Attorney Profile

Alan Jay Ackerman Attorney at law Office Location     Bucks County 3 Neshaminy Interplex Dr. Suite 301 Trevose, PA 19053-6962   Philadelphia 2 Penn Center Plaza Suite 200 1500 JFK Boulevard Philadelphia PA 19102  Client Meeting Facilities     Chester County 102 Pickering Way Suite 200 Exton, PA 19341-1330   Main Line Radnor Financial Center Suite F-200 150 N. Radnor Chester Rd. Radnor, PA 19087-5245

Professional Experience

Admitted to the practice of law in 1973, Mr. Ackerman restricts his professional services to the fields of (1) Estate Planning & Administration, encompassing the drafting of revocable living trusts, dynasty trusts, life insurance trusts, GRATs, wills, general and medical powers of attorney, and the administration of decedent's estates; (2) elder law, encompassing long term care strategies, guardianships and asset protection planning; and (3) business matters including succession planning and business formations.(4) Special Needs Planning for disabled members of the community seeking to preserve and protect their government benefits.

Mr. Ackerman has lectured on estate planning and taxation before securities and brokerage firms, life underwriters societies, state CPA associations, and bank trust departments. Mr. Ackerman is an accredited educator registered with the CFP^® Board of Standards.

Degrees and Designations

Bachelor of Business Administration (BBA), Temple University School of Business

Juris Doctor (JD), Temple University School of Law

Chartered Life Underwriter (CLU), American College

Chartered Financial Consultant (ChFC), American College

Accredited Estate Planner (AEP) National Association of Estate Planners and Councils

Professional Memberships

American Bar Association

Pennsylvania Bar Association

New York State Bar Association

Philadelphia Estate Planning Council

Louis D. Brandeis Law Society

Academy of Special Needs Planners

Attorney Licensing Credentials

Pennsylvania Bar

New York Bar

United States Tax Court

Financial Services Licenses

PA Department of Insurance

New Jersey Insurance Department

New York Insurance Department