When Bill began practicing law, he was drawn to the creativity it required to resolve client problems. Bill practices in the areas of estate planning, elder law, estate administration, and fiduciary litigation.
Bill is one of approximately 65 attorneys in Pennsylvania – and one of only two attorneys practicing in Berks County – certified in elder law by the National Elder Law Foundation.
Bill speaks frequently about estate planning and elder law issues, including planning for incapacity, asset protection planning and how to use a power of attorney properly. Currently, Bill chairs the estate planning and elder law section of the Berks County Bar Association. He also serves on the board of the Pennsylvania Association of Elder Law Attorneys where he co-chairs its education committee. He also serves as the board chair for Easterseals of Eastern Pennsylvania. Bill is a past president of the Berks County Estate Planning Council, served as the chairman of the board of directors at Berks Encore, and has volunteered on the boards of the Berks County Chapter of the American Red Cross, and the Reading Symphony Orchestra.
Bill is a graduate of Bucknell University. He received his juris doctor degree from the Dickinson School of Law, and holds a LL.M. degree in taxation from the Villanova University School of Law.
RECOGNITION
- Pennsylvania Super Lawyers (2010-2012, 2020-2022)
EXPERTISE & CERTIFICATION
- Certified in Elder Law, National Elder Law Foundation
MEMBERSHIPS
- Estate Planning and Elder Law section of the Berks County Bar Association, chair
- Pennsylvania Association of Elder Law Attorneys, board member
- Berks County Estate Planning Council, past president
PRESENTATIONS
- “Assessing Client Capacity to Sign Documents”, Berks County Bar Association’s Bench Bar Conference (August 2020)
- “Simple Planned Giving Strategies Anyone Can Use”, Easterseals Eastern PA Donors (May 2019)
- “New Guardianship Rules and the GTS Tracking System”, Berks County Bar Association’s Bench Bar Conference (April 2019)
- “How to Close an Estate”, Pennsylvania Bar Institute (March 2019)
- “End of Life Medical Decision Making”, Berks County Bar Association (October 2018)
- “Three Important Legal Documents All Seniors Need”, Berks Encore (October 2018)
- “What Accountants Need to Know About Long-Term Care and Asset Protection Planning”, Baker Tilley Virchow Krause LLP (May 2018)
- “Top 10 Orphans’ Court Cases in the Last Year”, Berks County Bar Association’s Bench Bar Conference (April 2018)
- “Medicaid Planning”, Lancaster County Estate Planning Council (November 2017)
- “Use of Special and Supplemental Needs Trust for Children with Disabilities”, John Paul II Center (March 2017)
- “How to Close an Estate”, Pennsylvania Bar Institute (August 2016)
- “Use of Annuities in Medicaid Planning”, Berks County Bar Association (July 2015)
- “Asset Protection Planning”, Berks Encore (July 2015)
- “Powers of Attorney and Living Wills”, Family First Resource Senior Center (April 2015)
- “Misconceptions About Long-Term Care Planning”, Berks Elder Network (April 2015)
- “Asset Protection Planning”, Berks County Bar Association’s Bench Bar Conference (April 2013)
- “Federal Estate Tax Update”, PICPA Winter Conference (December 2011)
- “Use of Trusts in Estate Planning”, RKL Associates (September 2011)
COMMUNITY INVOLVEMENT
- Easterseals Eastern Pennsylvania, chair of the board of directors
- Berks County Bar Foundation, board member
- Berks Encore, former chairman of the board of directors
- Berks County Chapter of the American Red Cross, former board of directors
- Reading Symphony Orchestra, former board of directors
- Yocum Institute for Arts Education, former board of directors
- Circle of Life Coalition, former board of directors
- Community Justice Project, former board of directors
