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610.341.1065
bwolfson@mkbattorneys.com

Practice
Estate Planning
Estate and Trust Administration
Retirement Planning
Gift and Estate Taxation

Bar Admissions
Pennsylvania, 1956

Education
Harvard Law School, J.D., 1955

Brown University, A.B., cum laude, 1952

Legal Affiliations
Member, Philadelphia and Pennsylvania Bar Associations

Civic Involvement
A Founder and Chairman, Resources for Human Development, Inc.

       Bertram Wolfson
 

Mr. Wolfson is a shareholder of McCausland Keen & Buckman in the Trusts and Estates practice area. His practice focuses on the counseling in the areas of estate planning, estate administration, retirement and financial planning, estate planning for non-U.S. citizens, tax, corporate and business law.

His experience includes representation of clients with closely held businesses including: succession planning, the formation of shareholders agreements and tax counseling; representation of foreigners doing business in the U.S. and U.S. clients doing business abroad; representation of charities; and general counseling.

Mr. Wolfson's clients include entrepreneurs, closely-held businesses, families and individuals including executives of public companies and charitable organizations.

Prior to joining McCausland Keen & Buckman, Mr. Wolfson was a founder and partner of Erskine, Wolfson & Gibbon and its predecessors for over thirty years.


   
McCausland Keen & Buckman · Radnor, PA 19087-5257  ·  610.341.1000 tel  ·  610.341.1099 fax