About Us

Sam Swansen

Sam Swansen founded our firm in 1994 to bring innovative, state-of-the-art estate planning services to individuals and families, including family businesses.

A graduate of Dartmouth College and the University of Wisconsin Law School, Sam was a partner for 20 years with Dechert, Price and Rhoads (now Dechert), a major Philadelphia law firm, then one of the nation's largest trust and estate practices. Sam holds an AV rating, the highest, from Martindale-Hubbell. His professional affiliations include admittance to the Bar of the United States and Pennsylvania Supreme Courts as well as the American Bar Association and our state, regional and local Bar Associations.

Sam is a fellow of EPICOR, a regional collaborative of estate planning attorneys, a member of WealthCounsel, a national network of estate planning attorneys, and a contributing author to two estate planning handbooks.

Sam also serves as President Emeritus of Foulkeways at Gwynedd (a continuing care retirement community), and as General Counsel to the Philadelphia Yearly Meeting of Friends (Quakers). He is also a former Chairman of the Board of Friends Life CareTM and President of the Global Bach Community.

Our Values

Commitment: Demonstrating exceptional personal dedication to our clients

Integrity: Adhering to standards of strict personal honesty

Candor: Telling the truth to clients

Harmony: Imbuing discussions with a sense of well-being; resolving conflicts with reason and thoughtfulness

Authenticity: Practicing what we advise

Professional Affiliations

We are members of WealthCounsel, a national network of estate planning professionals. WealthCounsel monitors developments in estate law and incorporates them into its document generation software, so we can offer the most complete and detailed documents adhering to the most modern standards.

Sam's colleagues at EPICOR (Estate Planning Institute of Collaborative Resources) are also expert estate planners who meet regularly to discuss current issues in practice management, estate law and its application.

Guidestar provides a comprehensive reference for nonprofit organizations which form a substantial part of our practice. Docubank, the state and local Bar associations, NAELA and other professional organizations all contribute to our ability to provide clients with a wide range of services based on accepted industry standards.

These services are just a part of a powerful suite of research, modeling and document generation software we use to keep our practice state-of-the-art. Sam's interaction with a wide network of expert professionals insures a seasoned and rigorous approach to planning which we then tailor to the specific needs of each client.