing of the Foreign Offshore Streamlined Submission Programs with the IRS. He assists taxpayers with non-filer tax problems to bring them into compliance with their tax filing requirements. For more on the various tax services he provides please see Tax Attorney Services under Practice Areas.
Estate planning clients benefit from Mr. Fromm’s extensive experience, knowledge and expertise in the estate planning area. He understands that estate planning requires taking into account the specific family goals and needs of each client, the client’s particular types of assets and how they are titled and owned. He considers estate and inheritance taxes as well as income taxes in developing a hand-tailored estate plan for each client.
Each client’s particular situation is fully explored, discussed, and developed with clients to determine the best and most appropriate estate plan for the family. Once this specific and hand-tailored estate plan is finalized, Mr. Fromm then brings his experience, expertise and attention to detail to implementing the estate plan by crafting client specific and meticulously drafted estate planning documents such as wills, trusts, durable powers of attorney, advanced medical directive/living wills, and beneficiary designations. When appropriate, he may draft other estate planning documents such as irrevocable trusts, family limited partnerships, charitable remainder trusts, intentionally defective grantor trusts or dynasty trusts to meet a client’s needs. For more on the estate planning services he provides please see Estate Attorney Services under Practice Areas.
As a Philadelphia estates and probate attorney, Mr. Fromm brings his unique legal, tax and practical experience and training in tax and estate administration matters to facilitate effective, efficient, responsive and timely estate administration for families. He assists executors, administrators, trustees and beneficiaries in the complicated, detailed, and time sensitive tasks of estate and probate procedures, court filings and estate and income tax return preparation for decedents and their estates. As a Pennsylvania estates attorney, he probates estates in Philadelphia, Montgomery, Bucks, Chester, Delaware and other outlying counties in Pennsylvania. For more on the estate planning services he provides please see Estate and Probate Administration and Probate and Estate Administration Lawyer and under Practice Areas.
For his business clients, Mr. Fromm provides legal and tax advice for businesses in determining the proper entity to operate their business or venture. He explores with clients whether a regular corporation, an S corporations, an LLC, partnership, or limited partnership makes sense for the client, while considering the tax, business and financial implications. He also offers business tax and legal advice on an ongoing and continuous basis to make sure clients comply with applicable tax and corporate filings. He also assists clients in the sale of their business while taking into account their exit strategies when retiring. Clients seek his assistance when they are involved in the acquisition of a new business, as well as corporate mergers, F reorganization and liquidations. For more on these business attorney services he provides please see Business Attorney Services under Practice Areas.
For more details of his PRACTICE AREAS, please see the list to the left.
Most importantly, each and every client will get the benefit of Mr. Fromm’s tax, estate and legal experience, professional training and education, technical expertise, diligence and concern for their problems. Certainly, his care, attention to detail, and diligence results in finding the best strategy or unique solution to a client’s particular tax or legal problems.
Likewise, his continuous and never-ending study of tax, estate and business law also serves his clients well. He has written and continues to write about various tax, estate, probate, business and foreign tax matters and other topics. For numerous helpful articles please go to LEGAL GUIDES and Philadelphia Estate and Tax Attorney Blog.
Looking at client recommendations and over 70 client reviews at Google and Yelp provide insight as to how Mr. Fromm helps and treats his clients.
So, if this level of caring service, experience, expertise, dedication and attention to your tax, estate, business and financial affairs are what you are looking for, please do not hesitate to call Mr. Fromm at 215-735-2336.
Steven J. Fromm, J.D., LL.M (Taxation) Philadelphia Tax, Estate Planning and Estate Administration Attorney
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1420 Walnut Street Suite 300
Philadelphia, PA 19102
Telephone: 215-735-2336
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From their offices in Philadelphia, PA, the law firm of Steven J. Fromm & Associates, P.C. provides a full range of estate planning, probate and estate administration, tax, business and corporate legal services to clients throughout eastern Pennsylvania and the Delaware Valley, the Lehigh Valley Area, the Five-County Area, Bucks County, Delaware County, Montgomery County, Chester County, Philadelphia County, Berks County, Lehigh County, Lancaster County, York County, Harrisburg, Norristown, Doylestown, Media, West Chester, Allentown, Lancaster, and Reading.
