Garth practices in Orphans’ Court litigation and counsels clients with estate planning. Garth’s dual expertise in planning and litigation gives him an advantage in both. He knows from will contests and other disputes where estate planners make mistakes so he knows where and when to watch out for land mines, and planning what questions to ask and how to better cross examine witnesses when litigating because of his broader and deeper understanding of how to build an estate plan and the process of planning. Clients find Garth easy to understand and communicate with. A person you could have a beer with. Someone who takes the time to distill complex tax issues into layman’s terms. In litigation, he is a compassionate advocate and passionate competitor. Garth spends a lot of time walking the sidelines of sports fields and watching his boys play their various sports.
Jim is Chairman of SES ESOP Strategies, an affiliate of the Stevens & Lee Companies. He is a corporate, pension and tax attorney and financial advisor with more than 35 years of experience in ESOPs and other employee ownership matters. He focuses his practice primarily on ESOP design, transactions and compliance in entrepreneurial companies.
Jim has served on the ESOP Association Board of Governors and is a past Chair of the ESOP Association’s Advisory Committee on Finance. He is also a Trustee of the Employee Ownership Foundation and a former member of the Board of Directors of the National Center for Employee Ownership. He is a director of the Employee Ownership Expansion Network and also serves as a Director of seven ESOP companies.
William J. Stein concentrates his practice primarily in the areas of estate planning, estate and trust administration, family business succession planning, and general corporate matters. He brings to his practice an in-depth knowledge of financial planning and wealth management from his over 10 years in the financial services industry as a mutual fund analyst and project manager. Bill graduated from State University of New York at Albany in 1995 with a B.S., cum laude. He continued his education at Temple University School of Law and received his J.D., cum laude in2011. While attending Temple University Law School of Law, he interned at the Temple Legal Aid Office, representing low income and disabled clients in landlord/tenant disputes and social security disability claims. Bill is licensed to practice law in Pennsylvania and New Jersey, and is admitted to the Federal District Court for New Jersey and the U.S. Tax Court. He has lectured on a wide range of topics, from sophisticated wealth transfer strategies to the post-death administration of retirement accounts, for professional groups including the Pennsylvania CPA Society and the Center for Professional Education. Bill has been recognized as a Pennsylvania Super Lawyer Rising Star 2020-2021 in the area of Estate and Probate. The Rising Stars list recognizes no more than 2.5 percent of attorneys in each state for their knowledge of the law, professional work ethic, and advocacy on behalf of their clients. He lives in Blue Bell, Pennsylvania, with his wife and their two children. Outside of the office, he enjoys coaching his son's travel soccer team, hiking and snowboarding.