Lee Allman
Paoli, PA
Licensed for 28 years
Law Degree
Awards
Primary Practice Area
Estate Planning
Language
English
About
Lee R. Allman, J.D., CFP®, LL.M., is an Attorney and CERTIFIED FINANCIAL PLANNER™ with experience in the legal, corporate, non-profit, and entrepreneurial sectors. Currently, he is a principal at the law firm of Allman, Kelly & Willner, LLC. Mr. Allman returned to private practice in 2013 after serving in a national role as Director and Business Development Officer for Barclays Wealth Trustees (U.S.), N.A.; the U.S. based trust company for Barclays Wealth and Investment Management. He has over fifteen years of courtroom experience representing Fortune 500 corporations, insurance companies, major financial institutions, and individuals in a wide array of legal and corporate matters. Mr. Allman has obtained successful outcomes (defense and plaintiff) in several jurisdictions, including a $1,000,000 settlement in a catastrophic personal injury matter.Mr. Allman serves as Trust Counsel for several regional trust companies as well as representing beneficiaries and trustees in fiduciary litigation matters. Mr. Allman also represents policyholders in property and casualty matters on behalf of Lancer Insurance Company, a privately held insurance company that insures commercial vehicles and long-haul trucking companies throughout North America.Mr. Allman also assists individuals in their estate, financial planning, and wealth transfer goals. Mr. Allman has co-authored an article, Free Agent Season Open for Pennsylvania Beneficiaries, published in The Legal Intelligencer in July 2013 on developments in Pennsylvania law relating to the portability of trusts and statutory standards for replacing corporate trustees. He also lectures on various litigation, estate and financial planning topics. Mr. Allman’s extensive experience in the non-profit world encompasses several board memberships including acting as counsel for a 100 year-old summer camp with an annual budget exceeding $1,000,000. He is responsible for the institution’s legal concerns, tax, corporate form, compliance and litigation. Mr. Allman has also served in the public sector by his appointment to the Attorney Advisory Board of The Commonwealth of Pennsylvania’s Securities Commission. During his appointment, he assisted the Commission whose purpose is to protect the public from deceptive trade practices in connection with the offer, sale and purchase of securities. Working with the Commission’s chief counsel, Mr. Allman was asked to comment upon legislative and policy initiatives relating to the securities industry. Upon graduation from The Episcopal Academy, Mr. Allman attended the University of Pennsylvania on a Philadelphia Mayoral Scholarship. He achieved All Ivy League status as Penn’s wrestling team captain. He later received his Juris Doctor from Villanova University School of Law and his LL.M. in Taxation and Certification in Estate Planning from Temple University. He is a member of the New Hampshire, New Jersey and Pennsylvania bars. He is also a CERTIFIED FINANCIAL PLANNER™. He is married and a proud father of two daughters.
Practices Areas
Estate Planning
Litigation
Elder Law
Language
English
Contact
Allman, Kelly & Willner, LLCSuite G41 Paoli PlazaPaoli, PA, 19301Suite G41 Paoli Plaza41 Paoli PlazaPaoli, PA, 19301
Office: N/A
Website: N/AReviews
I've hired Lee on several occasions for all sorts of different matters, from routine non judicial settlement agreements to difficult Orphans' Court litigation matters. He is good with clients and gets the job done. He is very responsive and always returns phone calls the same day which is highly unusual in this profession. His creativity in complex matters and ability to calmly deal with difficult client situations and adversarial counsel makes him stand out from the crowded filed of trust and estates attorneys. I recommend Lee for routine legal matters to complex litigation including appellate work. He is better than most attorneys that cost $100's more per hour.
Mr Allman helped me with my mother's estate. He was efficient, thorough and his prices were reasonable. He maintained good contact with me, providing updates and timely communications. Complicated paperwork was completed correctly and on schedule.
I've hired Lee on several occasions for all sorts of different matters, from routine non judicial settlement agreements to difficult Orphans' Court litigation matters. He is good with clients and gets the job done. He is very responsive and always returns phone calls the same day which is highly unusual in this profession. His creativity in complex matters and ability to calmly deal with difficult client situations and adversarial counsel makes him stand out from the crowded filed of trust and estates attorneys. I recommend Lee for routine legal matters to complex litigation including appellate work. He is better than most attorneys that cost $100's more per hour.
Mr Allman helped me with my mother's estate. He was efficient, thorough and his prices were reasonable. He maintained good contact with me, providing updates and timely communications. Complicated paperwork was completed correctly and on schedule.
I've hired Lee on several occasions for all sorts of different matters, from routine non judicial settlement agreements to difficult Orphans' Court litigation matters. He is good with clients and gets the job done. He is very responsive and always returns phone calls the same day which is highly unusual in this profession. His creativity in complex matters and ability to calmly deal with difficult client situations and adversarial counsel makes him stand out from the crowded filed of trust and estates attorneys. I recommend Lee for routine legal matters to complex litigation including appellate work. He is better than most attorneys that cost $100's more per hour.
Mr Allman helped me with my mother's estate. He was efficient, thorough and his prices were reasonable. He maintained good contact with me, providing updates and timely communications. Complicated paperwork was completed correctly and on schedule.