Alan Jay Ackerman Philadelphia, Pennsylvania
| phone | (215) 789-9404 (888) 863-4610 |
| fax | (215) 564-2015 |
| Email Me | |
Admitted to the practice of law in 1973, Alan Jay Ackerman restricts his professional services to the fields of:
- family wealth conservation, which encompasses the drafting of revocable living trusts, dynasty trusts, life insurance trusts, wills, and general and medical powers of attorney
- elder law, which encompasses long-term care strategies, guardianships, and asset protection planning
- family-owned business matters including the creation of limited and general partnerships, corporations, and limited liability companies
- federal estate and gift tax planning
- probate and estate administration
Having served as house counsel to the estate planning department of a major life insurance carrier, and earning the designations of Chartered Life Underwriter and Chartered Financial Consultant, Mr. Ackerman is an expert on matters pertaining to life insurance.
Mr. Ackerman has lectured on estate planning and taxation before securities and brokerage firms, life underwriter societies, state CPA associations, and bank trust departments. Mr. Ackerman is an accredited educator registered with the CFP Board of Standards.
- Areas of Practice:
- Family Wealth Conservation
- Estate Planning
- Revocable Living Trusts
- Dynasty Trusts
- Life Insurance Trusts
- Elder Law
- Long-Term Care Strategies
- Guardianships
- Asset Protection Planning
- Life Settlements and Insurance
- Family Owned Businesses
- Federal Estate and Gift Tax Planning
- Probate and Estate Administration
- Certification/Specialties:
- Chartered Life Underwriter (CLU)
- Accredited Estate Planner (AEP)
- Chartered Financial Consultant (ChFC)
- Education:
- Temple University School of Law, Philadelphia, Pennsylvania
Juris Doctor (JD) - Temple University School of Business
Bachelor of Business Administration (BBA) - American College, Bryn Mawr, Pennsylvania
Chartered Financial Consultant (ChFC) - American College, Bryn Mawr, Pennsylvania
Chartered Life Underwriter (CLU) - National Association of Estate Planners and Councils
Accredited Estate Planner (AEP)
- Professional Associations and Memberships:
- American Bar Association
- Member
- Pennsylvania Bar Association
- Member
- New York State Bar Association
- Member
- Philadelphia Estate Planning Council
- Member
- Louis D. Brandeis Law Society
- Member
- PA Department of Insurance
- Life, Health and Long Term Care Producer
- New Jersey Insurance Department
- Life & Health Producer
- New York Insurance Department
- Life & Health Producer
- Academy of Special Needs Planners
