Jeanna L. Lam, Associate
Estate Planning

Email: | jlam@offitkurman.com |
Office Phone: | 267.338.1320 |
Fax: | 267.338.1335 |
Mailing Address: | Ten Penn Center 1801 Market Street Suite 2300 Philadelphia, PA 19103 |
Download vCard: | vCard |
Practice Areas
PRACTICE FOCUS
Ms. Lam utilizes sophisticated estate planning techniques to provide comprehensive estate planning services that address each client's unique planning goals and objectives, including transfer tax, wealth preservation and asset protection concerns. On the trust and estate administration side, Ms. Lam works closely with both fiduciaries and beneficiaries to evaluate and address the multitude of legal, financial and tax issues that may arise during the course of the administration of the trust or estate.
BAR AND COURT ADMISSIONS
- Pennsylvania
- New Jersey
EDUCATION
- J.D. (cum laude), Widener University School of Law, 2006
- B.S., The Pennsylvania State University, 2002
Activities
Ms. Lam is a member of the Philadelphia Bar Association Probate and Trust Section and is active in the Philadelphia Estate Planning Council.