Tara Walsh concentrates her practice in the areas of estate, tax and business planning, as well as estate and trust administration. She represents and advises high-net-worth individuals, owners of closely held businesses, individual and corporate fiduciaries, and nonprofit/charitable entities. Tara is partner-in-charge of the firm’s Malvern office.
Tara’s practice involves designing and implementing a wide range of estate plans; handling all aspects of estate and trust administrations; advising clients on estate, gift and generation-skipping transfer tax issues; counseling clients in planned charitable giving; advising clients on issues related to life insurance and retirement plans; counseling beneficiaries and fiduciaries in Orphans’ Court matters; and forming nonprofit organizations.
Community Impact
Tara sits on the board of directors for the Main Line Chamber of Commerce (MLCC) and is an active member of the MLCC’s Society of Professional Women, an organization committed to the advancement of women in leadership roles. She is a graduate of MLCC’s Leadership Main Line program, a five-month curriculum geared toward developing future community leaders, and MLCC’s Women Helping Women mentoring program. Tara is also a past participant of The Forum of Executive Women Mentoring Program.
Memberships
Member, Board of Directors, Main Line Chamber of Commerce
Member, Main Line Chamber of Commerce, Society of Professional Women
Member, Philadelphia Bar Association
Member, Philadelphia Estate Planning Council
Featured Speaking Engagements
Presenter, “The Intersection of Death and Divorce: Estate Planning & Family Law Implications Under Marital Agreements,” Philadelphia Bar Association CLE
Presenter, “Business Succession Planning: The Good, The Bad, and The Ugly,” Smart Business Dealmakers Conference
Planner, “Planned Charitable Giving: The Do’s and Don’ts from the Donor, the Donee, and the AG,” Philadelphia Bar Association seminar
Presenter, “Estate Planning: Taking Care of the People You Love,” St. Basil Academy
Presenter, “Plan Today to Ensure Your Legacy Tomorrow,” The Main Line Society of Professional Women event
Presenter, “Estate and Personal Planning,” Gwynedd Mercy University
Clerkships
Clerkship to Judge J. Wesley Oler Jr. of the Cumberland County, Pennsylvania, Court of Common Pleas.
