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• John B Whalen Jr Esq •

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Resume

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I am an AV Peer Review Rated Preeminent 5.0 (Attorney and Counselor at Law, Avvo Rated 10.0 Superb (obtaining over 55 client reviews and peer endorsements). I am a recipient of the Legum Magister Post-Doctorate Degree (LL.M.) in Taxation (from the Villanova University School of Law), a recipient of the American Jurisprudence Award in Wills, Trusts, and Estates, from the Widener University School of Law), and a recipient of the ABA-BNA Law Award for Academic Excellence (from the Widener University School of Law). All of the above I owe to many, many people to whom I admire. Sadly some of them are no longer with us, but I think of them often. Thank You.

Articles

  • Pa Living Wills and Surrogates
  • 11-01-2009 – Lawyers.Com Website
  • Pa Powers of Attorney and Agents
  • 11-01-2009 – Lawyers.Com Website
  • Pa Last Wills and Executors
  • 11-01-2009 – Lawyers.Com Website
  • Pa Estates and Income Tax Returns
  • 10-28-2009 – Lawyers.Com Website
  • Pa Last Wills and Taxes
  • 10-28-2009 – Lawyers.Com Website
  • Pa Executors and Duties
  • 10-28-2009 – Lawyers.Com Website
  • When Does A Living Will Go Into Effect
  • 04-07-2009 – Martindale-Hubbell Website
  • Pa Estate Planning and Pointers
  • 02-04-2009 – Lawyers.Com Website
  • Pa Estate Planning and Fiduciaries
  • 02-04-2009 – Lawyers.Com Website
  • Patriot Act and C.I.P. Rules
  • 01-11-2009 – Lawyers.Com Website
  • Maintaining Power of Attorney in a HIPAA World
  • 11-06-2008 – Martindale-Hubbell Website
  • Payments to Family and Funeral Directors
  • 11-06-2008 – Martindale-Hubbell Website
  • The USA PATRIOT Act Privacy Rules
  • 11-06-2008 – Martindale-Hubbell Website
  • Pa Abolishes Common Law Marriage
  • 11-06-2008 – Martindale-Hubbell Website
  • Maintaining Power of Attorney in a HIPAA World
  • 11-06-2008 – Martindale-Hubbell Website
  • Misinformation, Misunderstandings, and Mistakes
  • 11-06-2008 – Martindale-Hubbell Website
  • Pa Last Wills and Asset Titles
  • 09-15-2008 – Lawyers.Com Website
  • Pa Powers of Attorney and Requirements
  • 07-29-2008 – Lawyers.Com Website
  • Pa Living Trusts and Caution
  • 07-29-2008 – Lawyers.Com Website
  • Pa Living Wills and Doctors
  • 07-06-2008 – Lawyers.Com Website
  • Pa Fiduciaries and Traits
  • 05-14-2008 – Lawyers.Com Website
  • Common Law Marriage and Abolished
  • 05-13-2008 – Lawyers.Com Website
  • Estate Tax and Inheritance Tax
  • 05-13-2008 – Lawyers.Com Website
  • Pa Probate and Alternatives
  • 05-13-2008 – Lawyers.Com Website
  • Pa Living Wills and Importance
  • 05-13–2008 – Lawyers.Com Website
  • Pa Probate and Avoidance
  • Lawyers.Com Website – 05-13-2008
  • Pa Powers of Attorney and HIPAA
  • 05-03-2008 – Lawyers.Com Website
  • Pa Estate Planning and Mistakes
  • 05-01-2008 – Lawyers.Com Website
  • The House That Jack Built
  • Legal Presentation10-23-2007 – Widener University – Available Upon Request
  • Maintaining Power of Attorney in a HIPAA World
  • 10-31-2006 – Pennsylvania Law Weekly Website
  • 2nd Annual Women Business Owner Seminar
  • Legal Presentation – 10-03-2006 – Media Pa – Press Review – PressReleaseSpider
  • Misinformation, Misunderstandings, and Mistakes
  • 07-31-2006 – Chester County Women Website – Not Available
  • Misinformation, Misunderstandings, and Mistakes
  • 01-02-2006 – Pennsylvania Law Weekly Website
  • 1st Annual Women Business Owner Conference
  • Legal Presentation- 11-17-2005 – Chadds Ford PA
  • When does a Living Will take effect?
  • 05-27-2005 – Philadelphia Business Journal
  • Settlement of Small Estates upon Petition
  • 02-17-2005 – Pennsylvania Bar Institute
  • Settlement of Small Estates upon Petition
  • 12-09-2004 – Pennsylvania Bar Institute – Not Available
  • The USA PATRIOT Act Privacy Rules
  • Legal Presentation – 04-19-2004 – Delaware County Estate Planning Council
  • The Declaration of Independence From Letters
  • 03-04-2004 – Delaware County Bar Association – Not Available
  • Payments to Family and Funeral Directors
  • Legal Presentation – 02-23-2004 – Delaware County Estate Planning Council
  • Pa Abolishes Common Law Marriage
  • Legal Presentation = 10-20-2003 – Delaware County Estate Planning Council
  • Smith Charitable Trusts (No. 1 and No. 2)
  • 09-22-2003 – Delaware County Estate Planning Council – Not Yet Available

