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Wayne C. Buckwalter

Partner   |   Philadelphia, Exton
Partner   |   Philadelphia, Exton
215.564.1700
610.363.8400
wbuckwalter@cohenseglias.com

WAYNE C. BUCKWALTER is a Partner in the Firm and Chair of the Wealth Preservation Group. Wayne’s practice emphasizes innovative estate and business succession planning, including the creation of revocable living trusts, life insurance trusts, wills, charitable trusts and gifts, private annuity plans, qualified residence trusts and family limited partnerships. It also involves the structuring of asset ownership, life insurance and retirement plans to creatively achieve optimal income and estate tax savings. This frequently involves restructuring existing business entities, the creation of new business entities and real estate issues. Wayne’s practice includes the settlement of trusts and estates including all required tax preparation and filings. In addition, he regularly advises and forms non-profits.

Wayne is a a regular seminar presenter on the topics of income, gift and estate taxation, wealth transfer and business succession planning, including planning for Marcellus Shale gas leases.

His interests include biking, catamaran sailing, golf, and a lifelong dedication to the Philadelphia Eagles. Wayne lives in Downingtown, Pennsylvania with his wife.

Associations

Experience
  • Wayne recently received IRS approval for conversion of a private foundation, which has been in existence for 30 years, to a Public Charity, resulting in future income tax savings and in the ability to receive grants that were not otherwise available.
  • Wayne recently obtained a court decision removing an administrator who had used fraud to be appointed, preventing the estate from being diverted to the lawful heirs.
  • Wayne obtained IRS approval of an Offer in Compromise which resulted in the client paying 5% out of pocket of the total amount due.
News & Publications

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Events

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Awards
  • Wayne has been named a FIVE STAR Wealth Manager in the area of estate planning by Philadelphia Magazine for six consecutive years, from 2010 - 2015.
  • Wayne has achieved an AV® Preeminent™ Peer Review Rating for professional ethical standards and legal ability by Martindale-Hubbell. Martindale-Hubbell Ratings provides reviews of lawyers and law firms for consumers and professionals.
  • Wayne was elected as one of the 2013, 2014 and 2015 Top Rated Lawyers in Trusts & Estates by American Lawyer Media and Martindale-Hubbell™.
  • Wayne was selected as one of Philadelphia's Legal Leaders: Top Rated Lawyers by The National Law Journal, Corporate Counsel, and the American Lawyer.

Areas of Practice

Wealth Preservation
Non-Profit

Education

Villanova University School of Law, J.D, cum laude
Villanova University, B.A. cum laude

Bar Admissions

Pennsylvania

Court Admissions

U.S. District Court, Eastern District of Pennsylvania
U.S. Supreme Court