|
|
Our Firm
|
Highlights |
| Practice Areas: |
Trusts and Estates; Wills; Probate, Estate Administration, Litigation. |
| Training: |
1990, Minnesota; 1993, Pennsylvania; 1995, New Jersey; 1996, Florida and New York bars
Law School: University of Minnesota, J.D., cum laude, 1990; New York University, LL.M., Tax, 1997. |
| College: |
University of Minnesota, B.A., cum laude, 1987. |
| Member: |
Pennsylvania, New Jersey State, Minnesota, New York, Florida Bar Associations |
|
Biography: |
Also Of Counsel, The Jacobs Law Group, PC, Philadelphia, PA |
| Military: |
Lt., JAGC, Dept. of the Navy, 1991-1995 |
 |
Peter L. Klenk
Peter was raised on a farm located 60 miles north of Minneapolis, Minnesota. While working several jobs to pay for his education, he graduated cum laude and with honors from the University of Minnesota in 1987 and graduated cum laude from the University of Minnesota Law School in 1990.
Furthering his study of estate, gift and generation skipping taxation, Peter earned an LL.M. in Taxation from the top-ranked NYU tax program. An LL.M. is an intensive one-year program focusing on a single area of the law that is in addition to the typical three-year J.D. program.
Following a family tradition of military service, Peter served as a Lieutenant in the United States Navy JAG Corp. In 1992, the Navy awarded his team of attorneys a Meritorious Unit commendation for providing estate planning services to more than 10,000 service members deployed to the Middle East during Desert Storm/Desert Shield.
After leaving the Navy, Peter focused his practice in the area of estate planning. By concentrating his practice exclusively on estate planning, Peter is able to provide his clients with an understanding of the subtleties, including most recent changes in gift, estate, inheritance and generation skipping taxes.
Since founding his own firm in 1998, Peter's estate planning practice has flourished. He now represents clients throughout the country, from California and Washington to Maine and Florida. Although Peter, his wife Lisa and son Ben have settled in Philadelphia, he utilizes the most modern techniques to provide estate planning services throughout the country. Business is conducted through email, fax, phone and fedex or in person at the client's home or at the office of their local professional advisors. Peter is a member of the Pennsylvania, New Jersey, Minnesota, New York and Florida state bars.
|
 |
Jeanna Lam - Associate
Jeanna is licensed to practice law in Pennsylvania and New Jersey and focuses her practice primarily on the areas of estate planning and estate administration.
Jeanna incorporates techniques such as tax planning, wills, trusts (revocable and irrevocable), disclaimers, dynasty trusts, and life insurance planning to provide her clients with comprehensive estate plans, and then works together with clients and their advisors to ensure that the plans are implemented.
On the estate administration side, Jeanna regularly handles the administration of estates from start to finish, including opening the estate with the appropriate authority, negotiating with creditors to settle debts of the decedent, preparing and filing the necessary estate and inheritance tax returns, preparing and filing fiduciary income tax returns if required, and making distributions of estate assets to beneficiaries. In conjunction with her estate administration practice, Jeanna has appeared before the Orphans' Court and the Superior Court in several counties in Pennsylvania and New Jersey, respectively.
Jeanna graduated Cum Laude from Widener University School of Law in Wilmington, Delaware where she served as an Articles Editor for the Widener Law Review. She is currently working toward earning her Estate Planning Certification through the Graduate Tax Program at Temple University Beasley School of Law.
|
 |
Kathleen Maloles - Associate
Kathleen is licensed to practice law in Pennsylvania and New Jersey. Kathleen focuses her practice primarily in the areas of Estate Administration and Estate Planning.
Kathleen counsels clients in effectively and efficiently administering simple to complex Estates and Trusts from inception to end. Kathleen utilizes her previous experience working in the Title Insurance Industry at DST Land Transfer, Inc., and practicing Real Estate Law when representing clients with real property issues in conjunction with probating and settling decedent's Estates. Kathleen also represents clients in matters before the Pennsylvania Orphans' Court and New Jersey Superior Court and also assists the firm's Principal Attorney, Peter L. Klenk, Esq., in administering Estates located in New York and Florida. Kathleen's practice includes assisting clients with ancillary probate, preparing death tax returns, fiduciary income tax returns, as well as informal and formal court accountings.
