ROBERT S. BALTER, P.C.


Practice Areas in Pennsylvania

Business Succession Planning

Estate and Gift Taxation

Probate & Estate Administration

Estate Planning

Powers of Attorney


Contact Information:

Robert S. Balter, P.C.

1077 Kipling Road
Jenkintown, PA 19046
Montgomery County


Phone:     215-887-1167

Fax:         215-887-0290

Margery J. Schneider
Of Counsel
Phone:     610-220-6930

Sandy Jainauth-Barone
Of Counsel
Phone:     215-887-1167

Schedule your
Free Initial Consultation


We offer each potential client an initial consultation, approximately one hour long, at no charge.

Satisfaction guaranteed.
Unlike many others, we guarantee your satisfaction with our advice. If at any time you are dissatisfied with our services, you may have a refund of all or any portion of the fees you have paid. Note that we are not per-mitted to extend this guar-antee to litigation contexts. 

 

We offer personal solutions to family and business succession problems, principally in the areas of Business Succession Planning, Estate Administration, Estate Planning, and other tax law services, including preparing, filing and defending income, gift and estate tax returns. 

Our clients receive not just a set of documents but an explanation of how those document meet their needs, and full implementation.

Robert S. Balter, the principal of the firm, has provided personal service since 1987 in the areas of wills, trusts, probate, powers of attorney, tax and estate planning, and business succession planning.

Margery J. Schneider has specialized in estate planning, estate administration, and personal tax matters since 2006.  She is responsible for the firm's New Jersey practice.

Sandy Jainauth-Barone has significant litigation experience and is involved in our tax controversy practice. Sandy also holds a certificate in Estate Planning in addition to her Master of Laws in Taxation degree.

After a free initial consultation, we will decide on a mutually agreeable fee arrangement, whether a flat rate or a fixed hourly fee.  We are happy to travel to your home or office as circumstances may require.

Please feel free to contact us with questions about your legal issues.  
 
Thank you for your interest.

Schedule Your Free Initial Consultation