James J. Ruggiero Jr.
Helping families pass on their legacy
Since 1990, Mr. Ruggiero has been helping families and business owners create estate plans aimed at transferring their legacy successfully to the next generation. He is owner of Ruggiero Law Offices LLC with offices in Paoli, and Center Valley, where he practices in the area of estate planning, estate administration, elder law, business law and real estate. His planning experience includes the use of wills, revocable and irrevocable trusts, IRA trusts, and life insurance trusts. From an administration perspective, he has overseen the administration of estate of varying degree of complexity including insolvent estates to those values exceeded $20 million- and ten-year estate accountings. Mr. Ruggiero has developed a niche in dealing with closely held small business owners in advising on formation, growth and succession of the business. He has advised clients on contract negotiations, employee contracts and disputes, patents, copyright, real estate lease and purchase.
Mr. Ruggiero has achieved board certification as an Estate Planning Law Specialist, one of only a few to attain this in the country, awarded by The Estate Law Specialist Board, Inc., an attorney-run subsidiary of the National Association of Estate Planners & Councils in Cleveland, Ohio. He has also attained designation as an Accredited Estate Planner, awarded by the National Association of Estate Planners & Councils.
Additionally, Mr. Ruggiero is the Pennsylvania partner for Elder Care Matters, a national directory of elder care resources, and member of the Chester County, Pennsylvania and American Bar Associations where he is active in the Elder Law, Probate and Trust Real Property Sections. Active in the community, he serves on the East Goshen Township Zoning Board and Board of Amigos De Jesus and the Amigos De Jesus Foundation.
- Drafting a last minute estate plan for a sick or dying client
- Pennsylvania Bar institute
- Educating attorneys in the Commonwealth of Pa on drafting estate plans for dying clients
- AEP
- National Association of Estate Planners and Councils
- Estate Planning Law Specialist
- National Association of Estate Planners and Councils
- Chester County Estate Planning Council
- Past president
- Current
-
- Pennsylvania
-
- Credit Cards Accepted
- Estate Planning
- Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills
- Probate
- Probate Administration, Probate Litigation, Will Contests
- Elder Law
- Business Law
- Business Contracts, Business Dissolution, Business Finance, Business Formation, Business Litigation, Franchising, Mergers & Acquisitions, Partnership & Shareholder Disputes
- Real Estate Law
- Commercial Real Estate, Condominiums, Easements, Eminent Domain, Homeowners Association, Land Use & Zoning, Mortgages, Neighbor Disputes, Residential Real Estate, Water Law
- English
2020 When Should I update my Estate Plan?
Estate Planning for the 2nd home