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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
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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.