Alan J. Mittelman
Business, Estate, Estate Planning, Trusts, General Practice, Commercial Real Estate
Experience:
39 years
Alan J. Mittelman | Attorney
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About Alan
As Chairman of the Estate Planning and Administration Department and a Shareholder, Alan J. Mittelman practicesi n the firm's Pennsylvania offices in Philadelphia and Jenkintown, at the Firm's Florida office and in Villefranche, France. He is admitted to the State Bars in Pennsylvania and Florida.
Mr. Mittelman has spoken at the American Bar Association Real Property & Probate Section Annual Estate Planning Symposium and the ABA Tax Section Annual Spring Meeting. Also, he has spoken at the Million Dollar Round Table Annual Meeting, the American Society of CLU & ChFC "Keeping Current Clinic", The Association for Advanced Life Underwriting Annual Meeting, and the American Society of CLU & ChFC Annual Meeting on life insurance, partnerships and estate planning for family business owners. He was a faculty member of the joint videoteleconference of the American Society of CLU & ChFC and National Estate Planning Councils on "How to Plan a Business Owner's Estate" and was a faculty member of the Pennsylvania Bar Institute Programs: "Estate Planning for a Family Business Owner", "Elder Law Institute" and "Estate Law Institute". He is a frequent faculty member on advanced education seminars conducted by the American College and the Society of Financial Service Professionals for life insurance companies and for trust companies on the subjects of life insurance and charitable giving, and is a contributing editor of "Keeping Current", a publication of the Society of Financial Service Professionals.
Among his publications are the following: "Limited Liability Company Buy Sell Agreements and Life Insurance" (Estate Planning Journal), "Using Trusts in Buy-Sell Agreements" (Tax Management Journal), "Determining the Best Exit Strategy from a Split-Dollar Plan" (Estate Planning Journal), "Total Return Trusts: The Opportunity, The Challenge" (Journal of the Society of Financial Service Professionals),"S Corporation Buy Sell Agreements After the Tax Reform Act of 1986" (Journal of the American Society of CLU and ChFC), "Irrevocable Life Insurance Trusts and the Generation Skipping Transfer Tax" (Journal of the American Society of CLU and ChFC), "Partnerships and Life Insurance" (Journal of the American Society of CLU and ChFC), and "Estate Planning for Florida Residents (Philadelphia Estate Planning Council Newsletter).
Mr. Mittelman is a cum laude graduate of
He has taught Trusts and Estates at
amitt@lawsgr.com
215.241.8912
Click here to see a complete list of Mr. Mittelman's Publications
Admission
Florida
2002
Pennsylvania
1986
District 1
Education
Pennsylvania State University B.S. 1969
Spector Gadon & Rosen PC Highlights
Corporate, Employment, Estate Administration, Estate Planning, Family Law, Mental Health; Insurance
Firm Size:
1
Firm Locations:
1