On the Estate Planning side, Kathleen counsels clients with respect to tax and life insurance matters. Kathleen drafts estate planning documents such as wills, irrevocable and revocable trusts, disclaimers, dynasty trusts, and works in conjunction with clients and their financial advisors to ensure their Estate Plans are properly implemented.
Kathleen graduated Cum Laude from Temple University with a B.A. in Psychology and earned her J.D. from Widener University School of Law. Kathleen is currently working toward her Estate Planning Certification through the Graduate Tax Program at Temple University Beasley School of Law.
|
 |
Amanda DiChello - Associate
Amanda focuses her practice in the area of probate, trust, and estate litigation matters. She represents a wide variety of parties, including personal representatives, beneficiaries, heirs, trustees and other interested parties in disputes concerning trust administration, trust and will contests and claims against probate estates.
In addition to her estate litigation practice, Amanda also practices in the area of estate planning and is well versed in the area of estate administration.
Amanda assists clients with complex and sophisticated estate planning techniques, generational wealth planning, business succession planning and charitable gifting strategies. Amanda represents clients in all aspects of complex estate planning and provides tax advice in conjunction with sophisticated planning techniques.
Amanda holds an LL.M. in Taxation from the prestigious Villanova University School of Law Graduate Tax Program and a J.D. from the Roger Williams University School of Law in Rhode Island, where she graduated at the top of her class. Amanda also holds a B.A. in International Politics from The Pennsylvania State University.
Amanda is a member of the bars of the Commonwealth of Pennsylvania and State of New Jersey and is also licensed to practice before the United States Tax Court.
|
 |
Patricia M. Purrier- Paralegal
Patricia graduated from the University of Wisconsin-STOUT with a B.S. in Fashion Merchandising and Management with a Business Minor. She worked with a national retail chain as store management for a few years before applying her retail experience into managing the field personnel nationwide for a music company. Most recently, Tricia worked in the real estate profession for 7 years and currently works part-time for a licensed Abstractor. In addition, she provides wills, trusts and probate paralegal services to the Law Offices of Peter L. Klenk on a part-time basis. Tricia lives with her husband, Kent, in the Mankato area of MN.
|
 |
Stephen Ferry - Paralegal
Stephen Ferry comes to Klenk Law from the non-profit world where he worked as a
business administrator. Before that Stephen lived in Los Angeles for three years where he
worked behind the scenes in Film and Theater. He also worked in video post-production
where he helped produce marketing videos for major motion picture companies, most
notably The Walt Disney Company.Stephen graduated from Temple University with a BA
in Communications & Theater. In his spare time he writes fiction and poetry.
|
 |
Stacey Williams - Paralegal
Stacey Williams is a Philadelphian who graduated with high honors from the ABA
approved Paralegal Studies Program at the Community College of Philadelphia. Stacey is
continuing her education by pursuing a B.A. in Paralegal Studies at Peirce College. In her
spare time Stacey enjoys reading novels, shopping, and studying the concept of fashion
and interior design.
|
 |
Toni Parker-Paralegal
Toni Parker grew up in Philadelphia and will be graduating from the ABA approved
Paralegal Studies Program at the Community College of Philadelphia. Toni plans to continue
her education at St. Joseph’s University to pursue her B.A. in Legal Studies and
hopes to become a lawyer in the near future. In her spare time, Toni enjoy spending time
with her daughter Sa’mya.
|
 |
Lenka Holgren - Legal Assistant
Lenka is a native of the Czech Republic and grew up in the town of Dokay about 50 miles
north of Prague. She began her professional career in Prague at the largest bank in the country,
Konmercni Banka. After working and studying in London for two years, she became fluent in English
and moved to the United States in 1997. Lenka has settled in Philadelphia. She is married and
has a daughter named Alexandra.
|
 |
Sara Perrault - Legal Assistant
Sara was raised in Virginia Beach, VA. She left for Philadelphia in 1998 to attend Temple
University. She studied for four years in the Temple Fox School of Business as a Computer
Information Science major. Sara was rescued from her old job at Ridgway’s Copy
Center, where she had worked for two years, in 2004.
|
|