Robert J. Stern


Robert Stern


Robert Stern focuses his practice on all areas of trusts, estates, personal planning and Pennsylvania nonprofit corporations. He counsels nonprofit organizations on incorporation, Orphans’ Court litigation, and issues relating to tax-exempt status. Robert also represents individual clients in trust and estate planning, administration, litigation and tax matters.

He is the author of Pennsylvania Nonprofit Corporation Law, a 700-page treatise providing insight into this important area of law. In addition to the full text of the statute, the fully-indexed book contains commentary, checklists, cases and forms covering the full scope of nonprofit corporate law in Pennsylvania.

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Representative Matters

  • incorporated both charitable and non-charitable nonprofit corporations and foundations, and obtaining federal and state tax exempt status
  • handled nonprofit litigation in the Orphans’ Court Division involving approval of amendment of articles, mergers, divisions, consolidations, dissolutions, cypress petitions and related issues
  • handled estate and trust litigation involving will contests, objections to accounts, surcharges and removal petitions
  • provided estate planning and preparation of wills and trusts, including irrevocable life insurance trusts, charitable remainder unitrusts and grantor retained annuity trusts
  • handled estate and trust administration matters, including probate, accounts, petitions for adjudication, audits, schedules of distribution, formal accounts, and informal receipt and releases
  • counseled clients on federal and state taxes issues, including Federal Gift Tax Return (709), Federal Estate Tax Return (706), Pennsylvania Inheritance Tax Return and audits in connection therewith
  • completed federal and state income tax returns, including U.S. Individual Income Tax Return (1040), Pennsylvania Individual Income Tax Return (PA40), U.S. Fiduciary Income Tax Return (1041), Pennsylvania Fiduciary Income Tax Return (PA41), New Jersey Fiduciary Income Tax Return (NJ1041) and Split-Interest Trust Returns (Form 5227)
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Bar Admissions
  • Pennsylvania
Court Admissions
  • Pennsylvania Supreme Court
  • U.S. Court of Appeals for the Third Circuit
  • U.S. District Court for the Eastern District of Pennsylvania
  • U.S. Supreme Court
  • LL.B., University of Pennsylvania Law School
  • B.A., cum laude, Williams College

  • Philadelphia Bar Association, Probate and Trust Law Section


  • Martindale-Hubbell, AV Preeminent rating
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