Wayne C. Buckwalter

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 member of the Philadelphia Estate Planning Council, Chester County Bar Association, where he has previously served as chairman of the Judicial Evaluation and the Alternative Dispute Resolution Committees. He is a member of the Philadelphia Bar Association where he participates in the Probate and Trust Law Section.

In addition, Wayne is the solicitor for Habitat for Humanity of Chester County, Pennsylvania Home of the Sparrow, and Good Works, Inc. He is on the Caron Foundation Development Board and a member of the Southern Chester County Chamber of Commerce.

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.

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 member of the Philadelphia Estate Planning Council, Chester County Bar Association, where he has previously served as chairman of the Judicial Evaluation and the Alternative Dispute Resolution Committees. He is a member of the Philadelphia Bar Association where he participates in the Probate and Trust Law Section.

In addition, Wayne is the solicitor for Habitat for Humanity of Chester County, Pennsylvania Home of the Sparrow, and Good Works, Inc. He is on the Caron Foundation Development Board and a member of the Southern Chester County Chamber of Commerce.

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.

• 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.

• Managing Tax and Liability Consequences Surrounding Marcellus Shale Land
  Construction In Brief: Fall 2011
• Wayne Buckwalter Selected as One of Philadelphia's 2011 FIVE STAR Wealth Managers
  November 2011

• Wayne was named a FIVE STAR Wealth Manager in the area of estate planning by Philadelphia Magazine in 2010, 2011 and 2012.
• Wayne is designated AV® Preeminent™ Peer Review Rated 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 Top Rated Lawyers in Trusts & Estates by American Lawyer Media and Martindale-Hubbell™.

• 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.

• Managing Tax and Liability Consequences Surrounding Marcellus Shale Land
  Construction In Brief: Fall 2011
• Wayne Buckwalter Selected as One of Philadelphia's 2011 FIVE STAR Wealth Managers
  November 2011
How To Create a Successful Succession
Dynamic Business Magazine - April 2011
How Will the Tax Relief Act of 2010 Impact Your Estate Plan?
Client Alert - January 9, 2011
An Important Family Matter
Addiction Professional - January/February 2011
Trust Planning for Beneficiaries with Addictions (PDF)
Wayne Buckwalter authors article entitled "Trust Planning for Beneficiaries with Addictions", which appeared in the New Jersey Law Journal. - November 9, 2009
Top 10 Common IRA and Retirement Plan Mistakes (PDF)
Wayne Buckwalter authors article entitled "Top 10 Common IRA and Retirement Plan Mistakes".
When A Client Dies (PDF)
Wayne Buckwalter is quoted many times in an article entitled, "When A Client Dies" written by Steven A. Meyerowitz.  Wayne comments on instances where having a plan are crucial to a client's family and business. Learn more about what steps you need to take in this informative article. - March 1, 2009
CSPG&F Announces Six Attorneys as Partners
January 1, 2008
How do I Sell My Company Without Firing Myself? (PDF)
Wayne Buckwalter authors article entitled "How do I Sell My Company Without Firing Myself?" - November 26, 2007

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• Marcellus Shale Leasing
  May 16, 2012 - Wellsboro, PA
Do You Have Questions About New or Existing Marcellus Shale Gas Leases or Managing Royalty Income?
October 17, 2011 and October 18, 2011
Preparing for Generations of Sucesss (PDF)
October 21, 2008
Understanding Estate & Retirement Planning Tax Strategies
April 23, 2008
GBCA - Succession Planning Breakfast
November 8, 2007
Understanding Estate & Retirement Planning Tax Strategies
October 3, 2007

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• Wayne was named a FIVE STAR Wealth Manager in the area of estate planning by Philadelphia Magazine in 2010, 2011 and 2012.
• Wayne is designated AV® Preeminent™ Peer Review Rated 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 Top Rated Lawyers in Trusts & Estates by American Lawyer Media and Martindale-Hubbell™.