Jim Frank, J.D., LL.M

Jim is an innovative wealth planning strategist with over 30 years of experience in business, personal estate & gift planning for high net worth individuals & families. He enjoys working with our clients & their legal & tax advisers to implement individual & business plans. He also has experience in the design & operation of qualified & non-qualified retirement plans. Jim has authored numerous articles on financial, investment & estate planning. He received his B.S. from the Pennsylvania State University, his J.D. and LL.M (tEquitabletion) from Temple University School of Law, & is a member of the Pennsylvania Bar Association, Philadelphia Estate Planning Council & The Financial Planning Association.