Academics

  • Villanova University School of Law
  • Post Doctoral Degree
  • 1990–1994
  • Villanova, PA
  • Widener University School of Law
  • Doctoral Degree
  • 1990–1994
  • Wilmington, DE
  • Temple University – B.A.
  • Bachelor’s Degree
  • 1983–1986
  • Philadelphia, PA
  • Montgomery County College
  • Associate’s Degree
  • 1980–1983
  • Blue Bell, PA

Assignments

  • John B. Whalen, Jr., J.D., LL.M.
  • Pa Probate Wills Estates Lawyer
  • 2006 – Present
  • Wayne, PA
  • Lamb McErlane
  • Pa Probate Wills Estates Lawyer
  • 2004 – 2006
  • West Chester, PA
  • Lastowka Messick
  • Pa Probate Wills Estates Lawyer
  • 1998 – 2004
  • Media, PA
  • Forceno Hannon and Arangio
  • Pa Probate Wills Estates Lawyer
  • 1992 – 1998
  • Philadelphia, PA
  • Joseph P. Lynch, Esq.
  • Pa Probate Wills Estates Law Clerk/Lawyer
  • 1987 – 1992
  • Norristown, PA

Admissions

  • Commonwealth of Pennsylvania
  • Supreme Court Member
  • 1990 – Present
  • Harrisburg, PA
  • Pennsylvania Bar Association
  • Association Member
  • 2016 – Present
  • Harrisburg, PA
  • Delaware County Estate Planning Council
  • Immediate Past President
  • 2006 – Present
  • Media, PA
  • Chester County Estate Planning Council
  • Board Member
  • 2006 – 2007
  • Media, PA
  • Conestoga Senior High School
  • Internship Instructor
  • 2006 – 2006
  • Berwyn, PA
  • Delaware County Estate Planning Council
  • President
  • 2005 – 2006
  • Media, PA
  • Villanova University School of Law
  • Internship Instructor
  • 2005 – 2005
  • Villanova, PA
  • Delaware County Estate Planning Council
  • First Vice President
  • 2004 – 2005
  • Media, PA
  • Delaware County Estate Planning Council
  • Second Vice President
  • 2003 – 2004
  • Media, PA
  • Delaware County Estate Planning Council
  • Board Member
  • 2003 – 2007
  • Media, PA
  • Chester County Estate Planning Council
  • Council Member
  • 2000 – 2007
  • Hershey’s Mill, PA
  • Delaware County Estate Planning Council
  • Council Member
  • 2000 – 2007
  • Media, PA
  • Chester County Bar Association
  • Association Member
  • 1999 – 3007
  • West Chester, PA
  • Delaware County Bar Association
  • Association Member
  • 1999 – 3007
  • Media, PA
  • American Bar Association
  • Association Member
  • 1991 – 3008
  • Harrisburg, PA
  • United States Federal Court E.D. PA
  • Bar Member
  • 1997 – 2009
  • Philadelphia, PA
  • Pennsylvania Bar Association
  • Association Member
  • 1991 – 2009
  • Harrisburg, PA
  • Supreme Court, State of New Jersey
  • Bar Member
  • 1991 – Present
  • Trenton, NJ
  • Supreme Court, Commonwealth of Pennsylvania
  • Bar Member
  • 1990 – Present
  • Harrisburg, PA
  • Delaware Law Forum, Widener University School of Law
  • Editor-In-Chief
  • 1989-1990
  • Wilmington, DE
  • Delaware Law Forum, Widener University School of Law
  • Case Note Writer
  • 1988-1989
  • Wilmington, DE
  • Delaware Law Forum, Widener University School of Law
  • Case Note Writer
  • 1987-1988
  • Wilmington, DE

Affiliations

  • Chesterbrook Picket Post Condo Assn
  • President
  • 2003 – 2007
  • Wayne, PA
  • Chesterbrook Picket Post Condo Assn
  • Vice-President
  • 2003 – 2007
  • Wayne, PA
  • Chesterbrook Picket Post Condo Assn
  • Board Member
  • 2003 – 2007
  • Wayne, PA
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