William H. Copperthwaite Jr., L.L.C. is responsible for providing tax advice to individuals and closely held businesses, and for drafting complex wills and trusts. In the business and tax area, it drafts partnership agreements, establishes limited liability companies and evaluates tax strategies for businesses. In the area of estate planning, the firm establishes Credit Shelter Trusts (CST),
Irrevocable Life Insurance Trusts (ILIT),
Family Limited Partnerships (FLP) and
Qualified Terminable Interest Property (QTIP) Trusts.
- Admitted to practice in New Jersey, Pennsylvania, and Florida.
- Admitted to practice before the United States Tax Court, the United States District Court for the Eastern District of Pennsylvania, and the United States District Court for New Jersey.
- Graduate of Temple University School of Law, Juris Doctorate in May 1995, LLM in Taxation in December 1997.
- Master of Business Administration in 1985, Drexel University.
- Master of Science in Taxation in 1989, Drexel University.
- Bachelor's degree from Villanova University in 1983.
- Assistant Professor for Rider University College of Business.
- Assistant Professor of Business at Chestnut Hill College
- Formerly Assistant Professor for the Temple University School of Business Graduate Tax Program.
- Previously served as Associate Director of Financial Aid at Drexel University.
- Member of Pennsylvania, New Jersey, and Florida Bar Associations.
- Former Host of WWDB 860AM Sunday morning talk show, SeniorTalkRadio (9AM), which discussed financial and estate planning issues for seniors.
- Named as one or the Top Lawyers in the Main Line by MainLineToday magazine.
- Serves as Presenter for multiple Continuing Legal Education (CLE) courses.
If you are interested in having William Copperthwaite speak at an
event, please contact the office at (610) 429-3800 or (856) 616-1188 or
by email at WHC@WHC-Law.com
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