CONTACT INFO:

TEL: 215-238-1700
FAX: 215-238-1968
EMAIL: mwolfson@kohnswift.com

Merle Wolfson is active in law and financial administration.

Bio

Admitted to practice: Common Pleas, Orphans Court and Municipal Court of Allegheny County, Pennsylvania and United States District Court for the Western District of Pennsylvania and United States District Court for the District of Columbia, 1954 (inactive); Common Pleas and Orphans Court of Philadelphia County, Pennsylvania, United States District Court for the Eastern District of Pennsylvania, Court of Appeals for the Third Circuit and United States Tax Court, 1957.

Admitted to Practice before the Internal Revenue Service. Certified Public Accountant, Pennsylvania , 1957 (Inactive).

Member of the Philadelphia, Pennsylvania, and District of Columbia Bar Associations. Member of Sections on Taxation of American, Pennsylvania and Philadelphia Bar Associations. Former elected Member of the Council (Board of Directors) of Philadelphia Bar Association Section on Taxation. Member of the Committee on State and Local Taxation of the Section on Taxation of the Philadelphia Bar Association.

Member American and Pennsylvania (Philadelphia Chapter) Institutes of Certified Public Accountants.

Member and Past President of Philadelphia Estate Planning Council. Lecturer at over 100 programs on Federal Tax and Estate and business planning subjects, Including (five) programs presented by New York University Institute on Federal Taxation, Temple University, University of Pennsylvania, University of Virginia, University of West Virginia, Lehigh University, Penn State University, American and Pennsylvania Institutes of Certified Public Accountants (Pennsylvania Institute of Certified Public Accountants Foundation), American and Pennsylvania Bar (Pennsylvania Bar Institute) Associations and numerous financial and other business groups. Lecturer Temple University School of Law Masters in Taxation program.

Published articles in the New York University Institute on Federal Taxation and other tax publications.

Handled tax litigation field examinations, Appeals Division of the Internal Revenue Service and the United States Tax Court and United States District Court and Third Circuit Court of appeals. Handled acquisitions, sales and mergers and other business transactions involving matters in excess of $300,000,000.

Trustee and Executor of various Trusts and estates. Member of Board of Directors of closely held corporations. Trustee of the Hassel Foundation.

Two daughters, Lizabeth Hope (Mrs. Broadus Richard Littlejohn, III) and Tamara Faith Wolfson, eight grandchildren and eight great grandchildren.