Steven J. Fromm

Steven J. Fromm & Associates, P.C.
Contact: 215.735.2336
Experience:
Law Schools: New York University School of Law - New York University
John Marshall Law School
Jurisdiction: Pennsylvania

OVERVIEW

About Steven J. Fromm
Steven J. Fromm has been admitted to practice law in Pennsylvania since 1977. In addition to his law degree, he holds a doctorate of law degree, an LL.M. in taxation, from the NYU Graduate Division School of Law received in 1977. He became a C.P.A. in 1981 and is a member of the American Institute of Certified Public Accountants. From 1977 to 1981, he served as legal tax counsel for tax departments in Big 8 and regional accounting firms. Since 1983, he has been admitted to practice tax law before the U.S. Tax Court.

Since 1981, he has practiced exclusively as an attorney and has concentrated his practice primarily in the areas of estate planning and estate administration, trust matters, including the use of marital deduction and unified credit trusts, irrevocable trusts, charitable trusts, family limited partnerships. In addition to his estates practice, he also provides legal services involving corporate and partnership tax planning, business acquisitions and sales. His practice also focuses on retirement planning, retirement plan drafting and administration, and charitable planning.

His legal practice provides tax counsel and representation before the Internal Revenue Service, the Pennsylvania Department of Revenue, the City of Philadelphia, and other tax authorities. In addition, he provides income tax planning and preparation for individuals, trusts, corporations, partnerships and other business entities.

Directory Practice Areas
  • Tax Law
  • Estate Planning
  • Business Law
Additional Practice Areas
  • Estate Administration
Fees
  • Credit Cards Accepted
Jurisdictions Admitted to Practice
Pennsylvania
Languages
 SpokenWritten
EnglishYesYes
Professional Experience
AV Rated Tax Estates and Trusts Attorney, Steven J. Fromm & Associates, P.C.
Current
His legal practice provides tax counsel and representation before the Internal Revenue Service, the Pennsylvania Department of Revenue, the City of Philadelphia, and other tax authorities. In addition, he provides income tax planning and preparation for individuals, trusts, corporations, partnerships and other business entities. He lectures on various estate planning and wealth transfer tax planning topics as well as various corporate and tax law areas. During 2010 he gave a lecture called "Choosing The Proper Business Entity" which explored the tax and legal implications involving the use of various legal entities available for operating businesses such as corporations, partnerships, limited liability companies, limited partnerships and sole proprietorships. Steven J. Fromm has been recognized in 2010 and 2011 by Martindale Hubbell with its highest rating of "AV PREEMINENT" for legal ability and ethical standards. He has been awarded a FIVE STAR: BEST IN CLIENT SATISFACTION WELATH MANAGER in the November 2009 and November 2010 Philadelphia Magazine. Philadelphia magazine contacted an independent market research company, Crescendo Business Services, to administer a rigorous "Best in Client Satisfaction" research process to identify the Five Star Wealth Managers. The research process adheres to the guidelines established within the Investment Advisors Act of 1940 regarding third party recognition. More than 100,000 high net worth consumers and 7,400 financial services professionals were asked to evaluate wealth managers in the Philadelphia area. For 2010, less than 2% (523 out of more than 15,000) of wealth managers (defined by the survey to include attorneys, tax advisers, financial advisers, accountants, etc.) in the Philadelphia area were honored. The survey asked recipients to judge and evaluate only those wealth managers known through personal experience based on nine criteria: customer service, integrity, knowledge/expertise, communication skills, value for fee charged, meeting financial objectives, post service follow up, quality of recommendations or plan developed, and overall satisfaction. Wealth managers pay no fee to be included in the research process and cannot influence the selection process. He was also cited in the November 2010 issue of Suburban Life Magazine as part of a group of lawyers named as 2010 Awesome Attorneys. Suburban life conducted a readers poll and partnered with Avvo, Inc., a Seattle based company that rates and profiles attorneys nationwide, to spotlight the region's top attorneys. He was one of nine attorneys named in the estate planning law category. It is his firm's philosophy that building personal relationships with each client is the key to rendering legal services successfully. Carefully listening to them about their particular tax or business situation or their individual goals for their family as it relates to their estate plan is imperative to successfully implementing and drafting the proper legal documents. Steven J. Fromm has been and continues to be committed to providing close, personal and individualized attention to each of his clients. He takes pride in giving them the assurance that the individualized personal assistance they receive from him comes from years of legal and tax training, practical experience and the never-ending study of law.
Education
New York University School of Law - New York UniversityLL.M.Taxation
John Marshall Law SchoolJ.D.Law
Syracuse UniversityB.A.Psychology
Awards
AV Rated Attorney, Martindale Hubbell
5 Star Wealth Manager, Crescendo Publications/Philadelphia Magazine
AV Rated Attorney, Martindale Hubbel
AV Rated Attorney, Martindale Hubbell
2011 Awesome Attorney, Suburban Life Magazine
Mr. Fromm was cited in the November 2011 issue of Suburban Life Magazine as part of a group of lawyers named as 2011 Awesome Attorneys. Suburban life conducted a readers poll and partnered with Avvo, Inc., a Seattle based company that rates and profiles attorneys nationwide, to spotlight the region's top attorneys. He was the featured tax attorney one of five attorneys named in the tax attorney category. He was also named as one of seven attorneys named in the Business Law category of Attorney-Readers' Choice award.
AV Rated Attorney, Martindale Hubbel
5 Star Wealth Manager, Crescendo Publications/Philadelphia Magazine
2010 Awesome Attorney, Suburban Life Magazine
Mr. Fromm was cited in the November 2010 issue of Suburban Life Magazine as part of a group of lawyers named as 2010 Awesome Attorneys. Suburban life conducted a readers poll and partnered with Avvo, Inc., a Seattle based company that rates and profiles attorneys nationwide, to spotlight the region's top attorneys. He was one of nine attorneys named in the estate planning law category.
5 Star Wealth Magazine, Crescendo Publications/Philadelphia Magazine
He has been awarded a FIVE STAR: BEST IN CLIENT SATISFACTION WELATH MANAGER in the November 2009 and November 2010 Philadelphia Magazine. Philadelphia magazine contacted an independent market research company, Crescendo Business Services, to administer a rigorous "Best in Client Satisfaction" research process to identify the Five Star Wealth Managers. The research process adheres to the guidelines established within the Investment Advisors Act of 1940 regarding third party recognition. More than 100,000 high net worth consumers and 7,400 financial services professionals were asked to evaluate wealth managers in the Philadelphia area. For 2010, less than 2% (523 out of more than 15,000) of wealth managers (defined by the survey to include attorneys, tax advisers, financial advisers, accountants, etc.) in the Philadelphia area were honored. The survey asked recipients to judge and evaluate only those wealth managers known through personal experience based on nine criteria: customer service, integrity, knowledge/expertise, communication skills, value for fee charged, meeting financial objectives, post service follow up, quality of recommendations or plan developed, and overall satisfaction. Wealth managers pay no fee to be included in the research process and cannot influence the selection process.

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AV Rated Tax, Estates and Trusts Lawyer
1420 Walnut Street
Suite 300
Philadelphia, PA 19102
USA
Telephone: 215.735.2336